Q1 25 EPS
$0.16
BEAT +15.27%
Est. $0.14
Q1 25 Revenue
$1.40B
MISS 0.60%
Est. $1.41B
vs S&P Since Q1 25
+34.1%
BEATING MARKET
SNDR +63.5% vs S&P +29.4%
Market Reaction
Did SNDR Beat Earnings? Q1 2025 Results
Schneider National posted a mixed but broadly constructive first quarter, beating the bottom-line consensus while coming in just shy on revenue as the Cowan Systems acquisition and a strong Intermodal turnaround offset a softer freight backdrop. Adju… Read more Schneider National posted a mixed but broadly constructive first quarter, beating the bottom-line consensus while coming in just shy on revenue as the Cowan Systems acquisition and a strong Intermodal turnaround offset a softer freight backdrop. Adjusted diluted EPS of $0.16 topped the $0.14 consensus estimate by 15.27%, rising 45% year over year, while operating revenue of $1.40 billion grew 6.3% from a year ago but fell 0.60% short of the $1.41 billion Wall Street expected. The Cowan-driven expansion of Dedicated trucking, where average truck count surged 27% to 8,543 trucks, was the standout operational story, complemented by Intermodal's operating ratio improving 250 basis points to 94.7% as enterprise income from operations climbed 47% to $42.10 million. The board also declared a quarterly dividend of $0.10 per share, signaling continued capital return amid the uncertainty. Management tempered the outlook, cutting full-year 2025 adjusted diluted EPS guidance to $0.75 to $1.00 from a prior $0.90 to $1.20, citing declining consumer sentiment and growing shipper caution tied to the broader macroeconomic environment.
Key Takeaways
- • Cowan Systems acquisition contributing to Truckload Dedicated growth (27% truck count increase YoY)
- • Improved revenue per truck per week across both Network and Dedicated operations
- • Intermodal volume growth of 4% and improved revenue per order
- • Enhanced rail network optimization and cost containment actions in Intermodal
- • Effective brokerage net revenue management in Logistics
- • All three reportable segments improved revenues, earnings, and margins year over year
SNDR YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
SNDR Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered results for the quarter in line with our expectations while navigating the fluid operating environment. Revenues excluding fuel surcharge of nearly $1.3 billion were the second highest for a first quarter in our history, and all our reportable segments improved revenues, earnings, and margin year over year. As the quarter progressed, increasing economic uncertainty lowered consumer sentiment and market expectations.”
— Mark Rourke, Q1 2025 Earnings Press Release
SNDR Earnings Trends
SNDR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SNDR EPS Trend
Earnings per share: estimate vs actual
SNDR Revenue Trend
Quarterly revenue: estimate vs actual
SNDR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.10 | $0.12 | +22.95% | $1.40B | -1.50% |
| Q4 25 MISS FY | $0.20 | $0.13 | -35.03% | $1.40B | -3.68% |
| FY Full Year | $0.70 | $0.63 | -9.55% | $5.67B | -0.94% |
| Q3 25 MISS | $0.20 | $0.12 | -41.29% | $1.45B | +1.48% |
| Q2 25 BEAT | $0.20 | $0.21 | +3.91% | $1.42B | +0.73% |
| Q1 25 BEAT | $0.14 | $0.16 | +15.27% | $1.40B | -0.60% |