Schneider National sees FY26 adjusted EPS $0.70-$1.00, consensus $0.85

“First quarter results ended in-line with our expectations despite some challenges in the form of fuel volatility and weather disruption. As market conditions improve, we continue to be focused on executing on our long-term strategic priorities. The actions already taken have positioned us to deliver strong operating leverage,” said Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider. “We remain confident that 2026 will see the benefits of our initiatives and the positive impact of supply rationalization. While demand trends have been relatively stable to-date, macro uncertainty has grown. Demand remains a critical swing factor for the pace and magnitude of market improvement from here.”