NYSE$SNDR

Schneider National Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Schneider National reported Q3 2025, revenue of $1.45B, net income of $19.4M, diluted EPS of $0.11.

For Q3 2025, Schneider National reported revenue of $1.45B, net income of $19.4M, diluted EPS was $0.11. Management discusses segment trends, capital allocation, and macro risks in the quarterly filing.

  • Revenue $1.45B.
  • Net income $19.4M.
  • Diluted EPS $0.11.
  • Schneider National MD&A highlights operating priorities and liquidity.
  • Segment and geographic mix shape year-over-year comparisons.

Headline financials

Total Revenue

$1.45B

Previous: $1.32B+10.4%
EPS (adj)

$0.11

Previous: $0.17-35.3%
Truckload Rev per Truck per Week

$3.92K

Previous: $3.97K-1.2%
Total Truckload Avg Trucks

12.3K

Previous: 10.4K+18.2%
Truckload Avg Company Trucks

10.9K

Previous: 9.0K+21.4%
Truckload Avg Owner-Op Trucks

1.4K

Previous: 1.4K-2.1%
Truckload Trailers

52.3K

Previous: 47.3K+10.7%
Intermodal Orders

116.6K

Previous: 106.3K+9.6%
Intermodal Containers

26.4K

Previous: 26.6K-0.8%
Intermodal Trucks

1.4K

Previous: 1.4K-2.8%
Intermodal Rev per Order

$2.41K

Previous: $2.47K-2.3%
Dedicated Rev per Truck per Week

$3.98K

Previous: $4.07K-2.2%
Dedicated Avg Trucks

8.5K

Previous: 6.6K+28.0%
Network Rev per Truck per Week

$3.79K

Previous: $3.8K-0.2%
Network Avg Trucks

3.8K

Previous: 3.8K+1.0%
Truckload Operating Ratio

96.8%

Previous: 95.5%+1.4%
Intermodal Operating Ratio

94.0%

Previous: 94.1%-0.1%
Logistics Operating Ratio

98.1%

Previous: 97.6%+0.5%
Capital Expenditures

-$312M

Previous: -$328M+5.1%
Net Income

$19.4M

Previous: $30.6M-36.6%
Operating Income

$35.3M

Previous: $43.1M-18.1%

Revenue & EPS history

Schneider National · Revenue · Quarterly

$1.45B

Q3 2025+10.4%vs Q3 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, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term 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 Q3 2025

Historical avgQ3 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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