WERN Stock - Werner Enterprises, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $3.03B | $3.28B | $3.29B | $2.73B | $2.37B |
| Gross Profit | $338.63M | $423.65M | $521.59M | $477.93M | $460.89M |
| Gross Margin | 11.2% | 12.9% | 15.9% | 17.5% | 19.4% |
| Operating Income | $66.15M | $176.42M | $323.08M | $309.15M | $227.44M |
| Net Income | $34.23M | $112.38M | $241.26M | $259.05M | $169.08M |
| Net Margin | 1.1% | 3.4% | 7.3% | 9.5% | 7.1% |
| EPS | $0.55 | $1.77 | $3.76 | $3.84 | $2.45 |
Werner Enterprises, Inc., a transportation and logistics company, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, and internationally. It operates through Truckload Transportation Services and Werner Logistics segments. The Truckload Transportation Services segment operates medium-to-long-haul van fleet that transports various consumer nondurable products and other commodities in truckload quantities using dry van trailers; the expedited fleet, which offers time-sensitive truckload services using driver teams; regional short-haul fleet that provides comparable truckload van service in the United States; and temperature controlled fleet, which offers truckload services for temperature sensitive products using temperature-controlled trailers. It transports retail store merchandise, consumer products, food and beverage products, and manufactured products. The Werner Logistics segment provides non-asset-based transportation and logistics services, including truck brokerage; logistics management services and solutions; rail transportation through alliances with rail and drayage providers; and residential and commercial deliveries of large or heavy items using liftgate straight truck. As of December 31, 2021, the company had a fleet of 8,340 trucks, which included 8,050 company-operated, as well as 290 owned and operated by independent contractors;27,225 company-owned trailers that comprised dry vans, flatbeds, temperature-controlled, and other trailers; and 55 intermodal drayage trucks. Werner Enterprises, Inc. was founded in 1956 and is headquartered in Omaha, Nebraska.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 31st 2025 | TD Cowen | Reiterated | Hold | $23← $24 |
| October 8th 2025 | TD Cowen | Downgrade | Hold | $24 |
| July 1st 2025 | Robert W. Baird | Resumed | Underperform | $25 |
| June 2nd 2025 | Goldman | Upgrade | Buy | $39 |
| April 30th 2025 | Evercore ISI | Downgrade | Underperform | $21 |
| April 30th 2025 | TD Cowen | Reiterated | Buy | $30← $33 |
| April 8th 2025 | Citigroup | Upgrade | Neutral | $29 |
| March 7th 2025 | Deutsche Bank | Initiation | Hold | $33 |
| January 3rd 2025 | Susquehanna | Upgrade | Neutral | $38 |
| October 30th 2024 | TD Cowen | Reiterated | Buy | $41← $40 |
| October 9th 2024 | Citigroup | Initiation | Sell | $34 |
| July 31st 2024 | TD Cowen | Reiterated | Buy | $43← $38 |
| July 9th 2024 | UBS | Downgrade | Neutral | $39 |
| July 9th 2024 | JP Morgan | Downgrade | Underweight | $32← $36 |
| June 24th 2024 | Susquehanna | Downgrade | Negative | $27← $32 |
Earnings History & Surprises
WERNEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Feb 5, 2026 | $0.08 | — | — | — |
Q4 2025 | Oct 30, 2025 | $0.15 | $-0.03 | -120.0% | ✗ MISS |
Q3 2025 | Jul 29, 2025 | $0.05 | $0.11 | +120.0% | ✓ BEAT |
Q2 2025 | Apr 29, 2025 | $0.12 | $-0.12 | -200.0% | ✗ MISS |
Q1 2025 | Feb 6, 2025 | $0.23 | $0.08 | -65.2% | ✗ MISS |
Q4 2024 | Oct 29, 2024 | $0.22 | $0.15 | -31.8% | ✗ MISS |
Q3 2024 | Jul 30, 2024 | $0.20 | $0.17 | -15.0% | ✗ MISS |
Q2 2024 | Apr 30, 2024 | $0.28 | $0.14 | -50.0% | ✗ MISS |
Q1 2024 | Feb 6, 2024 | $0.43 | $0.39 | -9.3% | ✗ MISS |
Q4 2023 | Nov 1, 2023 | $0.49 | $0.42 | -14.3% | ✗ MISS |
Q3 2023 | Aug 3, 2023 | $0.59 | $0.52 | -11.9% | ✗ MISS |
Q2 2023 | May 3, 2023 | $0.71 | $0.60 | -15.5% | ✗ MISS |
Q1 2023 | Feb 7, 2023 | $0.92 | $0.99 | +7.6% | ✓ BEAT |
Q4 2022 | Nov 2, 2022 | $0.97 | $0.90 | -7.2% | ✗ MISS |
Q3 2022 | Aug 3, 2022 | $1.03 | $0.87 | -15.5% | ✗ MISS |
Q2 2022 | May 3, 2022 | $0.86 | $0.96 | +11.6% | ✓ BEAT |
Q1 2022 | Feb 3, 2022 | $0.96 | $1.13 | +17.7% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | $0.95 | $0.79 | -16.8% | ✗ MISS |
Q3 2021 | Jul 29, 2021 | $0.87 | $0.86 | -1.1% | ✗ MISS |
Latest News
Stifel Maintains Hold on Werner Enterprises, Raises Price Target to $26
➖ NeutralMorgan Stanley Maintains Overweight on Werner Enterprises, Raises Price Target to $37
📈 PositiveDragonfly Energy rises on deal to supply Werner Enterprises with idle-reduction power systems
📈 PositiveUBS Maintains Neutral on Werner Enterprises, Lowers Price Target to $25
➖ NeutralCitigroup Maintains Neutral on Werner Enterprises, Lowers Price Target to $27
➖ NeutralJP Morgan Maintains Underweight on Werner Enterprises, Lowers Price Target to $23
📉 NegativeTD Cowen Maintains Hold on Werner Enterprises, Lowers Price Target to $23
📉 NegativeWERN stock has given up its prior loss. Werner Enterprises shares were trading lower after the company reported mixed Q3 financial results.
➖ NeutralEvercore ISI Group Maintains Underperform on Werner Enterprises, Lowers Price Target to $20
📉 NegativeWerner Enterprises shares are trading lower after the company reported mixed Q3 financial results.
📉 NegativeWerner Enterprises Q3 Adj. EPS $(0.03) Misses $0.14 Estimate, Sales $771.499M Beat $762.833M Estimate
➖ NeutralWerner Enterprises Agrees To $18M Settlement In Driver Class Action
📉 NegativeCitigroup Maintains Neutral on Werner Enterprises, Lowers Price Target to $29
➖ NeutralJP Morgan Maintains Underweight on Werner Enterprises, Lowers Price Target to $24
📉 NegativeTD Cowen Downgrades Werner Enterprises to Hold, Maintains Price Target to $24
📉 NegativeMorgan Stanley Maintains Overweight on Werner Enterprises, Lowers Price Target to $40
➖ NeutralWells Fargo Maintains Underweight on Werner Enterprises, Lowers Price Target to $22
📉 NegativeStifel Maintains Hold on Werner Enterprises, Lowers Price Target to $23
📉 NegativeEvercore ISI Group Maintains Underperform on Werner Enterprises, Lowers Price Target to $23
📉 NegativeSusquehanna Maintains Neutral on Werner Enterprises, Lowers Price Target to $23
📉 NegativeFrequently Asked Questions about WERN
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