Werner Enterprises, Inc.
NASDAQ•WERN
CEO: Mr. Derek J. Leathers
Sector: Industrials
Industry: Trucking
Listing Date: 1986-06-20
Werner Enterprises, Inc., together with its subsidiaries, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, and internationally. The company operates through two segments, Truckload Transportation Services and Werner Logistics. The Truckload Transportation Services segment operates a fleet of medium-to-long-haul vans that transports various consumer nondurable products and other commodities in truckload quantities using dry van trailers; the expedited fleet, which offers time-sensitive truckload services using driver teams; a regional short-haul fleet that provides truckload van service in the United States; and temperature-controlled fleet, which offers truckload services for temperature-sensitive products using temperature-controlled trailers. This segment provides truckload services to retail distribution centers or manufacturing facilities using dry vans or trailers to transport retail store merchandise, consumer products, food and beverage products, and manufactured products. As of December 31, 2023, it had a fleet of 8,000 trucks, which included 7,740 company-operated, as well as 260 owned and operated by independent contractors; and 30,810 trailers that comprised dry vans, flatbeds, temperature-controlled, and other trailers. The Werner Logistics segment provides non-asset-based transportation and logistics services, including truck brokerage; logistics management services and solutions; rail transportation through alliances with rail and drayage providers; and residential and commercial deliveries of large or heavy items using liftgate straight trucks. As of December 31, 2023, this segment operated 35 drayage tractors and 115 delivery trucks. It also sells used trucks and trailers; and trades used trucks to original equipment manufacturers. The company was founded in 1956 and is headquartered in Omaha, Nebraska.
Contact Information
14507 Frontier Road, Post Office Box 45308, Omaha, NE, 68145-0308, United States
402-895-6640
Market Cap
$2.18B
P/E (TTM)
-254.6
41.9
Dividend Yield
1.5%
52W High
$38.46
52W Low
$23.02
52W Range
Rank39Top 39.1%
4.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q1 2026 Data
Revenue
$808.61M+0.00%
4-Quarter Trend
EPS
-$0.07+0.00%
4-Quarter Trend
FCF
$0.00+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Revenue Slightly Down Operating revenues totaled $2.974 B USD in 2025, marking a 1.8% decrease compared to the prior year results.
Operating Income Plummets Consolidated operating income fell 82.4% to $11.66 M USD in 2025, resulting in a net loss attributable to Werner of $(14.40) M.
TTS Segment Income Drops TTS segment operating income decreased 78.1% to $16.43 M USD, driven by fewer tractors in service and weak freight demand.
Logistics Segment Turns Profitable Werner Logistics operating income swung to $6.68 M USD profit, an 857.8% improvement from the prior year's operating loss.
Risk Factors
Economic and Geopolitical Sensitivity Business results highly sensitive to economic conditions, fuel costs, and potential uncertainty from recent Supreme Court tariff rulings.
Driver Recruitment Challenges Persist Difficulty recruiting and retaining experienced drivers may force necessary pay rate increases, negatively impacting operating results.
Fuel Price Recovery Incomplete Inability to fully recover higher fuel costs for empty miles or idle time through surcharges negatively impacts financial results.
Cybersecurity System Disruption Risk Reliance on cloud technology means system failure or breach could disrupt critical functions like dispatching and billing operations.
Outlook
FirstFleet Acquisition Completed Acquired FirstFleet in January 2026 for $245M to add scale to the Dedicated TTS segment operations immediately.
TTS Fleet Size Expansion Expect TTS segment fleet size to increase between 23% and 28% by end of 2026, incorporating the FirstFleet acquisition.
One-Way Business Restructuring Strategic restructuring of One-Way Truckload initiated to enhance long-term profitability by mitigating unprofitable freight volumes.
2026 Tax Rate Guidance Estimate full year 2026 effective income tax rate to fall within the range of 25.5% to 26.5% for planning purposes.
Peer Comparison
Revenue (TTM)
$9.16B
$8.50B
$4.04B
Gross Margin (Latest Quarter)
81.8%
58.6%
55.2%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| KMT | $2.94B | 26.9 | 8.6% | 24.8% |
| ARCB | $2.83B | 50.7 | 4.3% | 18.7% |
| WERN | $2.18B | -254.6 | -0.6% | 5.3% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.4%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:May 5, 2026
EPS:-$0.01
|Revenue:$800.96M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data