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Werner Enterprises Inc. (WERN) Fundamental Analysis & AI Grade 2026

WERN Nasdaq Trucking (No Local) NE CIK: 0000793074
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
90% Confidence
N/A
D
90% Conf
Pending
Analysis scheduled

📊 WERN Key Takeaways

Revenue: $808.6M
Net Margin: -0.5%
Free Cash Flow: $30.7M
Current Ratio: 1.46x
Debt/Equity: 0.65x
EPS: $-0.07
AI Grade: D with 90% confidence
Werner Enterprises Inc. (WERN) receives a D fundamental grade with 90% confidence from our AI analysis based on SEC 10-K filings. With revenue of $808.6M, net profit margin of -0.5%, and return on equity (ROE) of -0.3%, Werner Enterprises Inc. demonstrates mixed fundamentals in the Automotive sector. Below is our complete WERN stock analysis for 2026.

Is Werner Enterprises Inc. (WERN) a Good Investment?

Claude

Werner Enterprises faces critical financial distress with an interest coverage ratio of 0.5x, indicating operating income cannot cover interest expenses—a bankruptcy-level concern. Despite modest revenue growth of 2.6%, the company is unprofitable with negative net income and net margins, and carries $878.2M in long-term debt against only $61.5M in cash. While positive free cash flow of $30.7M provides near-term survival capacity, the combination of negative profitability, unsustainable debt service, and microscopic operating margins (0.5%) creates severe financial risk.

Werner Enterprises Inc. Key Strengths (WERN)

Claude
  • + Positive free cash flow of $30.7M provides operational flexibility despite negative profitability
  • + Operating cash flow of $83.5M exceeds capital expenditure, generating meaningful cash generation
  • + Moderate leverage ratio of 0.65x Debt/Equity and acceptable liquidity (1.46x current ratio) relative to industry

WERN Stock Risks: Werner Enterprises Inc. Investment Risks

Claude
  • ! Interest coverage ratio of 0.5x indicates operating income cannot cover interest expenses—a critical bankruptcy red flag
  • ! Negative net profitability (-$4.3M net income, -0.5% net margin) on $808.6M revenue demonstrates operational distress
  • ! High debt burden ($878.2M long-term debt) with inadequate cash reserves ($61.5M) limits financial flexibility and refinancing options
  • ! Minimal net revenue growth (2.6% YoY) insufficient to improve profitability or service debt obligations

Key Metrics to Watch

Claude
  • * Interest coverage ratio and debt covenant compliance—current 0.5x ratio is unsustainable
  • * Quarterly profitability trajectory and operating margin expansion—current 0.5% is critical threshold
  • * Free cash flow sustainability and debt reduction progress relative to $878.2M outstanding

Werner Enterprises Inc. (WERN) Financial Metrics & Key Ratios

Revenue
$808.6M
Net Income
$-4.3M
EPS (Diluted)
$-0.07
Free Cash Flow
$30.7M
Total Assets
$3.3B
Cash Position
$61.5M

💡 AI Analyst Insight

The relatively thin 3.8% FCF margin may limit capital allocation flexibility.

WERN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 0.5%
Net Margin -0.5%
ROE -0.3%
ROA -0.1%
FCF Margin 3.8%

WERN vs Automotive Sector: How Werner Enterprises Inc. Compares

How Werner Enterprises Inc. compares to Automotive sector averages

Net Margin
WERN -0.5%
vs
Sector Avg 6.0%
WERN Sector
ROE
WERN -0.3%
vs
Sector Avg 12.0%
WERN Sector
Current Ratio
WERN 1.5x
vs
Sector Avg 1.2x
WERN Sector
Debt/Equity
WERN 0.6x
vs
Sector Avg 1.0x
WERN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Werner Enterprises Inc. Stock Overvalued? WERN Valuation Analysis 2026

Based on fundamental analysis, Werner Enterprises Inc. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
-0.3%
Sector avg: 12%
Net Profit Margin
-0.5%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.65x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Werner Enterprises Inc. Balance Sheet: WERN Debt, Cash & Liquidity

Current Ratio
1.46x
Quick Ratio
1.43x
Debt/Equity
0.65x
Debt/Assets
57.6%
Interest Coverage
0.50x
Long-term Debt
$878.2M

WERN Revenue & Earnings Growth: 5-Year Financial Trend

WERN 5-year financial data: Year 2024: Revenue $3.2B, Net Income $241.3M, EPS $3.74. Year 2025: Revenue $3.2B, Net Income $112.4M, EPS $1.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Werner Enterprises Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.76 reflects profitable operations.

WERN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.8%
Free cash flow / Revenue

WERN Quarterly Earnings & Performance

Quarterly financial performance data for Werner Enterprises Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $693.4M -$4.3M $-0.07
Q3 2025 $726.3M $6.6M $0.11
Q2 2025 $734.1M $9.5M $0.15
Q1 2025 $693.4M $6.3M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Werner Enterprises Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$83.5M
Cash generated from operations
Stock Buybacks
$55.6M
Shares repurchased (TTM)
Capital Expenditures
$52.8M
Investment in assets
Dividends Paid
$8.4M
Returned to shareholders

WERN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Werner Enterprises Inc. (CIK: 0000793074)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 4 xslF345X06/wk-form4_1778789366.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778789337.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778789300.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778789255.xml View →
May 14, 2026 4 xslF345X06/wk-form4_1778789222.xml View →

Frequently Asked Questions about WERN

What is the AI rating for WERN?

Werner Enterprises Inc. (WERN) has an AI grade of D with 90% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WERN's key strengths?

Claude: Positive free cash flow of $30.7M provides operational flexibility despite negative profitability. Operating cash flow of $83.5M exceeds capital expenditure, generating meaningful cash generation.

What are the risks of investing in WERN?

Claude: Interest coverage ratio of 0.5x indicates operating income cannot cover interest expenses—a critical bankruptcy red flag. Negative net profitability (-$4.3M net income, -0.5% net margin) on $808.6M revenue demonstrates operational distress.

What is WERN's revenue and growth?

Werner Enterprises Inc. reported revenue of $808.6M.

Does WERN pay dividends?

Werner Enterprises Inc. pays dividends, with $8.4M distributed to shareholders in the trailing twelve months.

Where can I find WERN SEC filings?

Official SEC filings for Werner Enterprises Inc. (CIK: 0000793074) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WERN's EPS?

Werner Enterprises Inc. has a diluted EPS of $-0.07.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is WERN's fundamental grade?

Based on our AI fundamental analysis in June 2026, Werner Enterprises Inc. has a D grade with 90% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is WERN stock overvalued or undervalued?

Valuation metrics for WERN: ROE of -0.3% (sector avg: 12%), net margin of -0.5% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

What is WERN's AI grade for 2026?

Our dual AI analysis gives Werner Enterprises Inc. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is WERN's free cash flow?

Werner Enterprises Inc.'s operating cash flow is $83.5M, with capital expenditures of $52.8M. FCF margin is 3.8%.

How does WERN compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -0.5% (avg: 6%), ROE -0.3% (avg: 12%), current ratio 1.46 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI