Schneider National Reports Strong Q2 Earnings and Raises Full-Year Guidance
On July 30, 2026, Schneider National (SNDR) reported second-quarter earnings with adjusted diluted EPS of $0.29, up from $0.21 in the prior year, driven by improved operating leverage across all segments. Enterprise revenue reached $1.3 billion excluding fuel surcharge, a 4% increase year over year due to growth in Logistics and Network services. The company raised its full-year EPS guidance to between $0.90 and $1.10 from the previous range of $0.70–$1.00. Adjusted income from operations rose by 29% year-over-year to $73 million, supported by pricing improvements, productivity gains, and a cost savings program delivering $40 million in reductions. The Truckload segment saw revenue grow 1%, with operating income up 28%. Logistics revenue increased 11% due to price increases and premium project business, while Intermodal improved profitability despite lower per-order revenue. Despite the positive results, management highlighted risks including a potential loss of a large dedicated customer in the second half of the year. Additionally, supply attrition is creating challenges for driver recruitment and retention, which could increase capacity costs.
Tickers: $SNDR
Topics: financial_performance guidance_update operating_income revenue_growth