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Schneider National (SNDR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended March 2026, Schneider National (SNDR - Free Report) reported revenue of $1.4 billion, down 0.2% over the same period last year. EPS came in at $0.12, compared to $0.16 in the year-ago quarter.

The reported revenue represents a surprise of -0.78% over the Zacks Consensus Estimate of $1.41 billion. With the consensus EPS estimate being $0.11, the EPS surprise was +10.5%.

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: 97.6% compared to the 97.5% average estimate based on five analysts.
  • Intermodal - Operating Ratio: 95.7% versus the four-analyst average estimate of 94.4%.
  • Truckload - Operating Ratio: 96.7% versus the four-analyst average estimate of 96.9%.
  • Logistics - Operating Ratio: 97.9% versus 99% estimated by four analysts on average.
  • Revenues- Fuel surcharge: $155.4 million versus the five-analyst average estimate of $148.55 million. The reported number represents a year-over-year change of +8.3%.
  • Revenues- Intermodal: $253.5 million compared to the $261.62 million average estimate based on four analysts. The reported number represents a change of -2.7% year over year.
  • Revenues- Logistics: $312.3 million compared to the $332.87 million average estimate based on four analysts. The reported number represents a change of -5.9% year over year.
  • Revenues- Truckload: $618 million versus $615.35 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.
  • Revenues- Other: $99.6 million versus $90.5 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.
  • Revenues- Inter-segment eliminations: $-40.3 million compared to the $-39.88 million average estimate based on four analysts. The reported number represents a change of +10.4% year over year.
  • Revenues (excluding fuel surcharge)- Dedicated: $434 million compared to the $438.76 million average estimate based on two analysts. The reported number represents a change of -0.3% year over year.
  • Revenues (excluding fuel surcharge)- Network: $185.3 million versus $185.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.

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

Shares of Schneider National have returned +14.6% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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