Werner Enterprises reported second-quarter 2026 adjusted earnings of 22 cents per share, matching the Zacks Consensus Estimate and surging more than 100% from a year ago. Revenues rose 24% to $933.9 million, slightly above the $932 million consensus, driven by a 36% increase in Truckload Transportation Services revenues to $702.6 million, which included $65.4 million in higher fuel surcharges. 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, lowering expected TTS average truck count growth to 16-18% from the prior 23-28% range, while raising Dedicated revenue per truck per week growth to 3-5% from flat-to-3%.
Werner Enterprises IncEarnings matched estimates, revenues beat, margins improved, and guidance raised for Dedicated revenue per truck.
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