Werner Enterprises Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Werner Enterprises' October 27, 2026, third-quarter earnings call featured CEO Derek Leathers, CFO Chris Wikoff and pricing executive Chris Neil.
  • Revenue rose 23% to $951 million; adjusted diluted earnings reached $0.16 per share.
  • Management expects modest fourth-quarter earnings improvement as most fuel and insurance reserve headwinds dissipate; driver recruitment spending will remain elevated.
  • Early 2027 One-Way contract pricing opportunities are expected to require double-digit increases on average, with about 60% repriced during the first half.
  • Full-year 2026 net capital expenditure guidance fell to $190 million–$205 million from $215 million–$250 million because of equipment delivery timing.


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