Back to top

Image: Bigstock

Werner (WERN) Reports Q2 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended June 2026, Werner Enterprises (WERN - Free Report) reported revenue of $933.93 million, up 24% over the same period last year. EPS came in at $0.22, compared to $0.11 in the year-ago quarter.

The reported revenue represents a surprise of +0.16% over the Zacks Consensus Estimate of $932.4 million. With the consensus EPS estimate being $0.22, the company has not delivered EPS surprise.

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: 98.2% compared to the 95.7% average estimate based on three analysts.
  • Truckload Transportation Services - Operating Ratio: 96.1% versus the three-analyst average estimate of 95.5%.
  • Average trucks in service - Truckload Transportation Services: 8,712 versus the two-analyst average estimate of 9,209.
  • Revenues- Werner Logistics: $211.73 million versus the three-analyst average estimate of $228.54 million. The reported number represents a year-over-year change of -4.3%.
  • Revenues- Truckload Transportation Services- Trucking fuel surcharge revenues: $120.57 million versus the three-analyst average estimate of $101.13 million. The reported number represents a year-over-year change of +118.4%.
  • Revenues- Truckload Transportation Services- Non-trucking and other: $9.78 million versus the three-analyst average estimate of $9.7 million. The reported number represents a year-over-year change of -15.3%.
  • Revenues- Truckload Transportation Services: $702.57 million versus $679.53 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +35.7% change.
  • Revenues- Truckload Transportation Services- Trucking revenues, net of fuel surcharge: $572.22 million versus the three-analyst average estimate of $568.67 million. The reported number represents a year-over-year change of +26.9%.
  • Operating Income- Werner Logistics: $-3.87 million versus $1.14 million estimated by two analysts on average.
  • Operating Income- Truckload Transportation Services: $27.12 million versus $29.59 million estimated by two analysts on average.

View all Key Company Metrics for Werner here>>>

Shares of Werner have returned -7.6% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Published in