Every material Form 8-K WABASH NATIONAL Corp has filed with the SEC since August 13, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Wabash National reported third-quarter 2026 net sales of $476.4 million, up 24.8% from a year earlier, but posted a GAAP loss of $0.51 per diluted share against earnings of $0.97 a year earlier. The company guided fourth-quarter revenue to $420 million to $450 million and adjusted loss per share to $(0.75) to $(0.55), so shareholders face continued losses in the near term even as backlog rose to $1,198 million.
Net sales were $476.4 million, up 24.8% from $381.6 million in Q3 2025.
GAAP diluted loss per share was $(0.51) versus $0.97 a year earlier; adjusted loss per share was $(0.63) versus $(0.51).
Q4 2026 guidance: revenue of $420 million to $450 million and adjusted EPS of $(0.75) to $(0.55).
Total backlog was $1,198 million as of September 30, 2026, up $242 million from the prior quarter.
Wabash National furnished an investor presentation for the Davidson Conference that reviews its second quarter 2026 results and third quarter outlook. Q2 2026 net sales were $417 million, down from $459 million a year earlier, and GAAP diluted loss per share was $(0.56) versus $(0.23) in Q2 2025, so the headline results declined year over year. The company guided to Q3 revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50), and reported backlog of $956 million.
Q2 2026 net sales were $417.2 million versus $458.8 million in Q2 2025; GAAP diluted EPS was $(0.56) versus $(0.23)
Q2 2026 adjusted diluted EPS was $(0.53), excluding facility idling costs and related tax effects
Q3 2026 outlook: revenue of $440 million to $460 million and EPS of $(0.40) to $(0.50)
Backlog rose 14% to $956 million at the end of Q2 2026; $150 million of convertible senior notes were executed in July
Wabash National signed a sixth amendment to its credit agreement on August 12, 2026, with Wells Fargo Capital Finance as administrative agent. The amended facility provides a $300 million revolving credit line, with an option to add up to $175 million in commitments subject to conditions. The filing sets out borrowing terms, a $40 million availability block, and minimum liquidity and fixed charge coverage requirements that shareholders may want to track.
Revolving credit facility of $300 million, with an option to increase commitments by up to an additional $175 million, subject to conditions
Facility matures on the earliest of August 12, 2031, or 91 days before the 4.50% Senior Notes due 2028 or the 4.00% Convertible Senior Notes due 2032 mature
Company must keep minimum liquidity of $90 million before the Financial Covenant Conversion Date, and a $40 million availability block applies until that date
Borrowings bear interest at term SOFR plus 1.50% to 2.00%, or a base rate plus 0.50% to 1.00%, with a monthly unused line fee of 0.20%
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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