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Schneider National expects pricing and structural cost cuts to accelerate margin recovery toward long-term targets of 12% to 16% in truckload, 10% to 14% in intermodal and 3% to 5% in logistics.
Schneider National reported third-quarter net income increased $30.1 million, approximately 155%, and operating revenues increased $132.9 million, approximately 9%; nine-month net income increased $38.1 million, approximately 47%, and operating revenues increased $277.8 million, approximately 6%.
Schneider National reported third-quarter adjusted diluted EPS of $0.29 and raised full-year-2026 guidance to $1 to $1.10. It also agreed with Norfolk Southern to serve as the primary rail provider for its eastern intermodal network beginning January 1st of 2027.
Schneider National, Inc. reported third-quarter 2026 operating revenues of $1.6 billion, income from operations of $62.1 million and diluted EPS of $0.28, and raised full-year 2026 adjusted diluted EPS guidance to $1.00 - $1.10.
Schneider National, Inc.’s Board approved a $0.10 per share quarterly cash dividend for the fourth quarter of 2026 on October 26, 2026, payable to shareholders of record on December 11, 2026 and expected to be paid on January 12, 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter adjusted operating income rose 66% to $63.8 million, Truckload operating income rose 121% to $43.7 million, Intermodal operating income rose 35% to $22.6 million, and full-year adjusted diluted EPS guidance was raised to $1.00-$1.10 as pricing and productivity improved. Logistics fell to break-even on claim and insurance costs, Intermodal volume declined, Truckload earnings moderated sequentially after dedicated customer churn, demand remained uneven, peak-season demand remained uncertain, and brokered logistics faces structurally higher insurance-related costs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share non-GAAP | $0.41 | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $323.6M | Six Months Ended June 30, 2026 | — |
| Adjusted income from operations non-GAAP | $73.2M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Income from operations 71.4M
+0M Acquisition-related costs
+1.8M Intangible asset amortization
= Adjusted income from operations 73.2M
|
|||
| Adjusted net income non-GAAP | $72.7M | Six Months Ended June 30, 2026 | — |
| Adjusted operating ratio non-GAAP | 94.5% | Three Months Ended June 30, 2026 | — |
| Adjusted total operating expenses, net of fuel surcharge revenue non-GAAP | $1.26B | Three Months Ended June 30, 2026 | — |
| Average company trucks | 10,446 | Three Months Ended June 30, 2026 | — |
| Average owner-operator trucks | 1,316 | Three Months Ended June 30, 2026 | — |
| Average trucks - Dedicated | 8,292 | Three Months Ended June 30, 2026 | — |
| Average trucks - Network | 3,470 | Three Months Ended June 30, 2026 | — |
| Average trucks - Total Truckload | 11,762 | Three Months Ended June 30, 2026 | — |
| Containers | 26,348 | Three Months Ended June 30, 2026 | — |
| Dedicated revenue per truck per week | $4,054 | Three Months Ended June 30, 2026 | — |
| Free cash flow non-GAAP | $136M | Six Months Ended June 30, 2026 | — |
| Intermodal operating ratio | 93% | the second quarter of 2026 | — |
| Logistics operating ratio | 96.8% | the second quarter of 2026 | — |
| Operating ratio | 95.4% | Three Months Ended June 30, 2026 | — |
| Orders | 108,461 | Three Months Ended June 30, 2026 | — |
| Revenue per order - Intermodal | $2,394 | Three Months Ended June 30, 2026 | — |
| Revenue per truck per week - Network | $4,421 | Three Months Ended June 30, 2026 | — |
| Revenues (excluding fuel surcharge) non-GAAP | $1.33B | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating revenues 1.57B
-240.4M Less: Fuel surcharge revenues
= Revenues (excluding fuel surcharge) 1.33B
|
|||
| Revenues (excluding fuel surcharge) - Dedicated non-GAAP | $430.9M | Three Months Ended June 30, 2026 | — |
| Revenues (excluding fuel surcharge) - Network non-GAAP | $196.6M | Three Months Ended June 30, 2026 | — |
| Revenues (excluding fuel surcharge) - Total Truckload non-GAAP | $627.6M | Three Months Ended June 30, 2026 | — |
| Trailers | 51,204 | Three Months Ended June 30, 2026 | — |
| Truckload operating ratio | 91.8% | the second quarter of 2026 | — |
| Truckload revenue per truck per week | $4,162 | the second quarter of 2026 | — |
| Trucks - Intermodal | 1,345 | Three Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SNDR
this stock
Schneider National, Inc.
|
$5.15B | +10.6% | +7.3% | 36.2 | 4.1% |
|
ODFL
Old Dominion Freight Line, Inc.
|
$35.96B | +11.3% | -5.5% | 31.3 | 4.4% |
|
XPO
XPO, Inc.
|
$22.46B | +41.9% | +0.3% | 45.6 | 6.0% |
|
KNX
Knight-Swift Transportation Holdings Inc.
|
$10.39B | +22.0% | +0.8% | 68.6 | 7.5% |
|
SAIA
Saia Inc
|
$9.13B | +4.8% | +0.8% | 32.4 | 3.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Schneider National expects pricing and structural cost cuts to accelerate margin recovery toward long-term targets of 12% to 16% in truckload, 10% to 14% in intermodal and 3% to 5% in logistics.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SNDR | +5.5% | -6.9% | -15.3% | +0.4% | +10.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.9% | -5.7% | -15.8% | +0.6% | 0.0% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
