Werner Enterprises (WERN)
NASDAQIndustrialsTruckingSnapshot 2026-11-04
$29.34+2.55%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsTruckingSnapshot 2026-11-04
QuarterlyIQ Insights · WERN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The strategic restructuring in One-Way Truckload has delivered the strongest revenue per truck growth in a decade.
Stated in 3 of 4 supplied quarters. Management reported: “The strategic restructuring in One-Way Truckload has delivered the strongest revenue per truck growth in a decade.” “Restructuring in our One-Way Truckload business is yielding a near double-digit increase in revenue per truck.” Revenue was $933.927 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The strategic restructuring in One-Way Truckload has delivered the strongest revenue per truck growth in a decade.”
“Restructuring in our One-Way Truckload business is yielding a near double-digit increase in revenue per truck.”
“Noteworthy Developments In fourth quarter 2025, we began a strategic restructuring of our One-Way Truckload business, a decisive action designed to significantly enhance long-term profitability and f…”
"Our organic Dedicated business is growing, and the FirstFleet acquisition is driving margin improvement ahead of schedule.
Stated in 3 of 4 supplied quarters. Management reported: “"Our organic Dedicated business is growing, and the FirstFleet acquisition is driving margin improvement ahead of schedule.” “"Dedicated revenue and fleet size grew, bolstered by our FirstFleet acquisition, improving rates, and a strong 95% customer retention rate.”
“"Our organic Dedicated business is growing, and the FirstFleet acquisition is driving margin improvement ahead of schedule.”
“"Dedicated revenue and fleet size grew, bolstered by our FirstFleet acquisition, improving rates, and a strong 95% customer retention rate.”
“On January 27, 2026 we closed on the acquisition of FirstFleet, a top 11 pure play dedicated trucking company in North America.”
We are raising our full-year 2026 net capital expenditures guidance to reduce the average age of our tractor fleet.
Stated in 3 of 4 supplied quarters. Management reported: “We are raising our full-year 2026 net capital expenditures guidance to reduce the average age of our tractor fleet.” “We continue to prioritize business reinvestment in safe and modern equipment, including trucks and trailers, as well as in technology, our terminal network and our talent.”
“We are raising our full-year 2026 net capital expenditures guidance to reduce the average age of our tractor fleet.”
“We continue to prioritize business reinvestment in safe and modern equipment, including trucks and trailers, as well as in technology, our terminal network and our talent.”
“We continue to prioritize business reinvestment in safe and modern equipment, including trucks and trailers, as well as in technology, our terminal network and our talent.”
Safety metrics and insurance and claims costs trended favorably for a second consecutive quarter, demonstrating the impact of quality hiring and training combined with cutting edge technologies.
Stated in 3 of 4 supplied quarters. Management reported: “Safety metrics and insurance and claims costs trended favorably for a second consecutive quarter, demonstrating the impact of quality hiring and training combined with cutting edge technologies.” “Through continued cost discipline, and a relentless focus on safety, service and innovation, Werner remains well-positioned to drive better financial results as market conditions tighten throughout the year."” Operating income was $16.921 million in 2026-Q2.
“Safety metrics and insurance and claims costs trended favorably for a second consecutive quarter, demonstrating the impact of quality hiring and training combined with cutting edge technologies.”
“Through continued cost discipline, and a relentless focus on safety, service and innovation, Werner remains well-positioned to drive better financial results as market conditions tighten throughout t…”
“Despite ongoing pressure across the freight market, Werner maintained strong operating cash flow and disciplined capital deployment."”
Increase TTS fleet capacity and revenue while pursuing management's stated growth expectations for average truck count.
Over the trailing year it converted 20.59x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
27 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.