Schneider National, Inc. (SNDR) Earnings Call Transcripts

Schneider National, Inc.'s Latest Earnings Call - June 9, 2026

In the second quarter of fiscal year 2026, Schneider National, Inc. reported stable demand amidst a tightening capacity environment, leading to improved spot rates. Revenue for the quarter was $1.5 billion, reflecting a 5% increase year-over-year, while earnings per share (EPS) came in at $0.85, exceeding analyst expectations by $0.10. Management maintained its full-year guidance, indicating that achieving the higher end of the range will depend on stable demand and effective cost management.

Reported metrics

Guidance from management

Management maintained its full-year EPS guidance of $0.70 to $1.00, indicating that achieving the higher end will depend on stable demand and effective cost management.

What management said

Yes. Okay. No, that makes sense. And let's touch a bit on the demand side. I think you said stable if we could kind of think about it, whether it's the obviously, housing has been sort of the piece that's been largely absent from any of the discussion. The consumer has probably been fairly resilient over the last couple of years. I think there's optimism that maybe industrial is getting better. We've seen ISM improve...

Yes. Seeing ISM is favorable. We're seeing those buckets are starting to flow through. What we haven't seen is with interest rates -- we came into the year expecting that we could see a couple of interest rate cuts. And at this point, we're probably just as likely to see an interest rate increase as a cut. And so those parts of our portfolio, home building everything that goes into a new home being created as well as...

What analysts pressed on

Analysts expressed concerns about the sustainability of demand and the potential for rising costs impacting margins. There were questions regarding how quickly pricing improvements would flow through to financials given the current market dynamics.

Main topics on the call

• Stable Demand with Capacity Exits — Management characterized demand as 'stable' with 'some pockets of strength,' while also noting that 'capacity is getting tighter' due to irrational capacity exiting the market. This dynamic is expected to support pricing...
• Impact of Regulatory Changes — The recent Montgomery ruling has heightened shippers' awareness of liability, with management stating, 'Now they have to care because now they're owning that liability.' This is expected to lead to a more selective appro...
• Cost Management Initiatives — Schneider has implemented a $400 million cost savings program, with management stating, 'We think that we're on a path to at least equal that, if not exceeded for 2026.' This focus on cost efficiency is crucial for margi...
• Intermodal Business Potential — Management indicated that intermodal is well-positioned due to rising fuel prices and tight truck capacity, stating, 'It's the right environment for intermodal.' They expect improved pricing dynamics in the coming quarte...

Read the full Schneider National, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 63 Schneider National, Inc. earnings call transcripts on record, spanning January 29, 2020 to July 30, 2026. Based on this history, Schneider National, Inc. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SNDR

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Ground Transportation

Calls on record

63

First call

January 29, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly