WERN 8-K SEC Filing Analysis

Latest settled — T+20d

WERN ▲ +12.45% at T+20d

NEUTRAL call ✓ call won +12.45% · α vs SPY +6.99% · entry $36.39 → $40.92

Next anchor: T+60d in 5w

Last close $43.96 (close Jun 12) · +20.80% from $36.39 entry

Entry anchored
Apr 28, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α -1.02%

$36.39

settled 7w ago

T+5d

-4.73%

call -4.73% · α -7.84%

$34.67

settled 6w ago

T+20d

+12.45%

call +12.45% · α +6.99%

$40.92

settled 19d ago

T+60d

—

call — · α —

—

in 5w

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Executive Summary

Werner Enterprises reported Q1 2026 results with total revenues of $808.6M (+14% YoY), driven by the FirstFleet acquisition and improved TTS segment performance. The company posted a GAAP net loss of $4.3M (diluted EPS -$0.07), narrower than the prior year's loss of $10.1M (-$0.16), while non-GAAP adjusted diluted EPS was $0.02, a significant improvement from -$0.12. Guidance was maintained or modestly raised on key metrics, signaling stabilization after a difficult 2025.

Actionable Insight

Werner Enterprises reported Q1 2026 results with total revenues of $808.6M (+14% YoY), driven by the FirstFleet acquisition and improved TTS segment performance. The company posted a GAAP net loss of $4.3M (diluted EPS -$0.07), narrower than the prior year's loss of $10.1M (-$0.16), while non-GAAP adjusted diluted EPS was $0.02, a significant improvement from -$0.12. Guidance was maintained or modestly raised on key metrics, signaling stabilization after a difficult 2025.

Key Facts

Total revenues of $808.6M, up 14% YoY ($712.1M), driven by TTS segment growth (+18%) from FirstFleet acquisition
GAAP net loss attributable to Werner of $4.3M vs. $10.1M loss in Q1 2025; diluted loss per share of $0.07 vs. $0.16
Non-GAAP adjusted diluted EPS of $0.02 vs. -$0.12 in prior year, a $0.14 improvement
TTS segment operating income of $13.9M vs. $0.9M loss; adjusted operating income $14.8M vs. $2.0M
Werner Logistics segment operating loss of $2.0M vs. $0.5M loss; adjusted operating loss of $0.9M vs. $0.7M income
Cash flow from operations $89.2M, up 204% from $29.4M in Q1 2025
2026 guidance maintained: TTS average truck count growth 23%-28%, net capex $185M-$225M, adjusted FCF $18.1B-$18.7B
Dedicated RPTPW growth guidance raised to flat-to-3% from prior (1%)-to-2%
One-Way Truckload RPTM growth guidance for Q2 2026 raised to 1%-4% from flat-to-3% for 1H26
Stockholder return authorization increased to $18.2B from $14.6B; $4.9B in share repurchases during Q1 2026

Financial Impact

Not specified

Market Snapshot

Exchange

Nasdaq

Sector

Trucking (No Local)

Analyst Consensus

10% bullish (21 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0000793074-26-000092
Document: wern-20260428.htm	0000793074-26-000092
Document: 0000793074-26-000092-index-headers.html	0000793074-26-000092
Document: 0000793074-26-000092-index.html	0000793074-26-000092
Document: 0000793074-26-000092.txt	0000793074-26-000092
8-K Data (Synthetic)	0000793074-26-000092

2 reports for WERN

T+1T+5T+20T+60

Filters

Reports for WERN — sortable, filterable
	Type				Now
Jun 10, 2026 4d ago	8-K NEUTRAL ★ 3/10	$42.74 awaiting T+20	awaiting T+20	—	$43.96 (+2.85%)
Apr 28, 2026 6w ago	8-K NEUTRAL ★ 5/10	$36.39 $40.92	▲ +12.45%	▲ +6.99%	$43.96 (+20.80%)

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