Werner Enterprises to Report Q3 Earnings After Revenue Rose 24% to $933.9 Million

Werner Enterprises will report third-quarter results after the market close, with analysts expecting revenue growth of 23.8% year on year, according to TradingView. The Omaha-based trucking and logistics company, which runs dedicated, one-way, intermodal, expedited, final mile and cross-border services across the United States, Mexico and Canada, reported revenue of $933.9 million last quarter, up 24% year on year.

Werner's Last Quarter and the Q3 Setup

Werner met analysts' revenue expectations in its prior quarter, but the period brought a significant miss of EPS estimates, with adjusted operating income in line with analysts' estimates. For the coming quarter, the market expects revenue growth of 23.8% year on year, improving from the 3.5% increase recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Werner has missed Wall Street's revenue estimates multiple times over the last two years.

Among peers in transportation and logistics, Knight-Swift Transportation reported revenues up 14.2%, topping estimates by 1.4%, while Ryder delivered year-on-year revenue growth of 8.3%, beating analysts' expectations by 1.2%. Knight-Swift Transportation will report its own third-quarter earnings after market close on October 21, 2026, and host a conference call from 5:30 to 6:30 p.m. EDT the same date, according to Stock Titan.

Werner's Funding and Revenue Records

Werner's 2025 revenues were approximately $3.0 billion, and it operates across the United States, Mexico and Canada, according to akta.pro company records. The same records show a post-IPO debt round of $1.1 billion in October 2026, Q1 2026 revenue of $809 million, up 14% year over year, and Q4 2025 total revenues of $737.6 million, a 2% decrease year over year.

Earlier Moves Behind the Quarter

In September 2026, Werner reported Q2 revenue up 24% to $934 million, with adjusted operating income up 67%, though much growth came from a $250 million FirstFleet acquisition, AInvest reported. In August 2026, CEO Derek Leathers said the Federal Motor Carrier Safety Administration's enforcement against noncompliant electronic logging devices is reducing effective truckload capacity by removing carriers who previously manipulated hours-of-service rules, Transport Topics reported. In October 2026, Werner was brokering freight to autonomous trucking developers, with most runs still requiring a safety driver and engineer, and CFO Christopher Wikoff said economics and liability remain unresolved, citing costs without labor savings and unclear insurance responsibility, Trucking Dive reported.

Next Steps for Werner Enterprises

Werner's third-quarter results are due after the market close, and Knight-Swift Transportation's results are scheduled for October 21, 2026, with a conference call the same date.