Werner Enterprises releases transcript of Q2 2026 earnings call
WERN•Q2 2026 earnings call highlights
Werner Enterprises’ Q2 2026 earnings call drew CEO Derek Leathers, CFO Chris Wikoff, and SVP Chris Neil.
- Revenue was $934 million, up 24%.
- Adjusted operating income was $27.6 million, up 67%.
- Adjusted EPS was $0.22.
- Adjusted margin was 3%.
Management flagged tightening capacity from tougher enforcement on CDLs, English proficiency, and cabotage. About one-third of ELD providers exited or lost certification.
FirstFleet integration ran ahead of plan. The company said $3 million of synergies have been realized year to date, actions are in place for $9 million in annual savings, and the $18 million target remains unchanged.
Guidance changes included Dedicated revenue per truck per week now up 3%-5%, average trucks now up 16%-18%, and net capex now $215 million-$250 million.
