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Schneider National Inc (SNDR)
NYSE:SNDR
US Market
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Schneider National (SNDR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.21
Last Year’s EPS
0.2
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted solid volume growth in the Intermodal and Dedicated segments, as well as successful cost savings initiatives. However, these were offset by significant claims-related costs, sub-seasonal market conditions, and a decline in profitability and earnings per share. The sentiment is balanced by both positive strategic initiatives and notable financial challenges.
Company Guidance
During Schneider's third quarter 2025 earnings call, the company provided several key metrics and forward-looking guidance. The enterprise revenues, excluding fuel surcharge, were reported at $1.3 billion, marking a 10% year-over-year increase. However, adjusted income from operations decreased by 13% to $38 million, and the enterprise adjusted operating ratio rose by 80 basis points compared to the third quarter of 2024. The adjusted diluted earnings per share (EPS) for the third quarter stood at $0.12, down from $0.18 in the previous year. The company also addressed $16 million in unexpected claims-related costs, impacting their results. Despite these challenges, Schneider remains committed to its strategic initiatives, including a $40 million cost reduction target and a focus on productivity improvements and capital discipline. For the full year 2025, Schneider updated its EPS guidance to approximately $0.70 and revised its net CapEx expectation to around $300 million, down from the previously projected range of $325 million to $375 million. The company noted that demand trends remained sub-seasonal, but they see potential supply-side catalysts emerging, such as regulatory changes impacting capacity, which could lead to a more favorable market environment in 2026.
Intermodal Volume Growth
Intermodal segment saw a 10% volume growth in the third quarter, several times the industry rate, driven by strategic actions and market share gains.
Dedicated Segment Pipeline Success
Dedicated segment experienced wins from new and existing customers at a rate 3x the level seen in the first half of the year, with a robust pipeline moving forward.
Logistics Power Only Resilience
Logistics segment's Power Only revenues grew for the sixth consecutive quarter, with net revenue per order showing high single-digit percentage improvement year-over-year.
Cost Savings Initiatives
Schneider achieved progress on a $40 million structural cost savings target, including synergies from the Cowan Systems acquisition.

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

SNDR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2025 (Q4)
0.21 / -
0.2
Oct 30, 2025
2025 (Q3)
0.20 / 0.12
0.18-33.33% (-0.06)
Jul 31, 2025
2025 (Q2)
0.20 / 0.21
0.210.00% (0.00)
May 01, 2025
2025 (Q1)
0.14 / 0.16
0.1145.45% (+0.05)
Jan 30, 2025
2024 (Q4)
0.20 / 0.20
0.1625.00% (+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)
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
Oct 30, 2025
$22.63$20.25-10.52%
Jul 31, 2025
$24.42$24.36-0.25%
May 01, 2025
$21.32$21.69+1.74%
Jan 30, 2025
$29.43$29.83+1.36%
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 Jan 29, 2026, TBA (Confirmed).
    What is Schneider National Inc (SNDR) earnings time?
    Schneider National Inc (SNDR) earnings time is at Jan 29, 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 2025 (Q4) is 0.21.
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