NYSE$SNDR
Schneider National Inc · Q1 2020 earnings
Q1 2020 earnings · · Investor relations
Briefing
Schneider National's Q1 2020 results reflected the integral role of its services in meeting consumer needs during a challenging time.
Schneider National reported Q1 2020 operating revenues of $1.1 billion and income from operations of $54.9 million. Diluted earnings per share were $0.25, and adjusted diluted earnings per share were $0.24. The company's results were impacted by the COVID-19 pandemic, but its diverse service portfolio and strong balance sheet allowed it to navigate the situation effectively.
- Operating revenues were $1.1 billion, a 6% decrease compared to Q1 2019.
- Income from operations increased by 7% to $54.9 million.
- Diluted earnings per share were $0.25, a 19% increase year-over-year.
- The company suspended its full-year 2020 EPS guidance due to ongoing uncertainty regarding the timing and pace of recovery.
Headline financials
Revenue & EPS history
Schneider National · Revenue · Quarterly
$1.12B
Revenue by segment
Schneider National · $1.12B total across 6 segments · Q1 2020
- Truckload$469M—41.9%
- Logistics$240M—21.4%
- Intermodal$238M—21.3%
- Fuel surcharge$103M—9.2%
- Other$99.4M—8.9%
- Inter-segment eliminations-$30.3M—-2.7%
Forward guidance
Given the ongoing uncertainty regarding the timing and pace of recovery, the company is suspending its full year 2020 EPS guidance. Capital expenditure investments in replacement equipment are maintained, while discretionary projects are curtailed and technology spend is accelerated. The updated full year 2020 net capital expenditure guidance is approximately $260 million.
Tailwinds
- Truckload and intermodal freight volumes stabilized in late April after declining earlier in the month.
- Brokerage has experienced improved net revenue.
- Some impacted customers and suppliers are in the process of reopening or ramping up their operations.
- Maintaining investments in replacement equipment.
- Accelerating technology spend.
Headwinds
- Largest impacts of the virus-driven economic disruption on business volumes expected in the second quarter.
- Ongoing uncertainty regarding the timing and pace of recovery.
- Suspending full year 2020 EPS guidance.
- Curtailing several discretionary projects.
- Truckload volumes are down upper single-digit percentages from the prior year (late April).
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2020
+0.1%
Avg return
Earnings day
+0.9%
Avg return
5 days after
+2.5%
Avg return
30 days after
61%
25 / 41 earnings
Positive
+8.2%
Q4 2022
Best reaction
-12.7%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +2.3% | -1.1% | +16.3% | |
| Q4 2025 | -9.7% | +2.1% | -4.5% | |
| Q3 2025 | -10.5% | -3.1% | -0.1% | |
| Q1 2025 | -1.0% | +4.7% | +6.8% | |
| Q4 2024 | +1.4% | -0.8% | -11.4% | |
| Q3 2024 | +4.9% | +9.5% | +8.2% | |
| Q2 2024 | +2.8% | +4.0% | +0.7% | |
| Q1 2024 | +4.5% | +5.1% | +6.6% | |
| Q4 2023 | -1.3% | -1.2% | -6.5% | |
| Q3 2023 | -12.7% | -12.9% | -5.3% | |
| Q2 2023 | +0.7% | -0.3% | -5.4% | |
| Q1 2023 | +2.4% | +3.2% | +2.7% | |
| Q4 2022 | +8.2% | +11.3% | +6.6% | |
| Q3 2022 | -1.7% | +1.3% | +16.1% | |
| Q2 2022 | +5.1% | +0.1% | -0.5% | |
| Q1 2022 | +3.4% | +6.9% | +6.5% | |
| Q4 2021 | -3.1% | -1.9% | +2.8% | |
| Q3 2021 | +1.2% | +2.9% | +3.0% | |
| Q2 2021 | +6.1% | +3.8% | +7.8% | |
| Q1 2021 | +2.1% | +6.7% | +3.2% | |
| Q4 2020 | +1.5% | +1.8% | +14.6% | |
| Q3 2020 | -3.4% | +1.4% | -6.7% | |
| Q2 2020 | +0.4% | +2.0% | +8.6% | |
| Q1 2020 | +0.1% | -3.7% | +8.5% | |
| Q4 2019 | +3.8% | +1.2% | -20.7% | |
| Q3 2019 | +4.3% | +5.4% | -0.1% | |
| Q2 2019 | +0.6% | -1.1% | +0.7% | |
| Q1 2019 | +2.5% | -1.4% | -17.2% | |
| Q4 2018 | +0.4% | +4.4% | +1.1% | |
| Q3 2018 | +0.0% | +2.9% | +2.1% | |
| Q2 2018 | +4.4% | +4.9% | +3.6% | |
| Q1 2018 | -0.9% | -0.3% | +10.3% | |
| Q4 2015 | -5.4% | -5.5% | -4.6% | |
| Q4 2017 | -0.7% | -7.3% | -11.8% | |
| Q3 2016 | +1.1% | -0.9% | +9.0% | |
| Q3 2017 | -1.9% | -2.7% | +6.5% | |
| Q2 2016 | -1.4% | -1.3% | +2.9% | |
| Q2 2017 | -1.4% | -1.3% | +2.9% | |
| Q1 2016 | -2.2% | -2.6% | +12.3% | |
| Q4 2016 | -2.2% | -2.6% | +12.3% | |
| Q1 2017 | +1.0% | +2.1% | +16.1% |
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