Schneider National, Inc. (SNDR) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call reveals a decline in key financial metrics, including revenue, operating income, net income, and EPS, coupled with an increased operating ratio. Despite the lack of discussion on strategic initiatives or operational updates, the risks associated with forward-looking statements add to the negative sentiment. The absence of positive catalysts or new partnerships further supports a negative outlook for the stock price.
Key Financial Performance
Revenue $1.6 billion, down 5% year-over-year, primarily due to softer demand in the freight market.
Operating Income $120 million, a decrease of 10% year-over-year, attributed to increased operating costs and lower revenue.
Net Income $90 million, down 8% year-over-year, driven by higher interest expenses and reduced operating income.
Earnings Per Share (EPS) $0.50, a decline of 9% year-over-year, reflecting lower net income.
Operating Ratio 89.5%, an increase of 2 percentage points year-over-year, due to higher operating expenses.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges that forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from current expectations. This includes risks related to future expectations, forecast plans, and prospects for Schneider.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Baird Co
Ben Moore
CEO President
CFO Wadewitz
Chappell Evercore
Christian Wetherbee
Co Incorporated
Darrell Campbell
Director Jim
Division Jonathan
Division Jordan
Division PM
Division Scott
EDT Ben
Executive VP
Finance Rourke
Inc Schneider
Instructions Vice
Jim Filter
Jonathan Chappell
Jordan Alliger
LLC Ravi
Logistics Darrell
Moore Baird
Moore Citigroup
National Conference
PM EDT
President Investor
Relations remark
Research Division
Research LLC
Schneider National
Scott Group
SNDR Transcript
Schneider National, Inc. (SNDR) Q1 2026 Earnings Call Transcript
Unknown4-30
The earnings call reveals a decline in key financial metrics, including revenue, operating income, net income, and EPS, coupled with an increased operating ratio. Despite the lack of discussion on strategic initiatives or operational updates, the risks associated with forward-looking statements add to the negative sentiment. The absence of positive catalysts or new partnerships further supports a negative outlook for the stock price.
Schneider National, Inc. (SNDR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Neutral2-18
Schneider National, Inc. (SNDR) Q4 2025 Earnings Call Transcript
Unknown1-29
The earnings call indicates mixed signals: strong intermodal growth and cost-saving initiatives are positive, but challenges like auto plant shutdowns, unexpected CapEx increase, and vague responses to key questions create uncertainty. The market cap suggests moderate volatility, so a neutral stock movement is expected.
Schneider National, Inc. (SNDR) Presents at Baird 55th Annual Global Industrial Conference Transcript
Neutral11-12
SNDR Slides
SNDR Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
