Schneider National Q2 revenue beats estimates

Schneider National

30/07/2026 21:25

Overview
U.S. transportation and logistics firm's Q2 revenue rose 10% yr/yr, beating analyst expectations
Adjusted diluted EPS for Q2 increased to $0.29, beating analyst expectations
Company raised full-year adjusted EPS guidance to $0.90-$1.10

Outlook
Schneider National raises full-year 2026 adj diluted EPS guidance to $0.90-$1.10
Company expects 2026 net capital expenditures guidance to $350-$400 mln
Company expects capacity rationalization to support freight conditions in second half

Result Drivers
COST AND PRODUCTIVITY ACTIONS - Co said earnings improvement was driven by disciplined revenue management, cost reduction, and productivity initiatives
TRUCKLOAD SEGMENT - Improved network price and productivity, equipment utilization, and higher gains on equipment sales drove Truckload income growth, partially offset by increased purchased transportation and maintenance costs

Company press release: ID:nBw8pRPxla

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.57 bln
$1.52 bln (13 Analysts)
Q2 Adjusted EPS
Beat
$0.29
$0.23 (16 Analysts)
Q2 EPS
 
$0.28
 
Q2 Adjusted Net Income
 
$51 mln
 
Q2 Net Income
 
$49.70 mln
 
Q2 Adjusted Operating Income
 
$73.20 mln
 
Q2 Operating Income
 
$71.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "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 $39.00, about 10.6% above its July 29 closing price of $35.26
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 27 three months ago

Reuters Recommended Reads
July 29 - CH Robinson Q2 revenue rises beats estimates helped by higher pricing in truckload
July 29 - Covenant Logistics Q2 net income falls as costs weigh on margins
July 28 - PACCAR beats quarterly estimates on strong truck orders

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.)