Wabash saw a 24.8% increase in net sales in the third quarter compared to the same quarter in 2025.
"Our third quarter results represent another step forward in what continues to be a transition year for Wabash," says Brent Yeagy, president and CEO. "Beneath the results we have explicit and material evidence in demonstrated customer demand. That gives confidence that the conditions required for a broader recovery are solidly in place."
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As a result of the stronger sales, Yeagy says the company pulled forward capacity additions in this quarter rather than waiting for 2027. That will increase the company's dry van output.
New trailers shipped was up 43% year over year to 9,563. Truck bodies dropped 45% to 1,685. The company's transportation solutions segment generated net sales of $407.9 million, up 21.9% year over year. Parts and services' net sales were up 13.8% to $69.4 million.
Wabash's backlog grew 25% to $1.2 billion in the quarter and, by mid-October, grew another 10% to $1.3 billion. For the fourth quarter, Wabash expects revenue to come in between $420-$450 million, the earnings report says.
