Werner Enterprises — Third Quarter 2026 Earnings Summary

Werner Enterprises reported third-quarter 2026 total revenues of $950.5 million, a 23% increase from the prior year, driven primarily by a 37% surge in Truckload Transportation Services revenues. The company achieved an operating income of $17.0 million, a significant turnaround from a $13.0 million operating loss in the same period last year, resulting in diluted earnings per share of $0.11. Adjusted operating income rose 92% to $21.0 million, reflecting strong performance in the Truckload segment despite elevated fuel costs and claims expenses. The company also announced an updated full-year 2026 guidance, projecting TTS average truck count growth between 16% and 17% and net capital expenditures between $190 million and $205 million.