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Werner Enterprises Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.150 |
| EPS actual | -$0.0300 |
| EPS Surprise | -120.00% |
| Revenue estimate | 768.688M |
| Revenue actual | 771.499M |
| Revenue Surprise | 0.366% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.0500 |
| EPS actual | $0.110 |
| EPS Surprise | 120.00% |
| Revenue estimate | 752.299M |
| Revenue actual | 753.148M |
| Revenue Surprise | 0.113% |
| Release date | Apr 29, 2025 |
| EPS estimate | $0.120 |
| EPS actual | -$0.120 |
| EPS Surprise | -200.00% |
| Revenue estimate | 739.28M |
| Revenue actual | 712.114M |
| Revenue Surprise | -3.67% |
| Release date | Feb 06, 2025 |
| EPS estimate | $0.230 |
| EPS actual | $0.0800 |
| EPS Surprise | -65.22% |
| Revenue estimate | 763.067M |
| Revenue actual | 754.679M |
| Revenue Surprise | -1.10% |
Last 4 Quarters for Werner Enterprises
Below you can see how WERN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $34.65 |
| EPS estimate | $0.230 |
| EPS actual | $0.0800 |
| EPS surprise | -65.22% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $36.10 |
| Feb 03, 2025 | $34.98 |
| Feb 04, 2025 | $34.87 |
| Feb 05, 2025 | $34.84 |
| Feb 06, 2025 | $34.65 |
| Feb 07, 2025 | $34.44 |
| Feb 10, 2025 | $34.54 |
| Feb 11, 2025 | $35.35 |
| Feb 12, 2025 | $34.51 |
| 4 days before | -4.02% |
| 4 days after | -0.404% |
| On release day | -0.606% |
| Change in period | -4.40% |
| Release date | Apr 29, 2025 |
| Price on release | $27.66 |
| EPS estimate | $0.120 |
| EPS actual | -$0.120 |
| EPS surprise | -200.00% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $28.26 |
| Apr 24, 2025 | $28.84 |
| Apr 25, 2025 | $27.55 |
| Apr 28, 2025 | $28.04 |
| Apr 29, 2025 | $27.66 |
| Apr 30, 2025 | $24.66 |
| May 01, 2025 | $24.90 |
| May 02, 2025 | $26.06 |
| May 05, 2025 | $25.69 |
| 4 days before | -2.12% |
| 4 days after | -7.12% |
| On release day | -10.85% |
| Change in period | -9.09% |
| Release date | Jul 29, 2025 |
| Price on release | $27.81 |
| EPS estimate | $0.0500 |
| EPS actual | $0.110 |
| EPS surprise | 120.00% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $28.63 |
| Jul 24, 2025 | $28.90 |
| Jul 25, 2025 | $29.33 |
| Jul 28, 2025 | $28.61 |
| Jul 29, 2025 | $27.81 |
| Jul 30, 2025 | $27.60 |
| Jul 31, 2025 | $27.72 |
| Aug 01, 2025 | $26.85 |
| Aug 04, 2025 | $27.03 |
| 4 days before | -2.86% |
| 4 days after | -2.80% |
| On release day | -0.755% |
| Change in period | -5.59% |
| Release date | Oct 30, 2025 |
| Price on release | $25.39 |
| EPS estimate | $0.150 |
| EPS actual | -$0.0300 |
| EPS surprise | -120.00% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $27.68 |
| Oct 27, 2025 | $27.47 |
| Oct 28, 2025 | $27.25 |
| Oct 29, 2025 | $26.89 |
| Oct 30, 2025 | $25.39 |
| Oct 31, 2025 | $26.20 |
| Nov 03, 2025 | $25.69 |
| Nov 04, 2025 | $26.29 |
| Nov 05, 2025 | $26.64 |
| 4 days before | -8.27% |
| 4 days after | 4.92% |
| On release day | 3.19% |
| Change in period | -3.76% |
Werner Enterprises Earnings Call Transcript Summary of Q3 2025
Werner reported Q3 2025 revenues up 3% ($771M) but faced margin pressure: adjusted operating margin was 1.4% and adjusted EPS was -$0.03 (discrete tax items and an $18M legal settlement affected GAAP). Segment highlights — Logistics grew double-digits with lower OpEx and volume gains (PowerLink and intermodal strength); Dedicated continued steady revenue and fleet growth but incurred higher-than-expected startup costs; One‑Way trucking saw revenue per total mile increase for the fifth consecutive quarter but experienced lower miles per truck and reduced production (partly from rebalancing drivers into Dedicated), with production improving in October. The company has implemented an extensive technology transformation (complete rebuild to a cloud-based stack) which management credits for operational and safety gains and expects further productivity/AI benefits. Cost savings are on track ($36M realized toward a $45M 2025 goal, ~80% complete). Management sees potential near-term upside from capacity attrition due to increased regulatory enforcement (ELP, nondomiciled CDLs, B-1 cabotage), while noting continued macro/consumer uncertainty. Guidance was tightened: full-year fleet growth revised from +1–4% to -2–0%; net CapEx narrowed to $155–175M; equipment gains narrowed to $14–16M. Balance sheet remains strong (net debt/EBITDA 1.9x, $695M total liquidity). Management remains focused on growth in Dedicated and Logistics, operational excellence, capital efficiency, and disciplined capital allocation.
