Inferra AI / Company / SNDR
Schneider National, Inc.
SNDR · Industrials
Last earnings Oct 29, 2026
Key results
EPSquarter
$0.11
Diluted earnings per share were $0.11 and $0.17 in the third quarter of 2025 and 2024, respectively.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted EPSquarter
$0.12
Adjusted diluted earnings per share were $0.12 and $0.18 in the third quarter of 2025 and 2024, respectively.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Segments Truckload Truckload revenuequarter
$624.5 million
Results of Operations Reportable Segments Truckload Truckload revenues (excluding fuel surcharge) for the third quarter of 2025 were $624.5 million, an increase of $92.3 million, or 17%, compared to the same quarter in 2024 driven by a 22% increase in Dedicated volume primarily due to the acquisition of Cowan Systems.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Truckload revenuequarter
$3,923,
Truckload revenue per truck per week was $3,923, a decrease of $48, or 1%, compared to the same quarter in 2024 primarily because of a decrease in productivity and friction associated with new Dedicated business startups.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Intermodal Intermodal revenuequarter
$281.4 million
Intermodal Intermodal revenues (excluding fuel surcharge) for the third quarter of 2025 were $281.4 million, an increase of $16.7 million, or 6%, compared to the same quarter in 2024 largely related to volume growth of 10%, partially offset by a decrease in revenue per order of 2%, primarily due to shorter length of haul.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Logistics Logistics revenuequarter
$332.1 million
Logistics Logistics revenues (excluding fuel surcharge) for the third quarter of 2025 were $332.1 million, an increase of $18.4 million, or 6%, compared to the same quarter in 2024 primarily due to the acquisition of Cowan Systems, partially offset by lower brokerage volume.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q3 2025 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $0.11 | $0.20 | — |
| Adjusted EPS | $0.12 | $0.20 | — |
| Segments Truckload Truckload revenue | $624.5 million | $622.2 million | — |
| Truckload revenue | $3,923, | $3,964, | — |
| Intermodal Intermodal revenue | $281.4 million | $265.1 million | — |
| Logistics Logistics revenue | $332.1 million | $339.6 million | — |
Guidance · company-stated
“$0.75”
“$325”
Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.
Capital allocation
Announces Third Quarter 2025 Results Operating Revenues $1.5 billion $1.3 billion in 2024 Income from Operations $35.3 million $43.1 million in 2024 Diluted Earnings per Share $0.11 $0.17 in 2024 Adjusted Diluted Earnings per Share $0.12 $0.18 in 2024 Full year 2025 Adjusted Diluted Earnings per Share guidance of approximately $0.70 Full year 2025 Net Capital Expenditures guidance of approximately $300 million Green Bay, Wis.
Event summary
Results of Operations (unaudited) The following table summarizes the Company s results of operations for the periods indicated
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Adjusted diluted earnings per share: “Adjusted diluted earnings per share $0.75”
capital expenditures: “capital expenditures $325”
Adjusted diluted earnings per share (“Business Outlook”)
“Adjusted diluted earnings per share $0.75”
capital expenditures (“Business Outlook”)
“capital expenditures $325”
Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.
Capital allocation
Announces Third Quarter 2025 Results Operating Revenues $1.5 billion $1.3 billion in 2024 Income from Operations $35.3 million $43.1 million in 2024 Diluted Earnings per Share $0.11 $0.17 in 2024 Adjusted Diluted Earnings per Share $0.12 $0.18 in 2024 Full year 2025 Adjusted Diluted Earnings per Share guidance of approximately $0.70 Full year 2025 Net Capital Expenditures guidance of approximately $300 million Green Bay, Wis.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Cash Flow and Capitalization As of September 30, 2025, the Company had $522.8 million outstanding on total debt and finance lease obligations and cash and cash equivalents of $194.1 million.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Net capital expenditures increased compared to the same period a year ago resulting from the timing of purchases of transportation equipment, partially offset by an increase in proceeds from sale of property and equipment.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In February 2023, the Company announced the approval of a $150.0 million stock repurchase program.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
As of September 30, 2025, the Company had repurchased a total of 4.1 million Class B shares amounting to $103.9 million under the program.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In July 2025, the Company s Board of Directors declared a $0.095 dividend payable to shareholders of record as of September 12, 2025, which was paid on October 9, 2025.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Strategy & priorities
Our third quarter results benefitted from our acquisition of Cowan Systems, as well as ongoing cost, productivity, and revenue initiatives, though these were offset by claims costs that were $16.0 million, or $0.07 earnings per share, greater than our previous guidance, said Mark Rourke, President and Chief Executive Officer of Schneider.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
More tempered market conditions were felt across the enterprise, though we remain encouraged by the traction we are seeing in several of our key initiatives.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
While we look forward to transitioning to a more supportive market, we continue to press on our efforts to drive ongoing structural improvements in our business including leveraging our differentiated capabilities, driving productivity gains, and strategically deploying of our strong balance sheet.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The timing has masked some of the traction we are seeing on our efforts to lower our cost to serve and deliver on our focused revenue strategies.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Risks & headwinds
As we continue to grapple with macro uncertainty, we will remain disciplined on capital allocation and are well positioned to act opportunistically to enhance shareholder value including through accretive acquisitions and shareholder returns.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Forward-looking statements involve estimates, expectations, projections, goals, forecasts, assumptions, risks, and uncertainties.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The statements in this news release are based on currently available information and the current expectations, forecasts, and assumptions of the Company s management concerning risks and uncertainties that could cause actual outcomes or results to differ materially from those outcomes or results that are projected, anticipated, or implied in these statements.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Such risks and uncertainties include, among others, those discussed in Part I, Item 1A, Risk Factors, of the Company s Annual Report on Form 10-K filed on February 21, 2025, subsequent Reports on Form 10-Q and 8-K, and other filings we make with the U.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
What changed vs prior quarter
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Segments Truckload Truckload revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Schneider National, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Earnings deck slides
0 decks with slide viewSchneider National, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KSNDR
Oct 29, 2026
- 8-KSNDR
Oct 28, 2026
- EX-99SNDR
Oct 28, 2026
- 8-KSNDR
- Q2 2026
- 8-KSNDR
Sep 16, 2026
- 10-QSNDR
Jul 31, 2026
- 8-KSNDR
Jul 30, 2026
- 8-KSNDR
Jul 29, 2026
- Q1 2026
- 10-QSNDR
- 8-KSNDR
- 8-KSNDR
Apr 30, 2026
- 8-KSNDR
Apr 30, 2026
- EX-99SNDR
Apr 30, 2026
- Q4 2025
- 10-KSNDR
Feb 20, 2026
- 8-KSNDR
Jan 29, 2026
- 8-KSNDR
Jan 28, 2026
- 8-KSNDR
Jan 28, 2026
- EX-99SNDR
Jan 28, 2026
- Q3 2025
- 10-QSNDR
Oct 30, 2025
- 8-KSNDR
Oct 30, 2025
- 8-KSNDR
Oct 29, 2025
- Q2 2025
- 10-QSNDR
Jul 31, 2025
- 8-KSNDR
Jul 31, 2025
- 8-KSNDR
Jul 30, 2025
- Q1 2025
- 10-QSNDR
- 8-KSNDR
- 8-KSNDR
Apr 30, 2025
- Q4 2024
- 10-KSNDR
Feb 21, 2025
- 8-KSNDR
Jan 30, 2025
- 8-KSNDR
Jan 29, 2025
- 8-K/ASNDR
Jan 16, 2025
- Q3 2024
- 8-KSNDR
- 8-KSNDR
Nov 25, 2024
- 10-QSNDR
- 8-KSNDR
Earnings releases
10 documentsPresentations
1 document- Q4 2025
- SNDRDeck
Transcripts
0 documentsNo transcripts for Schneider National, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.