Werner Q1 2026: Revenue $808.6M (+14% YoY), operating income $4.0M, adj. diluted EPS $0.02

WERNER ENTERPRISES INC

2026-Q1 EPS reported -$0.07 vs consensus -$0.05 ▼ miss (-33.6%)

Total revenues $808.6M (+14% YoY); operating income $4.0M vs loss of $5.8M in prior year.
Diluted loss per share $0.07 vs loss of $0.16; non-GAAP adjusted diluted EPS $0.02 vs loss of $0.12.
TTS operating income $13.9M vs loss of $0.9M; Dedicated fleet grew, FirstFleet acquisition contributed.
Werner Logistics operating loss $2.0M vs loss of $0.5M; revenues flat YoY.
Net interest expense $10.1M (+$2.1M) on higher debt; effective tax rate 24.9% vs 23.7%.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

WERNER ENTERPRISES INC reported first quarter ended March 31, 2026 results: revenue $808.6 million, net income $4.3 million net loss, EPS $0.07 diluted loss per share.

Period: first quarter ended March 31, 2026
Revenue: $808.6 million
Net income: $4.3 million net loss
EPS: $0.07 diluted loss per share
Result: reported results

Exact text from the filing

Werner Enterprises Reports First Quarter 2026 Results First Quarter 2026 Highlights (all metrics compared to first quarter 2025 ) • Total revenues of $808.6 million, increased $96.5 million, or 14% • Operating income was $4.0 million compared to a $5.8 million operating loss in the prior year; non-GAAP adjusted operating income of $11.9 million compared to non-GAAP adjusted operating loss of $1.8 million in the prior year • Operating margin of 0.5%, increased 130 basis points from (0.8)%; non-GAAP adjusted operating margin of 1.5%, increased 180 basis points from (0.3)% • Diluted loss per share was $0.07 compared to diluted loss per share of $0.16 in the prior year; non-GAAP adjusted diluted earnings per share was $0.02 compared to non-GAAP adjusted diluted loss per share of $0.12 in the prior year

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Source: SEC EDGAR

accession 0000793074-26-000092

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