earnings
confidence high
sentiment negative
materiality 0.75
Schneider National Q1 EPS $0.12 down 20% YoY; maintains FY26 guidance $0.70-$1.00
Schneider National, Inc.
2026-Q1 EPS reported
$0.12
revenue$1,398,500,000
- Diluted EPS $0.12 vs $0.15 YoY; adjusted EPS $0.12 vs $0.16.
- Revenue flat at $1.40B; operating income $33.4M, down 21% from $42.1M.
- Truckload OR 96.7% (+80 bps), Intermodal OR 95.7% (+100 bps), Logistics OR 97.9% (+30 bps).
- FY2026 adjusted EPS guidance unchanged $0.70-$1.00; capex forecast $400-$450M.
- Quarterly dividend $0.10 declared, payable July 10; $150M buyback program, $5.2M used.