NYSE$SNDR

Schneider National Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Headline financials

Total Revenue

$1.35B

Previous: $1.75B-22.9%
EPS (adj)

$0.45

Previous: $0.72-37.5%
Truckload Rev per Truck per Week

$4.01K

Previous: $4.24K-5.6%
Total Truckload Avg Trucks

10.4K

Previous: 10.5K-1.0%
Truckload Avg Company Trucks

8.4K

Previous: 8.5K-0.9%
Truckload Avg Owner-Op Trucks

2.0K

Previous: 2.0K-1.3%
Truckload Trailers

44.7K

Previous: 41.2K+8.4%
Intermodal Orders

102.6K

Previous: 119.6K-14.2%
Intermodal Containers

27.4K

Previous: 28.4K-3.4%
Intermodal Trucks

1.6K

Previous: 1.6K-1.4%
Intermodal Rev per Order

$2.57K

Previous: $2.79K-7.7%
Capital Expenditures

-$344M

Previous: -$159M-116.6%
Free Cash Flow

-$267M

Previous: -$29.2M-814.0%
Net Income

$77.5M

Previous: $130M-40.3%
Operating Income

$104M

Previous: $177M-41.2%
Gross Profit

$1.21B

Previous: $1.59B-24.4%
Cash & Equivalents

$249M

Previous: $331M-24.7%
Total Assets

$4.45B

Previous: $4.22B+5.5%
Stock-Based Comp

$4.1M

Previous: $3M+36.7%

Revenue & EPS history

Schneider National · Revenue · Quarterly

$1.35B

Q2 2023-22.9%vs Q2 2022
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%

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 Q2 2023

Historical avgQ2 2023

+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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