Schneider National Inc
NYSE:SNDR

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Schneider National Inc Logo
Schneider National Inc
NYSE:SNDR
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Price: 26.93 USD 3.98% Market Closed
Market Cap: 4.7B USD

Schneider National Inc
Investor Relations

Founded in 1935, Schneider National Inc. grew from Al Schneider’s initial investment in a single truck into one of the largest logistics and transportation companies in North America. Situated in Green Bay, Wisconsin, Schneider's success stems from its adeptness at adapting to the ever-evolving demands of the supply chain industry. The company operates through a well-diversified portfolio spanning truckload, intermodal, and logistics services, affording clients a wide range of options to streamline their transportation needs. By leveraging a vast network of trucks and rail connections, Schneider effectively handles freight movement across extensive distances, providing reliable and efficient services tailored to various customer requirements.

At the core of Schneider's business model is its ability to generate revenue through its distinctive segments. The truckload division forms the backbone of the company, strategically organizing and optimizing routes to ensure timely deliveries while minimizing costs. Additionally, the intermodal segment capitalizes on combining rail and road transport, offering an environmentally friendly and cost-effective solution. These segments are complemented by Schneider’s logistics division, which focuses on supply chain management, brokerage services, and transportation planning. In a fiercely competitive market, Schneider has distinguished itself by investing in technology and data analytics, enhancing its operational efficiency and driving value for shareholders, customers, and employees alike.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Revenue Growth: Schneider reported enterprise revenue (excluding fuel surcharge) of $1.3 billion in Q3, up 10% year-over-year, driven by acquisitions and volume gains in several segments.

Profitability Headwinds: Adjusted income from operations fell 13% year-over-year to $38 million, and adjusted EPS decreased to $0.12 from $0.18, with results impacted by $16 million in unexpected claims-related costs.

Guidance Lowered: Full-year 2025 adjusted EPS guidance was cut to approximately $0.70, reflecting the claims cost and subdued market seasonality, now at the low end of the previous range.

Supply Rationalization: Management sees new regulatory enforcement and fewer new trucks as significant drivers for industry capacity reduction, potentially more impactful than the 2017 ELD mandate.

Productivity & AI: Cost reduction and productivity initiatives, including AI deployment, are on track for $40 million in annual savings, with further structural improvements expected.

Segment Trends: Dedicated wins accelerated, Intermodal saw 10% volume growth, and Logistics Power Only revenue grew for the sixth straight quarter, but overall demand trends remained sub-seasonal.

CapEx & Cash Flow: Net CapEx guidance was reduced to $300 million for 2025 from $325–$375 million previously, improving free cash flow.

Key Financials
Enterprise Revenue (excluding fuel surcharge)
$1.3B
Adjusted Income from Operations
$38M
Adjusted Diluted Earnings Per Share
$0.12
Truckload Revenue (excluding fuel surcharge)
$625M
Truckload Operating Income
$20M
Truckload Operating Ratio
96.8%
Intermodal Revenue (excluding fuel surcharge)
$281M
Intermodal Volume Growth
10%
Intermodal Operating Income
$17M
Intermodal Operating Ratio
94%
Logistics Revenue (excluding fuel surcharge)
$332M
Logistics Income from Operations
$6M
Logistics Operating Ratio
98.1%
Debt and Lease Obligations
$522M
Cash and Cash Equivalents
$194M
Net Debt Leverage
0.5x
Dividends Paid (Q3)
$17M
Dividends Paid (YTD)
$50M
Net CapEx (Q3)
$108M
Earnings Call Recording
Other Earnings Calls

Management

Mr. Darrell G. Campbell CPA
Executive VP & CFO
No Bio Available
Mr. Robert M. Reich Jr.
Executive VP & Chief Administrative Officer
No Bio Available
Mr. James S. Filter
Executive VP & Group President of Transportation & Logistics
No Bio Available
Mr. Thomas G. Jackson J.D.
Executive VP, General Counsel & Corporate Secretary
No Bio Available
Kara Leiterman
Manager of Media Relations
No Bio Available
Ms. Angela Fish
Executive Vice President of Human Resources
No Bio Available
Ms. Shelly A. Dumas-Magnin
VP & Controller
No Bio Available

Contacts

Address
WISCONSIN
Green Bay
3101 Packerland Dr
Contacts
+19205922000.0
schneider.com