Werner Enterprises publishes Q3 2026 earnings call transcript
WERN•WERN•WERN•WERN•Werner Enterprises reported third-quarter revenue of $951 million, up 23%, and adjusted diluted earnings of $0.16 per share. It expects modest fourth-quarter earnings improvement and cut its 2026 net capital expenditure guidance to $190 million–$205 million.
At its October 27 earnings call, Werner Enterprises reported third-quarter revenue of $951 million, up 23%, and adjusted diluted earnings of $0.16 per share. Management expects modest fourth-quarter earnings improvement as most fuel and insurance reserve headwinds dissipate, while driver recruitment spending remains elevated. Early 2027 One-Way contract pricing opportunities are expected to require average increases in the double digits, with about 60% repriced in the first half; full-year 2026 net capital expenditure guidance was reduced to $190 million–$205 million from $215 million–$250 million because of equipment delivery timing.
