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Werner Enterprises (WERN)
NASDAQ:WERN
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
0.17Same Quarter Last Year
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: -1.77%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
Werner Enterprises faced a challenging Q1 with negative financial results driven by elevated insurance costs, weather disruptions, and tariff uncertainties. However, strategic growth in the Dedicated segment, progress in technology transformation, and strong liquidity provide a foundation for future improvements.Company Guidance
During the Werner Enterprises First Quarter 2025 Earnings Conference Call, several key metrics were discussed, highlighting the company's financial performance and strategic initiatives. The call reported a 7% decrease in revenues compared to the prior year, with an adjusted EPS of negative $0.12 and an adjusted operating margin of negative 0.3%. The performance was impacted by elevated insurance costs and claims, adverse weather conditions, increased IT spending, and operational inefficiencies, leading to a $0.25 year-over-year decrease in adjusted EPS. Despite these challenges, Werner secured several Dedicated fleet contracts and saw a third consecutive quarter of revenue per total mile increase in the One-Way Truckload segment. The company maintained its full-year fleet growth guidance of 1% to 5% and net CapEx guidance between $185 million and $235 million. Adjusted operating loss for the quarter was $1.8 million, with TTS revenue declining 9%. Logistics revenue was down 3% year-over-year, while the company achieved $8 million in cost savings during the quarter and increased its 2025 cost savings target from $25 million to $40 million. Operating cash flow was $29 million, and liquidity reached a new high with a $777 million availability, following the closing of a new $300 million credit facility.Dedicated Fleet Growth and New Contracts
Werner was awarded several fleet contracts during the quarter, representing over 200 trucks scheduled for implementation in late Q2 and early Q3. Awards signed this quarter were the highest since Q2 2022.
Technology Transformation Progress
All logistics loads except Final Mile are running through the EDGE TMS platform. More than half of One-Way Truckload volume and a quarter of Dedicated volume are in EDGE, with expectations of increased productivity gains by Q4 2025.
Cost Savings Initiatives
Werner has taken out $100 million in costs over the last two years and increased its 2025 cost savings target from $25 million to $40 million, achieving $8 million in savings in Q1.
Strong Liquidity Position
Werner's liquidity reached a new high point of $777 million, up nearly 70% from year-end, due to a new $300 million credit facility.
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WERN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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WERN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $27.66 | $24.66 | -10.85% |
Feb 06, 2025 | $34.48 | $34.27 | -0.61% |
Oct 29, 2024 | $37.97 | $36.97 | -2.63% |
Jul 30, 2024 | $39.93 | $38.69 | -3.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Werner Enterprises (WERN) report earnings?
Werner Enterprises (WERN) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Werner Enterprises (WERN) earnings time?
Werner Enterprises (WERN) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WERN EPS forecast?
WERN EPS forecast for the fiscal quarter 2025 (Q2) is 0.05.
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