NYSE$SNDR

Schneider National Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Schneider National reported Q1 2025 revenue of $1.40B, net income of $26.1M, diluted EPS of $0.15.

For Q1 2025, Schneider National reported Revenue was $1.40B, net income was $26.1M, diluted EPS was $0.15. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $1.40B for Q1 2025.
  • Net income $26.1M.
  • Diluted EPS $0.15.

Headline financials

Total Revenue

$1.4B

Previous: $1.32B+6.3%
EPS (adj)

$0.15

Previous: $0.11+36.4%
Truckload Rev per Truck per Week

$3.95K

No prior period
Total Truckload Avg Trucks

12.3K

No prior period
Truckload Avg Company Trucks

11.0K

No prior period
Truckload Avg Owner-Op Trucks

1.3K

No prior period
Truckload Trailers

53.5K

No prior period
Intermodal Orders

104.4K

No prior period
Intermodal Containers

26.5K

No prior period
Intermodal Trucks

1.4K

No prior period
Intermodal Rev per Order

$2.47K

No prior period
Dedicated Rev per Truck per Week

$4.03K

No prior period
Dedicated Avg Trucks

8.5K

No prior period
Network Rev per Truck per Week

$3.77K

No prior period
Network Avg Trucks

3.7K

No prior period
Truckload Operating Ratio

95.9%

No prior period
Intermodal Operating Ratio

94.7%

No prior period
Logistics Operating Ratio

97.6%

No prior period
Capital Expenditures

-$114M

Previous: -$123M+7.2%
Net Income

$26.1M

Previous: $18.5M+41.1%
Operating Income

$42.1M

Previous: $28.7M+46.7%

Revenue & EPS history

Schneider National · Revenue · Quarterly

$1.4B

Q1 2025+6.3%vs Q1 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Schneider National · $1.38B total across 5 segments · Q3 2023

  • Truckload
    $535M-6.3%
  • Logistics
    $326M-29.8%
  • Intermodal
    $263M-21.4%
  • Fuel surcharge
    $173M-26.1%
  • Other
    $78.4M-19.4%

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

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 2025

Historical avgQ1 2025

+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

Earnings price reactions
QuarterReport dateReaction (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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