Werner Q2 net income falls 87.8% to $5.3M as prior-year insurance reversal rolls off

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 11, 2025 · ~1 min read

Key Changes

• high

  Net income fell 87.8% to $5.3M ($0.11/share diluted, down 84.7%) in Q2 2026 from $43.4M in Q2 2025. Operating income fell 74% to $16.9M as operating margin compressed 700 bp to 1.8%.

  MD&A: Operating Income verify on EDGAR →
• high

  Management raised full-year Dedicated pricing guidance to +3–5% from flat-to-+3% on successful contract renewals.

  MD&A: FirstFleet Acquisition verify on EDGAR →
• high

  One-Way Truckload restructuring (exiting unprofitable regional/short-haul freight) reduced average tractors 34% but drove revenue per tractor per week up 27.7% and revenue per total mile up 10.4%. Q3 2026 pricing guidance raised to +10–13% from prior-year flat-to-+3%.

  MD&A: One-Way Truckload Restructuring verify on EDGAR →