Schneider National lowers FY25 adjusted EPS view to 75c-$1.00 from 90c-$1.20

Consensus 89c. The firm sees full year net capital expenditures of $325M-$375M, down from $400M-$450M previously. “We have made significant progress in structurally positioning our business to be nimble through our commercial, cost, asset efficiency, and capital allocation actions. These efforts have allowed us to deliver through uncertainty and to be in a position to capitalize on our enhanced operating leverage when the freight market improves. While the current macro-economic environment is leading to declining consumer sentiment and increasing shipper uncertainty, we expect to deliver improved year over year results through 2025, although tempered versus our previous outlook. Our updated 2025 full year adjusted diluted earnings per share guidance is $0.75 – $1.00, which assumes a full year effective tax rate of 23.0% – 24.0%. Our updated ,” said Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider.