Earnings summaries and quarterly performance for Schneider National.
Executive leadership at Schneider National.
Mark B. Rourke
Detailed
President and Chief Executive Officer
CEO
DG
Darrell G. Campbell
Detailed
Executive Vice President, Chief Financial Officer
JS
James S. Filter
Detailed
Executive Vice President, Group President, Transportation & Logistics
RM
Robert M. Reich
Detailed
Executive Vice President, Chief Administrative Officer
SD
Shaleen Devgun
Detailed
Executive Vice President, Chief Innovation and Technology Officer
Board of directors at Schneider National.
JL
James L. Welch
Detailed
Chairman of the Board
JR
James R. Giertz
Detailed
Director
JA
John A. Swainson
Detailed
Director
JK
Julie K. Streich
Detailed
Director
JC
Jyoti Chopra
Detailed
Director
KM
Kathleen M. Zimmerman
Detailed
Director
MP
Mary P. DePrey
Detailed
Director
RM
Robert M. Knight, Jr.
Detailed
Director
RW
Robert W. Grubbs
Detailed
Director
Research analysts who have asked questions during Schneider National earnings calls.
Ken Hoexter
BofA Securities
6 questions for SNDR
Also covers: ARCB, CHRW, CNI +21 more
BO
Brian Ossenbeck
JPMorgan Chase & Co.
5 questions for SNDR
Also covers: ARCB, CHRW, CNI +18 more
JC
Jonathan Chappell
Evercore ISI
5 questions for SNDR
Also covers: ASC, CHRW, CNI +20 more
RS
Ravi Shanker
Morgan Stanley
5 questions for SNDR
Also covers: AAL, ALGT, ALK +27 more
Christian Wetherbee
Wells Fargo
4 questions for SNDR
Also covers: ARCB, CHRW, CNI +14 more
AR
Ariel Rosa
Citigroup
3 questions for SNDR
Also covers: ARCB, CHRW, CNI +16 more
DI
Daniel Imbro
Stephens Inc.
3 questions for SNDR
Also covers: ARCB, CHRW, CNI +23 more
JB
J. Bruce Chan
Stifel
3 questions for SNDR
Also covers: ARCB, CENN, CHRW +14 more
JA
Jordan Alliger
Goldman Sachs
3 questions for SNDR
Also covers: ARCB, CSX, FDX +13 more
TW
Tom Wadewitz
UBS Group
3 questions for SNDR
Also covers: ARCB, CHRW, CNI +19 more
Andrew Cox
Stifel
2 questions for SNDR
Also covers: CHRW, LSTR, WERN
Bascome Majors
Susquehanna Financial Group
2 questions for SNDR
Also covers: CHRW, CNI, CSX +20 more
CW
Chris Wetherbee
Wells Fargo & Company
2 questions for SNDR
Also covers: ARCB, CNI, CP +11 more
David Hicks
Raymond James
2 questions for SNDR
Also covers: CHRW, KNX, LSTR +1 more
JS
Jason Seidl
TD Cowen
2 questions for SNDR
Also covers: ARCB, CHRW, CSX +17 more
SG
Scott Group
Wolfe Research
2 questions for SNDR
Also covers: AAL, ALGT, ALK +35 more
Thomas Wadewitz
UBS
2 questions for SNDR
Also covers: ALK, ARCB, CHRW +20 more
AR
Ari Rosa
Citigroup Inc.
1 question for SNDR
Also covers: ARCB, CP, CSX +5 more
DM
Dan Moore
B. Riley Securities
1 question for SNDR
Also covers: CHB, CVCO, CVLG +20 more
Joe Enderlin
Stephens
1 question for SNDR
Also covers: WERN
Ravi Shankar
Morgan Stanley
1 question for SNDR
Also covers: ALK, AUR, CP +8 more
Recent press releases and 8-K filings for SNDR.
Schneider National discusses 2026 outlook, market conditions, and margin recovery
SNDR
Guidance Update
Demand Weakening
Revenue Acceleration/Inflection
- Schneider National provided an adjusted EPS outlook for 2026 of $0.70-$1.00, with the bottom end reflecting persistent Q4 2025 conditions and the high end requiring macro demand inflection.
- The company is observing a more constructive market environment with attractive spot pricing, particularly in the Midwestern and Northeastern geographies, driven by regulatory actions that are steadily reducing capacity.
- Management is focused on margin recovery and has a $40 million cost and productivity savings target for 2026, doubling the 2025 target.
- Schneider aims to return to long-term operating margin targets of 12%-16% for Truckload, 10%-14% for Intermodal, and 3%-5% for Logistics, expressing confidence in achieving these with a normal market cycle.
- The company's truckload business is 70% Dedicated and 30% Network, with a focus on asset productivity and earnings growth over just truck growth, particularly in Intermodal where earnings can grow 20%-25% without adding trailing equipment.
Feb 18, 2026, 6:50 PM
Schneider National Discusses Market Dynamics and Strategic Initiatives at Citi Conference
SNDR
New Projects/Investments
M&A
- Schneider National observes a more constructive market environment for pricing and commitments, with supply-demand equilibrium closer than expected due to regulatory actions causing capacity attrition, particularly in the for-hire space. Consumer demand has been steady and resilient, and addressed inventory levels could catalyze a replenishment cycle.
- The company's ongoing cost-out initiatives, which began before 2025, led to a 7% reduction in non-driver headcount in 2025 and focus on structural changes and third-party costs, aiming for leverage during growth.
- Schneider has reconstructed its truckload business to be 70% dedicated configuration and 30% network, aiming for more durable earnings streams. The company is also focused on technology investments, including AI, to lower its cost to serve and improve efficiency.
- Schneider emphasizes its multimodal capabilities, with $2.5 billion in truck, over $1 billion in intermodal, and $1 billion in logistics, allowing it to offer diverse solutions beyond traditional trucking.
Feb 18, 2026, 6:50 PM
Schneider National Provides 2026 Adjusted EPS Outlook and Strategic Priorities
SNDR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Schneider National projects 2026 adjusted EPS in the range of $0.70 to $1.00, with the lower end reflecting a conservative view based on conditions from the second half of 2025.
- The company aims for $40 million in cost and productivity savings for 2026, following a similar target in 2025, with most of these savings anticipated in the second half of the year.
- Current operating margins for truckload (3.8%), intermodal (6.7%), and logistics (0.8%) are below long-term targets of 12%-16%, 10%-14%, and 3%-5% respectively, with a strategic focus on margin recovery.
- Growth initiatives prioritize earnings growth over truck growth in dedicated, and intermodal is expected to achieve 20%-25% earnings growth without adding trailing equipment, with 2026 capital expenditures primarily for fleet replacement.
Feb 18, 2026, 6:50 PM
Schneider National Reports Q4 2025 Results and Provides 2026 Guidance
SNDR
Earnings
Guidance Update
Management Change
- Schneider National reported Q4 2025 Truckload revenue (excluding fuel surcharge) of $610 million, up 9% year-over-year, with operating income of $23 million, up 16%. Intermodal operating income increased 5% to $18 million, while Logistics income from operations decreased to $3 million. The company achieved its targeted $40 million in cost savings for 2025.
- For the full year 2026, the company issued adjusted earnings per share guidance of $0.70-$1.00. They anticipate an additional $40 million in cost savings for 2026 and project net CapEx between $400 million-$450 million, primarily for fleet replacement.
- As of December 31, 2025, net debt leverage improved to 0.3 times. The Board of Directors authorized a new $150 million stock repurchase program over the next three years.
- Q4 2025 was impacted by sluggish demand, unplanned auto production shutdowns, and elevated healthcare costs. Effective July 1, 2026, Mark Rourke will transition to Executive Chairman, and Jim Filter will become President and CEO.
Jan 29, 2026, 9:30 PM
Schneider National Reports Q4 2025 Results, Provides 2026 Guidance, and Announces Leadership Changes
SNDR
Earnings
Guidance Update
Management Change
- For Q4 2025, Schneider National reported revenues (excluding fuel surcharge) of $1.3 billion, a 4% increase year-over-year, with adjusted income from operations at $38 million (a 15% decline), and adjusted diluted earnings per share of $0.13.
- The company provided full-year 2026 adjusted EPS guidance of $0.70-$1 and expects net CapEx to be in the range of $400 million-$450 million. They also anticipate an additional $40 million in cost savings for 2026.
- Net debt leverage improved to 0.3x by the end of Q4 2025, and the Board authorized a new $150 million stock repurchase program over the next three years. Mark Rourke will transition to Executive Chairman, and Jim Filter will be appointed President and CEO, effective July 1, 2026.
Jan 29, 2026, 9:30 PM
Schneider (SNDR) Reports Q4 2025 Results and Announces New Share Repurchase Program
SNDR
Earnings
Guidance Update
Share Buyback
- Schneider reported Q4 2025 revenues, excluding fuel surcharge, of $1.3 billion, an increase of 4% year-over-year, with adjusted income from operations at $38 million, a 15% decline, and adjusted diluted earnings per share of $0.13.
- The company achieved $40 million in cost savings in 2025 and expects to deliver an additional $40 million in cost savings in 2026.
- As of December 31, 2025, Schneider's net debt leverage was 0.3 times, and its Board of Directors authorized a new $150 million stock repurchase program over the next three years, effective January 26, 2026.
- Market conditions in Q4 2025 were more challenging than anticipated, with sluggish demand and unplanned auto production shutdowns, but the company expects capacity attrition to continue into 2026 due to regulatory actions.
Jan 29, 2026, 9:30 PM
Schneider Reports Q4 2025 Results and 2026 Guidance
SNDR
Earnings
Guidance Update
Share Buyback
- Schneider reported Q4 2025 operating revenues of $1,400 million and adjusted diluted earnings per share of $0.13, with adjusted income from operations declining 15% year-over-year.
- For full-year 2026, the company issued adjusted diluted earnings per share guidance of $0.70 to $1.00 and net capital expenditure guidance of $400 million to $450 million.
- In January 2026, Schneider announced a new $150 million, 3-year share repurchase program and declared a quarterly cash dividend of $0.10 per share, a 5% increase.
- The company achieved $40 million in cost savings in 2025 and identified an additional $40 million for 2026, maintaining a net debt leverage of 0.3x at quarter-end.
Jan 29, 2026, 9:30 PM
Schneider National, Inc. Announces Fourth Quarter 2025 Results and 2026 Guidance
SNDR
Earnings
Guidance Update
Share Buyback
- Schneider National, Inc. reported operating revenues of $1.4 billion for the fourth quarter of 2025, an increase from $1.3 billion in the same period of 2024. However, income from operations decreased to $36.5 million from $42.4 million, and diluted earnings per share were $0.13, down from $0.18 in Q4 2024.
- The company provided full year 2026 Adjusted Diluted Earnings per Share guidance of $0.70 - $1.00 and Net Capital Expenditures guidance of $400 - $450 million.
- Management attributed the Q4 results falling short to softer than expected market conditions beginning in November, particularly for volume, and spiking third-party carrier capacity costs. The company is focusing on its cost savings program, Intermodal Fast Track service, Dedicated start-up activity, and Network earnings improvement efforts.
- In January 2026, the Board of Directors authorized a new $150.0 million stock repurchase program, replacing the existing one, and declared a $0.10 dividend payable in April 2026.
Jan 29, 2026, 9:06 PM
Schneider National, Inc. Announces Fourth Quarter and Full Year 2025 Results and 2026 Guidance
SNDR
Earnings
Guidance Update
Share Buyback
- Schneider National, Inc. reported operating revenues of $1.4 billion and diluted earnings per share of $0.13 for the fourth quarter of 2025, with full year 2025 operating revenues reaching $5,674.3 million and diluted earnings per share at $0.59.
- The company provided full year 2026 Adjusted Diluted Earnings per Share guidance of $0.70 - $1.00 and Net Capital Expenditures guidance of $400 - $450 million.
- Fourth quarter results were negatively impacted by softer than expected market conditions, a truncated peak season, spiking third-party carrier capacity costs, and unplanned auto production shutdowns.
- The Board of Directors authorized a new $150.0 million stock repurchase program in January 2026, replacing the existing program, and declared a $0.10 dividend payable in April 2026.
Jan 29, 2026, 9:05 PM
Schneider National, Inc. Announces Dividend Increase and New Share Repurchase Program
SNDR
Dividends
Share Buyback
- Schneider National, Inc. (SNDR) declared a quarterly cash dividend of $0.10 per share on its Class A and Class B common stock, representing a 5% increase over the previous quarterly dividend of $0.095 per share.
- The dividend is payable to shareholders of record as of March 13, 2026, and is expected to be paid on April 8, 2026.
- The Board of Directors approved a new stock repurchase program, effective immediately, authorizing the acquisition of up to $150 million of the Company’s outstanding Class A and/or Class B common stock over the next three years.
- This new program supersedes and replaces a prior $150 million stock repurchase authorization, under which the Company repurchased 4.4 million shares for a total of $110.1 million.
Jan 28, 2026, 2:06 PM
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