Werner Enterprises announced it is restructuring its one-way truckload business in an effort to improve fleet utilization and return the unit to profitability. The changes are expected to be completed in the first quarter, but impacts on financial results may not be noticeable until the second quarter. The announcement was made in conjunction with the carrier’s fourth-quarter report released Thursday after the market closed. Werner (NASDAQ: WERN) reported a headline net loss of $27.8 million, or 46 cents ...

Core Viewpoint - Werner Enterprises reported a decline in revenue and earnings per share (EPS) for the quarter ended December 2025, indicating potential challenges in its operational performance and market expectations [1]. Financial Performance - Revenue for the quarter was $737.64 million, down 2.3% year-over-year, and below the Zacks Consensus Estimate of $770.01 million, resulting in a surprise of -4.2% [1]. - EPS was reported at $0.05, a decrease from $0.08 in the same quarter last year, reflecting a significant EPS surprise of -45.18% against the consensus estimate of $0.09 [1]. Key Metrics - The operating ratio was reported at 104.9%, significantly higher than the estimated 97.3% by analysts [4]. - Truckload Transportation Services had an operating ratio of 106.4%, compared to the average estimate of 97.1% [4]. - Average trucks in service for Dedicated services were 4,954, exceeding the estimate of 4,851 [4]. - The average percentage of empty miles for One-Way Truckload was 16.2%, slightly above the estimate of 15.7% [4]. - Year-over-year revenue change for One-Way Truckload per total mile was -0.1%, contrasting with the estimated increase of 1.4% [4]. Revenue Breakdown - Werner Logistics generated revenues of $207.54 million, below the average estimate of $232.35 million, marking a -2.6% year-over-year change [4]. - Truckload Transportation Services reported trucking fuel surcharge revenues of $57.4 million, slightly below the estimate of $57.65 million, with a year-over-year change of -0.3% [4]. - Total revenues for Truckload Transportation Services were $512.64 million, compared to the average estimate of $520.65 million, reflecting a -2.8% year-over-year decline [4]. - Non-trucking and other revenues in Truckload Transportation Services were $7.77 million, significantly lower than the estimate of $9.8 million, representing a -29.5% year-over-year change [4]. - Net trucking revenues, excluding fuel surcharge, were $447.47 million, below the estimate of $453.19 million, indicating a -2.5% year-over-year change [4]. - Dedicated trucking revenues net of fuel surcharge were $291.62 million, slightly below the estimate of $296.88 million, showing a +1% year-over-year increase [4]. - One-Way Truckload trucking revenues net of fuel surcharge were $155.85 million, slightly above the estimate of $154.76 million, but represented an -8.3% year-over-year decline [4]. Stock Performance - Over the past month, shares of Werner have returned +17.3%, outperforming the Zacks S&P 500 composite's +0.5% change [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3].

Werner Enterprises (WERN) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -45.18%. A quarter ago, it was expected that this transportation company would post earnings of $0.15 per share when it actually produced a loss of $0.03, delivering a surprise of -120%.Over the last four quarte ...

Werner Enterprises (NasdaqGS:WERN) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndrew Cox - Research Associate IIChris Neil - Senior VP of Pricing and Strategic PlanningChris Wikoff - EVP, Treasurer, and CFODerek Leathers - Chairman and CEOJason Seidl - Managing DirectorKen Hoexter - Managing DirectorRavi Shanker - Managing DirectorConference Call ParticipantsBrian Ossenbeck - Managing Director and Senior Analyst of TransportationJordan Alliger - VP and Equity Research Analyst of ...

Werner Enterprises (NasdaqGS:WERN) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndrew Cox - Research Associate IIChris Neil - Senior VP of Pricing and Strategic PlanningChris Wikoff - EVP, Treasurer, and CFODerek Leathers - Chairman and CEOJason Seidl - Managing DirectorKen Hoexter - Managing DirectorRavi Shanker - Managing DirectorConference Call ParticipantsBrian Ossenbeck - Managing Director and Senior Analyst of TransportationJordan Alliger - VP and Equity Research Analyst of ...

Werner Enterprises (NasdaqGS:WERN) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker2Good afternoon and welcome to Werner Enterprises' fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode until after the presentation. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your ...

Werner Enterprises reported a cost-burdened fourth quarter that came in light of estimates even after adjusting for nonrecurring items. Werner (NASDAQ: WERN) reported a fourth-quarter headline net loss of $27.8 million, or 46 cents per share, on Thursday after the market closed. However, the number included $44.2 million in restructuring and impairment charges, the bulk of which were noncash items. Excluding those charges and other one-off items, adjusted net income was $3.3 million, or 5 cents per share. ...

4Q25 AND FULL YEAR 2025 EARNINGS PRESENTATION FEBRUARY 5, 2026 1 DISCLOSURE STATEMENT This presentation may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Such forward-looking statements are based on information presently available to the Company's management an ...

Werner Enterprises Reports Fourth Quarter and Annual 2025 Results Fourth Quarter 2025 Highlights (all metrics compared to fourth quarter 2024) 2025 Highlights (all metrics compared to 2024) OMAHA, Neb., February 5, 2026 -- Werner Enterprises, Inc. (Nasdaq: WERN), a premier transportation and logistics provider, today reported results for the fourth quarter and year ended December 31, 2025. TTS had an operating loss of $32.9 million compared to $11.7 million operating income in the prior year, and TTS had no ...

OMAHA, Neb.--(BUSINESS WIRE)--Werner Enterprises, Inc. (Nasdaq: WERN), a premier transportation and logistics provider, today reported results for the fourth quarter and year ended December 31, 2025. "Fourth quarter results reflect both the challenges and progress made during a difficult operating year. Dedicated revenue continued to grow, supported by increased fleet size and customer retention, and the recently announced acquisition of FirstFleet positions Werner for further sustainable, prof. ...