Werner Enterprises, Inc.

NasdaqGS:WERN 株式レポート

時価総額:US$2.2b

Werner Enterprises マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Derek Leathers

最高経営責任者

US$6.0m

報酬総額

CEO給与比率16.10%
CEO在任期間10yrs
CEOの所有権0.9%
経営陣の平均在職期間9.1yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

Seeking Alpha Apr 30

Werner Enterprises: The Road To Upside May Not Be Smooth

Summary Werner Enterprises delivered improved Q1 2026 revenue growth of 13.6% YoY, driven by acquisitions and strategic fleet management. WERN’s operating margin improved to 0.5%, but persistent inflation and rising costs keep margins thin and risk elevated. Asset-light Werner Logistics and a robust balance sheet provide some insulation against macro headwinds and cost pressures. WERN is fully valued at a $35.76 target price; technicals and fundamentals support a hold rating amid overbought conditions and limited upside. Read the full article on Seeking Alpha
ナラティブの更新 Apr 29

WERN: Rising Fuel And Execution Risks Will Limit Truckload Recovery Potential

Analysts have raised the fair value estimate for Werner Enterprises to $30.00 from $27.00. This change reflects a series of recent price target increases across the Street as they incorporate updated assumptions for discount rates, profit margins and future P/E levels.
ナラティブの更新 Apr 15

WERN: Rising Fuel Costs Will Restrain Truckload Recovery Hopes

The analyst price target for Werner Enterprises is now $27, reflecting a mix of recent target cuts and increases as analysts factor in updated fuel cost assumptions, revised earnings estimates, and changing views on truck spot rate strength. Analyst Commentary Recent research on Werner Enterprises shows a split view, with some firms lifting price targets while others trim expectations or keep cautious ratings.
ナラティブの更新 Apr 01

WERN: Tighter Truck Capacity And Firm Spot Rates Will Support 2026 Setup

Werner Enterprises' updated analyst price target edges lower by about $0.50. The change reflects slightly more conservative revenue growth assumptions and a higher discount rate, partly offset by modestly firmer profit margin expectations and market commentary around tighter truckload capacity, as well as mixed views on fuel costs and near term earnings risk.
ナラティブの更新 Mar 18

WERN: Fair Value Outlook Will Balance Truckload Recovery Hopes And Fuel Headwinds

Analysts now place the Werner Enterprises fair value estimate at $27, up from $20. This reflects revised expectations for revenue growth, a higher future P/E multiple, and mixed but generally more constructive price target moves across the Street, even as some firms highlight earnings pressure from higher fuel costs and seasonal softness in truckload rates.
ナラティブの更新 Mar 03

WERN: Tighter Capacity And Seasonality Will Shape A Cautious Yet Constructive 2026 Setup

Werner Enterprises’ analyst price targets have increased by up to $8 as analysts factor in tighter truckload capacity, early signs of a supply-driven recovery in transport, and a shift toward a more constructive stance on the shares, even where ratings remain cautious. Analyst Commentary Recent research paints a mixed but generally constructive picture for Werner Enterprises, with several firms lifting price targets while a few remain cautious on execution risk and the timing of a full freight recovery.
ナラティブの更新 Feb 17

WERN: Tighter Capacity And Seasonality Will Shape A Balanced 2026 Setup

Werner Enterprises' analyst price target has moved higher, with our fair value estimate shifting from $32.33 to $34.67 as analysts factor in updated assumptions for growth, margins, and a higher future P/E multiple, while maintaining a steady discount rate. Analyst Commentary Recent Street research on Werner Enterprises has been active, with several firms adjusting price targets and ratings in both directions.
ナラティブの更新 Feb 02

WERN: Tighter Capacity And Seasonality Will Shape A Measured Recovery Path

Werner Enterprises' fair value estimate has been raised from US$25.87 to US$32.33 as analysts incorporate higher expected revenue growth, slightly better profit margins, and a lower assumed future P/E multiple following a series of price target increases and upgrades across the Street. Analyst Commentary Recent Street research on Werner Enterprises shows a mix of optimism and caution, with several firms lifting price targets while still flagging execution and cycle timing risks.
ナラティブの更新 Jan 19

WERN: Tighter Truckload Capacity Is Expected To Unlock Upside Potential

The analyst price target for Werner Enterprises has been lifted to $39, with analysts pointing to tighter truckload capacity, sector rotation into early cycle transport names, and a shift toward a more bullish valuation framework, tempered by caution around softer seasonality and ongoing earnings risk. Analyst Commentary Recent research on Werner Enterprises shows a mix of optimism and caution, with several bullish analysts lifting price targets and, in some cases, upgrading their stance as they factor in tightening truckload capacity and early cycle interest in transport names.
ナラティブの更新 Jan 05

WERN: Q3 Losses And Softer Guidance Will Pressure Earnings Recovery

Analysts have reduced their price target on Werner Enterprises from US$23 to US$20, citing recent quarterly losses, softer guidance for key revenue drivers, and an updated view that incorporates slightly different discount rate and growth assumptions, along with a lower future P/E multiple. Analyst Commentary Bearish analysts are stressing that Werner's recent quarterly loss and softer guidance have increased execution questions and pressured their valuation frameworks.
ナラティブの更新 Dec 18

WERN: Freight Cycle Turn Is Expected To Unlock Upside From Depressed Earnings

Analysts have trimmed their price target on Werner Enterprises by about $3 to approximately $37. This reflects weaker than expected Q3 results, elevated costs, and a softer freight backdrop that together warrant a lower valuation multiple, despite slightly improved long term margin and growth assumptions.
分析記事 Dec 18

Werner Enterprises, Inc.'s (NASDAQ:WERN) P/E Is Still On The Mark Following 29% Share Price Bounce

Werner Enterprises, Inc. ( NASDAQ:WERN ) shares have had a really impressive month, gaining 29% after a shaky period...
ナラティブの更新 Dec 04

WERN: Freight Weakness And Elevated Costs Will Delay Margin Recovery

Analysts have modestly reduced their price targets on Werner Enterprises, trimming expectations by approximately $3 to $5 per share as they factor in Q3 losses, elevated costs, and ongoing softness in freight demand. Analyst Commentary Street research points to a divided backdrop for Werner, with many cautious on near term execution risk while some see scope for upside if freight trends and cost discipline improve.
ナラティブの更新 Nov 20

WERN: Margin Pressures Will Ease As Labor Policy Shifts Support Recovery

Werner Enterprises’ analyst price target has been revised downward from approximately $26.13 to $25.87 per share. Analysts point to quarterly losses and persistent market headwinds as the basis for their cautious outlook.
ナラティブの更新 Nov 05

WERN: Margin Improvement Prospects Will Offset Recent Market and Regulatory Setbacks

Werner Enterprises' analyst price target was revised downward by approximately $0.87 to $26.13, as analysts cite recent quarterly losses and ongoing market headwinds that are impacting revenue expectations and profitability. Analyst Commentary Following the recent adjustments to Werner Enterprises' price targets, analysts provided further insights into the company’s outlook and key considerations affecting its valuation and growth prospects.
ナラティブの更新 Oct 22

Werner Enterprises Analyst Commentary Highlights Mixed Outlook Amid Valuation Shifts and Market Challenges

Werner Enterprises’ average analyst price target has decreased modestly, dropping from $27.80 to $27.00. Analysts point to ongoing softness in volumes, stagnant pricing, and continued uncertainty in the freight transportation cycle as key headwinds.
ナラティブの更新 Oct 08

Integrated Logistics And Automation Will Expand Future Market Reach

Werner Enterprises' analyst price target has been revised downward from $29.07 to $27.80 per share, as analysts cite softer revenue growth and profit margin expectations due to continued freight market uncertainty. Analyst Commentary Recent street research on Werner Enterprises reflects a mix of cautious outlooks and isolated areas of optimism among analysts.
分析記事 Sep 26

Werner Enterprises (NASDAQ:WERN) Has Announced A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) will pay a dividend of $0.14 on the 22nd of October. Based on this payment...
分析記事 Sep 19

With Werner Enterprises, Inc. (NASDAQ:WERN) It Looks Like You'll Get What You Pay For

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
分析記事 Aug 15

Werner Enterprises (NASDAQ:WERN) Is Due To Pay A Dividend Of $0.14

Werner Enterprises, Inc.'s ( NASDAQ:WERN ) investors are due to receive a payment of $0.14 per share on 22nd of...
分析記事 Jul 19

Returns On Capital At Werner Enterprises (NASDAQ:WERN) Paint A Concerning Picture

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Jun 28

Werner Enterprises (NASDAQ:WERN) Has Affirmed Its Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend on the 23rd of July...
分析記事 May 25

Werner Enterprises (NASDAQ:WERN) Has Announced A Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend on the 23rd of July...
分析記事 May 22

Why Werner Enterprises' (NASDAQ:WERN) Shaky Earnings Are Just The Beginning Of Its Problems

Investors were disappointed by Werner Enterprises, Inc.'s ( NASDAQ:WERN ) latest earnings release. We did some further...
分析記事 May 16

When Should You Buy Werner Enterprises, Inc. (NASDAQ:WERN)?

While Werner Enterprises, Inc. ( NASDAQ:WERN ) might not have the largest market cap around , it saw a double-digit...
分析記事 Apr 30

Estimating The Fair Value Of Werner Enterprises, Inc. (NASDAQ:WERN)

Key Insights The projected fair value for Werner Enterprises is US$28.93 based on 2 Stage Free Cash Flow to Equity...
分析記事 Apr 11

Werner Enterprises (NASDAQ:WERN) Is Paying Out A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) will pay a dividend of $0.14 on the 7th of May. Based on this payment, the...
分析記事 Mar 28

Werner Enterprises (NASDAQ:WERN) Is Due To Pay A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 7th of...
Seeking Alpha Mar 14

Expectations For Werner Enterprises Are Undemanding, But It's Been A Brutal Downcycle (Rating Downgrade)

Summary Werner Enterprises' defensive aspects have wilted in an unusually severe down cycle, with shares down about a quarter since my last article. There are some positive metrics for trucking, including PMI readings above 50, improving spot rates, and improving tonnage, but those are countered by ample supply and growing economic uncertainty. Werner's modest growth guidance for 2025 reflects cautious optimism, and I expect revenue growth and margin improvement in the coming years. Werner shares are undervalued if the trucking industry is at/near its bottom, but the risk of a weakening economy is real and threatens the timing of a recovery. Read the full article on Seeking Alpha
分析記事 Feb 01

Werner Enterprises, Inc. (NASDAQ:WERN) Not Flying Under The Radar

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 Jan 16

Is Werner Enterprises, Inc. (NASDAQ:WERN) Trading At A 40% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Werner Enterprises fair value estimate is US$61.65 Werner...
分析記事 Dec 31

Werner Enterprises (NASDAQ:WERN) Has Affirmed Its Dividend Of $0.14

The board of Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on...
分析記事 Dec 10

What Is Werner Enterprises, Inc.'s (NASDAQ:WERN) Share Price Doing?

Werner Enterprises, Inc. ( NASDAQ:WERN ), is not the largest company out there, but it saw a double-digit share price...
分析記事 Nov 22

Werner Enterprises' (NASDAQ:WERN) Dividend Will Be $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 15th of...
分析記事 Nov 19

We Think That There Are More Issues For Werner Enterprises (NASDAQ:WERN) Than Just Sluggish Earnings

The subdued market reaction suggests that Werner Enterprises, Inc.'s ( NASDAQ:WERN ) recent earnings didn't contain any...
分析記事 Nov 08

Werner Enterprises (NASDAQ:WERN) May Have Issues Allocating Its Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 Oct 18

Werner Enterprises (NASDAQ:WERN) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 25

Werner Enterprises (NASDAQ:WERN) Is Paying Out A Dividend Of $0.14

Werner Enterprises, Inc. ( NASDAQ:WERN ) has announced that it will pay a dividend of $0.14 per share on the 23rd of...
User avatar
新しいナラティブ Sep 10

Efficiency And Critical Growth In Freight To Drive Margins And Shareholder Value

Focused efforts on reducing operating costs and improving efficiency are poised to enhance net margins and drive higher earnings through operational excellence.
分析記事 Sep 07

Investors Still Waiting For A Pull Back In Werner Enterprises, Inc. (NASDAQ:WERN)

With a price-to-earnings (or "P/E") ratio of 35.3x Werner Enterprises, Inc. ( NASDAQ:WERN ) may be sending very bearish...
Seeking Alpha Aug 21

Werner Enterprises Q2: Why It Is Lagging The Market

Summary Werner Enterprises, Inc. has underperformed the market since mid-April 2023, with shares falling -19.12% while the S&P 500 rallied 35.66%. Despite some operational gains in Q2 2024, Werner's Non-GAAP EPS and revenue missed expectations, showcasing ongoing difficulties in the freight market. Werner's high P/E ratio, declining revenues, increased debt, and uncertain market conditions make it a 'sell' recommendation with better options available. Read the full article on Seeking Alpha

CEO報酬分析

Werner Enterprises の収益と比較して、Derek Leathers の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$9m

Dec 31 2025US$6mUS$974k

-US$14m

Sep 30 2025n/an/a

US$25m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$18m

Dec 31 2024US$6mUS$942k

US$34m

Sep 30 2024n/an/a

US$46m

Jun 30 2024n/an/a

US$63m

Mar 31 2024n/an/a

US$83m

Dec 31 2023US$5mUS$917k

US$112m

Sep 30 2023n/an/a

US$149m

Jun 30 2023n/an/a

US$180m

Mar 31 2023n/an/a

US$223m

Dec 31 2022US$5mUS$838k

US$241m

Sep 30 2022n/an/a

US$258m

Jun 30 2022n/an/a

US$267m

Mar 31 2022n/an/a

US$266m

Dec 31 2021US$5mUS$844k

US$259m

Sep 30 2021n/an/a

US$243m

Jun 30 2021n/an/a

US$225m

Mar 31 2021n/an/a

US$193m

Dec 31 2020US$5mUS$773k

US$169m

Sep 30 2020n/an/a

US$157m

Jun 30 2020n/an/a

US$150m

Mar 31 2020n/an/a

US$154m

Dec 31 2019US$4mUS$725k

US$167m

報酬と市場: Derekの 総報酬 ($USD 6.05M ) は、 US市場 ($USD 5.53M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Derekの報酬は増加しましたが、会社は利益を上げていません。


CEO

Derek Leathers (55 yo)

10yrs
在職期間
US$6,048,549
報酬

Mr. Derek J. Leathers is Independent Director of SkyWest, Inc. from May 7, 2024. He is Chief Executive Officer of Werner Enterprises, Inc. since May 10, 2016 and is its Chairman since May 11, 2021 and was...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Derek Leathers
Chairman & CEO10yrsUS$6.05m0.90%
$ 20.2m
Nathan Meisgeier
President & Chief Legal Officer8.3yrsUS$1.38m0.13%
$ 3.0m
Christopher Wikoff
Executive VP3.1yrsUS$1.26m0.066%
$ 1.5m
Eric Downing
Executive VP & COO3.3yrsUS$1.16m0.092%
$ 2.1m
Daragh Mahon
Executive VP & Chief Information Officer5.9yrsUS$1.08m0.068%
$ 1.5m
Clarence Werner
Founder & Chairman Emeritus70.3yrsUS$1.47mデータなし
Jim Schelble
Executive VP & Chief Administrative Officer10yrsUS$1.01m0.12%
$ 2.7m
James Johnson
Executive Vice President of Accounting Administration21.3yrsUS$1.09m0.16%
$ 3.7m
Chris Neil
Senior Vice President of Pricing & Strategic Initiativesno dataデータなしデータなし
Craig Callahan
Executive VP & Chief Commercial Officerno dataデータなし0.12%
$ 2.6m
Chad Dittberner
Senior Vice President Van & Expedited Divisionno dataデータなしデータなし
A. Delco
Managing Directorno dataデータなしデータなし
9.1yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: WERNの経営陣は経験豊富で経験豊富です(平均在職期間は9.1年)。


取締役

名称ポジション在職期間報酬所有権
Derek Leathers
Chairman & CEO6yrsUS$6.05m0.90%
$ 20.2m
Clarence Werner
Founder & Chairman Emeritus5yrsUS$1.47mデータなし
Scott Arves
Lead Independent Director5yrsUS$210.00k0.029%
$ 653.4k
Michelle Livingstone
Independent Director4yrsUS$175.00k0.024%
$ 528.1k
Diane Duren
Independent Director9yrsUS$185.00k0.050%
$ 1.1m
M. Packer
Independent Director1yrUS$147.60k0.011%
$ 251.2k
Jack Holmes
Independent Director7.8yrsUS$175.00k0.010%
$ 223.9k
Alexi Wellman
Independent Director5yrsUS$190.00k0.027%
$ 595.6k
Carmen Tapio
Independent Director5.5yrsUS$185.00k0.025%
$ 559.9k
Michelle Greene
Independent Director2.5yrsUS$175.00k0.018%
$ 405.1k
5.0yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: WERNの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 05:52
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Werner Enterprises, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

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