Wabash National WNC Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Parts & Services | $54.07M-16.1% | $64.46M+5.7% | $60.96M+2.0% | $59.74M+15.0% | $51.96M+6.9% | |
| Transportation Solutions | $250.18M-4.8% | $262.89M-21.4% | $334.47M-16.4% | $400.21M+15.4% | $346.8M-6.4% | |
| Gross (loss) profit by Business | ||||||
| Parts & Services | $4.94M-51.4% | $10.18M-4.3% | $10.63M-16.9% | $12.8M+20.9% | $10.59M+31.1% | |
| Transportation Solutions | -$15.52M— | —— | $5.08M-82.2% | $28.6M+240% | $8.41M-75.9% | |
| (Loss) income from operations by Business | ||||||
| Parts & Services | $3.8M-25.8% | $5.12M-22.6% | $6.62M-26.9% | $9.06M+31.1% | $6.91M+53.8% | |
| Transportation Solutions | -$37.35M+21.9% | -$47.85M-265% | -$13.12M— | —— | -$9.8M-155% | |
| Other operating expenses by Business | ||||||
| Parts & Services | $1.14M-77.5% | $5.05M+26.0% | $4.01M+7.2% | $3.74M+1.7% | $3.68M+2.6% | |
| Transportation Solutions | $21.83M-30.6% | $31.47M+73.0% | $18.19M+13.1% | $16.08M-11.7% | $18.21M+7.5% | |
| Cost of Sales by Business | ||||||
| Parts & Services | $49.13M-9.5% | $54.28M+7.8% | $50.33M+7.2% | $46.94M+13.5% | $41.37M+2.1% | |
| Transportation Solutions | $265.69M-4.9% | $279.26M-15.2% | $329.4M-11.4% | $371.61M+9.8% | $338.39M+0.8% | |
| Goodwill, gross by Business | ||||||
| Parts & Services | $132.99M+20.0% | $110.87M-4.7% | $116.29M0.0% | $116.29M0.0% | $116.3M+7.6% | |
| Transportation Solutions | $188.75M0.0% | $188.76M0.0% | $188.76M0.0% | $188.76M0.0% | $188.76M0.0% | |
| Goodwill by Business | ||||||
| Parts & Services | $92.85M+31.3% | $70.72M-7.1% | $76.14M0.0% | $76.15M0.0% | $76.16M+12.1% | |
| Transportation Solutions | $120.5M0.0% | $120.5M0.0% | $120.5M0.0% | $120.5M0.0% | $120.51M0.0% | |
| Goodwill, Impaired, Accumulated Impairment Loss by Business | ||||||
| Parts & Services | $40.14M0.0% | $40.14M0.0% | $40.14M0.0% | $40.14M0.0% | $40.14M0.0% | |
| Transportation Solutions | $68.26M0.0% | $68.26M0.0% | $68.26M0.0% | $68.26M0.0% | $68.26M0.0% | |
| D&A by Business | ||||||
| Parts & Services | $2.31M+19.6% | $1.94M+70.9% | $1.13M-9.6% | $1.25M+6.4% | $1.18M+11.7% | |
| Transportation Solutions | $11.64M-2.7% | $11.96M-2.7% | $12.3M+5.3% | $11.69M-8.0% | $12.71M-11.1% | |
| Effects of foreign currency by Business | ||||||
| Parts & Services | $6K— | —— | -$2K— | —— | -$10K— | |
| Transportation Solutions | -$5K— | —— | -$3K— | —— | -$2K-167% | |
| Acquisition of Trailerhawk AI, LLC by Business | ||||||
| Parts & Services | $22.12M+3,058% | $700.25K0.0% | $700.25K0.0% | $700.25K0.0% | $700.25K-65.9% | |
| Transportation Solutions | $0— | $0— | $0— | $0— | $0— | |
| Net Sales by Product | ||||||
| Components, parts and services | $33.09M+8.5% | $30.5M-6.4% | $32.58M-0.5% | $32.76M+4.0% | $31.5M+16.9% | |
| Equipment and other | $64.17M-11.8% | $72.76M-29.0% | $102.52M-9.1% | $112.78M-1.5% | $114.51M+2.7% | |
| New trailers | $204.93M-5.6% | $217.17M-11.6% | $245.57M-21.3% | $312.16M+33.8% | $233.38M-15.8% | |
| Used trailers | $1.04M+2.3% | $1.02M+9.9% | $929K-17.1% | $1.12M-25.3% | $1.5M+33.0% | |
| Percentage of consolidated net sales by Product | ||||||
| Components, parts and services | 10.9%+10.5pp | 0.4%-8.1pp | 8.5%+1.4pp | 7.1%-1.2pp | 8.3%— | |
| Equipment and other | 21.2%— | —— | 26.9%+2.3pp | 24.6%-5.5pp | 30.1%+29.5pp | |
| New trailers | 67.6%+67.1pp | 0.5%-63.9pp | 64.4%-3.6pp | 68%+6.7pp | 61.3%— | |
| Used trailers | 0.3%— | —— | 0.2%0.0pp | 0.2%-0.2pp | 0.4%— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Wabash National break its business down?
- Wabash National (WNC) reports net sales by business across 2 parts — Parts & Services and Transportation Solutions. Each is extracted from the segment footnotes and tracked over time.
- Where does Wabash National's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Wabash National's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
