Q4 25 EPS
$0.13
MISS 35.03%
Est. $0.20
Q4 25 Revenue
$1.40B
MISS 3.68%
Est. $1.45B
vs S&P Since Q4 25
+35.3%
BEATING MARKET
SNDR +41.3% vs S&P +6.0%
Full Year 2025 Results
FY 25 EPS
$0.63
MISS 9.55%
Est. $0.70
FY 25 Revenue
$5.67B
MISS 0.94%
Est. $5.73B
Market Reaction
Did SNDR Beat Earnings? Q4 2025 Results
Schneider National delivered a disappointing finish to fiscal 2025, with Q4 earnings and revenue both falling short of Wall Street expectations as a challenging freight environment weighed heavily on results. The trucking and logistics giant posted a… Read more Schneider National delivered a disappointing finish to fiscal 2025, with Q4 earnings and revenue both falling short of Wall Street expectations as a challenging freight environment weighed heavily on results. The trucking and logistics giant posted adjusted diluted EPS of $0.13, missing the $0.20 consensus estimate by 35%, while revenue of $1.40 billion trailed forecasts by 3.71%, despite rising 4.5% year over year. CEO Mark Rourke attributed the shortfall to a confluence of headwinds, including softer market conditions beginning in November, a truncated peak season, spiking third-party carrier capacity costs, and unplanned auto production shutdowns among key customers. The Cowan Systems acquisition, completed in December 2024, helped lift Truckload revenues 9% and operating income 16%, but weakness in Logistics, where operating income plunged 69%, undercut those gains. Amid the results, Schneider also announced a leadership transition, with Jim Filter set to succeed Rourke as CEO on July 1, 2026. Looking ahead, management guided for full-year 2026 adjusted EPS of $0.70 to $1.00, targeting $40 million in additional cost savings and continued volume growth in intermodal and specialty dedicated services.
Key Takeaways
- • Cowan Systems acquisition drove 21% increase in Dedicated volume and 18% increase in Dedicated average truck count
- • Truncated peak season and softer-than-expected demand beginning in November
- • Spiking third-party carrier capacity costs compressed Logistics margins
- • Unplanned auto production shutdowns with certain customers
- • Heightened healthcare costs
- • Intermodal volume grew 3% but revenue per order declined 5%
- • Truckload operating ratio improved 30 basis points to 96.2%
- • Intermodal operating ratio improved 50 basis points to 93.3%
- • Logistics operating ratio deteriorated 180 basis points to 99.2%
SNDR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SNDR Revenue by Segment
With YoY comparisons, source: SEC Filings
“Fourth quarter results fell short of our guidance as a result of softer than expected market conditions beginning in November, particularly for volume, reflecting a very truncated peak season.”
— Mark Rourke, Q4 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% |