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Dec 31, 2025
Schneider National Q4 2025 Earnings Report
Schneider National reported a decrease in operating income and net income for the fourth quarter of 2025, with diluted earnings per share also declining compared to the previous year.
Key Takeaways
Schneider National's fourth quarter 2025 results fell short of guidance due to softer-than-expected market conditions, particularly in November, leading to a truncated peak season. Despite some late December improvements, tempered demand, spiking third-party carrier costs, unplanned auto production shutdowns, and heightened healthcare costs negatively impacted performance. The company is focusing on structural improvements and cost savings for 2026.
Operating revenues increased by 5% to $1,399.6 million in Q4 2025 compared to Q4 2024.
Income from operations decreased by 14% to $36.5 million in Q4 2025.
Diluted earnings per share decreased by 28% to $0.13 in Q4 2025.
Adjusted diluted earnings per share decreased by 35% to $0.13 in Q4 2025.
Revenue by Segment
Forward Guidance
Schneider National's full year 2026 adjusted diluted earnings per share guidance is $0.70 - $1.00, with net capital expenditures expected to be $400 - $450 million, primarily for replacement capital. The company aims to drive growth through differentiation, operational and capital discipline, and continued cost savings.
Positive Outlook
- Focus on building on progress in driving growth through differentiation and maintaining operational and capital discipline.
- Continued growth in specialty dedicated and intermodal volumes, especially in Mexico.
- Leveraging a multi-modal platform to adapt to evolving market conditions.
- Achieved 2025 cost savings target and aiming for another $40 million in targeted cost savings in 2026.
- Capacity continuing to exit the market at an accelerated pace due to regulatory actions, supportive of improving market conditions.
Challenges Ahead
- Fourth quarter results fell short of guidance due to softer-than-expected market conditions.
- Tempered demand characterized much of the quarter, impacting performance.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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