Werner Enterprises, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC on November 9, 2026, reporting a return to profitability in the third quarter after a loss in the same period a year earlier.

Key Highlights

  • Operating revenues: $950,508 thousand for the three months ended September 30, 2026, compared to $771,499 thousand in the same period of 2025, according to the filing.
  • Net income attributable to Werner: $6,595 thousand for Q3 2026, compared to a net loss attributable to Werner of $20,575 thousand in Q3 2025.
  • Diluted earnings per share: $0.11 for the three months ended September 30, 2026, versus a diluted loss per share of $0.34 in Q3 2025.
  • Nine-month operating revenues: $2,693,045 thousand for the nine months ended September 30, 2026, compared to $2,236,761 thousand for the same period in 2025.
  • Operating income: $16,988 thousand for Q3 2026, compared to an operating loss of $13,021 thousand in Q3 2025.
  • Shares outstanding: 59,977,156 shares of common stock as of October 30, 2026, per the filing.
  • Restructuring and impairment costs: $4,094 thousand recorded for the nine months ended September 30, 2026, with no such costs in the comparable 2025 period.

Werner Enterprises Q3 2026 Financial Results: Revenue Growth and Return to Profitability

According to the filing, Werner Enterprises (NASDAQ:WERN) reported operating revenues of $950,508 thousand for the three months ended September 30, 2026, an increase from $771,499 thousand in the year-earlier quarter. Total operating expenses for Q3 2026 were $933,520 thousand, compared to $784,520 thousand a year prior, resulting in operating income of $16,988 thousand versus an operating loss of $13,021 thousand in Q3 2025. The company disclosed that net income attributable to Werner for the quarter was $6,595 thousand, reversing a net loss attributable to Werner of $20,575 thousand in Q3 2025.

For the nine months ended September 30, 2026, the filing reported operating revenues of $2,693,045 thousand and total operating expenses of $2,655,141 thousand, producing operating income of $37,904 thousand, compared to operating income of $47,468 thousand for the nine months ended September 30, 2025. Net income attributable to Werner for the nine-month period was $8,683 thousand, against $13,389 thousand in the prior-year period. The filing also noted restructuring and impairment costs of $4,094 thousand in the nine-month period, with no comparable charge in 2025.

On the balance sheet as of September 30, 2026, the company reported cash and cash equivalents of $39,200 thousand, accounts receivable (net) of $517,080 thousand, and property and equipment, net, of $1,816,150 thousand, according to the filing. Goodwill stood at $138,576 thousand and intangible assets, net, at $60,721 thousand. The filing noted that forward-looking statements contained in the report are subject to the cautionary language described in Part II, Item 1A (Risk Factors) and in the company's 2025 Annual Report on Form 10-K.

What Was Disclosed

Werner Enterprises filed its quarterly report covering the three and nine months ended September 30, 2026, disclosing a return to net income in Q3 2026, higher revenues compared to Q3 2025, and restructuring and impairment costs of $4,094 thousand recognized in the nine-month period.