What's the outlook for WERN's EPS in 2025?

**Werner Enterprises' EPS is expected to face significant challenges in 2025.** Here's a detailed analysis: 1. **Current Financial Performance**: Werner Enterprises has faced a difficult period, with the freight recession impacting its financials. The company's Q4 2024 earnings report revealed an EPS of $0.19, which missed estimates and represented a 48% decline from the previous year. 2. **Industry Challenges**: The freight recession, supply-demand imbalances, inflationary cost pressures, and lower resale values for equipment have all contributed to the industry's difficulties. These factors are likely to persist into 2025, indicating that Werner Enterprises will continue to operate in a challenging environment. 3. **Market Expectations**: Analysts expect Werner Enterprises to deliver a year-over-year decline in earnings on lower revenues when reporting Q1 2024 results, which is a broader trend affecting the company. This expectation suggests that the EPS may continue to be under pressure in the near term. 4. **Strategic Responses**: Despite the challenging outlook, Werner Enterprises is targeting improvements in truckload fundamentals and cost efficiencies in 2025. These strategic efforts could potentially lead to better financial performance, including improved EPS, in the longer term. 5. **Recent Performance**: The company's TTS segment faced significant challenges, with total revenue down by 9% and adjusted operating income plummeting by 61% compared to the previous year. These declines indicate that the company's core business units are struggling, which could impact EPS in the coming years. In conclusion, while Werner Enterprises is taking steps to improve its financial performance, the industry's current downturn and the resulting impact on earnings suggest that the company's EPS in 2025 is likely to remain under pressure. However, the company's strategic initiatives could pave the way for a recovery in EPS in the longer term.