The earnings call highlighted several positive trends, including sequential financial improvement, growth in logistics, successful technology integration, and a significant legal victory. However, these were tempered by a slight revenue decline, increased insurance costs, and challenges related to new fleet start-ups.

Company Guidance -

Q3 2025

During the Werner Enterprises Second Quarter 2025 Earnings Conference Call, the company provided guidance highlighting several key metrics. The call revealed a year-over-year growth in revenue net of fuel surcharge for the first time in six quarters, with adjusted EPS at $0.11 and an adjusted TTS operating margin at 2.8% net of fuel surcharges. Werner reported a 1% sequential increase in fleet size and a 2.7% increase in One-Way revenue per total mile. The logistics segment experienced a 6% year-over-year revenue increase, resulting in a 2.7% adjusted operating margin. The company also realized significant cost savings, achieving $20 million in the first half of the year towards a target of over $45 million. With a net debt to adjusted EBITDA ratio of 1.7x, Werner emphasized disciplined capital allocation, adjusting its full year guidance range for equipment gains to $12 million to $18 million. The company anticipates ongoing capacity attrition in the industry, with stable truckload fundamentals expected for the remainder of the year.

Sequential Improvement in Financial Performance

The company saw sequential growth in various metrics, including revenue, TTS fleet, One-Way revenue per total mile, gains from the sale of used equipment, TTS operating income, and logistics gross margin.

Dedicated Fleet Expansion

Dedicated solutions are winning in the marketplace, with year-over-year growth in overall combined miles across One-Way tractor assets and PowerLink trailer-only offering.

Logistics Segment Growth

Logistics showed double-digit sequential growth and mid-single-digit year-over-year growth, driven by truckload brokerage and intermodal volumes.

Technology Advancements

The EDGE TMS platform is growing, with significant improvements in productivity and operational efficiencies through technology, including conversational AI and automated load bookings.

Recognition as a Top 3PL Provider

Werner was named a 2025 Top 3PL and Cold Storage Provider for the ninth consecutive year.

Positive Cash Flow and Share Repurchase

The company generated positive cash flow and repurchased $55 million of shares, showcasing strong capital efficiency and a focus on shareholder value.

Reversal of $90 Million Verdict

The Texas Supreme Court reversed a $90 million jury verdict related to a 2014 accident, providing clarity and financial benefit to the company.

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

Daily Earnings Calendar >

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 0.15.

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