Schneider National, Inc. Announces Third Quarter 2026 Results

Jim Filter, President and Chief Executive Officer of Schneider

“Our third-quarter performance demonstrates how our strategy has positioned the enterprise to convert improving market conditions into stronger earnings and margins”

Jim Filter, President and Chief Executive Officer of Schneider

“Disciplined revenue management, productivity gains, and cost reductions are improving our operating leverage, while our diversified multimodal platform gives us the agility to respond as customer needs and freight flows evolve.”

Jim Filter, President and Chief Executive Officer of Schneider

“Truckload earnings more than doubled year-over-year, reflecting Network’s return to profitability and continued progress on Dedicated portfolio actions. Intermodal delivered strong earnings growth supported by our differentiated offering and proactive price actions. While Logistics results were impacted by higher claim costs, the underlying business continued to improve including positive net revenue per order trends.”

Jim Filter, President and Chief Executive Officer of Schneider

“We continue to adapt our business to changes in the marketplace and strengthen Schneider’s long-term competitive position”

Jim Filter, President and Chief Executive Officer of Schneider

“We announced a new agreement with Norfolk Southern today and this is a strong example of that approach in action, further differentiating our Intermodal offering while enhancing service and supporting profitable growth.”

Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider

“Third quarter results underpin the progress we are making to structurally improve the business and position Schneider to generate stronger earnings as freight market conditions improve”

Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider

“As a result, the enterprise was able to deliver 66% growth in adjusted income from operations.”

Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider

“Based on our year-to-date performance and expectations for the remainder of the year, we are raising our full-year adjusted diluted earnings per share guidance to $1.00 to $1.10 and now expect net capital expenditures to be in a range of $325 million to $350 million”

Darrell Campbell, Executive Vice President and Chief Financial Officer of Schneider

“Our outlook anticipates continued contract rate recovery and further benefits from our productivity and cost initiatives, while also recognizing that peak season demand and driver capacity remain important variables as we close the year. The guidance assumes a full year effective tax rate of approximately 22%.”