Compared to Estimates, Werner (WERN) Q3 Earnings: A Look at Key Metrics

Core Insights - Werner Enterprises reported revenue of $771.5 million for the quarter ended September 2025, marking a year-over-year increase of 3.5% and exceeding the Zacks Consensus Estimate of $768.08 million by 0.45% [1] - The company experienced an EPS of -$0.03, a significant decline from $0.15 a year ago, resulting in an EPS surprise of -120% compared to the consensus estimate of $0.15 [1] Financial Performance Metrics - The operating ratio was reported at 101.7%, significantly higher than the three-analyst average estimate of 97.3% [4] - Truckload Transportation Services had an operating ratio of 102.7%, compared to the average estimate of 96.7% based on three analysts [4] - Werner Logistics generated revenues of $232.59 million, surpassing the estimated $219.2 million by three analysts, reflecting a year-over-year increase of 12.5% [4] - Truckload Transportation Services reported revenues of $519.79 million, slightly below the average estimate of $532.82 million, with a year-over-year change of -0.6% [4] - Trucking fuel surcharge revenues were $59.46 million, lower than the estimated $64.13 million, representing a year-over-year decline of 5.3% [4] - Non-trucking and other revenues in Truckload Transportation Services were $8.37 million, below the average estimate of $10.43 million, showing a year-over-year decrease of 17.9% [4] - Trucking revenues, net of fuel surcharge, were reported at $451.96 million, slightly below the estimate of $458.23 million, with a year-over-year change of 0.5% [4] - Dedicated trucking revenues, net of fuel surcharge, were $292.46 million, compared to the estimate of $296.75 million, reflecting a year-over-year increase of 2.5% [4] - One-Way Truckload trucking revenues were $159.5 million, below the average estimate of $164.09 million, indicating a year-over-year decline of 3.1% [4] Stock Performance - Shares of Werner have returned 3.5% over the past month, slightly underperforming the Zacks S&P 500 composite's return of 3.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]