Overview

* Werner Enterprises ( WERN ) Q3 revenue rises 3% to $771.5 mln, beating analyst expectations

* Adjusted loss per share for Q3 misses EPS analyst expectations, reflecting challenging freight environment

* Company recorded $18 mln settlement for a class action lawsuit, impacting Q3 results

Outlook

* Company expects TTS truck count to decrease by 2% to remain flat by year-end

* Net capital expenditures projected between $155 mln and $175 mln for 2025

* Company revises Dedicated RPTPW growth to 0% to 1.5% for 2025

* One-Way Truckload RPTM growth revised to -1% to 1% for Q4 2025

* Effective income tax rate assumption adjusted to 26% to 27% for Q4 2025

Result Drivers

* LOGISTICS GROWTH - Logistics revenues increased 12% due to higher shipment volumes and growth in PowerLink and intermodal services

* DEDICATED REVENUE - Dedicated revenue grew year-over-year, supported by new fleet awards

* FREIGHT ENVIRONMENT - Challenging freight environment impacted operating income, with mixed results across business segments

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $771.49 $761.80

Revenue mln mln (12

Analysts

)

Q3 Miss -$0.03 $0.16

Adjusted (15

EPS Analysts

)

Q3 EPS -$0.34

Q3 Miss -$2.03 $8.44

Adjusted mln mln (10

Net Analysts

Income )

Q3 $10.91

Adjusted mln

Operatin

g Income

Q3 1.40%

Adjusted

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 9 "hold" and 5 "sell" or "strong sell"

* The average consensus recommendation for the ground freight & logistics peer group is "buy."

* Wall Street's median 12-month price target for Werner Enterprises Inc ( WERN ) is $24.00, about 12% below its October 29 closing price of $26.89

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)