Schneider National Q3 revenue slightly beats estimates; raises 2026 EPS outlook
SNDR•Schneider National’s third-quarter revenue rose 9% to $1.59 billion, slightly above the $1.58 billion consensus, while adjusted diluted EPS of $0.29 missed the $0.30 estimate. The company raised its 2026 adjusted EPS outlook to $1.00-$1.10 and expects net capital expenditures of $325 million to $350 million.
1. Quarterly results
Third-quarter revenue increased 9% to $1.59 billion, slightly above analyst expectations of $1.58 billion. Adjusted diluted EPS was $0.29, below the $0.30 consensus; net income was $49.5 million and adjusted net income was $50.8 million.
2. Raised outlook
Schneider National raised its full-year 2026 adjusted diluted EPS guidance to $1.00-$1.10 and expects net capital expenditures of $325 million to $350 million. The outlook assumes continued contract rate recovery and benefits from productivity and cost initiatives. Truckload earnings more than doubled, while intermodal earnings grew; logistics results were affected by higher purchased transportation and insurance costs related to a prior-year claim.
