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Summary of Schneider National 2026 Conference Call Company Overview - **Company**: Schneider National (NYSE: SNDR) - **Industry**: Trucking and Logistics Key Points Market Dynamics - The trucking market is experiencing a shift towards a more balanced supply-demand equilibrium, with spot pricing remaining attractive, particularly in the Midwest and Northeast regions [7][10] - Government enforcement actions are impacting capacity, particularly in the for-hire market, with estimates suggesting a potential removal of 5%-10% of capacity [17][19] - The demand environment has been stable, with resilient consumer behavior and balanced inventory levels among customers [13][15] Financial Performance and Outlook - The company anticipates adjusted EPS for 2026 to be in the range of $0.70-$1.00, with the lower end being conservative based on current market conditions [60][63] - There is a focus on earnings growth rather than just truck growth, with productivity improvements expected to drive earnings without significantly increasing headcount [31][54] - The company aims to recover from inflationary impacts and has set a cost savings target of $40 million for 2026 [56] Business Segments - **Dedicated Business**: Focused on long-term contracts to provide stable earnings, with a strategy to improve underperforming accounts [31][32] - **Intermodal Business**: Experienced seven consecutive quarters of growth, with a focus on differentiation and partnerships, particularly in the context of the Mexico market [46][49] - **Network Business**: Currently facing challenges but is expected to improve as market conditions stabilize [68] Cost Management - The company is implementing structural cost-cutting initiatives, including a 7% reduction in non-driver headcount for 2025, with ongoing efforts to manage third-party costs [54][56] - Inflationary pressures are being mitigated, but some costs are expected to persist, particularly in healthcare and logistics [55][59] Technology and Innovation - Schneider is investing in technology, including AI, to improve operational efficiency and reduce costs [87][89] - The company believes that technological advancements will enhance its competitive position in the market [88] Strategic Partnerships and Growth Opportunities - Schneider is focused on leveraging its partnerships with rail companies to enhance its intermodal offerings and improve service reliability [45][46] - The company is open to acquisitions to further strengthen its dedicated business segment [72] Challenges and Risks - The trucking industry is facing a tight labor market, which may push up driver wages, impacting margins [40][42] - The company acknowledges the cyclical nature of the trucking industry and is focused on strategies to compound earnings through cycles [76][78] Conclusion - Schneider National is positioned to navigate the current market dynamics with a focus on productivity, cost management, and strategic growth initiatives. The company is optimistic about its ability to recover margins and achieve long-term targets as market conditions improve [65][68]

J.B. Hunt ( NASDAQ: JBHT ) delivered more positives than negatives in the fourth quarter. It again saw the fruits of a $100-million cost reduction program (80 basis points of operating margin). Adjusted operating income was up 11% year over year even as revenue dipped 2%.The news caused a mid-teen percentage selloff in 3PL stocks. It also dragged down shares of asset-based carriers by mid-single digits. Both groups were up low-single-digits in midday trading on Friday.Industry participants and analysts larg ...

Core Insights - Schneider National, Inc. has achieved significant milestones in fuel efficiency and zero emissions, becoming the first major carrier to surpass 10 million zero emission miles with its Freightliner eCascadia fleet, setting a new industry standard for efficiency and responsible operations [1] - The company operates one of the largest battery electric vehicle (BEV) fleets in North America, with nearly 100 Freightliner eCascadias, and is recognized for its commitment to reducing emissions and enhancing supply chain efficiency [1] Fuel Efficiency and Emission Reduction - Schneider's investments in technology, equipment, and operational practices have led to a reduction of 33.5 million pounds of CO2 emissions, equivalent to removing over 13,000 gasoline-powered cars from the road for one year [1] - The company has consistently earned the highest U.S. Environmental Protection Agency (EPA) SmartWay Performance Rankings and has received the EPA SmartWay Excellence Award 13 times for improving freight efficiency [1] Innovative Technology and Training - The company's asset-based model includes advanced aerodynamics, idle-reduction technology, and lightweight tractors, which collectively lower fuel use and enhance operational efficiency [1] - Schneider's driver training programs, which incorporate simulation-based instruction, save over 335,000 gallons of fuel annually and include incentives for fuel-efficient driving [1] Intermodal Efficiency - Schneider's intermodal network allows for strategic conversion of freight from road to rail, enabling the movement of one ton of freight up to 500 miles on one gallon of fuel [1] - The company offers premium solutions like Schneider Fast Track for time-sensitive freight, ensuring seamless integration with customer supply chains [1] Infrastructure and Support - To support its BEV operations, Schneider has established one of the largest heavy-duty charging depots in South El Monte, California, capable of charging 32 trucks simultaneously [1] - The BEV fleet was supported by various grants, including those from the California Air Resources Board and the California Energy Commission's Joint Electric Truck Scaling Initiative (JETSI) [1]

GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced participation in the following investment conference: Citi's 2026 Global Industrial Tech and Mobility Conference: Wednesday, February 18, 2026. Mark Rourke, President and Chief Executive Officer, and Darrell Campbell, Executive Vice President and Chief Financial Officer, will participate in a fireside chat and a series of in. ...

Core Insights - Schneider National, Inc. (SNDR) reported disappointing fourth-quarter 2025 results, with earnings and revenues missing the Zacks Consensus Estimate [1] Financial Performance - Quarterly earnings per share (EPS) of 13 cents missed the Zacks Consensus Estimate of 21 cents and declined 35% from the year-ago quarter [2] - Operating revenues of $1.39 billion lagged the Zacks Consensus Estimate of $1.45 billion but improved 4.5% year over year [2] - Revenues (excluding fuel surcharge) increased 4% year over year to $1.25 billion [2] - Income from operations (adjusted) fell 14% from the prior-year quarter to $36.5 million [3] Segment Performance - Truckload revenues (excluding fuel surcharge) for Q4 2025 were $610 million, up 9% year over year, driven by a 21% increase in Dedicated volume due to the Cowan Systems acquisition [4] - Truckload income from operations totaled $23 million in Q4 2025, up 16% year over year, despite increased expenses [5] - Intermodal revenues (excluding fuel surcharge) for Q4 2025 were $268.2 million, down 3% year over year, due to a 5% decrease in revenue per order [6] - Intermodal income from operations was $18.0 million, up 5% year over year, attributed to volume growth and lower transportation costs [7] - Logistics revenues (excluding fuel surcharge) for Q4 2025 were $329.3 million, up 2% year over year, due to the Cowan Systems acquisition [8] - Logistics income from operations was $2.6 million, down 69% year over year, impacted by lower brokerage volume [9] Liquidity and Cash Flow - Cash and cash equivalents at the end of Q4 were $201.5 million, up from $194.1 million in the prior quarter [12] - Long-term debt decreased to $390.9 million from $509.8 million in the prior quarter [12] - Generated $186 million of cash from operations in the reported quarter, with net capital expenditures of $31.5 million [12] Shareholder Returns - In February 2023, SNDR announced a $150 million stock repurchase program, repurchasing 4.4 million Class B shares for $110.1 million by December 31, 2025 [13] - A new $150 million share repurchase program was authorized in January 2026 [13] - A dividend hike of 5% was declared, raising the quarterly cash dividend to 10 cents per share from 9.5 cents, payable on April 8, 2026 [14] 2026 Outlook - SNDR expects 2026 adjusted EPS in the range of 70 cents to $1.00, with an effective tax rate of 24% [11][15] - Net capital expenditures are expected to be between $400 million and $450 million [15]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - TechCreate Group Ltd. (TCGL) is up 99% at $205.71 - VivoSim Labs, Inc. (VIVS) is up 74% at $2.96 - La Rosa Holdings Corp. (LRHC) is up 55% at $4.66 - Sandisk Corporation (SNDK) is up 23% at $668.13 - Springview Holdings Ltd (SPHL) is up 19% at $4.76 - BUUU Group Limited (BUUU) is up 16% at $10.86 - Deckers Outdoor Corporation (DECK) is up 11% at $111.64 - Lumentum Holdings Inc. (LITE) is up 10% at $419.58 - Chanson International Holding (CHSN) is up 10% at $2.15 - Century Therapeutics, Inc. (IPSC) is up 9% at $2.20 [3] Premarket Losers - Kaixin Holdings (KXIN) is down 43% at $5.70 - Brand Engagement Network, Inc. (BNAI) is down 32% at $35.56 - PennyMac Financial Services, Inc. (PFSI) is down 21% at $117.50 - Schneider National, Inc. (SNDR) is down 19% at $24.05 - Moolec Science SA (MLEC) is down 19% at $5.23 - Nuwellis, Inc. (NUWE) is down 18% at $3.43 - Digital Currency X Technology Inc. (DCX) is down 16% at $3.44 - Serina Therapeutics, Inc. (SER) is down 15% at $3.03 - Namib Minerals (NAMM) is down 11% at $5.00 - ZeroStack Corp. (ZSTK) is down 6% at $11.00 [4]

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Core Insights - Schneider National reported revenue of $1.4 billion for the quarter ended December 2025, reflecting a year-over-year increase of 4.5% but a revenue surprise of -3.78% compared to the Zacks Consensus Estimate of $1.45 billion [1] - The company's EPS was $0.13, down from $0.20 in the same quarter last year, resulting in an EPS surprise of -37.68% against the consensus estimate of $0.21 [1] Financial Performance Metrics - The consolidated operating ratio was reported at 97.4%, higher than the five-analyst average estimate of 95.9% [4] - The intermodal operating ratio was 93.3%, slightly below the four-analyst average estimate of 93.4% [4] - The truckload operating ratio was 96.2%, compared to the average estimate of 94.6% by four analysts [4] - The logistics operating ratio was 99.2%, exceeding the four-analyst average estimate of 97.5% [4] Revenue Breakdown - Fuel surcharge revenue was $145.7 million, surpassing the average estimate of $138.43 million, marking a year-over-year increase of 9.2% [4] - Intermodal revenue was $268.2 million, below the estimated $288.24 million, representing a year-over-year decrease of 2.9% [4] - Logistics revenue reached $329.3 million, slightly below the average estimate of $339.54 million, with a year-over-year increase of 1.7% [4] - Truckload revenue was reported at $610 million, lower than the estimated $637.21 million, but showing a year-over-year increase of 8.9% [4] - Other revenue was $89.3 million, below the average estimate of $93.53 million, with a year-over-year increase of 0.6% [4] - Inter-segment eliminations revenue was reported at -$42.9 million, better than the estimated -$48.85 million, reflecting a year-over-year decrease of 0.9% [4] - Dedicated revenue (excluding fuel surcharge) was $425.7 million, below the estimated $443.15 million, with a year-over-year increase of 13.4% [4] - Network revenue (excluding fuel surcharge) was $183.9 million, below the average estimate of $195.07 million, representing a year-over-year decrease of 0.7% [4] Stock Performance - Schneider National's shares have returned +13.9% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Schneider National reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.21 per share, representing a -37.68% earnings surprise [1] - The company posted revenues of $1.4 billion for the quarter, which was 3.78% below the Zacks Consensus Estimate, compared to $1.34 billion in the same quarter last year [2] - The stock has increased by approximately 13.9% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] Earnings Performance - Over the last four quarters, Schneider National has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $0.16, with expected revenues of $1.44 billion, and for the current fiscal year, the estimate is $1.09 on $6 billion in revenues [7] Market Outlook - The company's earnings outlook is crucial for assessing future stock performance, with recent estimate revisions trending unfavorably, resulting in a Zacks Rank 4 (Sell) [6] - The Transportation - Services industry, to which Schneider National belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8] Comparisons with Peers - Expeditors International, another company in the same industry, is expected to report quarterly earnings of $1.46 per share, reflecting a year-over-year decline of -13.1% [9] - The consensus EPS estimate for Expeditors has been revised 2.7% higher over the last 30 days, with expected revenues of $2.8 billion, down 5.4% from the previous year [10]