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Mar 31, 2021
Schneider National Q1 2021 Earnings Report
Schneider National reported strong Q1 2021 results, driven by its multi-modal portfolio and effective yield management, despite weather disruptions and capacity challenges.
Key Takeaways
Schneider National, Inc. reported a strong first quarter with operating revenues of $1.2 billion and diluted earnings per share of $0.31. The company's multi-modal strategy and effective yield management contributed to the most profitable first quarter in its history, despite weather-related disruptions and capacity constraints.
Achieved the most profitable first quarter in company history.
Truckload segment demonstrated effective yield management and dedicated new business growth.
Intermodal segment experienced 23% year-over-year earnings growth, driven by Eastern operations.
Logistics segment achieved record first quarter revenue and earnings.
Schneider National
Schneider National
Schneider National Revenue by Segment
Revenue by Segment
Truckload Revenue
CapyFin.comIntermodal Revenue
CapyFin.comLogistics Revenue
CapyFin.comOther Revenue
CapyFin.comFuel Surcharge Revenue
CapyFin.comInter-segment eliminations Revenue
CapyFin.com Forward Guidance
The company anticipates strong demand, improved intermodal network fluidity, and constrained driver capacity throughout 2021. The updated full year adjusted diluted earnings per share guidance is $1.60 - $1.70, and the full year guidance for net capital expenditures is updated to a range of $375 million to $425 million subject to potential OEM supply chain issues.
Positive Outlook
- Strong demand anticipated
- Improved intermodal network fluidity expected
- Constrained driver capacity expected
- Adjusted diluted earnings per share guidance updated to $1.60 - $1.70
- Full year guidance for net capital expenditures updated to a range of $375 million to $425 million
Challenges Ahead
- Potential OEM supply chain issues
Revenue & Expenses
Visualization of income flow from segment revenue to net income