Core Insights - The article emphasizes that profitability alone does not guarantee a good investment, as some companies may struggle with growth, face threats, or fail to reinvest effectively, limiting future potential [1] Company Summaries Lowe's (LOW) - Lowe's has a trailing 12-month GAAP operating margin of 12.4% and is a home improvement retailer selling a variety of products [2] - The stock is currently trading at $232.01 per share, with a forward P/E ratio of 18.3x [4] Wabash (WNC) - Wabash has a trailing 12-month GAAP operating margin of 22.6% and specializes in semi-trailers and transportation equipment [5] - The stock is priced at $7.77 per share, trading at 4.7x forward EV-to-EBITDA [7] FTI Consulting (FCN) - FTI Consulting has a trailing 12-month GAAP operating margin of 9.4% and operates globally to address complex business challenges [8] - The company has experienced annual sales growth of only 2.6% over the last six years, lagging behind its peers [10] - A significant backlog drop of 36.2% over the past two years indicates a loss of orders amid increasing competition [11] - Earnings per share have contracted by 39.2% annually over the last five years, which could negatively impact stock prices [11] - The company has seen a decrease in efficiency, with a 2.7 percentage point drop in adjusted operating margin over the last five years [12]

Core Points - Wabash (NYSE: WNC) will host a quarterly earnings conference call on October 30, 2025, at 12:00 p.m. ET to discuss its financial results for Q3 2025 [1] - The call will be accessible via a dedicated phone line and will also be available for replay on the company's website [2] - Wabash specializes in optimizing supply chains through innovative physical and digital technologies, offering a range of products and services in transportation, logistics, and infrastructure markets [3] Company Overview - Wabash is headquartered in Lafayette, Indiana, and designs, manufactures, and services products such as dry and refrigerated trailers, truck bodies, and platform trailers [3] - The company provides additional services through Wabash Marketplace and Wabash Parts, including a nationwide parts and service network and Trailers as a Service (TaaS)℠ [3] - Wabash aims to enable businesses to thrive in the present while preparing for future challenges, encapsulated in its slogan "Changing How the World Reaches You®" [3]

Core Insights - Wabash has expanded its partnership with Excel Trailer Group to enhance service offerings and extend its dealer network across the Southeast, specifically into North and South Carolina [1][2][5] Group 1: Partnership Expansion - The expanded partnership aims to improve customer access to trailers, parts, and services throughout the United States, thereby strengthening Wabash's dealer network in the Southeast [2][5] - Excel Truck Group operates 12 locations across Virginia, North Carolina, and South Carolina, including established service hubs and a new dealership in Rock Hill, SC [3][7] Group 2: Service and Support - Excel Trailer will provide sales and service support for Wabash's complete truck body and trailer portfolio, enhancing customer access to Wabash trailers and genuine parts [4][5] - The partnership emphasizes the importance of exceptional customer service and scalable infrastructure, which are critical for reducing downtime and maintaining smooth operations for customers [4][5] Group 3: Company Profiles - Wabash combines physical and digital technologies to deliver innovative supply chain solutions across transportation, logistics, and infrastructure markets, with a focus on optimizing operations [6] - Excel Truck Group is a family-run dealership network that offers a wide range of trailer and truck solutions, serving various industries including transportation, construction, and logistics [7]