The earnings call reflected a balanced view with notable achievements in earnings growth and operational improvements but also highlighted challenges in traditional brokerage volumes, elevated spot exposure, and economic uncertainties affecting the market environment.

Company Guidance -

Q3 2025

During Schneider's Second Quarter 2025 Earnings Conference Call, the company provided several metrics and guidance updates. Schneider reported a 10% year-over-year increase in enterprise revenues, excluding fuel surcharge, reaching $1.3 billion, while adjusted income from operations rose 9% to $57 million. Truckload revenue, excluding fuel surcharge, increased by 15% year-over-year to $622 million, with operating income up 31% to $40 million. The Intermodal segment saw a 5% revenue increase to $265 million, while Logistics revenue grew by 7% to $340 million. The company reaffirmed its full-year 2025 earnings per share guidance range of $0.75 to $0.95, emphasizing ongoing efforts to restore margins through pricing strategies, cost reductions targeting over $40 million in savings, and strategic growth initiatives. Schneider also noted a 70% representation of Dedicated within its Truckload fleet, reflecting structural shifts towards higher resilience. The company continues to navigate uncertain economic conditions, focusing on disciplined cost management and leveraging growth opportunities across its multimodal platform.

Truckload Earnings Growth

Truckload earnings improved nearly 60% sequentially and over 30% year-over-year, highlighting the strong operating leverage and progress in restoring margins.

Intermodal Volume Growth

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

Owner-Operator and Company Driver Growth

The company saw an increase of 70 owner-operators and over 200 company drivers compared to the first quarter, marking the first instance of net growth since the second quarter of 2023.

Record Power Only Volumes

Power Only set an all-time high for second quarter volumes, growing year-over-year for the sixth consecutive second quarter.

Dedicated Pipeline Strength

The Dedicated pipeline is at a point that has historically translated into fleet growth in subsequent quarters, indicating strong future growth prospects.

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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