Werner Enterprises reported second-quarter 2026 adjusted earnings of 22 cents per share, matching the Zacks Consensus Estimate, while revenues of $933.9 million surpassed expectations by 0.2% and surged 24% year over year. The growth was driven by a 36% increase in Truckload Transportation Services revenues to $702.6 million, partly offset by a decline in Werner Logistics revenues. Adjusted operating income jumped 67% to $27.6 million, with the adjusted operating margin expanding 80 basis points to 3%. The company updated its 2026 guidance, now expecting TTS average truck count growth of 16-18%, down from the prior 23-28% range, and raising full-year net capital expenditures to $215-$250 million from $185-$225 million. Shares have risen 6.1% since the earnings report, outperforming the S&P 500, and the consensus estimate has shifted upward by 10.86% in the past month.
Werner Enterprises IncBeats revenue estimates and raises capex guidance, with shares up 6.1% since report.
