Schneider National Q4 revenue misses estimates, partly hurt by rise in costs

Schneider National

29/01/2026 21:20

Overview

Transportation services firm's Q4 revenue and adjusted EPS missed analyst expectations

Company's Q4 results impacted by softer market conditions and increased costs

Company provided 2026 guidance with adjusted EPS of $0.70 - $1.00

Outlook

Schneider National expects full-year 2026 adjusted diluted EPS of $0.70 - $1.00

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

Result Drivers

SOFTER MARKET CONDITIONS - Schneider attributed Q4 results shortfall to softer market conditions and a truncated peak season, per CEO Mark Rourke

INCREASED COSTS - Rising third-party carrier capacity costs, unplanned auto production shutdowns, and heightened healthcare costs impacted Q4 results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.40 bln
$1.45 bln (12 Analysts)
Q4 Adjusted EPS
Miss
$0.13
$0.20 (16 Analysts)
Q4 EPS
$0.13
Q4 Adjusted Net Income
$23.40 mln
Q4 Net Income
$22.10 mln
Q4 Adjusted Operating Income
$38.20 mln
Q4 Operating Income
$36.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 8 "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 $31.00, about 2.6% above its January 28 closing price of $30.21

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBwc5xlN1a

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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.)