2018 Transportation & Logistics Conference. February 13, 2018
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1 2018 Transportation & Logistics Conference February 13, 2018
2 Disclosure Statement This presentation includes forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of These statements are based on Werner Enterprises current plans, and are not guarantees of future performance. They are subject to risk and uncertainties, that could cause actual results, and company plans and objectives, to differ materially from those expressed in the forward-looking statements. Such risks and uncertainties are discussed in the Company s Annual Report, on Form 10-K, filed with the SEC. 2
3 Premium Truckload Transportation and Logistics Services Provider 2017 Revenues: $2.1 B 2017 Net Income: $92 M** Trucks*: 7,480 Trailers*: 24,500 NASDAQ: WERN Market Cap: $2.8 B Avg Daily Trading Volume (3 mo. 12/17): 844 K *2017 EOP (trucking/logistics) **Before non-cash income tax benefit of $111 million due to net deferred income tax liability reduction in 4Q17 due to the Tax Act. 3
4 4
5 Vertical: % of Revenues* 60% 50% 40% 30% 20% 10% 0% 44% Revenue Sources (A) 48% 49% 28% 29% 27% 13% 15% 12% 13% 11% 11% (A) Growth from 2015 to 2016 due to additional Dedicated retail and e-commerce Retail/CP Grocery Products Manuf./Industrial Logistics/Other * Top 50 customers Customers: % of Revenues 100% 80% 60% 40% 20% 0% 76% 74% 75% 63% 61% 61% 45% 43% 43% 27% 27% 29% Top 5 Top 10 Top 25 Top 50 5
6 Domestic Freight Market: Market Share & Growth Opportunities U.S. Freight Transportation Market ($969 Billion) Werner 2017 Revenues ($2.1 Billion) Water % Air Express % Pipeline % Ground Parcel % Rail Intermodal % Rail Carload % Truckload % Private Truck % LTL % * Sources: ATA and Stifel Nicolaus estimates 6
7 Freight Market Update 7
8 Comprehensive Solutions Customer Focused Freight Management Freight Movement Global Implementation Technological Advantages This is where it all begins. Werner provides complete 3PL supply chain solutions across all shipping modes and geographies, from network design through implementation. Transportation Solutions. With an asset-backed network of nearly 7,500 One- Way Truckload, Dedicated, Cross-Border and Logistics trucks, over 16,000 alliance carriers and ocean, air and rail companies, Werner provides unsurpassed delivery solutions worldwide. We speak the language. Providing door-to-door services for companies of all sizes and industries as they compete in today s global marketplace, sets us apart from our competition. Online and real-time, all the time. Sophisticated technology tools provide our customers instant visibility across their supply chain, which enables them to better manage their business. 8
9 Supply - Capacity 60,000 Public Truckload Fleet Capacity 55,000 50,000 45,000 Including owner operators, capacity at public fleets is 10% below peak 3Q06 levels 40,000 35,000 30,000 1Q04 2Q04 3Q04 4Q04 1Q05 2Q05 3Q05 4Q05 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07 4Q07 1Q08 2Q08 3Q08 4Q08 1Q09 2Q09 3Q09 4Q09 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 Note: Source Key Banc. Includes CGI, CVTI, JBHT, KNX (including SWFT), MRTN, USAK, and WERN (excluding acquisitions, if applicable). 9
10 Truck Age Werner vs. Industry 7 6 Truck Age WERN Trucking Segment Avg. Oper. Margin Truck Age < 2 Years % Truck Age > 2 Years % WERN 1.9 avg. truck age 12/31/ Truck Age - Werner Truck Age - Industry Source for Industry Data ACT Research (Y/E data) 10
11 Supply Industry Driver Shortage, Truck Driver Demographics AGING TRUCK DRIVER DEMOGRAPHICS DISTRIBUTION OF EMPLOYEES BY AGE GROUP 35% 30% THE AGING TRUCK DRIVER 1994, 2003 & % 30% WERNER DRIVER DEMOGRAPHICS COMPARED TO ALL INDUSTRIES AND TRUCKING INDUSTRY % of Total 25% 20% 15% 10% % of drivers: 45+ yrs % % % of Total 25% 20% 15% 10% 5% 5% 0% Years Years Years Years Years 65+ Years 0% Years Years Years Years Years 65+ Years Source: ATRI, 2013 BLS Census For Industry Data Werner January 2018 All Industries 2013 Trucking Industry
12 Werner Driver Recruiting/Retention Advantages Truck driving difficult Declining unemployment rate Aging driver demographics December 2017 ELD mandate New fleet: $1B gross Cap Ex investment during 2015/2016 including new trucks with AMT s and CM s 15% driver pay increase: 2015 to 2017, Top 50 former military employer Largest truck driver training school network (13 locations) 20 years of Werner ELD experience 12
13 Cash Flow and Cap Ex Millions of Dollars $500 $475 $450 $425 $400 $375 $350 $325 $300 $275 $250 $225 $200 $175 $150 $125 $100 $75 $50 $25 $0 $350 M $300 M Cash Flow from Operations Cap Ex, Net 13
14 Truck Fleet Staying New, Fleet Growth During ,750 Average Truck Age (Y/E or Q/E) ,500 8,250 8,000 7,750 7,500 7,250 7,000 6,750 Average Trucks in Service 1.2 6,500 Average Truck Age (Y/E or Q/E) Average Trucks in Service 14
15 Improving Rate and Utilization Metrics (Last 12 Quarters) % CHG YOY 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% -10% % CHG YOY RPTPW 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 RPTPW Revenue Per Truck Per Week Empty Miles Per Trip -10% -8% -6% -4% -2% 0% 2% 4% 6% 8% 10% 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 % CHG YOY 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% -10% 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% -10% % CHG YOY MPT 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 MPT Miles Per Truck RPTM 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 RPTM Revenue Per Total Mile 15
16 Trucking Operating Margin Declined Mid-2016; Margin Recovery in Process YOY Change in Basis Points (BP) Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15 2Q15 3Q15 4Q15 1Q16 2Q16 3Q16 4Q16 1Q17 2Q17 3Q17 4Q17 TL/Dedicated OI % of Revenues YOY Change in Basis Points (BP) TL/Dedicated OI % of Revenues 3Q15 excludes two nonrecurring expense items totaling $3.9 million. 16
17 Profitability Trends; Decline Primarily Cyclical, not Secular; WERN more Contract Business than Transactional; Being Repriced Operating Income (millions of $) $8 $7 $6 $5 $4 $3 $2 $1 $0 Brokerage Freight Management Intermodal Global Logistics Final Mile Operating Income (as a % of Revenues) OI (Millions of $) OI (as a % of Revenues) 17
18 Total Company Operating Margin and EPS Trends (A) OP INC - % OF REVENUES Q 2Q 3Q 4Q $0.55 $0.50 $0.45 $0.40 $0.35 $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $- $0.45 $0.36 $0.35 $0.20 $0.51 $0.44 $0.47 (B) $0.32 $0.30 $0.28 $0.22 (C) $0.21 (D) $0.42 (E) $0.32 $0.31 $0.22 (A) Total Company (Trucking and Logistics) (B) 3Q15 - excludes 3 cents/share for two nonrecurring expense items. (C) 2Q16 excludes 3 cents/share for nonrecurring real estate gain. (D) 3Q16 excludes 5 cents/share for nonrecurring real estate gain. (E) 4Q17 excludes $1.52/share for non-cash income tax benefit due to the net deferred income tax liability reduction due to the Tax Act. 18
19 $2.00 EPS Trends $1.80 $1.71 $1.60 $1.40 $1.40 $1.40 $1.36 $1.20 $1.00 $1.22 $1.25 $1.08 $1.02 $0.94 $0.90 $1.10 $1.18 $1.09 $1.27 (A) $0.80 $0.60 $0.40 $0.20 $0.25 $0.27 $0.34 $0.22 $0.22 $0.17 $0.13 $0.46 $0.46 $0.51 $0.41 $0.61 $0.72 $0.76 $0.61 $0.60 $0.76 $0.79 $0.00 (A) Excludes $1.52/share for the non-cash income tax benefit due to the net deferred income tax liability reduction due to the Tax Act. 19
20 WERN Truckload* Operating Margin 11.5% 11.0% 9.0% 8.7% 6.8% 5.0% 5.9% 7.9% 9.3% 9.0% 7.2% 9.0% 7.0% 8.4% ST Target * Truckload Transportation Services (includes One-Way TL and Dedicated). Above percentages include fuel (fuel surcharge revenues and fuel expense). 20
21 ROE 11.3% 8.8% 8.1% 7.5% 11.1% 14.5% 13.6% 11.7% 12.4% 14.1% 8.2% 9.0% 15.0% (A) 6.9% 5.4% 5.2% 4.6% 6.6% ROA 8.4% 7.7% 6.5% 7.0% 8.0% 4.7% 5.3% ST Target 9.0% (A) (A) Net income used for ROE and ROA excludes the non-cash income tax benefit of $111 million for the net deferred income tax liability reduction in 4Q17 due to the Tax Act. ST Target 21
22 A RENEWED FOCUS ON QUALITY TRUCKS TRAILERS TALENT TECHNOLOGY TERMINALS Newer trucks with enhanced safety and training features Newer trailers with new branding/ GPS tracking Award-Winning Customer Service THIS IS WERNER Driven by Innovation Upgrading facilities 22
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