Werner Enterprises beats Q2 revenue, adjusted EPS estimates

Werner Enterprises

29/07/2025 21:30

Overview

Werner Enterprises Q2 2025 revenue fell 1% but beat analyst expectations, per LSEG data

Adjusted EPS of $0.11 beat analyst estimates despite a 36% decline

Operating income surged 238% due to strategic cost management and legal rulings

Outlook

Company expects TTS truck count to grow 1% to 4% in 2025

Werner forecasts net capital expenditures of $145M to $185M for 2025

Company anticipates Dedicated RPTPW growth of 0% to 3% in 2025

Werner expects effective income tax rate of 25% to 26% for 2025

Result Drivers

DEDICATED FLEETS - Strength in Dedicated continued as new fleets were implemented, per CEO Derek Leathers

LOGISTICS GROWTH - Logistics posted year-over-year revenue growth and margin expansion through disciplined cost management and increased volumes

FUEL SURCHARGE IMPACT - TTS revenue decline partly due to $14.8 mln lower fuel surcharge revenues

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$753.15 mln
$733.90 mln (13 Analysts)
Q2 Adjusted EPS
Beat
$0.11
$0.05 (16 Analysts)
Q2 EPS
$0.72
Q2 Adjusted Net Income
Beat
$6.60 mln
$3.64 mln (10 Analysts)
Q2 Adjusted Operating Income
$16.56 mln
Q2 Adjusted Operating Margin
2.2%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "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 $27.00, about 6% below its July 28 closing price of $28.61

The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw5LhFQZa

(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.)