v3.26.1
SEGMENTS (Tables)
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Schedule of Reportable Segment Information
Reportable segment information is as follows (in thousands):
Three Months Ended June 30, 2026Transportation SolutionsParts & ServicesCorporate and
Eliminations		Consolidated
Net sales
External customers$354,147 $63,094 $— $417,241 
Intersegment sales507 293 (800)— 
Total net sales354,654 63,387 (800)417,241 
Cost of sales348,668 54,044 (800)401,912 
     Gross profit5,986 9,343 — 15,329 
Other operating expenses (1)
19,887 3,378 17,359 40,624 
     (Loss) income from operations$(13,901)$5,965 $(17,359)$(25,295)
Depreciation and amortization$10,431 $1,937 $1,241 $13,609 
Three Months Ended June 30, 2025Transportation SolutionsParts & ServicesCorporate and
Eliminations		Consolidated
Net sales
External customers$399,352 $59,464 $— $458,816 
Intersegment sales862 280 (1,142)— 
Total net sales400,214 59,744 (1,142)458,816 
Cost of sales371,614 46,944 (1,142)417,416 
     Gross profit28,600 12,800 — 41,400 
Other operating expenses (1)
16,082 3,740 26,329 46,151 
     Income (loss) from operations$12,518 $9,060 $(26,329)$(4,751)
Depreciation and amortization$11,685 $1,252 $1,133 $14,070 
Six Months Ended June 30, 2026Transportation SolutionsParts & ServicesCorporate and
Eliminations		Consolidated
Net sales
External customers$603,603 $116,867 $— $720,470 
Intersegment sales1,227 589 (1,816)— 
Total net sales604,830 117,456 (1,816)720,470 
Cost of sales614,360 103,172 (1,816)715,716 
     Gross (loss) profit(9,530)14,284 — 4,754 
Other operating expenses (1)
41,720 4,516 36,172 82,408 
     (Loss) income from operations$(51,250)$9,768 $(36,172)$(77,654)
Depreciation and amortization$22,067 $4,251 $2,320 $28,638 
Six Months Ended June 30, 2025Transportation SolutionsParts & ServicesCorporate and
Eliminations		Consolidated
Net sales
External customers$728,400 $111,306 $— $839,706 
Intersegment sales18,617 393 (19,010)— 
Total net sales747,017 111,699 (19,010)839,706 
Cost of sales710,003 88,310 (19,010)779,303 
     Gross profit37,014 23,389 — 60,403 
Other operating expenses (1)
34,294 7,419 (291,110)(249,397)
     Income from operations$2,720 $15,970 $291,110 $309,800 
Depreciation and amortization$24,390 $2,429 $2,283 $29,102 
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(1) Other operating expenses include General and administrative expenses, Selling expenses, Amortization of intangible assets, and Impairment and other, net.
Schedule of Major Product Categories and Percentage of Consolidated Net Sales The following table sets forth the major product categories and their percentage of consolidated net sales (dollars in thousands):
Three Months Ended June 30, 2026Transportation SolutionsParts & ServicesEliminationsConsolidated
New trailers$317,516 $— $(465)$317,051 76.0 %
Used trailers— 1,796 — 1,796 0.4 %
Components, parts and services— 32,538 — 32,538 7.8 %
Equipment and other37,138 29,053 (335)65,856 15.8 %
Total net sales$354,654 $63,387 $(800)$417,241 100.0 %
Three Months Ended June 30, 2025Transportation SolutionsParts & ServicesEliminationsConsolidated
New trailers$312,931 $— $(771)$312,160 68.0 %
Used trailers— 1,120 — 1,120 0.2 %
Components, parts and services— 32,755 — 32,755 7.1 %
Equipment and other87,283 25,869 (371)112,781 24.6 %
Total net sales$400,214 $59,744 $(1,142)$458,816 100.0 %
Six Months Ended June 30, 2026Transportation SolutionsParts & ServicesEliminationsConsolidated
New trailers$522,963 $(979)$521,984 72.5 %
Used trailers— 2,840 — 2,840 0.4 %
Components, parts and services— 65,624 — 65,624 9.1 %
Equipment and other81,867 48,992 (837)130,022 18.0 %
Total net sales$604,830 $117,456 $(1,816)$720,470 100.0 %
Six Months Ended June 30, 2025Transportation SolutionsParts & ServicesEliminationsConsolidated
New trailers$563,976 $— $(18,441)$545,535 65.0 %
Used trailers— 2,620 — 2,620 0.3 %
Components, parts and services— 64,257 — 64,257 7.7 %
Equipment and other183,041 44,822 (569)227,294 27.1 %
Total net sales$747,017 $111,699 $(19,010)$839,706 100.0 %