Here's What Key Metrics Tell Us About Werner (WERN) Q4 Earnings

Core Insights - Werner Enterprises reported a revenue of $754.68 million for the quarter ended December 2024, reflecting a year-over-year decline of 8.2% and an EPS of $0.08 compared to $0.39 a year ago, indicating significant underperformance against Wall Street expectations [1] - The reported revenue was 2.24% below the Zacks Consensus Estimate of $772 million, and the EPS was 61.90% lower than the consensus estimate of $0.21 [1] Financial Performance Metrics - The operating ratio for Truckload Transportation Services was reported at 97.8%, exceeding the average estimate of 94.5% based on three analysts [4] - Average trucks in service for Dedicated services were 4,836, surpassing the average estimate of 4,750 based on two analysts [4] - Year-over-year revenue per total mile for One-Way Truckload increased by 3.3%, compared to the average estimate of 2.4% [4] - Year-over-year total miles per truck per week for One-Way Truckload increased by 1.7%, below the estimated 3.3% [4] Revenue Breakdown - Revenues from Werner Logistics were $213.17 million, lower than the average estimate of $221.67 million, representing a year-over-year decline of 6.1% [4] - Truckload Transportation Services reported trucking fuel surcharge revenues of $57.57 million, below the average estimate of $64.69 million, marking a year-over-year decline of 32% [4] - Total revenues for Truckload Transportation Services were $527.30 million, slightly below the estimated $533 million, reflecting a year-over-year decrease of 9.1% [4] - Trucking revenues, net of fuel surcharge, were $458.70 million, close to the average estimate of $459.78 million, indicating a year-over-year decline of 5.9% [4] - Non-trucking and other revenues were $11.03 million, exceeding the estimate of $8.53 million, showing a year-over-year increase of 37.7% [4] - Other revenues were $17.34 million, below the estimate of $19.75 million, representing a year-over-year decline of 8.6% [4] - Dedicated trucking revenues, net of fuel surcharge, were $288.80 million, slightly above the estimate of $284.63 million, reflecting a year-over-year decline of 6.6% [4] - One-Way Truckload trucking revenues, net of fuel surcharge, were $169.90 million, below the estimate of $173.94 million, indicating a year-over-year decline of 4.6% [4]