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Schneider National Inc (SNDR)
NYSE:SNDR
Earnings Data
Report Date
Apr 23, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.16Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced message: the company reported a notable near-term earnings and profitability setback driven by softer-than-expected demand, weather disruption, auto production shutdowns, and margin compression in logistics. Offsetting these challenges, Schneider delivered meaningful structural progress—$400M in cost savings, additional $40M planned, deleveraging to 0.3x net debt, free cash flow improvement (+14%), strong intermodal volume trends (Mexico +50% YoY), and strategic initiatives (dedicated mix ~70% of fleet, Fast Track intermodal, AI rollout). Management expects gradual market normalization and a stronger back half of 2026 but cautioned recovery will likely occur over several quarters and bid cycles.Company Guidance
Revenue Growth and Segment Strengths
Total revenues excluding fuel surcharge of $1.3B in Q4, up 4% year over year. Truckload revenue (ex-fuel) of $610M, up 9% YoY; Intermodal revenue $268M (ex-fuel) with volumes +3% YoY; Logistics revenue $329M (ex-fuel) up 2% YoY.
Improved Truckload Profitability
Truckload operating income of $23M in Q4, a 16% increase YoY; truckload operating ratio improved to 96.2%, a 30 basis point improvement versus prior year.
Intermodal Operational Momentum
Intermodal operating income of $18M, up 5% YoY; operating ratio improved to 93.3% (50 bps improvement). Intermodal volumes grew for the seventh consecutive quarter and Mexico intermodal grew >50% YoY. Management highlighted product launches (Fast Track) and share gains in differentiated lanes.
Material Cost Savings and Productivity Gains
Achieved targeted $400M of cost savings (including acquisition synergies) in 2025 and announced an additional $40M of structural cost savings expected in 2026. Non-driver headcount reduced ~7%.
Stronger Balance Sheet and Cash Generation
Net debt leverage improved to 0.3x at quarter end (from 0.7x at end-2024 and 0.5x in Q3) after $120M debt paydown. Cash and cash equivalents $202M. Free cash flow improved 14% YoY. Net CapEx for 2025 was $289M (vs ~ $300M guidance).
Capital Return and Buyback Authorization
Paid $17M in dividends in Q4 ($67M for the year). Opportunistically repurchased ~284,000 shares in Q4; prior program repurchased 4.4M shares for $110M. Board authorized a new $150M share repurchase program.
Forward Guidance and Strategic Positioning
Provided 2026 adjusted EPS guidance of $0.70 to $1.00 (assumes ~24% tax rate) and signaled expectation of supply-driven market improvement, a stronger second half of 2026, and continued emphasis on differentiated growth areas (dedicated, intermodal, multimodal logistics).
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 |
|---|---|---|---|
Jan 29, 2026 | $29.71 | $26.84 | -9.66% |
Oct 30, 2025 | $22.55 | $20.18 | -10.51% |
Jul 31, 2025 | $24.33 | $24.27 | -0.25% |
May 01, 2025 | $21.25 | $21.62 | +1.74% |
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 Inc (SNDR) report earnings?
Schneider National Inc (SNDR) is schdueled to report earning on Apr 23, 2026, TBA (Confirmed).
What is Schneider National Inc (SNDR) earnings time?
Schneider National Inc (SNDR) earnings time is at Apr 23, 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 (Q1) is 0.11.