Loading...
•
Mar 31, 2025
Schneider National Q1 2025 Earnings Report
Reported first quarter 2025 results with increased revenue, income from operations, and earnings per share compared to the same period in 2024.
Key Takeaways
Schneider National, Inc. delivered first quarter 2025 results in line with expectations, navigating a fluid operating environment. Revenues excluding fuel surcharge increased 8% year over year, with all reportable segments showing improvement in revenues, earnings, and margin. The company saw increased Dedicated truck count, growth in Intermodal volumes with improved margins, and improved earnings and margin in Logistics despite lower volumes.
Operating revenues increased by 6% to $1.4 billion in Q1 2025 compared to $1.3 billion in Q1 2024.
Income from operations rose significantly by 47% to $42.1 million in Q1 2025 from $28.7 million in Q1 2024.
Diluted earnings per share increased to $0.15 in Q1 2025, a 50% increase from $0.10 in Q1 2024.
Adjusted diluted earnings per share grew to $0.16 in Q1 2025, up 45% from $0.11 in Q1 2024.
Revenue by Segment
Forward Guidance
Schneider updated its full-year 2025 adjusted diluted earnings per share guidance to $0.75 - $1.00 and its full-year net capital expenditure guidance to $325 - $375 million, reflecting the current macro-economic environment and tempered outlook while still expecting improved year-over-year results.
Positive Outlook
- Expect to deliver improved year-over-year results through 2025.
- Made significant progress in structurally positioning the business to be nimble.
- Efforts have allowed the company to deliver through uncertainty.
- Positioned to capitalize on enhanced operating leverage when the freight market improves.
- Updated guidance assumes a full year effective tax rate of 23.0% - 24.0%.
Challenges Ahead
- Current macro-economic environment is leading to declining consumer sentiment.
- Increasing shipper uncertainty.
- Outlook is tempered versus previous guidance ($0.90 - $1.20).
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...