Schneider National Q2 revenue beats estimates
SNDR•Drivers of the quarter
The company said earnings improvement was driven by disciplined revenue management, cost reduction, and productivity initiatives.
In the Truckload segment, improved network price and productivity, equipment utilization, and higher gains on equipment sales drove income growth, partially offset by increased purchased transportation and maintenance costs.
Full-year outlook raised
Schneider National raised full-year 2026 adjusted diluted EPS guidance to $0.90-$1.10. The company expects 2026 net capital expenditures to be $350-$400 mln.
The company said it expects capacity rationalization to support freight conditions in the second half.
Analyst coverage and valuation
The current average analyst rating on the shares is buy, with 6 strong buy or buy, 10 hold, and no sell or strong sell recommendations.
The average consensus recommendation for the ground freight and logistics peer group is buy.
Wall Street's median 12-month price target for Schneider National Inc is $39.00, about 10.6% above its July 29 closing price of . The stock recently traded at the next 12-month earnings versus a P/E of three months ago.
