Werner Enterprises 향후 성장
Future 기준 점검 3/6
Werner Enterprises (는) 각각 연간 78.5% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 123% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.9% 로 예상됩니다.
핵심 정보
78.5%
이익 성장률
122.95%
EPS 성장률
| Transportation 이익 성장 | 13.8% |
| 매출 성장률 | 9.7% |
| 향후 자기자본이익률 | 8.89% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,992 | 139 | N/A | N/A | 5 |
| 12/31/2027 | 3,839 | 106 | 224 | 437 | 13 |
| 12/31/2026 | 3,588 | 45 | 212 | 402 | 13 |
| 3/31/2026 | 3,071 | -9 | -44 | 236 | N/A |
| 12/31/2025 | 2,974 | -14 | -69 | 182 | N/A |
| 9/30/2025 | 2,991 | 25 | -55 | 191 | N/A |
| 6/30/2025 | 2,966 | 52 | -120 | 207 | N/A |
| 3/31/2025 | 2,973 | 18 | -109 | 271 | N/A |
| 12/31/2024 | 3,030 | 34 | -84 | 330 | N/A |
| 9/30/2024 | 3,098 | 46 | -25 | 377 | N/A |
| 6/30/2024 | 3,170 | 63 | -46 | 390 | N/A |
| 3/31/2024 | 3,220 | 83 | -99 | 396 | N/A |
| 12/31/2023 | 3,283 | 112 | -124 | 474 | N/A |
| 9/30/2023 | 3,323 | 149 | -185 | 472 | N/A |
| 6/30/2023 | 3,333 | 180 | -178 | 463 | N/A |
| 3/31/2023 | 3,358 | 223 | -135 | 461 | N/A |
| 12/31/2022 | 3,290 | 241 | -59 | 449 | N/A |
| 9/30/2022 | 3,194 | 258 | -43 | 412 | N/A |
| 6/30/2022 | 3,069 | 267 | 6 | 411 | N/A |
| 3/31/2022 | 2,883 | 266 | -10 | 352 | N/A |
| 12/31/2021 | 2,734 | 259 | -38 | 333 | N/A |
| 9/30/2021 | 2,589 | 243 | -61 | 353 | N/A |
| 6/30/2021 | 2,477 | 225 | -88 | 348 | N/A |
| 3/31/2021 | 2,396 | 193 | 10 | 448 | N/A |
| 12/31/2020 | 2,372 | 169 | 33 | 446 | N/A |
| 9/30/2020 | 2,374 | 157 | 101 | 441 | N/A |
| 6/30/2020 | 2,402 | 150 | 142 | 494 | N/A |
| 3/31/2020 | 2,460 | 154 | 64 | 421 | N/A |
| 12/31/2019 | 2,464 | 167 | N/A | 427 | N/A |
| 9/30/2019 | 2,488 | 173 | N/A | 448 | N/A |
| 6/30/2019 | 2,500 | 181 | N/A | 456 | N/A |
| 3/31/2019 | 2,491 | 176 | N/A | 457 | N/A |
| 12/31/2018 | 2,458 | 168 | N/A | 418 | N/A |
| 9/30/2018 | 2,379 | 255 | N/A | 362 | N/A |
| 6/30/2018 | 2,278 | 230 | N/A | 287 | N/A |
| 3/31/2018 | 2,178 | 215 | N/A | 297 | N/A |
| 12/31/2017 | 2,117 | 203 | N/A | 283 | N/A |
| 9/30/2017 | 2,068 | 84 | N/A | 334 | N/A |
| 6/30/2017 | 2,048 | 80 | N/A | 320 | N/A |
| 3/31/2017 | 2,027 | 75 | N/A | 307 | N/A |
| 12/31/2016 | 2,009 | 79 | N/A | 310 | N/A |
| 9/30/2016 | 2,019 | 94 | N/A | 289 | N/A |
| 6/30/2016 | 2,045 | 107 | N/A | 348 | N/A |
| 3/31/2016 | 2,081 | 121 | N/A | 341 | N/A |
| 12/31/2015 | 2,094 | 124 | N/A | 370 | N/A |
| 9/30/2015 | 2,118 | 120 | N/A | 324 | N/A |
| 6/30/2015 | 2,135 | 114 | N/A | 310 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: WERN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: WERN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: WERN 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: WERN 의 수익(연간 9.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: WERN 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: WERN의 자본 수익률은 3년 후 8.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 11:47 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Werner Enterprises, Inc.는 33명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Daniel Moore | Baird |
| Eric Morgan | Barclays |
| Brandon Oglenski | Barclays |