NYSE$SNDR
Schneider National Inc · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
Schneider National's Q4 2019 results reflected solid performance amidst a muted seasonal peak, driven by core Truckload and Intermodal segments, with Logistics growth moderating rate compression.
Schneider National reported Q4 2019 operating revenues of $1.2 billion. Income from operations was $78.1 million, with an adjusted income from operations of $91.4 million. Diluted earnings per share stood at $0.32, while adjusted diluted earnings per share reached $0.37.
- Schneider National leveraged its portfolio and delivered solid results despite the muted seasonal peak of the fourth quarter.
- Core Truckload generated an operating ratio of 89.1% driven by the performance of Dedicated operations and effective cost management.
- Intermodal delivered a fourth quarter operating ratio of 87.7% and surpassed $1 billion in annual revenue for the first time in 2019.
- Logistics grew brokerage volumes which helped mitigate rate compression.
Headline financials
Revenue & EPS history
Schneider National · Revenue · Quarterly
$1.16B
Revenue by segment
Schneider National · $1.16B total across 6 segments · Q4 2019
- Truckload$495M-14.8%42.8%
- Intermodal$261M-2.5%22.6%
- Logistics$228M-18.7%19.7%
- Fuel surcharge$116M-15.5%10.0%
- Other$81.3M-5.7%7.0%
- Inter-segment eliminations-$24.3M+18.5%-2.1%
Forward guidance
The company's full year 2020 guidance for adjusted diluted EPS is $1.25 to $1.35, and net capital expenditures are expected to be approximately $310 million.
Tailwinds
- Optimistic about 2020 as we expect a supportive macroeconomic climate to lead to a more balanced marketplace, especially in the second half of the year as capacity levels rationalize.
- Expect to generate growth by delivering truck-like reliability in our Intermodal offering.
- Expect to generate growth by creative solutions in our Dedicated and specialty offerings.
- Expect to generate growth by deployment of new technology across our portfolio.
- Committed to deliver value to our customers, returns for our shareholders, and a quality experience for our professional drivers.
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 2019
+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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