Rail & Road #driver attrition#trucking
Werner CEO Leathers Says Driver Attrition Only in 'Third Inning' as Regulatory Pressures Tighten Capacity
Werner Enterprises CEO Derek Leathers told analysts on the Q2 2026 earnings call that the structural capacity attrition caused by regulatory enforcement is only in the 'third inning.' He cited FMCSA ELD withdrawals, cabotage enforcement, and the Montgomery vs. Caribe broker liability ruling as key factors driving driver shortages. Werner's One-Way Truckload revenue per truck per week surged to $6,114 from $4,787 a year earlier, while overall trucking operating margin improved to 4.6%.
Jul 29, 2026 1 source