Wabash National Corp. (NYSE: WNC) saw a 37% increase in its order backlog between the second and third quarters. That suggests a strong 2021 — if Wabash can find enough workers to build the dry vans and last-mile truck bodies it makes.
“Labor rather than physical capacity is likely to be the most significant constraint across a vast array of manufacturers in 2021,” Wabash National CEO Brent Yeagy said on the company’s third-quarter earnings call Thursday.
“The labor market is unlike anything...
https://www.freightwaves.com/news/wabash-national-trailer-order-backlog-suggests-strong-2021