SNDR Earnings Prediction
The chart below shows how SNDR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SNDR sees a -2.78% change in stock price 10 days leading up to the earnings, and a -0.55% change 10 days following the report. On the earnings day itself, the stock moves by +0.86%. This data can give you a slight idea of what to expect for the next quarter's release.
SNDR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.34B
-2.38%
1.78%
Gross Margin
54.84%
4.28%
-0.18%
Operating Margin
3.27%
40.95%
-0.30%
Net Margin
2.43%
21.50%
4.29%
EPS
0.19
26.67%
11.76%
No Data Available
SNDR Earnings Analysis
Schneider National Inc Corporation (SNDR.N) Earnings Conference Call
Positive
Dedicated Fleet Expansion: 70% of Schneider's truckload fleet is now in dedicated contract configurations, up from 33% in 2017, indicating a significant strategic shift towards dedicated solutions.
Acquisition Synergies Expected: The acquisition of Cowen Systems is expected to generate annual synergies of $20 million to $30 million after year one, enhancing operational efficiency and profitability.
Operational Performance Surge: In Q4, adjusted income from operations increased by 40% year over year to $45 million, reflecting strong operational performance across segments.
Intermodal Revenue Increase: Intermodal revenues excluding fuel surcharge rose to $276 million in Q4, a 6% increase compared to the same period last year, driven by volume growth and higher revenue per order.
Logistics Operating Income Surge: Logistics segment operating income increased by nearly 40% year over year to $9 million in Q4, demonstrating effective net revenue management despite lower overall revenues.
Negative
Limited Operating Income Growth: Truckload operating income was $20,000,000, which was only a 5% increase year over year, indicating limited growth despite higher revenues due to increased safety reserve estimates.
Logistics Revenue Decline: Logistics revenues excluding fuel surcharge were $324,000,000 in the 4th quarter, down 5% year over year, primarily due to lower brokerage revenue per order and volumes, reflecting a challenging market environment.
Operating Ratio Challenges: The truckload operating ratio remained flat at 96.5%, suggesting ongoing inefficiencies and challenges in improving profitability despite slight revenue growth.
Rising Insurance Expenses: Insurance expenses increased from 2.8% to 3.8% of revenue, driven by elevated nuclear verdicts and litigation costs, indicating a rising trend in operational risk and cost.
Earnings Per Share Guidance: The adjusted earnings per share guidance for 2025 is set at $0.90 to $1.20, with the lower end reflecting a continuation of current conditions, suggesting potential stagnation in earnings growth.
SNDR FAQs
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SNDR Earning Call Sentiment
Earnings call transcript: Schneider National Q4 2024 sees stable EPS, revenue dip
SNDR.N
-0.25%Positive
The earnings report shows strong financial performance with increased revenues and operating income across key segments. Despite some challenges like competitive pressures and increased insurance costs, the company maintains positive guidance and a strategic focus on growth. The Q&A reveals constructive rate renewal discussions and expected capacity growth in 2025, which are positive indicators. The market cap suggests moderate volatility, leading to a prediction of a positive stock price movement of 2% to 8% over the next two weeks.
