The earnings call highlighted significant achievements such as sequential financial improvement, growth in the logistics segment, and a favorable legal ruling. However, challenges such as revenue decline, high insurance expenses, and pressure in the one-way truckload segment were also discussed.

Company Guidance

During the Werner Enterprises Second Quarter 2025 Earnings Conference Call, the company reported several key metrics indicating positive performance and growth. Revenue net of fuel surcharge grew year-over-year for the first time in six quarters, and there was sequential growth in revenue, TTS fleet size, One-Way revenue per mile, and logistics gross margin. The company also highlighted a 0.3% increase in TTS revenue per truck per week net of fuel and a 2.7% increase in One-Way revenue per total mile. Additionally, logistics revenue saw a 6% year-over-year increase. Werner's adjusted EPS was $0.11, with an adjusted operating margin of 2.2% and a TTS adjusted operating margin of 2.8% net of fuel surcharges. The company also achieved $55 million in share repurchases and reported a net debt to adjusted EBITDA ratio of 1.7x. Werner plans to continue investing in trucks, trailers, terminals, technology, and talent while managing equipment spend and leveraging a strong balance sheet.

Sequential Financial Improvement

The company saw sequential growth in revenue, TTS fleet, and one-way revenue per total mile. It also achieved gains from the sale of used equipment, TTS operating income, and logistics gross margin.

Dedicated Segment Growth

Dedicated revenue per truck per week increased 0.2% year-over-year and has increased 28 of the last 30 quarters. The implementation of new dedicated fleets signed last quarter is progressing well.

Logistics Division Success

Logistics revenue increased 6% year-over-year, driven by truckload brokerage and intermodal volumes. Logistics adjusted operating margin improved by 190 basis points.

Texas Supreme Court Ruling

The Texas Supreme Court ruled in Werner's favor, reversing a previous $90 million verdict. This led to the reversal of a $45.7 million net liability.

Share Repurchase Program

The company repurchased $55 million worth of shares at an average price of $26.05, providing accretive value to shareholders.

Werner Enterprises (WERN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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WERN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.15 / -	0.15	―	―	―
Jul 28, 2025	2025 (Q2)	0.05 / 0.11	0.17	-35.29% (-0.06)
Apr 29, 2025	2025 (Q1)	0.12 / -0.12	0.14	-185.71% (-0.26)
Feb 06, 2025	2024 (Q4)	0.21 / 0.08	0.39	-79.49% (-0.31)
Oct 29, 2024	2024 (Q3)	0.21 / 0.15	0.42	-64.29% (-0.27)
Jul 30, 2024	2024 (Q2)	0.20 / 0.17	0.52	-67.31% (-0.35)
Apr 30, 2024	2024 (Q1)	0.27 / 0.14	0.6	-76.67% (-0.46)
Feb 06, 2024	2023 (Q4)	0.44 / 0.39	0.99	-60.61% (-0.60)
Nov 01, 2023	2023 (Q3)	0.49 / 0.42	0.9	-53.33% (-0.48)
Aug 03, 2023	2023 (Q2)	0.58 / 0.52	0.87	-40.23% (-0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WERN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 28, 2025	$28.61	$27.81	-2.80%
Apr 29, 2025	$27.53	$24.54	-10.86%
Feb 06, 2025	$34.31	$34.10	-0.61%
Oct 29, 2024	$37.79	$36.79	-2.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Werner Enterprises (WERN) report earnings?

Werner Enterprises (WERN) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Werner Enterprises (WERN) earnings time?

Werner Enterprises (WERN) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WERN EPS forecast?

WERN EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.

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