earnings
confidence high
sentiment negative
materiality 0.70
Schneider National Q3 EPS $0.11 vs $0.17; cuts FY25 EPS guidance to ~$0.70 from $0.75-$0.95
Schneider National, Inc.
2025-Q3 EPS reported
$0.46
revenue$4,274,700,000
- Net income $19.4M vs $30.6M; adjusted EPS $0.12 vs $0.18.
- FY25 adjusted EPS guidance lowered to ~$0.70 from prior $0.75-$0.95.
- Claims costs $16M above guidance, weighing on results.
- Truckload operating ratio worsened to 96.8% from 95.5% YoY.
- Full-year net capex guidance reduced to ~$300M from $325-$375M.