SNDR
Schneider National, Inc.26.76
-0.39-1.44%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Details Q4 one-offs, supply mechanics
Q&A unpacked Q4 shortfalls, blaming dedicated revenue per truck weakness on transient auto shutdowns, startup costs, and healthcare spikes—issues management deems non-recurring. They detailed supply attrition from regulatory enforcement on shadow capacity like non-domiciled CDLs, fueling shipper interest in multi-year deals over several bid cycles. Network emerges as first to rebound via high spot exposure. Bid season yielded mid-low single-digit contract hikes so far. Management stayed cautious on demand catalysts. Supply exits take quarters. Investors will eye network profitability and Q1 weather recovery.
Key Stats
Market Cap
4.69BP/E (TTM)
41.81Basic EPS (TTM)
0.64Dividend Yield
0.01%Recent Filings
10-K
FY2025 results
Schneider National posted FY2025 operating revenues of $5.7B, up 7% y/y, with revenues excluding fuel surcharge climbing 8% to $5.1B on Dedicated volume gains from the December Cowan acquisition and Network rate strength, though brokerage softened. Income from operations edged up 2% to $169M despite insurance cost spikes and acquisition drag; adjusted operating ratio slipped to 96.5%. Truckload led with 14% revenue growth and OR improvement to 95.6%, Intermodal volumes rose 5% with margins expanding to 94.0%, while Logistics dipped. Free cash flow surged to $348M. Q4 Cowan integration boosted Dedicated; buybacks trimmed $15M in shares. Driver shortages threaten momentum.
8-K
Q4 revenues up, profits down
Schneider National reported Q4 2025 operating revenues of $1.4B, up 5% from 2024, but income from operations fell 14% to $36.5M amid weak peak demand and spiking carrier costs. Truckload gained from Cowan acquisition volume, yet Logistics operating ratio slipped to 99.2%. Issues 2026 adjusted EPS guidance of $0.70-$1.00. Demand variability persists.
8-K
Dividend hiked, $150M buyback
Schneider National boosted its quarterly dividend 5% to $0.10 per share, payable April 8, 2026 to holders of record March 13. Board approved a new $150M share repurchase program over three years, replacing the prior one under which it bought 4.4M shares for $110.1M. Repurchases offset employee equity dilution. Program modifiable at management's discretion.
8-K
CEO succession planned
Schneider National announced CEO Mark Rourke transitions to Executive Chair on July 1, 2026, with Jim Filter, current EVP and Group President of Transportation and Logistics, stepping in as President and CEO. This planned succession ensures continuity while Filter drives growth in multimodal networks. Rourke stays on for strategy. Filter's base salary: $775,000.
8-K
Q3 revenues up, profits down
Schneider National posted Q3 operating revenues of $1.5B, up 10% year-over-year, fueled by Cowan Systems acquisition boosting Truckload dedicated volumes 22%. Yet income from operations fell 18% to $35.3M as $16M excess claims costs hit earnings; diluted EPS dropped to $0.11. Full-year adjusted EPS guidance cut to ~$0.70. Claims crushed margins.
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