Schneider National, Inc. (SNDR) Earnings
Schneider National, Inc. is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $0.22. SNDR has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise -17.6% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
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