Werner Enterprises Reports Third Quarter 2026 Results
Business Wire•27/10/2026•16:05 ET
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Key Highlights
- ➤Revenue $950.5 million, up 23% year over year
- ➤Adjusted operating income $21.0 million, up 92% year over year
- ➤Diluted EPS $0.11 versus diluted loss per share of $0.34
- ➤TTS revenue $714.0 million, up 37% year over year
- ➤2026 net capital expenditure guidance reduced to $190 million-$205 million
Expert Statements
Derek Leathers, Chairman and CEO of Werner Enterprises
“Werner’s third-quarter results demonstrate strong top-line momentum, highlighted by a 28% increase in freight revenue and double-digit Truckload Transportation Services (“TTS”) revenue per truck growth. While rapidly rising fuel costs and elevated claims temporarily impacted near-term margins, our underlying strategy is working, driving a near-doubling of adjusted operating income. We made the deliberate decision to accelerate investments in driver recruiting and onboarding to capture rising customer demand and support fleet expansion as industry capacity tightens. We remain confident in our trajectory and our ability to capitalize on the early stages of this freight upcycle.”
Third Quarter 2026 Highlights (all metrics compared to third quarter 2025)
Total revenues of $950.5 million, increased $179.0 million, or 23%
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