StockWatch
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Trucking Freight/Courier Services
Quarterly ResultJul 30, 2026, 04:14 PM

Schneider Q2 Adjusted EPS $0.29, Revenue $1.6B; Raises FY26 EPS Guidance

AI Summary

Schneider National, Inc. announced strong financial results for the second quarter of 2026, with operating revenues increasing 10% to $1.6 billion and adjusted diluted earnings per share rising 38% to $0.29. Income from operations grew 30% to $71.4 million. The company raised its full-year 2026 adjusted diluted EPS guidance to $0.90-$1.10 and reduced its net capital expenditures guidance to $350-$400 million, citing improved market conditions and effective operational strategies.

Key Highlights

  • Q2 2026 Operating Revenues were $1.6 billion, a 10% increase from $1.4 billion in Q2 2025.
  • Q2 2026 Income from Operations rose 30% to $71.4 million from $55.0 million in Q2 2025.
  • Q2 2026 Diluted Earnings per Share was $0.28, up 40% from $0.20 in Q2 2025.
  • Q2 2026 Adjusted Diluted Earnings per Share was $0.29, a 38% increase from $0.21 in Q2 2025.
  • Full-year 2026 Adjusted Diluted EPS guidance raised to $0.90-$1.10 (previously $0.70-$1.00).
  • Full-year 2026 Net Capital Expenditures guidance lowered to $350-$400 million (previously $400-$450 million).
  • Truckload segment income from operations increased 28% to $51.4 million.
  • Logistics segment income from operations increased 53% to $12.1 million.