Key Takeaways KNX's Q3 EPS of 32 cents missed estimates and fell 5.8% y/y; came below the guided range of 36-42 cents.Truckload revenues fell due to decline in loaded miles; Logistics revenues fell due to decrease in load count.KNX expects its Q4 adjusted earnings per share guidance in the range of 34-40 cents.Knight-Swift Transportation Holdings Inc.’s (KNX) ) third-quarter 2025 adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate of 38 cents and declined 5.8% year over year. The rep ...

Interstate Personnel Services (IPS) announced it has acquired J&R Schugel (JRS). Employee owners of both companies were notified of the potential transaction at the end of September, and in the weeks since, “voted overwhelmingly in favor” of the deal. Financial terms of the transaction were not disclosed. Both companies are 100% employee-owned. New Ulm, Minnesota-based JRS, is a 50-year-old company, providing dry van and temperature-controlled service across the 48 continental states. It operates facil ...

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter. Covenant Logistics Group is seeing bids from customers at an all-time high as shippers become concerned over trucking capacity, CEO David Parker said during a Q3 earnings call on Oct. 23. The logistics company’s bids are up 17% since August, which Parker said is unusual timing. "That’s a November, December, January, February event, and it started happening in Au ...

Werner Enterprises (WERN) reported $771.5 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.5%. EPS of -$0.03 for the same period compares to $0.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $768.08 million, representing a surprise of +0.45%. The company delivered an EPS surprise of -120%, with the consensus EPS estimate being $0.15.While investors scrutinize revenue and earnings changes year-over-year and how they compare w ...

Werner Enterprises (NasdaqGS:WERN) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker2Good afternoon and welcome to Werner Enterprises' third quarter 2025 earnings conference call. All lines are in a listen-only mode until after the presentation. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touch-tone phone. ...

3Q25 EARNINGS PRESENTATION OCTOBER 30, 2025 1 2 BUSINESS OVERVIEW DEREK LEATHERS DISCLOSURE STATEMENT This presentation may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Such forward-looking statements are based on information presently available to the Company ...

整体业绩表现 - 第三季度每股收益为1.40美元，超出市场预期1.29美元，同比增长9.3% [2] - 总收入为41.4亿美元，低于市场预期42.9亿美元，同比下降10.9%，原因包括欧洲陆路运输业务剥离、海运服务价格和货量下降以及整车运输服务价格下降 [2] - 调整后营业利润率为31.3%，较去年同期上升680个基点 [5] - 营业费用同比下降12.6%至4.852亿美元 [5] 分部门业绩 - 北美陆路运输部门总收入为29.6亿美元，同比增长1.1%，调整后毛利润增长5.6%至4.4414亿美元 [6] - 全球货运部门总收入下降31.1%至7.8634亿美元，调整后毛利润下降18.3%至1.9175亿美元 [7] - 其他业务部门总收入下降32.4%至3.848亿美元 [7] 服务线盈利能力 - 运输服务单元调整后毛利润为6.9323亿美元，同比增长0.8% [8] - 零担运输、空运和报关服务调整后毛利润分别增长4.4%、11.5%和31.7% [9] - 整车运输、海运和其他物流服务调整后毛利润分别下降2.3%、7.5%和1.5% [9] 现金流与资本状况 - 期末现金及现金等价物为1.3683亿美元，较上季度末的1.5599亿美元减少 [10] - 长期债务为11.8亿美元，较上季度末的9.2231亿美元增加 [10] - 运营活动产生的现金流为2.754亿美元，远高于去年同期的1.081亿美元 [12] - 当季通过股息和股票回购向股东返还1.896亿美元 [13] 同业公司表现 - 达美航空第三季度调整后每股收益1.71美元，超出预期，同比增长14%，收入增长6.4%至166.7亿美元 [14][15] - J B 亨特运输服务公司第三季度每股收益1.76美元，超出预期，同比增长18.1%，总收入30.5亿美元，同比下降0.5% [15][16] - 美国联合航空控股公司第三季度调整后每股收益2.78美元，超出预期，但同比下降16.5%，营业收入152亿美元，同比增长2.6% [17][18]

核心财务业绩 - 截至2025年9月的季度，公司营收为8.3964亿美元，较去年同期下降0.3% [1] - 季度每股收益为2.81美元，低于去年同期的3.46美元 [1] - 营收超出市场共识预期833.38亿美元，实现0.75%的正向意外 [1] - 每股收益超出市场共识预期2.54美元，实现10.63%的正向意外 [1] 运营效率指标 - 运营比率为85.9%，优于四名分析师平均预估的88.7% [4] 货运业务量指标 - 零担货运量为1,581,000吨，与两名分析师平均预估的1,580,350吨基本持平 [4] - 零担货运量为2,333票，略高于两名分析师平均预估的2,320票 [4] - 每票零担货运重量为1,355磅，略低于分析师平均预估的1,363磅 [4] 货运定价与收入指标 - 零担每百磅收入为25.76美元，与两名分析师平均预估的25.75美元基本一致 [4] - 不含燃油附加费的零担每百磅收入为21.72美元，略低于分析师平均预估的21.86美元 [4] 近期股价表现 - 公司股价在过去一个月内回报率为-5.6%，同期标普500指数回报率为+3.6% [3] - 股票目前Zacks评级为3级，预示其近期表现可能与整体市场同步 [3]

VIB Trans, Inc., an Illinois-based trucking carrier operating a fleet of 29 trucks, has filed for Chapter 11 bankruptcy protection amid the Great Freight Recession, the longest downturn in trucking history. Headquartered in Wood Dale, a suburb of Chicago, VIB Trans employed 34 drivers to support its operations. According to federal safety records, the company started in 2018. Chapter 11 bankruptcy lets businesses like VIB Trans keep running while they work out a plan to pay back debts, hopefully avoiding ...

The Great Freight Recession shows no sign of letting up, as trucking company bankruptcy filings in the third quarter ending Sept. 30 surpassed filings in the second quarter. Freight carriers filed 21 bankruptcy petitions in the third quarter of 2025 compared to 20 filed in the second quarter, Equipment Finance News reported. 5 trucking companies file bankruptcy in a week Precision Express, Sept. 23 L.S. Trucking, Sept. 23 GMB Transport, Sept. 23 WBK Transport, Sept. 26, Sky Rock Trucking, Sept. 29. ...