Schneider National, Inc. Announces Second Quarter 2026 Results
Schneider National reported Q2 2026 operating revenue of $1.57 billion, up 10% year-over-year, while income from operations jumped 30% to $71.4 million driven by pricing improvements and productivity gains. The company raised its full-year 2026 adjusted diluted EPS guidance to $0.90-$1.10, an increase from the prior range of $0.70-$1.00, citing stronger-than-anticipated realization from non-compliant capacity exiting the market. Adjusted operating ratio improved by 110 basis points to 94.5%, with all three segments—Truckload, Intermodal, and Logistics—posting year-over-year improvements.
Key figures
- Eps
- 0.28
- Guidance
- Full year 2026 Adjusted Diluted Earnings per Share $0.90-$1.10, raised from $0.70-$1.00
- Revenue Yoy
- 10%
- Net capex
- $350 - $400 million
- Adjusted eps
- 0.29
- Adjusted ebitda
- 180000000
- Buyback program
- $150.0 million
- Operating ratio
- 95.4%
- Operating income
- 71400000
- Adjusted operating ratio
- 94.5%
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.