NYSE$SNDR
Schneider National Inc · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Schneider National reported results for the fourth quarter and year ended December 31, 2022. The company reported operating revenues of $1.6 billion and diluted earnings per share of $0.62.
Schneider National reported Q4 2022 operating revenues of $1.6 billion and diluted earnings per share of $0.62. The company's Truckload revenues excluding fuel surcharge increased by 4%, while Logistics revenues excluding fuel surcharge decreased by 22%. The company expects freight demand to strengthen as the year progresses.
- Operating revenues were $1.6 billion.
- Diluted earnings per share were $0.62.
- Truckload revenues excluding fuel surcharge increased by 4%.
- Logistics revenues excluding fuel surcharge decreased by 22%.
Headline financials
Revenue & EPS history
Schneider National · Revenue · Quarterly
$1.56B
Revenue by segment
Schneider National · $1.56B total across 6 segments · Q4 2022
- Truckload$545M+4.2%34.9%
- Logistics$425M-22.4%27.2%
- Intermodal$316M-0.7%20.2%
- Fuel surcharge$214M+64.6%13.7%
- Other$89.8M+11.7%5.8%
- Inter-segment eliminations-$28M-15.2%-1.8%
Forward guidance
The company anticipates that 2023 will finish stronger than it began and that freight demand will strengthen as the year progresses. The company's guidance for full year 2023 adjusted diluted EPS is $2.15 - 2.35. Net capital expenditures guidance for full year 2023 is approximately $525 - $575 million, with an expected full year effective tax rate of approximately 24.5%.
Tailwinds
- Freight demand will strengthen as the year progresses.
- Full year 2023 adjusted diluted EPS guidance of $2.15 - 2.35.
- Full year 2023 net capital expenditures guidance of $525 - $575 million.
- Expected full year effective tax rate of approximately 24.5%.
- Demonstrating the resilience of our diverse portfolio through evolving market conditions.
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 2022
+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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