earnings
confidence high
sentiment negative
materiality 0.75
Schneider National Q4 2025 EPS $0.13, revenue $1.4B; guides FY2026 EPS $0.70-$1.00
Schneider National, Inc.
2025-FY EPS reported
$0.59
revenue$5,674,300,000
- Diluted EPS $0.13 (vs $0.18 Q4 2024); adjusted diluted EPS $0.13 (vs $0.20). Operating income $36.5M, down 14% YoY.
- Revenues $1.4B (+5% YoY); revenues ex-fuel $1.25B (+4%).
- Truckload OR improved to 96.2% from 96.5%; Intermodal OR to 93.3% from 93.8%; Logistics OR worsened to 99.2% from 97.4%.
- FY2026 adjusted diluted EPS guidance $0.70-$1.00; net capex guidance $400-$450M.
- New $150M share repurchase program authorized; quarterly dividend raised to $0.10 from $0.095.