Werner Enterprises, Inc. reported a decline in financial performance for the third quarter and the first nine months of 2024 compared to the same periods in 2023. For the three months ended September 30, 2024, operating revenues were $745.7 million, down 8.8% from $817.7 million in Q3 2023. For the nine months ended September 30, 2024, revenues totaled $2.276 billion, a decrease of 7.6% from $2.462 billion in the prior year. The decline in revenue was primarily attributed to decreased performance in both the Truckload Transportation Services (TTS) and Werner Logistics segments.

In the TTS segment, revenues for Q3 2024 were $522.8 million, down from $572.2 million in Q3 2023, while for the nine-month period, revenues decreased from $1.731 billion to $1.611 billion. The Werner Logistics segment also saw a revenue drop, with Q3 2024 revenues at $206.8 million compared to $230.3 million in Q3 2023, and nine-month revenues falling from $683.5 million to $618.2 million.

Despite a reduction in operating expenses, which fell 6.6% to $728.1 million for Q3 2024 and 4.3% to $2.223 billion for the nine months, the company reported a significant drop in operating income. Operating income for Q3 2024 was $17.6 million, a 53.6% decrease from $37.9 million in Q3 2023. For the nine months, operating income fell 61.9% to $52.8 million from $138.5 million in the previous year.

Net income for Q3 2024 was $6.5 million, down 72.2% from $23.5 million in Q3 2023, while net income for the nine months decreased 75.3% to $22.0 million from $89.1 million. Basic earnings per share for Q3 2024 were $0.11, compared to $0.37 in Q3 2023, and for the nine months, earnings per share fell from $1.40 to $0.36.

The company’s balance sheet showed a decrease in cash and cash equivalents to $54.7 million as of September 30, 2024, down from $61.7 million at the end of 2023. Total liabilities increased to $1.635 billion from $1.591 billion, while total stockholders’ equity decreased to $1.449 billion from $1.528 billion.

Strategically, Werner Enterprises has been managing its capital expenditures, with net property and equipment additions for the nine months ending September 30, 2024, at $206.1 million, significantly lower than $374.2 million in the same period of 2023. The company also initiated a stock repurchase program, purchasing 1.1 million shares at a cost of $67.1 million during the nine months ended September 30, 2024.

Labor challenges, including driver shortages and the recent end of union representation for a small group of drivers, continue to pose risks to the company's operational efficiency and financial performance.

About WERNER ENTERPRISES INC

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