Truckload carrier Werner posts Q3 loss per share, misses estimates on challenging freight environment

Werner Enterprises

30/10/2025 20:43

Overview

Werner Enterprises Q3 revenue rises 3% to $771.5 mln, beating analyst expectations

Adjusted loss per share for Q3 misses EPS analyst expectations, reflecting challenging freight environment

Company recorded $18 mln settlement for a class action lawsuit, impacting Q3 results

Outlook

Company expects TTS truck count to decrease by 2% to remain flat by year-end

Net capital expenditures projected between $155 mln and $175 mln for 2025

Company revises Dedicated RPTPW growth to 0% to 1.5% for 2025

One-Way Truckload RPTM growth revised to -1% to 1% for Q4 2025

Effective income tax rate assumption adjusted to 26% to 27% for Q4 2025

Result Drivers

LOGISTICS GROWTH - Logistics revenues increased 12% due to higher shipment volumes and growth in PowerLink and intermodal services

DEDICATED REVENUE - Dedicated revenue grew year-over-year, supported by new fleet awards

FREIGHT ENVIRONMENT - Challenging freight environment impacted operating income, with mixed results across business segments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$771.49 mln
$761.80 mln (12 Analysts)
Q3 Adjusted EPS
Miss
-$0.03
$0.16 (15 Analysts)
Q3 EPS
-$0.34
Q3 Adjusted Net Income
Miss
-$2.03 mln
$8.44 mln (10 Analysts)
Q3 Adjusted Operating Income
$10.91 mln
Q3 Adjusted Operating Margin
1.40%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 9 "hold" and 5 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Werner Enterprises Inc is $24.00, about 12% below its October 29 closing price of $26.89

Press Release: ID:nBw3GWwzYa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)