Werner Enterprises-Werner (WERN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Werner Enterprises reported a revenue of $712.11 million for the quarter ended March 2025, reflecting a decline of 7.4% year-over-year and a surprise of -4.65% compared to the Zacks Consensus Estimate of$ 746.81 million [1] - The company's EPS was - $0.12, a significant drop from$ 0.14 in the same quarter last year, resulting in an EPS surprise of -200.00% against the consensus estimate of $0.12 [1] Financial Performance Metrics - The operating ratio for Truckload Transportation Services was reported at 100.2%, exceeding the three-analyst average estimate of 96.5% [4] - Average trucks in service for Dedicated services were 4,783, below the two-analyst average estimate of 5,044 [4] - Year-over-year revenue change for One-Way Truckload in total miles per truck per week was -3.5%, compared to an estimated -0.5% by two analysts [4] - Revenues from Werner Logistics were$ 195.56 million, lower than the three-analyst average estimate of $204.15 million, marking a year-over-year decline of -3.4% [4] - Truckload Transportation Services reported revenues of$ 501.88 million, which was below the $530.15 million average estimate, representing an 8.9% year-over-year decline [4] - Trucking revenues, net of fuel surcharge, were$ 433.07 million, compared to the average estimate of $458.51 million, indicating a -7.8% change year-over-year [4] - Non-trucking and other revenues increased by 35.1% year-over-year, reaching$ 11.16 million, surpassing the average estimate of $9.90 million [4] - Dedicated trucking revenues, net of fuel surcharge, were$ 278.65 million, below the average estimate of $299.14 million, reflecting a -7.4% year-over-year change [4] - One-Way Truckload trucking revenues, net of fuel surcharge, were$ 154.42 million, compared to the estimated $164.13 million, showing an -8.5% change year-over-year [4] Stock Performance - Over the past month, shares of Werner have returned -4.3%, while the Zacks S&P 500 composite experienced a -0.8% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]