10-K · February 20, 2026
Schneider (SNDR) positions itself as a multimodal North American transportation and logistics platform focused on Truckload, Intermodal and Logistics, leveraging agentic AI and data science to drive operations. The…
Earnings analysis · 10-Q
SNDR earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
SNDR reported Q1 2026 results with revenues of $1.399 billion, falling short of estimates by approximately 1.3%. However, earnings per share outperformed estimates, coming in at $0.12 versus the expected $0.10. The…
Read full summary
SNDR reported Q1 2026 results with revenues of $1.399 billion, falling short of estimates by approximately 1.3%. However, earnings per share outperformed estimates, coming in at $0.12 versus the expected $0.10. The company noted a decline in both income from operations and net income compared to the same quarter last year, largely due to decreased logistics revenue and higher operational costs, while maintaining its full-year EPS guidance.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.12
What stood out
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EPS Beats Expectations
Actual diluted EPS for Q1 2026 was $0.12, exceeding estimates of $0.10.
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Revenue Decline in Logistics Segment
Logistics segment revenues decreased by $19.7 million, or approximately 6%, driven by decreased brokerage volume.
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Gross Margin Stability
Gross margin for Q1 2026 was 62.7%, slightly up from 62.8% in Q4 2025.
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Free Cash Flow Turnaround
Free cash flow improved to $48.1 million from a negative $5.4 million in Q1 2025.
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Cash and Cash Equivalents Increased
Cash and cash equivalents increased to $227.8 million, up from $201.5 million at year-end 2025.
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Operating Cash Flow Stability
Net cash provided by operating activities was $92.9 million, slightly increasing from $91.7 million in Q1 2025.
What to watch
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Increased Operating Costs
Fuel and fuel taxes for company trucks rose by $12.8 million, or 12%, compared to the previous year.
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Freight Market Volatility
Revenues are impacted by fluctuations in demand and pricing, particularly within the logistics and intermodal segments.
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Regulatory and Operational Risks
Ongoing operational constraints and regulatory changes may affect profitability, particularly in the logistics sector.
Management's outlook
2026 adjusted diluted EPS guidance remains unchanged at $0.70 - $1.00.
Earlier filings 4
10-Q · October 30, 2025
Schneider reported Q3 2025 operating revenues of $1,452.4 million (up $136.7 million YoY from $1,315.7 million) while diluted EPS declined to $0.11 (from $0.17 a year ago). Income from operations fell to $35.3 million,…
10-Q · July 31, 2025
Schneider reported Q2 operating revenues of $1,420.5 million (up from $1,316.7 million a year ago) with income from operations of $55.0 million and net income of $36.0 million. Basic EPS was $0.21 (diluted $0.20),…
10-Q · May 1, 2025
Schneider reported quarter-over-quarter strength in top-line and operating results: operating revenues rose to $1,401.8 million (from $1,319.0 million in prior year) and income from operations increased to $42.1 million…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.