Schneider National Q1 revenue slightly misses, adjusted EPS beats

Schneider National

30/04/2026 21:45

Overview

US trucking and logistics firm's Q1 revenue was flat yr/yr, slightly missing analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company approved new $150 mln share buyback program in January 2026

Outlook

Schneider National maintains 2026 adj diluted EPS guidance at $0.70-$1.00

Company expects 2026 net capital expenditures of $400-$450 mln

Company says macro uncertainty has grown, with demand a key swing factor for market improvement

Result Drivers

TRUCKLOAD SEGMENT - Improved network productivity and higher prices were offset by higher maintenance costs, lower gains on asset sales, and increased fuel expense, resulting in lower Truckload operating income

INTERMODAL SEGMENT - Intermodal revenue declined due to lower revenue per order from shorter hauls, though volume increased; operating income fell due to lower revenue per order and higher maintenance costs, partly offset by cost reductions

LOGISTICS SEGMENT - Lower brokerage volume reduced Logistics revenue and operating income, partially offset by higher revenue per order and lower salaries and wages from headcount actions

Company press release: ID:nBw6Jfkwva

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Miss*
$1.40 bln
$1.41 bln (13 Analysts)
Q1 Adjusted EPS
Beat
$0.12
$0.10 (16 Analysts)
Q1 EPS
$0.12
Q1 Adjusted Net Income
$21.70 mln
Q1 Net Income
$20.40 mln
Q1 Adjusted Operating Income
$35.10 mln
Q1 Operating Income
$33.40 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 9 "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 $28.00, about 7.8% below its April 29 closing price of $30.37

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 24 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)