Earnings summary

Werner Enterprises Inc Q2 2025 results

Reported 2025-07-29Full transcript →

Snapshot

Werner Enterprises Inc reported $753M of revenue in Q2 2025, up -1.0% year over year, with diluted EPS of $0.72 and an operating margin of 8.8%.

Revenue
$753M
YoY growth
+-1.0%
Diluted EPS
$0.72
Operating margin
8.8%
$753M
Revenue
+-1.0%
YoY growth
$0.72
Diluted EPS
8.8%
Operating margin
01 Key takeaways

What management said

  • Earlier today we issued our earnings release with our second quarter results.
  • Please see the disclosure statement on slide 2 of the presentation as well as the disclaimers in our earnings release related to forward-looking statements.
  • A reconciliation to the most directly comparable GAAP measures is included in the tables attached to the earnings release and in the appendix of the slide presentation.
  • One-way rates are increasing and we realize year-over-year growth in overall combined miles across our one-way tractor assets and PowerLink trailer-only offering.
  • Within logistics, we are back to mid-single-digit growth driven by Truckload Brokerage and Intermodal Services volumes.
  • We are maximizing value on the sale of used equipment, tightening our full year guide on equipment gains to the upper end of the prior range.
  • We have assets in place to support growth through the rest of this year.
  • With a strong balance sheet inclusive of low leverage, we are focused on disciplined return-oriented investments.
  • Revenues net of fuel increased 1%, adjusted EPS was $0.11, adjusted operating margin was 2.2%, and adjusted TTS operating margin was 2.8% net of fuel surcharges.
  • One-way revenue per total mile growth, cost containment, discipline and action, higher volumes in truckload logistics, particularly in brokerage at stable gross margins, and increased gains on equipment both sequentially and year-over-year.
  • Additional fleets were awarded in the quarter and the opportunity pipeline remains strong.
  • Our dedicated expertise is a competitive advantage that has and will continue to drive growth over the long run.
Read the full Q2 2025 transcript
SourcesCompany financials · earnings call Last updated

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