NYSE$SNDR
Schneider National Inc · Q1 2021 earnings
Q1 2021 earnings · · Investor relations
Briefing
Schneider National reported strong Q1 2021 results, driven by its multi-modal portfolio and effective yield management, despite weather disruptions and capacity challenges.
Schneider National, Inc. reported a strong first quarter with operating revenues of $1.2 billion and diluted earnings per share of $0.31. The company's multi-modal strategy and effective yield management contributed to the most profitable first quarter in its history, despite weather-related disruptions and capacity constraints.
- Achieved the most profitable first quarter in company history.
- Truckload segment demonstrated effective yield management and dedicated new business growth.
- Intermodal segment experienced 23% year-over-year earnings growth, driven by Eastern operations.
- Logistics segment achieved record first quarter revenue and earnings.
Headline financials
Revenue & EPS history
Schneider National · Revenue · Quarterly
$1.23B
Revenue by segment
Schneider National · $1.23B total across 6 segments · Q1 2021
- Truckload$452M-3.8%36.8%
- Logistics$356M+48.5%29.0%
- Intermodal$256M+7.5%20.8%
- Other$98.4M-1.0%8.0%
- Fuel surcharge$90.2M-12.4%7.3%
- Inter-segment eliminations-$23.4M+22.8%-1.9%
Forward guidance
The company anticipates strong demand, improved intermodal network fluidity, and constrained driver capacity throughout 2021. The updated full year adjusted diluted earnings per share guidance is $1.60 - $1.70, and the full year guidance for net capital expenditures is updated to a range of $375 million to $425 million subject to potential OEM supply chain issues.
Tailwinds
- Strong demand anticipated
- Improved intermodal network fluidity expected
- Constrained driver capacity expected
- Adjusted diluted earnings per share guidance updated to $1.60 - $1.70
- Full year guidance for net capital expenditures updated to a range of $375 million to $425 million
Headwinds
- Potential OEM supply chain issues
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 2021
+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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