Wabash National WNC Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net Sales by Business | ||||||
| Parts & Services | $54.07M+4.1% | $64.46M+32.6% | $60.96M+16.5% | $59.74M+8.8% | $51.96M+5.5% | |
| Transportation Solutions | $250.18M-27.9% | $262.89M-29.0% | $334.47M-19.5% | $400.21M-19.7% | $346.8M-26.3% | |
| Gross (loss) profit by Business | ||||||
| Parts & Services | $4.94M-53.3% | $10.18M+26.0% | $10.63M-4.0% | $12.8M-14.5% | $10.59M-20.6% | |
| Transportation Solutions | -$15.52M-284% | —— | $5.08M-88.7% | $28.6M-61.7% | $8.41M-86.7% | |
| (Loss) income from operations by Business | ||||||
| Parts & Services | $3.8M-45.0% | $5.12M+14.0% | $6.62M-20.4% | $9.06M-25.0% | $6.91M-34.3% | |
| Transportation Solutions | -$37.35M-281% | -$47.85M-367% | -$13.12M-145% | —— | -$9.8M-122% | |
| Other operating expenses by Business | ||||||
| Parts & Services | $1.14M-69.1% | $5.05M+41.0% | $4.01M+45.6% | $3.74M+29.8% | $3.68M+30.7% | |
| Transportation Solutions | $21.83M+19.9% | $31.47M+85.8% | $18.19M+15.3% | $16.08M-9.5% | $18.21M-3.4% | |
| Cost of Sales by Business | ||||||
| Parts & Services | $49.13M+18.8% | $54.28M+33.9% | $50.33M+22.0% | $46.94M+17.6% | $41.37M+15.2% | |
| Transportation Solutions | $265.69M-21.5% | $279.26M-16.8% | $329.4M-11.1% | $371.61M-12.4% | $338.39M-16.9% | |
| Goodwill, gross by Business | ||||||
| Parts & Services | $132.99M+14.4% | $110.87M+2.6% | $116.29M+7.6% | $116.29M+7.6% | $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+21.9% | $70.72M+4.1% | $76.14M+12.1% | $76.15M+12.1% | $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+96.6% | $1.94M+83.6% | $1.13M+105% | $1.25M+137% | $1.18M+116% | |
| Transportation Solutions | $11.64M-8.4% | $11.96M-16.3% | $12.3M+0.1% | $11.69M-3.4% | $12.71M+12.3% | |
| Effects of foreign currency by Business | ||||||
| Parts & Services | $6K+160% | —— | -$2K-150% | —— | -$10K— | |
| Transportation Solutions | -$5K-150% | —— | -$3K-133% | —— | -$2K0.0% | |
| Acquisition of Trailerhawk AI, LLC by Business | ||||||
| Parts & Services | $22.12M+3,058% | $700.25K-65.9% | $700.25K-65.9% | $700.25K-65.9% | $700.25K-65.9% | |
| Transportation Solutions | $0— | $0— | $0— | $0— | $0— | |
| Net Sales by Product | ||||||
| Components, parts and services | $33.09M+5.0% | $30.5M+13.2% | $32.58M+3.3% | $32.76M-4.9% | $31.5M-11.6% | |
| Equipment and other | $64.17M-44.0% | $72.76M-34.8% | $102.52M-18.1% | $112.78M-14.9% | $114.51M+1.4% | |
| New trailers | $204.93M-12.2% | $217.17M-21.7% | $245.57M-20.0% | $312.16M-18.4% | $233.38M-36.1% | |
| Used trailers | $1.04M-30.4% | $1.02M-9.5% | $929K+135% | $1.12M-2.1% | $1.5M+11.6% | |
| Percentage of consolidated net sales by Product | ||||||
| Components, parts and services | 10.9%+2.6pp | 0.4%— | 8.5%+1.7pp | 7.1%+0.8pp | 8.3%+1.4pp | |
| Equipment and other | 21.2%-8.9pp | —— | 26.9%-0.1pp | 24.6%+0.5pp | 30.1%+8.2pp | |
| New trailers | 67.6%+6.3pp | 0.5%— | 64.4%-1.7pp | 68%-1.5pp | 61.3%-9.6pp | |
| Used trailers | 0.3%-0.1pp | —— | 0.2%+0.1pp | 0.2%0.0pp | 0.4%+0.1pp |
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.
