earnings
confidence high
sentiment positive
materiality 0.80
Schneider National Q2 EPS $0.28 vs $0.20 YoY; raises FY2026 guidance to $0.90-$1.10
Schneider National, Inc.
- Operating revenues $1.57B, up 10% YoY; income from operations $71.4M, up 30%.
- Adjusted diluted EPS $0.29 vs $0.21; full-year guidance raised to $0.90-$1.10 from $0.70-$1.00.
- Net capital expenditures guidance lowered to $350-$400M from $400-$450M.
- Truckload operating ratio improved 180 bps to 91.8%; Intermodal OR improved 90 bps to 93.0%.
- Board declared $0.10 dividend payable Oct 9, 2026; $5.2M in share repurchases under $150M program.