Werner Enterprises (WERN) Reports Q3 Loss, Tops Revenue Estimates

Core Insights - Werner Enterprises reported a quarterly loss of $0.03 per share, missing the Zacks Consensus Estimate of $0.15, and a decline from earnings of $0.15 per share a year ago, resulting in an earnings surprise of -120.00% [1] - The company posted revenues of $771.5 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.45% and showing an increase from $745.7 million year-over-year [2] - Werner shares have decreased by approximately 25.1% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Werner's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $787.28 million, and for the current fiscal year, it is $0.36 on revenues of $3.02 billion [7] Industry Context - The Transportation - Truck industry, to which Werner belongs, is currently ranked in the bottom 3% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Werner's stock performance [5]