For the quarter ended September 2026, Werner Enterprises (WERN Quick QuoteWERN - Free Report) reported revenue of $950.51 million, up 23.2% over the same period last year. EPS came in at $0.16, compared to -$0.03 in the year-ago quarter.

The reported revenue represents a surprise of -0.24% over the Zacks Consensus Estimate of $952.82 million. With the consensus EPS estimate being $0.16, 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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 96.7% versus 96.3% estimated by three analysts on average.
• Adjusted operating ratio, net of fuel surcharge - Truckload Transportation Services: 95.9% versus 94.1% estimated by three analysts on average.
• Adjusted operating ratio - Truckload Transportation Services: 96.6% versus 95.6% estimated by two analysts on average.
• Average trucks in service - Truckload Transportation Services: 8,668 versus 8,730 estimated by two analysts on average.
• Revenues- Werner Logistics: $215.83 million versus the three-analyst average estimate of $229.47 million. The reported number represents a year-over-year change of -7.2%.
• Revenues- Truckload Transportation Services- Trucking fuel surcharge revenues: $125.23 million compared to the $127.48 million average estimate based on three analysts. The reported number represents a change of +110.6% year over year.
• Revenues- Truckload Transportation Services- Non-trucking and other: $9.17 million versus $10.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.5% change.
• Revenues- Truckload Transportation Services: $714 million compared to the $712.29 million average estimate based on three analysts. The reported number represents a change of +37.4% year over year.
• Revenues- Truckload Transportation Services- Trucking revenues, net of fuel surcharge: $579.6 million versus the three-analyst average estimate of $574.78 million. The reported number represents a year-over-year change of +28.2%.
• Adjusted Operating Income- Truckload Transportation Services: $24.32 million compared to the $42.09 million average estimate based on two analysts.
• Adjusted Operating Income- Werner Logistics: $0.76 million compared to the $1.89 million average estimate based on two analysts.

View all Key Company Metrics for Werner here>>>

Shares of Werner have returned -15.5% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.