Back to top

Image: Bigstock

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

Read MoreHide Full Article

Schneider National (SNDR - Free Report) reported $1.57 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 10.4%. EPS of $0.29 for the same period compares to $0.21 a year ago.

The reported revenue represents a surprise of +4.02% over the Zacks Consensus Estimate of $1.51 billion. With the consensus EPS estimate being $0.22, the EPS surprise was +31.82%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: 95.4% versus 96.2% estimated by five analysts on average.
  • Intermodal - Operating Ratio: 93% versus the four-analyst average estimate of 93.5%.
  • Truckload - Operating Ratio: 91.8% versus 93.9% estimated by four analysts on average.
  • Logistics - Operating Ratio: 96.8% versus the four-analyst average estimate of 97.7%.
  • Revenues- Fuel surcharge: $240.4 million compared to the $185.53 million average estimate based on five analysts. The reported number represents a change of +73.6% year over year.
  • Revenues- Intermodal: $262 million compared to the $267.66 million average estimate based on four analysts. The reported number represents a change of -1.2% year over year.
  • Revenues- Logistics: $376.1 million compared to the $342.18 million average estimate based on four analysts. The reported number represents a change of +10.8% year over year.
  • Revenues- Truckload: $627.6 million versus the four-analyst average estimate of $640.97 million. The reported number represents a year-over-year change of +0.9%.
  • Revenues- Other: $103.7 million versus the four-analyst average estimate of $101.52 million. The reported number represents a year-over-year change of +7.1%.
  • Revenues- Inter-segment eliminations: $-41.1 million compared to the $-42.66 million average estimate based on four analysts. The reported number represents a change of -1.4% year over year.
  • Revenues (excluding fuel surcharge)- Dedicated: $430.9 million versus $450.79 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
  • Revenues (excluding fuel surcharge)- Network: $196.6 million compared to the $195.27 million average estimate based on two analysts. The reported number represents a change of +8.1% year over year.

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

Shares of Schneider National have returned -3.1% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Published in