Wabash National Corporation (NYSE:WNC) Q4 2022 Earnings Conference Call February 2, 2023 11:00 AM ET

Company Participants

Ryan Reed - Director-IR

Brent Yeagy - President and CEO

Mike Pettit - CFO

Conference Call Participants

Justin Long - Stephens

Mike Shlisky - D.A. Davidson

Jeff Kauffman - Vertical Research Partners

Felix Boeschen - Raymond James

Operator

Good morning, my name is Chris, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Wabash Fourth Quarter 2022 Earnings call. [Operator Instructions]

I would now like to hand the conference over to Ryan Reed, Senior Director, Investor Relations. Please go ahead.

Ryan Reed

Thank you. Good morning, everyone. Thanks for joining us on the call. With me today are Brent Yeagy, President and Chief Executive Officer; and Mike Pettit, Chief Financial Officer.

Couple of items before we get started. First, please note that this call is being recorded, I'd also like to point out that our earnings release, the slide presentation supplementing today's call and any non-GAAP reconciliations are all available at ir.onewabash.com. Please refer to Slide 2 in our earnings deck for the company's Safe Harbor disclosure addressing forward-looking statements.

I hand it off now to Brent.

Brent Yeagy

Thanks Ryan. Good morning, everyone, and thank you for joining us today.

Because we're wrapping up a record quarter on top of a record year, while starting another calendar year with very bright prospects, it feels like an ideal time to review our strategic choices and recall how we've arrived at this juncture where our company is performing very well in the midst of soft freight market conditions.

Rewinding the last several years, we've added critical new legs to the stool that have enabled Wabash to grow in capability and performance. The addition of truck bodies to the Wabash portfolio has positioned the company to serve customers across product classes and also, maybe more importantly, broadened our perspective and allowed our team to get closer to trends and transportation, logistics and distribution like the disruption to logistics models caused by e-commerce and home delivery, rapid growth in cold chain or trends in power only brokerage. I am delighted that those who were part of that decisions still surround and support me in my current role as CEO.

Our organizational journey has taken us from a siloed product-centric approach to a customer-centric model that prioritizes ease of doing business across our suite of products and services. This model has brought us closer to our customers, evidenced by the commercial progress we've made over the last 18 months.