Latest Earnings Results: Q2 '26
Estimated EPS
$0.24
Reported EPS
$0.22
Surprise
-6.95%
Estimated Rev
$931.12M
Reported Rev
$933.93M
Surprise
+0.3%
• Reported GAAP EPS of $0.11 down -84.72% YoY • Reported revenue of $933.93M up 24.00% YoY • Werner Enterprises, Inc. updated its full-year 2026 guidance, projecting TTS average truck count growth of 16% to 18%, Dedicated RPTPW growth of 3% to 5%, and net capital expenditures of $215M-$250M.
Bullish Takeaway
Werner Enterprises, Inc. achieved a 24% increase in total revenues and significant growth in non-GAAP adjusted operating income, supported by strategic restructuring efforts in the One-Way Truckload business segment.
Bearish Takeaway
Werner Enterprises, Inc. experienced a 74% decline in operating income and an operating loss in the logistics segment, primarily driven by the non-recurrence of prior year favorable liability reversals.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.37 | -- | -- | N/A |
Q2 '26 | $0.24 | $0.22 | -6.95% | MISSED |
Q1 '26 | -$0.06 | $0.02 | 134.39% | BEAT |
Q4 '25 | $0.11 | $0.05 | -52.83% | MISSED |
Q3 '25 | $0.14 | -$0.03 | -122.08% | MISSED |
