Werner Enterprises, Inc. (WERN) Presents at UBS Global Industrials and Transportation Conference Transcript
WERN's third-quarter 2025 revenues gain from an increase in the Logistics segment, partially offset by weakness across its Truckload Transportation Services segment.
Werner Enterprises, Inc. remains a Sell, as profits lag despite cost controls and modest revenue growth in Q3. WERN faces ongoing margin pressure from rising insurance and start-up costs, with earnings recovery still elusive. Valuation looks high on P/E but more reasonable on EV/EBITDA, suggesting the market has priced in current challenges.
Werner Enterprises, Inc. ( WERN ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Chris Neil - Senior Vice President of Pricing & Strategic Initiatives Derek Leathers - Chairman & CEO Christopher Wikoff - Executive VP, Treasurer & CFO Conference Call Participants Jordan Alliger - Goldman Sachs Group, Inc., Research Division Matthew Milask - Stifel, Nicolaus & Company, Incorporated, Research Division Jason Seidl - TD Cowen, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Nancy Hipp - Morgan Stanley, Research Division Scott Group - Wolfe Research, LLC Eric Morgan - Barclays Bank PLC, Research Division Reed Seay - Stephens Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Presentation Operator Good afternoon, and welcome to Werner Enterprises Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that this event is being recorded.
While the top- and bottom-line numbers for Werner (WERN) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Werner Enterprises (WERN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.15. This compares to earnings of $0.15 per share a year ago.
Werner (WERN) reported earnings 30 days ago. What's next for the stock?
WERN's consistent efforts to reward its shareholders through dividend payments and share repurchases highlight its financial bliss.
WERN's second-quarter 2025 revenues are hurt by weakness across its Truckload Transportation Services segment, partially offset by an increase in the Logistics segment.
Werner Enterprises, Inc. (NASDAQ:WERN ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Chris C. Neil - Senior Vice President of Pricing & Strategic Initiatives Christopher D.
Although the revenue and EPS for Werner (WERN) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Werner Enterprises (WERN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.17 per share a year ago.