WNC Earnings Prediction
The chart below shows how WNC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WNC sees a -0.96% change in stock price 10 days leading up to the earnings, and a +0.33% change 10 days following the report. On the earnings day itself, the stock moves by +2.22%. This data can give you a slight idea of what to expect for the next quarter's release.
WNC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
416.81M
-30.08%
-10.18%
Gross Margin
9.61%
-45.46%
-16.00%
Operating Margin
0.86%
-91.62%
-100.92%
Net Margin
-0.17%
-102.01%
-99.76%
EPS
-0.02
-101.87%
-99.73%
No Data Available
WNC Earnings Analysis
Wabash National Corp Corporation (WNC.N) Earnings Conference Call
Positive
Strong Sales Performance: Consolidated revenue for the quarter reached $417 million, with a total of 6,770 new trailers and 3,010 truck bodies shipped, indicating strong sales performance despite market challenges.
Effective Cash Management: Operating cash generation for the full year amounted to $117 million, supported by a working capital release, showcasing effective cash management and operational efficiency.
Free Cash Flow Reduction: Free cash flow for 2024 was reported at $38 million, reflecting a reduction in capital expenditures from peak levels in 2023, which is expected to continue into 2025.
Share Repurchase Commitment: Share repurchases totaled approximately $64 million for the full year, reducing diluted shares by about 6%, demonstrating a commitment to returning value to shareholders.
Revenue Growth Anticipation: The company anticipates revenue growth in parts and services for 2025, driven by stable freight market conditions and an expected increase in truck body orders due to upcoming regulatory mandates.
Negative
Quarterly Net Loss Report: Net loss of $1 million or negative $0.02 per diluted share reported for the quarter, indicating financial struggles amidst challenging market conditions.
Profitability Pressure: Gross margin decreased to 10.3% of sales, while operating margin fell to 0.9%, reflecting significant pressure on profitability during the quarter.
Transportation Revenue and Margin: Transportation Solutions segment generated revenue of $3.70 million with an operating income of only $1.79 million, translating to a low operating margin of 4.8%.
Elevated Legal Expenses Impact: Legal expenses related to a product liability verdict are expected to remain elevated, impacting SG&A and overall profitability in 2025.
2025 EPS Guidance Outlook: Initial EPS guidance for 2025 is projected between $0.85 to $1.05, indicating a cautious outlook amidst anticipated challenges in the dry van order market.
WNC FAQs
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WNC Earning Call Sentiment
Earnings call transcript: Wabash National Q4 2024 misses EPS forecast
WNC.N
-3.58%Positive
The earnings call reveals a challenging environment: reduced revenue and EPS guidance, legal and economic risks, and declining margins. Despite optimistic 2025 projections and strategic partnerships, current market conditions and legal expenses weigh heavily. Shareholder returns are strong, but overall financial health is strained with a net loss. The Q&A section highlights management's evasiveness and concerns over declining margins, adding to the negative sentiment. The lack of specific guidance further dampens investor confidence, suggesting a likely negative stock price reaction in the short term.
