Werner Enterprises misses Q4 revenue, profit estimates

Werner Enterprises

05/02/2026 21:19

Overview

Transportation and logistics firm's Q4 revenue and adjusted EPS missed analyst expectations

Company reported a Q4 operating loss of $35.8 mln, down from $13.4 mln income last year

Strategic restructuring in One-Way Truckload business resulted in a $44.2 mln charge

Outlook

Werner expects TTS average truck count to grow 23% to 28% in 2026

Company forecasts net capital expenditures of $185 mln to $225 mln in 2026

Werner anticipates effective income tax rate of 25.5% to 26.5% in 2026

Result Drivers

DEDICATED REVENUE GROWTH - Supported by increased fleet size and customer retention, according to CEO Derek Leathers

ONE-WAY TRUCKLOAD RESTRUCTURING - Strategic realignment led to a $44.2 mln charge, aimed at enhancing long-term profitability

LOGISTICS SEGMENT MIXED RESULTS - Margin compression in Truckload Brokerage offset by gains in Intermodal and Final Mile

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$737.64 mln
$762.03 mln (13 Analysts)
Q4 Adjusted EPS
Miss
$0.05
$0.11 (16 Analysts)
Q4 EPS
-$0.46
Q4 Adjusted Net Income
Miss
$3.26 mln
$6.15 mln (8 Analysts)
Q4 Adjusted Operating Income
$11.32 mln
Q4 Adjusted Operating Margin
1.50%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 11 "hold" and 3 "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 $33.00, about 12.8% below its February 4 closing price of $37.83

The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nBw6NK2dZa

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(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.)