Schneider National misses Q3 EPS estimates, expects sub-seasonal trends to persist

Schneider National

30/10/2025 13:08

Overview

Schneider Q3 revenue beats analyst expectations, reaching $1.45 bln

Adjusted EPS for Q3 misses analyst expectations

Company's Q3 results impacted by $16 mln higher claims costs

Outlook

Schneider expects full-year 2025 adjusted EPS of approximately $0.70

Company forecasts 2025 net capital expenditures of approximately $300 mln

Company anticipates sub-seasonal trends to persist for the rest of the year

Result Drivers

COWAN ACQUISITION - Co's acquisition of Cowan Systems contributed to revenue growth in Truckload and Logistics segments

CLAIMS COSTS - Higher claims costs negatively impacted earnings by $16 mln, affecting EPS by $0.07

INTERMODAL GROWTH - Strong volume growth in Intermodal, particularly in Mexico, supported revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.45 bln
$1.44 bln (11 Analysts)
Q3 Adjusted EPS
Miss
$0.12
$0.22 (14 Analysts)
Q3 EPS
$0.11
Q3 Adjusted Net Income
$21.70 mln
Q3 Net Income
$19.40 mln
Q3 Adjusted Operating Income
$38.40 mln
Q3 Operating Income
$35.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Schneider National Inc is $26.00, about 13% above its October 29 closing price of $22.63

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw7dcSkNa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)