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Werner (WERN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Werner Enterprises (WERN - Free Report) reported $808.61 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 13.6%. EPS of $0.02 for the same period compares to -$0.12 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $804.78 million, representing a surprise of +0.48%. The company delivered an EPS surprise of +171.69%, with the consensus EPS estimate being -$0.03.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Werner performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operating Ratio: 99.5% compared to the 99% average estimate based on three analysts.
  • Truckload Transportation Services - Operating Ratio: 97.7% versus the three-analyst average estimate of 98.1%.
  • One-Way Truckload - Average % change YOY in revenues per total mile: 3.6% versus the two-analyst average estimate of 1.5%.
  • One-Way Truckload - Total trucks (at quarter end): 1,960 versus 2,215 estimated by two analysts on average.
  • One-Way Truckload - Average percentage of empty miles: 15.6% versus the two-analyst average estimate of 15.8%.
  • Revenues- Werner Logistics: $195.84 million versus the three-analyst average estimate of $198.16 million. The reported number represents a year-over-year change of +0.1%.
  • Revenues- Truckload Transportation Services- Trucking fuel surcharge revenues: $78.47 million versus $69.44 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +36.1% change.
  • Revenues- Truckload Transportation Services: $594.31 million versus $588.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.4% change.
  • Revenues- Truckload Transportation Services- Non-trucking and other: $7.56 million versus the three-analyst average estimate of $9.23 million. The reported number represents a year-over-year change of -32.2%.
  • Revenues- Truckload Transportation Services- Trucking revenues, net of fuel surcharge: $508.28 million versus the three-analyst average estimate of $510.07 million. The reported number represents a year-over-year change of +17.4%.
  • Trucking revenues, net of fuel surcharge- Dedicated: $371.88 million compared to the $385.95 million average estimate based on two analysts. The reported number represents a change of +33.5% year over year.
  • Trucking revenues, net of fuel surcharge- One-Way Truckload: $136.4 million compared to the $136.5 million average estimate based on two analysts. The reported number represents a change of -11.7% year over year.

View all Key Company Metrics for Werner here>>>

Shares of Werner have returned +19.2% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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