SNDR
Schneider National, Inc.
Price as of Jul 20, 2026
SNDR earnings
Schneider National, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $0.11 | $0.12 | +9.1% | $1.4B | -1.5% |
| Jan 29, 2026 | $0.21 | $0.13 | -38.1% | $1.4B | -0.3% |
| Oct 30, 2025 | $0.20 | $0.12 | -41.5% | $1.5B | +1.4% |
| Jul 31, 2025 | $0.21 | $0.21 | +0.0% | $1.4B | -1.4% |
| May 1, 2025 | $0.14 | $0.16 | +14.3% | $1.4B | -1.9% |
| Jan 30, 2025 | $0.20 | $0.20 | +0.0% | $1.3B | -8.7% |
| Aug 1, 2024 | $0.18 | $0.21 | +16.7% | $1.3B | -2.6% |
| May 2, 2024 | $0.12 | $0.11 | -8.3% | $1.3B | -4.3% |
| Feb 1, 2024 | $0.20 | $0.15 | -25.0% | $1.4B | +1.3% |
| Nov 2, 2023 | $0.37 | $0.20 | -45.9% | $1.4B | -2.2% |
| Aug 3, 2023 | $0.44 | $0.45 | +2.3% | $1.3B | -6.3% |
| Apr 27, 2023 | $0.45 | $0.55 | +22.2% | $1.4B | -4.3% |
Earnings call summary
Q1 FY2026 · April 30, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Mark thanked associates, especially drivers, for navigating a dynamic quarter. • Jim discussed freight market with momentum, capacity attrition due to regulatory actions, and demand trends. • Daryl reviewed enterprise and segment financial results, mentioned balance sheet and capital allocation, and maintained 2026 EPS guidance. • Mark discussed enterprise outlook, including actions like building multimodal portfolio, disciplined pricing, and focus on productivity across segments.
Guidance
Maintained 2026 EPS guidance of $0.70 to $1, assuming an effective tax rate of approximately 24%. Capex guidance for 2026 remains unchanged at $400 million to $450 million.
Segment performance
Truckload revenues excluding fuel surcharge were $618 million in Q1, up 1% year-over-year. Network revenues grew 4% year-over-year, driven by productivity and price. Intermodal revenues, excluding fuel surcharge, were $254 million in Q1, down 3% year-over-year. Logistics revenues, excluding fuel surcharge, totaled $312 million in Q1, down 6% from same period last year.
Risks & headwinds
• Macro uncertainty including higher inflation expectations, softer consumer sentiment, and diminished likelihood of additional rate cuts adding demand risk. • Weather and fuel volatility impacting short-term performance.
Analyst Q&A
Q: Tom Wadowitz asked about network price increase potential and dedicated business responsiveness.
A: Jim responded on network price renewals and dedicated focus on productivity. •
Q: Scott Group asked about intermodal and utilization.
A: Jim discussed intermodal demand and utilization drivers. •
Q: Robbie Shanker asked about guidance and AI.
A: Daryl and Mark responded on guidance balance and AI initiatives. •
Q: Daniel Moore asked about rate repair cadence and weather/fuel impact.
A: Mark and Daryl discussed rate repair and weather/fuel effects. •
Q: Chris Weatherby asked about guidance and margin opportunity.
A: Daryl responded on guidance balance and margin path. •
Q: Jordan Alliger asked about revenue per truck per week and spot exposure.
A: Jim responded on components of revenue per truck per week and spot exposure. •
Q: Jonathan Chapelle asked about logistics margin.
A: Mark and Jim discussed logistics margin improvement. •
Q: Ariel Rosa asked about dedicated contracts and truck additions.
A: Jim responded on dedicated contract details and truck focus on productivity
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-07-30.