Werner Enterprises

Q2 FY2026 EarningsQ2 FY2026 total revenues reached $933.9M, up 24% YoY, primarily driven by a 36% increase in TTS revenue following the FirstFleet acquisition. GAAP operating income fell 74% to $16.9M, skewed by a $53.6M favorable legal reversal in the prior year; however, non-GAAP adjusted operating income rose 67% to $27.6M. Adjusted operating margin improved 80 bps to 3.0%, while adjusted diluted EPS surged 178% to $0.22. Management raised full-year guidance for One-Way Truckload RPTM growth to 10%-13% for Q3, citing capacity tightening.