Wabash National: Buying This Bloodbath Is Worth Considering

  • Wabash National has suffered a 48% share price decline, driven by fundamental weakness, reduced demand, and lowered 2025 guidance. Operational and financial performance has deteriorated, with significant drops in revenue, profitability, and cash flow, especially in Transportation Solutions. Despite near-term pain and tariff uncertainty, management remains optimistic about the long-term outlook, and the backlog has shown some improvement.