WERN
Werner Enterprises, Inc.30.42
-0.26-0.85%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.82BP/E (TTM)
74.20Basic EPS (TTM)
0.41Dividend Yield
0.02%Recent Filings
8-K
Werner settles driver lawsuits
Werner Enterprises settled consolidated class action lawsuits from drivers alleging various issues over 2010-2023 for $18 million, ending over a decade of litigation in Nebraska federal court. The agreement, announced October 21, 2025, awaits court approval. This resolves claims affecting tens of thousands of class members. Settlement hinges on judicial nod.
8-K
Werner joins Laguna Conference
Werner Enterprises announced its participation in the Morgan Stanley 13th Annual Laguna Conference on September 10, 2025, in Laguna Beach, California, featuring a fireside chat from 4:50 p.m. to 5:25 p.m. PDT with President and Chief Legal Officer Nathan Meisgeier, CFO Christopher D. Wikoff, and Senior VP Chris C. Neil. The event includes investor meetings and a live webcast on Werner's investor website, with a 30-day archive. Management's remarks may include forward-looking statements subject to risks outlined in SEC filings. Investors get direct access to leadership insights.
10-Q
Q2 FY2025 results
Werner Enterprises posted solid Q2 FY2025 results, with operating revenues dipping 1.0% year-over-year to $753.1M amid softer truckload demand, yet operating income surged 238.2% to $66.3M, lifting the margin to 8.8% from 2.6%. Truckload Transportation Services revenues fell 3.6% to $517.6M (derived), but profitability soared on a $45.7M insurance claims reversal from a favorable lawsuit ruling and $7.9M gain from settling a contingent earnout tied to the Baylor Trucking acquisition in April 2025. Werner Logistics grew revenues 5.9% to $221.2M, fueled by higher shipment volumes. Cash from operations hit $75.4M year-to-date, supporting $111.9M in capex; free cash flow stood at -$36.5M (derived), with $51.4M in cash and $725.0M debt against $644.1M borrowing availability under compliant covenants. EPS aligned at $0.72 diluted on 61,001k shares. Driver shortages remain a persistent challenge.
8-K
New repurchase and dividend approved
Werner Enterprises' board approved a new stock repurchase program on August 7, 2025, authorizing up to 5 million shares while withdrawing the prior one with 1.8 million shares left. They also declared a quarterly dividend of $0.14 per share, payable October 22 to holders of record on October 6. Repurchases will hinge on market conditions. This signals confidence in the company's value.
8-K
Werner joins key investor conferences
Werner Enterprises announced on August 5, 2025, its participation in two investment conferences to engage with investors. The Susquehanna Virtual Industrials, Energy & Travel Conference features meetings on August 8, while the Deutsche Bank 2025 Transportation Conference on August 12 includes a fireside chat with CEO Derek Leathers, CFO Christopher Wikoff, and SVP Chris Neil, webcast live on Werner's site. This outreach signals proactive investor relations amid 2024's $3.0 billion revenues. Dates may shift, per the filing.
HTLD
Heartland Express, Inc.
9.38-0.09
JBHT
J.B. Hunt Transport Services, I
196.76-0.84
MRTN
Marten Transport, Ltd.
11.63-0.12
ODFL
Old Dominion Freight Line, Inc.
156.94-0.52
PAMT
PAMT CORP
10.87-0.07
SAIA
Saia, Inc.
339.77+0.20
SNDR
Schneider National, Inc.
26.76-0.39
TFII
TFI International Inc.
105.19+0.82
ULH
Universal Logistics Holdings, I
16.17-0.54
XPO
XPO, Inc.
148.15+1.47