LAFAYETTE, Ind., Oct. 09, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced that it will webcast its quarterly earnings conference call to review and discuss its financial results for the third quarter 2024 on Thursday, October 24, 2024, beginning at 12:00 p.m. ET. The call and an accompanying slide presentation will be accessible on the "Investors" section of Wabash's website, www.onewabash.com, under "Events & Presentations." The conference call will be accessible by dialing (800) 715-9871, conf ...

LAFAYETTE, Ind., Sept. 30, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) is convening more than 300 leaders from the transportation, logistics, and distribution sectors this week at Ignite 2024 to discuss the challenges and transformative opportunities facing their industry. Taking place today through Wednesday in Louisville, Ky., Ignite 2024 is the premier thought leadership event for Wabash's ecosystem of customers, dealers, suppliers, technology partners, researchers and industry experts, fostering powerfu ...

LAFAYETTE, Ind., Sept. 26, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the visionary leader of connected solutions for the transportation, logistics and distribution industries, today announced a 10-year strategic agreement with Steel Dynamics, Inc., a leading steel producer and metal recycler in North America. This partnership will secure critical steel components, including hot-rolled, galvanized, and painted steel coils and steel crossmembers, to support Wabash's extensive transportation solutions portf ...

LAFAYETTE, Ind., Sept. 23, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the visionary leader of connected solutions for the transportation, logistics and distribution industries, is pleased to announce that Kodiak Robotics, Inc., a leading autonomous trucking company, has entered into a partnership with Wabash to utilize Wabash's Trailers as a Service (TaaS)℠ offering. Wabash's TaaS will provide Kodiak a flexible solution with access to a growing fleet of safe, reliable trailers nationwide. Wabash's TaaS of ...

LAFAYETTE, Ind., Sept. 16, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the visionary leader of connected solutions for the transportation, logistics and distribution industries, today announced it was honored among Newsweek's inaugural list of "America's Most Admired Workplaces 2025," reaffirming the company's commitment to fostering a dynamic and innovative workplace, recognized by employees and industry peers alike. Wabash earned a rating of four-and-a-half out of five stars and stands among only two hea ...

RichLegg/E+ via Getty Images Investment Thesis I have previously found that Wabash National Corporation (NYSE:WNC) is a wonderful company with growing operating margins, capital efficiencies, and returns over the past few years. There is nothing to suggest that this has changed. An updated valuation triangulating with 3 different value approaches shows that the stock is cheap. This is now an investment opportunity. Background When I last covered WNC in May 2024, it was trading at USD 23 per share. I had con ...

LAFAYETTE, Ind., Sept. 06, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced it is evaluating all available legal options in response to the verdict by a St. Louis jury in Williams et al. v. Wabash. The case concerns a 2019 motor vehicle accident in which a passenger vehicle traveling at a high speed struck the back of a nearly stopped 2004 Wabash trailer. "While this was a tragic accident, we respectfully disagree with the jury's verdict and firmly believe it is not supported by the facts or the ...

LAFAYETTE, Ind., Aug. 19, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the innovation leader of connected solutions for the transportation, logistics and distribution industries, today announced a series of strategic executive leadership changes designed to position the company for continued success. These changes will take effect on September 1, 2024. Mike Pettit will transition from his current role as Senior Vice President, Chief Financial Officer to the newly created position of Senior Vice President, C ...

文章核心观点 - 公司宣布派发每股0.08美元的定期季度股息,将于2024年10月31日支付给2024年10月10日的股东 [1] - 公司是连接运输、物流和配送行业的解决方案的先驱,总部位于印第安纳州拉法叶市 [2] - 公司设计、制造和维修多种产品,包括干货和冷藏拖车、平板拖车、罐式拖车、干货和冷藏车厢、结构复合材料板和产品、拖车气动解决方案以及特殊食品级加工设备 [2] 公司概况 - 公司是连接运输、物流和配送行业的解决方案的先驱,总部位于印第安纳州拉法叶市 [2] - 公司设计、制造和维修多种产品,包括干货和冷藏拖车、平板拖车、罐式拖车、干货和冷藏车厢、结构复合材料板和产品、拖车气动解决方案以及特殊食品级加工设备 [2] 财务信息 - 公司宣布派发每股0.08美元的定期季度股息,将于2024年10月31日支付给2024年10月10日的股东 [1]

财务数据和关键指标变化 - 第二季度合并收入为5.51亿美元 [27] - 毛利率为16.3% [28] - 营业利润率为7.9% [28] - 调整后EBITDA为6200万美元,占销售额11.2% [28] - 归属于普通股股东的净收益为2900万美元,每股收益0.64美元 [28] 各条业务线数据和关键指标变化 - 运输解决方案业务收入4.99亿美元,营业利润5700万美元 [29] - 零件及服务业务收入5500万美元,营业利润1210万美元 [29] 各个市场数据和关键指标变化 - 干线厢式车需求受整体货运市场状况影响 [11][15] - 罐式挂车和卡车车厢业务受到更稳定的行业需求驱动 [11][12] 公司战略和发展方向及行业竞争 - 公司通过精简组织、优化客户组合、稳固资产负债表和聚焦运输、物流和配送市场,提升了抗周期能力 [8] - 公司正在开发"挂车即服务"数字化平台,提供更多增值服务 [8][9] - 零件及服务业务将成为公司财务表现的稳定力量 [10] - 公司的产品组合涵盖从首末里程的多样化运输解决方案,不应被单一市场评判 [13][14] 管理层对经营环境和未来前景的评论 - 2024年行业需求预计将下滑,但公司有信心在行业低谷期实现历史最佳财务表现 [21][25] - 2025年公司有信心实现营收和利润的同比增长,零件及服务和卡车车厢业务将是增长动力 [38][40][43] - 公司认为目前股价被低估,将继续进行股票回购 [23][33][41] 其他重要信息 - 公司2024年全年收入指引为20-22亿美元,每股收益1.50-1.60美元 [35] - 2024年第三季度收入预计为4.5-5亿美元,每股收益0.20-0.25美元 [37] - 2024年资本支出预计为7.5-8.5亿美元,其中包括"挂车即服务"相关投资 [39] 问答环节重要的提问和回答 问题1 **Mike Shlisky提问** 询问2024年下半年运输解决方案业务的毛利率情况 [45] **Mike Pettit回答** 下半年运输解决方案业务毛利率将有所下降,但仍将保持较好水平 [46][47] 问题2 **Mike Shlisky提问** 询问2024年挂车销量和价格走势 [48] **Mike Pettit回答** 挂车价格将有一定幅度下降,但仍将维持较高的盈利水平 [49] 问题3 **Jeff Kauffman提问** 询问2025年挂车需求的恢复情况 [63][64] **Brent Yeagy回答** 预计2025年上半年挂车需求将开始回升,但具体幅度还需进一步观察 [68][69][71][72]