US · Industrials · Trucking
EPS came in at 0.16 against a street estimate of 0.16 — a beat of 0.0%.
Analysts rate Werner Enterprises Inc a hold (4 buy, 10 hold, 2 sell out of 16) with an average price target of $36.67.
CONFIDENT Q2 revenue +24% YoY to $934M; adjusted op margin +80bps to 3.0%. One-Way restructuring driving 700bps margin gain. Dedicated fleet up 44% with FirstFleet. Regulatory capacity attrition accelerating; fleet growth guidance lowered to 16–18% due to driver constraints, not demand. Q2 2026 No regional breakdown provided in call. Analysts pressed on driver availability limits to fleet growth, nuclear verdict impact on insurance costs, and whether Dedicated will see structural shipper shift away from brokers. Management acknowledged driver tightness delays growth to 2027, noted verdicts increase consolidation pressure favoring larger asset-backed carriers, and emphasized Dedicated's resilience due to premium jobs and FirstFleet scale. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.35% |
| Dimensional Fund Advisors, Inc. | 6.40% |
| FMR Inc | 6.28% |
| Vanguard Portfolio Management, LLC | 6.21% |
| DePrince Race & Zollo Inc | 5.17% |
| American Century Companies Inc | 5.08% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 4.40% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Werner Enterprises filed a Form 8-K on November 3, 2026. • The company announced plans to participate in two investment confe | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $950.5 million, up $179.0 million, or 23%, year over year. • GAAP operating income was $17.0 milli | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Preliminary third-quarter 2026 total revenue is expected to be approximately $946 million to $951 million. • GAAP diluted earning | 2026-10-19 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Werner Enterprises entered into a new $1.1 billion unsecured credit facility on October 5, 2026, replacing its previous $1.075 bil | 2026-10-08 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Werner Enterprises reported that Jack A. Holmes resigned from its Board of Directors effective October 5, 2026. • His resignatio | 2026-10-06 |
| Reg FD disclosure · Q3 2026 WERNER ENTERPRISES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial results or numerical data provided in this filing • Document is a curren | 2026-08-24 |
| Board / officer change · Q3 2026 WERNER ENTERPRISES, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Appointment: Paul Hoelting was appointed to the Board of Directors on Augus | 2026-08-10 |
| Quarterly report · Q2 2026 WERNER ENTERPRISES, INC. — FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Operating revenues Q2 2026: $933.9 million (up 24% | 2026-08-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.14 / share ex-date Oct 5, 2026 · pay Oct 21, 2026 | 2026-10-05 |
| Dividend | $0.14 / share ex-date Jul 6, 2026 · pay Jul 22, 2026 | 2026-07-06 |
| Dividend | $0.14 / share ex-date Apr 13, 2026 · pay May 6, 2026 | 2026-04-13 |
| Dividend | $0.14 / share ex-date Jan 5, 2026 · pay Jan 21, 2026 | 2026-01-05 |
| Dividend | $0.14 / share ex-date Oct 6, 2025 · pay Oct 22, 2025 | 2025-10-06 |
| Announcement | Date |
|---|---|
| Acquires FirstFleet for $245 million plus $37.8 million in real estate Werner Enterprises, a trucking company, announced the acquisition of FirstFleet, Inc. on January 27, 2026. Werner paid $245 million for 100% of FirstFleet's equity, plus an additional $37.8 | 2026-01-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.