Werner Enterprises Expands Intermodal Operations in Mexico
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy WERN?
Werner Enterprises is expanding its intermodal presence in Mexico to give local customers more reliable shipping options. Building on a long-standing commitment to the region, Werner is deploying its fleet of 53-foot containers into the Mexican market. There are currently 400 containers in the fleet, with an additional 400 units hitting the network throughout 2026. Werner's asset intermodal focus will begin in Monterrey and Silao, with the Mexico City market being added in the second half of 2026. Intermodal demand has remained steady over the last 12 months, presenting a great opportunity to expand our growing asset footprint into Mexico.
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Analyst Views on WERN
Wall Street analysts forecast WERN stock price to fall
12 Analyst Rating
2 Buy
7 Hold
3 Sell
Hold
Current: 36.400
Low
25.00
Averages
30.75
High
39.00
Current: 36.400
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 (WERN) Q1 2026 Earnings Call Transcript
See More
Werner Enterprises Reports Q1 2026 Financial Results
- Revenue Growth: Werner Enterprises reported operating revenue of $808.6 million for Q1 2026, a 13.6% increase from $712.1 million in the same quarter last year, indicating strong market performance and business expansion capabilities.
- Narrowed Net Loss: The company narrowed its net loss to $4.3 million, significantly improving from a loss of $10.1 million a year earlier, demonstrating positive progress in cost control and operational efficiency.
- Improved Loss Per Share: Loss per share improved from $0.16 last year to $0.07, reflecting a gradual recovery in profitability and enhancing investor confidence in future financial performance.
- After-Hours Trading Surge: Werner's stock rose by $1.35, or 3.92%, in after-hours trading on Nasdaq, indicating a positive market reaction to its earnings report, which may attract more investor interest.
See More
Werner Enterprises to Announce Q1 Earnings on April 28
- Earnings Announcement Date: Werner Enterprises is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of -$0.06, reflecting a 50% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 stands at $813.91 million, representing a 14.3% year-over-year increase, suggesting a positive performance amid recovering market demand, which could positively impact future business growth.
- Historical Performance Review: Over the past two years, Werner has only beaten EPS estimates 13% of the time and revenue estimates 25% of the time, indicating a lower reliability in meeting earnings forecasts, which may lead investors to exercise caution.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and 10 downward revisions, while revenue estimates saw 7 upward revisions, reflecting increased market confidence in revenue growth but a more conservative outlook on profitability.
See More
Werner Enterprises Expands Intermodal Operations in Mexico
- Market Expansion Plan: Werner Enterprises is deploying 400 53-foot containers in Mexico and plans to add another 400 by 2026, enhancing its competitive edge by providing more reliable shipping options for local businesses.
- Streamlined Cross-Border Shipping: By integrating advanced tracking technology with 24/7 bilingual support, Werner aims to simplify the cross-border shipping process, improving efficiency and meeting customer needs since its establishment in Mexico in 1999.
- Regional Service Coverage: Initial services will focus on Monterrey and Silao, with plans to expand into the Mexico City market in the second half of 2026, further increasing its market penetration in Mexico.
- Commitment to Sustainability: By moving freight via rail, Werner significantly reduces carbon emissions, helping customers achieve their environmental goals while providing stable pricing and capacity management to adapt to the changing market landscape.
See More
Trump Administration Delays Military Action Against Iran, Boosting Stocks
- Market Reaction: The Trump administration's postponement of military action against Iran led to a significant rise in the Dow Jones Industrial Average, reflecting increased investor confidence in global economic stability and optimism in trading floors.
- Cyclical Sector Gains: Companies in cyclical sectors, such as construction equipment firm Caterpillar and manufacturing conglomerate 3M, outperformed as reduced geopolitical risks highlighted their strong international operations and potential for growth.
- Stock Performance Highlights: Heavy Transportation Equipment company Greenbrier saw a 3.9% increase, while Electrical Systems company Acuity Brands rose by 4.1%, indicating a resurgence of investor interest in these stocks and potential for future growth.
- Oil Price Volatility Impact: Brent crude prices surged over 6% due to geopolitical tensions, and sustained increases could lead to higher inflation, affecting consumer spending and corporate earnings, which complicates the Federal Reserve's interest rate strategy.
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Transportation Sell-Off: Schneider and Werner Upgraded to Neutral
- Rating Upgrade: Citi Research upgraded Schneider National (SNDR) and Werner Enterprises (WERN) from Sell to Neutral, indicating more reasonable valuations based on 2027 and 2028 earnings potential, despite ongoing weak freight demand.
- Market Environment Analysis: Analyst Ariel Rosa noted that the recent sell-off in the transport sector was driven by “overheated sentiment” and elevated valuations, particularly given the risks of demand destruction amid geopolitical uncertainty and labor market weakness.
- Earnings Potential Outlook: Despite challenges, the recent strength in flatbed rates and signs of a manufacturing recovery suggest that carriers may gain negotiating leverage against shippers for the first time in over three years, indicating potential earnings upside.
- Price Target Setting: Citi Research set a $27 price target for Schneider National, indicating a 5.3% upside, while Werner Enterprises has a target of $34, suggesting a 10% upside, reflecting market confidence in both companies' future performance.
See More
Werner (WERN) Q1 2026 Earnings Call Transcript
See More
Werner Enterprises Reports Q1 2026 Financial Results
- Revenue Growth: Werner Enterprises reported operating revenue of $808.6 million for Q1 2026, a 13.6% increase from $712.1 million in the same quarter last year, indicating strong market performance and business expansion capabilities.
- Narrowed Net Loss: The company narrowed its net loss to $4.3 million, significantly improving from a loss of $10.1 million a year earlier, demonstrating positive progress in cost control and operational efficiency.
- Improved Loss Per Share: Loss per share improved from $0.16 last year to $0.07, reflecting a gradual recovery in profitability and enhancing investor confidence in future financial performance.
- After-Hours Trading Surge: Werner's stock rose by $1.35, or 3.92%, in after-hours trading on Nasdaq, indicating a positive market reaction to its earnings report, which may attract more investor interest.
See More
Werner Enterprises to Announce Q1 Earnings on April 28
- Earnings Announcement Date: Werner Enterprises is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of -$0.06, reflecting a 50% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 stands at $813.91 million, representing a 14.3% year-over-year increase, suggesting a positive performance amid recovering market demand, which could positively impact future business growth.
- Historical Performance Review: Over the past two years, Werner has only beaten EPS estimates 13% of the time and revenue estimates 25% of the time, indicating a lower reliability in meeting earnings forecasts, which may lead investors to exercise caution.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and 10 downward revisions, while revenue estimates saw 7 upward revisions, reflecting increased market confidence in revenue growth but a more conservative outlook on profitability.
See More
Werner Enterprises Expands Intermodal Operations in Mexico
- Market Expansion Plan: Werner Enterprises is deploying 400 53-foot containers in Mexico and plans to add another 400 by 2026, enhancing its competitive edge by providing more reliable shipping options for local businesses.
- Streamlined Cross-Border Shipping: By integrating advanced tracking technology with 24/7 bilingual support, Werner aims to simplify the cross-border shipping process, improving efficiency and meeting customer needs since its establishment in Mexico in 1999.
- Regional Service Coverage: Initial services will focus on Monterrey and Silao, with plans to expand into the Mexico City market in the second half of 2026, further increasing its market penetration in Mexico.
- Commitment to Sustainability: By moving freight via rail, Werner significantly reduces carbon emissions, helping customers achieve their environmental goals while providing stable pricing and capacity management to adapt to the changing market landscape.
See More
Trump Administration Delays Military Action Against Iran, Boosting Stocks
- Market Reaction: The Trump administration's postponement of military action against Iran led to a significant rise in the Dow Jones Industrial Average, reflecting increased investor confidence in global economic stability and optimism in trading floors.
- Cyclical Sector Gains: Companies in cyclical sectors, such as construction equipment firm Caterpillar and manufacturing conglomerate 3M, outperformed as reduced geopolitical risks highlighted their strong international operations and potential for growth.
- Stock Performance Highlights: Heavy Transportation Equipment company Greenbrier saw a 3.9% increase, while Electrical Systems company Acuity Brands rose by 4.1%, indicating a resurgence of investor interest in these stocks and potential for future growth.
- Oil Price Volatility Impact: Brent crude prices surged over 6% due to geopolitical tensions, and sustained increases could lead to higher inflation, affecting consumer spending and corporate earnings, which complicates the Federal Reserve's interest rate strategy.
See More
Transportation Sell-Off: Schneider and Werner Upgraded to Neutral
- Rating Upgrade: Citi Research upgraded Schneider National (SNDR) and Werner Enterprises (WERN) from Sell to Neutral, indicating more reasonable valuations based on 2027 and 2028 earnings potential, despite ongoing weak freight demand.
- Market Environment Analysis: Analyst Ariel Rosa noted that the recent sell-off in the transport sector was driven by “overheated sentiment” and elevated valuations, particularly given the risks of demand destruction amid geopolitical uncertainty and labor market weakness.
- Earnings Potential Outlook: Despite challenges, the recent strength in flatbed rates and signs of a manufacturing recovery suggest that carriers may gain negotiating leverage against shippers for the first time in over three years, indicating potential earnings upside.
- Price Target Setting: Citi Research set a $27 price target for Schneider National, indicating a 5.3% upside, while Werner Enterprises has a target of $34, suggesting a 10% upside, reflecting market confidence in both companies' future performance.
See More
