Equity analysts, after a season of earnings calls, have heard many C-suite executives express cautious optimism at best for 2025, with few celebrating. However, Derek Leathers, CEO of Werner Enterprises (NASDAQ: WERN), offered a more optimistic tone that resonated with analysts during the company's Tuesday call. Daniel Imbro, an analyst with Stephens, directly addressed Leathers' projections, noting that "other CEOs this earnings season have been more mixed on peak season expectations." Imbro inquired about the factors contributing to Leathers' confidence in a more normal peak season and his bullish outlook for the fourth quarter. Leathers' optimistic perception was evident in his references to improving market conditions. He clarified his position, stating, "I don't want the read-through to be that I'm bullish on the fourth quarter. I can't speak to where others are coming from. But what I know is that in our customer base, we believe we're going to have both a price and volume incremental life this peak season compared to last." He acknowledged ongoing macroeconomic challenges.