Schneider National (SNDR)
NYSE:SNDR
Want to see SNDR full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced near-term financial weakness (Q1 adjusted operating income down 21%, EPS down 25%, and higher operating ratios) with multiple constructive operational and market signals: productivity-led Network improvement, sustained intermodal volume growth (notably double-digit Mexico growth), successful cost-savings actions, a strong balance sheet, and early benefits from AI. Management maintained full-year guidance but emphasized demand uncertainty as the key swing factor. Overall, positives around capacity rationalization, execution on cost/productivity, and forward-looking commercial momentum are countered by quarter-specific weather/fuel disruptions and earnings compression, leaving the outlook cautious but constructive.Company Guidance
Revenue and Segment Gains
Enterprise revenues excluding fuel surcharge of $1.2B (down 1% YoY) with Truckload revenues ex-fuel of $618M (up 1% YoY); Network revenues grew 4% YoY and revenue per truck per week increased 7% YoY and 2% sequentially.
Productivity-led Improvement in Network
Network revenue-per-truck-per-week improvement (7% YoY) driven primarily by productivity gains (price was a small part), increased spot exposure enabling capture of higher spot rates, and strongest March Network productivity outside peak holidays since 2023.
Intermodal Volume Momentum and Mexico Growth
Intermodal posted year-over-year volume growth (eighth consecutive quarter of load growth) with Mexico growth in Intermodal expanding double digits, offsetting softer transcon volumes and inventory pull-forward comparisons.
Cost Savings and Operational Actions
Traction on a $40M cost-savings program (implemented additional headcount actions and Cowen integration synergies) and AI-driven headcount/productivity actions contributing to reduced costs and improved efficiency.
Improved Cash Flow and Capital Discipline
Net CapEx of $45M vs $97M prior year (timing-driven) and free cash flow increased by $54M YoY; balance sheet strength with $228M cash, $399M debt and lease obligations, and net debt leverage of 0.3x.
Shareholder Returns and Capital Allocation Optionality
Returned over $22M to shareholders in the quarter, raised the dividend by 5%, and initiated opportunistic share repurchases under a new repurchase program while maintaining $400M–$450M CapEx guidance for 2026.
Maintained Full-Year EPS Guidance
Management maintained 2026 adjusted EPS guidance of $0.70 to $1.00 (assumes ~24% effective tax rate) reflecting confidence in cost programs and anticipated supply rationalization despite macro uncertainty.
Early Benefits from AI and Technology Investment
Early-stage AI deployments (driver communication triage, voice capabilities, brokerage and core asset friction removal) reported to reduce friction, improve driver/customer experience and begin delivering operating leverage.
Commercial Wins and Fleet Actions
Sold over 150 new Dedicated trucks in 2026 to date and seeing customers request fleet expansions; Network strategically increased spot exposure (from mid-single digits historically to low double digits) to capture improved spot pricing.
SNDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SNDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $31.09 | $31.47 | +1.22% |
Jan 29, 2026 | $29.58 | $26.73 | -9.66% |
Oct 30, 2025 | $22.46 | $20.09 | -10.52% |
Jul 31, 2025 | $24.23 | $24.17 | -0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Schneider National (SNDR) report earnings?
Schneider National (SNDR) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Schneider National (SNDR) earnings time?
Schneider National (SNDR) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SNDR EPS forecast?
SNDR EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.