NYSE$SNDR

Schneider National Inc · Q4 2018 earnings

Q4 2018 earnings · · Investor relations

Headline financials

Total Revenue

$1.32B

Previous: $1.19B+11.0%
EPS (adj)

$0.49

Previous: $0.33+48.5%
Truckload Rev per Truck per Week

$3.99K

No prior period
Total Truckload Avg Trucks

11.6K

No prior period
Truckload Avg Company Trucks

8.8K

No prior period
Truckload Avg Owner-Op Trucks

2.8K

No prior period
Truckload Trailers

37.5K

No prior period
Intermodal Orders

120.3K

No prior period
Intermodal Containers

21.8K

No prior period
Intermodal Trucks

1.5K

No prior period
Intermodal Rev per Order

$2.27K

No prior period
Capital Expenditures

$117M

Previous: $114M+2.3%
Free Cash Flow

$39.4M

Previous: $31.2M+26.3%
Net Income

$84.8M

Previous: $284M-70.1%
Operating Income

$119M

Previous: $93.7M+26.6%
Gross Profit

$185M

Previous: $150M+23.9%
Cash & Equivalents

$379M

Previous: $239M+58.8%
Total Assets

$3.62B

Previous: $3.33B+8.8%
Stock-Based Comp

$7.5M

Previous: $1.7M+341.2%

Revenue & EPS history

Schneider National · Revenue · Quarterly

$1.32B

Q4 2018+11%vs Q4 2017
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Schneider National · $1.32B total across 6 segments · Q4 2018

  • Truckload
    $580M
  • Logistics
    $280M
  • Intermodal
    $268M
  • Fuel surcharge
    $137M
  • Other
    $86.2M
  • Inter-segment eliminations
    -$29.8M

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 Q4 2018

Historical avgQ4 2018

+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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