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Compared to Estimates, Schneider National (SNDR) Q2 Earnings: A Look at Key Metrics

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Schneider National (SNDR - Free Report) reported $1.42 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 7.9%. EPS of $0.21 for the same period compares to $0.21 a year ago.

The reported revenue represents a surprise of -0.24% over the Zacks Consensus Estimate of $1.42 billion. With the consensus EPS estimate being $0.21, the company has not delivered EPS surprise.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Schneider National performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operating Ratio - Consolidated: 96.1% versus 95.9% estimated by five analysts on average.
  • Intermodal - Operating Ratio: 93.9% versus the four-analyst average estimate of 94.4%.
  • Truckload - Operating Ratio: 93.6% compared to the 94.8% average estimate based on four analysts.
  • Logistics - Operating Ratio: 97.7% versus 97.2% estimated by four analysts on average.
  • Revenues- Fuel surcharge: $138.5 million versus $141.51 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -6.9% change.
  • Revenues- Inter-segment eliminations: $-41.7 million compared to the $-33.34 million average estimate based on five analysts. The reported number represents a change of +4.5% year over year.
  • Revenues- Logistics: $339.6 million compared to the $327.16 million average estimate based on four analysts. The reported number represents a change of +6.5% year over year.
  • Revenues- Other: $96.8 million versus the four-analyst average estimate of $98.43 million. The reported number represents a year-over-year change of +1.3%.
  • Revenues (Excluding fuel surcharge): $1.28 billion versus $1.28 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.8% change.
  • Revenues- Intermodal: $265.1 million versus $256.21 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
  • Revenues- Truckload: $622.2 million versus $633.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.2% change.
  • Revenues (Excluding fuel surcharge)- Network: $181.9 million compared to the $193.67 million average estimate based on two analysts. The reported number represents a change of -6.1% year over year.

View all Key Company Metrics for Schneider National here>>>

Shares of Schneider National have returned -4.6% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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