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Jun 30, 2025
Schneider National Q2 2025 Earnings Report
Schneider National reported a quarter of earnings growth driven by solid execution in its Truckload and Intermodal segments, with consistent demand trends despite ongoing economic uncertainty.
Key Takeaways
Schneider National, a leading transportation and logistics services company, announced strong results for the second quarter of 2025, with operating revenues increasing by 8% to $1.42 billion and income from operations rising by 8% to $55.0 million. The company maintained diluted EPS at $0.20 and adjusted diluted EPS at $0.21, demonstrating solid execution and strategic growth, particularly in its Truckload and Intermodal segments.
Operating revenues increased by 8% to $1,420.5 million in Q2 2025 compared to Q2 2024.
Income from operations grew by 8% to $55.0 million in Q2 2025, up from $51.0 million in Q2 2024.
Diluted earnings per share remained flat at $0.20, while adjusted diluted earnings per share also remained flat at $0.21.
The Truckload segment saw a 31% increase in income from operations, driven by the acquisition of Cowan Systems and improved revenue per truck per week.
Revenue by Segment
Forward Guidance
Schneider National updated its full-year 2025 adjusted diluted earnings per share guidance to $0.75 - $0.95, assuming an effective tax rate of 23.0% - 24.0%. Net capital expenditure guidance remains unchanged at $325 - $375 million.
Positive Outlook
- Continued focus on controlling costs and enhancing asset efficiency.
- Diligence in customer allocations to optimize performance.
- Leaning into areas of differentiation to drive above-market organic growth.
- Supplementing organic growth with accretive acquisitions.
- Expectation to deliver year-over-year improvement in earnings in 2025.
Challenges Ahead
- Timing and impact of trade, legislative, and regulatory policy remain uncertain.
- Industry continues to grapple with select areas of cost inflation.
- Potential for economic and market conditions to be unfavorable, including inflation, tariffs, and trade disputes.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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