Schneider Q2 FY26 net income rises 38% to $49.7 million; revenue climbs 10% to $1.57 billion

Schneider National posted Q2 2026 revenue of $1.57 billion, up 10%, as diluted EPS rose to $0.28, up 40%.

Operating income climbed 30% to $71.4 million, while operating ratio improved 0.7 percentage points to 95.4%.

Truckload operating income increased 28% to $51.4 million; intermodal rose 14% to $18.4 million.

Logistics operating income jumped 53% to $12.1 million; management cited pricing improvement in capacity-constrained areas.

Schneider raised full-year 2026 adjusted diluted EPS guidance to $0.90-$1.10, and cut its net capital expenditures outlook to $350 million-$400 million.