Werner (WERN) Q3 Earnings Review: Analyzing Key Metrics Against Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2025
0mins
Source: NASDAQ.COM
Quarterly Revenue and EPS: Werner Enterprises reported $771.5 million in revenue for Q3 2025, a 3.5% increase year-over-year, but posted an EPS of -$0.03 compared to $0.15 a year ago.
Comparison to Estimates: The revenue exceeded the Zacks Consensus Estimate of $768.08 million by 0.45%, while the EPS fell short of expectations by 120%, with the consensus estimate being $0.15.
Importance of Key Metrics: Investors are encouraged to analyze key financial metrics year-over-year and against analyst estimates to better assess the company's financial health and stock performance.
Investment Recommendations: Zacks Investment Research has highlighted their top stock recommendations, suggesting potential for significant returns, with one stock believed to outperform previous successful picks.
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Analyst Views on WERN
Wall Street analysts forecast WERN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WERN is 30.75 USD with a low forecast of 25.00 USD and a high forecast of 39.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
2 Buy
7 Hold
3 Sell
Hold
Current: 34.330
Low
25.00
Averages
30.75
High
39.00
Current: 34.330
Low
25.00
Averages
30.75
High
39.00
About WERN
Werner Enterprises, Inc. is a transportation and logistics company, which is engaged primarily in transporting truckload shipments of general commodities in both interstate and intrastate commerce. The Company has two segments: Truckload Transportation Services (TTS) and Werner Logistics. Dedicated provides truckload services are dedicated to a specific customer, generally for a retail distribution center or manufacturing facility, utilizing either dry van or specialized trailers. One-Way Truckload includes operating fleets, namely, the medium-to-long-haul van fleet transports, the expedited fleet, the regional short-haul fleet, and the Temperature-Controlled fleet. Its primary freight transport includes retail store merchandise, consumer products, food and beverage products and manufactured products. The Werner Logistics segment is a non-asset-based transportation and logistics provider. This segment provides services throughout North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Werner Acquires FirstFleet to Enhance Market Position
- Acquisition Scale: Werner's acquisition of FirstFleet for approximately $245 million in cash, including real estate, is expected to immediately enhance earnings per share (EPS) and realize $18 million in annual synergies within two years, significantly boosting profitability.
- Market Position Enhancement: This acquisition positions Werner as the fifth-largest dedicated carrier in the U.S., with projected dedicated revenue growth of about 50%, further solidifying its market share in resilient sectors such as grocery and packaging.
- Operational Scale Expansion: Post-merger, Werner will have approximately 7,365 dedicated trucks and nearly 40,000 trailers, leveraging FirstFleet's geographic advantages to improve fixed cost absorption and asset utilization, optimizing overall operational efficiency.
- Strategic Synergies: By integrating FirstFleet's expertise with Werner's resources, both companies will drive tech-enabled solutions that enhance customer service quality, thereby achieving long-term sustainable growth.
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Werner Enterprises Acquires FirstFleet to Enhance Market Position
- Acquisition Scale: Werner acquires FirstFleet and its real estate assets for approximately $245 million in cash, totaling around $282.8 million, establishing itself as the fifth-largest dedicated carrier in the U.S., significantly boosting revenue and profitability.
- Financial Impact: With over $615 million in annual revenue, FirstFleet is expected to immediately enhance Werner's EPS and realize approximately $18 million in annual synergies within two years, further strengthening cash flow.
- Market Strategy: By integrating FirstFleet's expertise with Werner's resources, the company aims to leverage nearly 5,000 dedicated trucks to enhance competitiveness, meet market demand for high-quality transportation services, and drive profitable growth.
- Management Integration: Werner plans to retain most of FirstFleet's management team and maintain its headquarters in Murfreesboro, Tennessee, ensuring cultural alignment and business continuity, thereby enhancing customer and employee loyalty.
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