The earnings call highlighted significant revenue growth and operational improvements, particularly in the Truckload and Intermodal segments, supported by successful cost containment strategies. However, challenges remain in the Logistics segment, with traditional brokerage softness and ongoing market uncertainties impacting performance. Despite these challenges, the company's strategic initiatives and expansion in Mexico provide a positive outlook.

Company Guidance

During Schneider's Second Quarter 2025 Earnings Conference Call, the company provided guidance indicating a positive trajectory driven by several strategic initiatives. They expect low to mid-single-digit percentage increases in Truckload Network pricing renewals, while Intermodal pricing remains stable. The company is focused on containing costs with a target to save over $40 million, which includes expected synergies from the acquisition of Cowan Systems, with full benefits anticipated by 2026. Truckload earnings improved by nearly 60% sequentially and over 30% year-over-year, and the company anticipates sequential growth in net fleet count. Schneider is leveraging its multimodal portfolio to drive growth, with strong momentum seen in customer allocations and win rates, particularly in Intermodal, where volume growth is evidenced by a 30% year-over-year increase in Mexico. The company updated its full-year 2025 earnings per share guidance to $0.75 to $0.95, with net capital expenditures expected to be between $325 million and $375 million. Overall, Schneider is focused on enhancing its operating leverage and driving sustainable earnings growth through disciplined pricing, cost containment, and strategic acquisitions.

Revenue Growth

Enterprise revenues, excluding fuel surcharge, increased by 10% year-over-year to $1.3 billion.

Truckload Segment Performance

Truckload revenue, excluding fuel surcharge, was $622 million, up 15% year-over-year. Operating income in this segment increased by 31% year-over-year.

Intermodal Volume Growth

Intermodal revenues, excluding fuel surcharge, were $265 million, up 5% year-over-year, marking the fifth consecutive quarter of volume growth.

Cost Containment and Productivity

The company executed on structural cost savings, achieving over $40 million in reductions and improving operating leverage.

Expansion in Mexico

Intermodal volume growth in Mexico rose 30% year-over-year, driven by service advantages with CPKC.

Schneider National (SNDR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SNDR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.22 / -	0.18	―	―	―
Jul 31, 2025	2025 (Q2)	0.20 / 0.21	0.21	0.00% (0.00)
May 01, 2025	2025 (Q1)	0.14 / 0.16	0.11	45.45% (+0.05)
Jan 30, 2025	2024 (Q4)	0.20 / 0.20	0.16	25.00% (+0.04)
Nov 06, 2024	2024 (Q3)	0.23 / 0.18	0.2	-10.00% (-0.02)
Aug 01, 2024	2024 (Q2)	0.18 / 0.21	0.45	-53.33% (-0.24)
May 02, 2024	2024 (Q1)	0.12 / 0.11	0.55	-80.00% (-0.44)
Feb 01, 2024	2023 (Q4)	0.20 / 0.16	0.64	-75.00% (-0.48)
Nov 02, 2023	2023 (Q3)	0.37 / 0.20	0.7	-71.43% (-0.50)
Aug 03, 2023	2023 (Q2)	0.43 / 0.45	0.72	-37.50% (-0.27)

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
Jul 31, 2025	$24.51	$24.45	-0.24%
May 01, 2025	$21.41	$21.78	+1.73%
Jan 30, 2025	$29.54	$29.95	+1.39%
Nov 06, 2024	$28.76	$30.11	+4.69%

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 Oct 23, 2025, TBA (Confirmed).

What is Schneider National Inc (SNDR) earnings time?

Schneider National Inc (SNDR) earnings time is at Oct 23, 2025, 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 2025 (Q3) is 0.22.

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