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Jun 30
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.
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
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.
- Risks related to demand for service offerings.
- Fluctuations in the price or availability of fuel and the ability to recover fuel costs.