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Schneider National (SNDR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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Schneider National (SNDR - Free Report) reported $1.59 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.2%. EPS of $0.29 for the same period compares to $0.12 a year ago.
The reported revenue represents a surprise of +0.09% over the Zacks Consensus Estimate of $1.58 billion. With the consensus EPS estimate being $0.29, the company has not delivered EPS surprise.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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% compared to the 95.1% average estimate based on five analysts.
Intermodal - Operating Ratio: 92.1% compared to the 92.4% average estimate based on four analysts.
Truckload - Operating Ratio: 93% versus the four-analyst average estimate of 92.4%.
Logistics - Operating Ratio: 100% compared to the 96.7% average estimate based on four analysts.
Revenues- Fuel surcharge: $240.2 million compared to the $220.11 million average estimate based on five analysts. The reported number represents a change of +57.3% year over year.
Revenues- Intermodal: $287.7 million versus $293.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.
Revenues- Logistics: $372.5 million compared to the $355.41 million average estimate based on four analysts. The reported number represents a change of +12.2% year over year.
Revenues- Other: $109 million compared to the $124.87 million average estimate based on four analysts. The reported number represents a change of -7.5% year over year.
Revenues- Inter-segment eliminations: $-48.9 million versus $-55.82 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -12.8% change.
Revenues (excluding fuel surcharge)- Total Truckload: $624.8 million versus $1.37 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -51.9% change.
Revenues- Truckload: $624.8 million versus $639.97 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.1% change.
Revenues (excluding fuel surcharge)- Network: $196.5 million compared to the $209.95 million average estimate based on two analysts. The reported number represents a change of +4.9% year over year.
Shares of Schneider National have returned -6.7% over the past month versus the Zacks S&P 500 composite's +0.9% 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.
View the Zacks #1 Rank List
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Schneider National (SNDR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Schneider National (SNDR - Free Report) reported $1.59 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.2%. EPS of $0.29 for the same period compares to $0.12 a year ago.
The reported revenue represents a surprise of +0.09% over the Zacks Consensus Estimate of $1.58 billion. With the consensus EPS estimate being $0.29, the company has not delivered EPS surprise.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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:View all Key Company Metrics for Schneider National here>>>
Shares of Schneider National have returned -6.7% over the past month versus the Zacks S&P 500 composite's +0.9% 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.