Werner Enterprises releases transcript of Q2 2026 earnings call

• Werner Enterprises’ Q2 2026 earnings call drew CEO Derek Leathers, CFO Chris Wikoff, SVP Chris Neil.
• Revenue USD 934 million, up 24%; adjusted operating income USD 27.6 million, up 67%; adjusted EPS USD 0.22; adjusted margin 3%.
• Management flagged tightening capacity from tougher enforcement on CDLs, English proficiency, cabotage; about one-third of ELD providers exited or lost certification.
• FirstFleet integration ran ahead of plan; USD 3 million synergies realized YTD; actions in place for USD 9 million annual savings; USD 18 million target unchanged.
• Guidance changes: Dedicated revenue per truck per week now up 3%-5%; average trucks now up 16%-18%; net CapEx now USD 215-250 million.

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