Schneider National (SNDR) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - Schneider National (SNDR) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with earnings per share (EPS) estimated at $0.21, reflecting a 5% increase, and revenues projected at $1.45 billion, up 8.6% from the previous year [1][3]. Earnings Expectations - The upcoming earnings report is anticipated to be released on January 29, and the stock price may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 0.32% higher in the last 30 days, indicating a slight positive adjustment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Schneider National is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.11%, suggesting a bearish outlook from analysts [12]. - The company currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Schneider National was expected to post earnings of $0.21 per share but only achieved $0.12, resulting in a surprise of -42.86% [13]. - Over the past four quarters, Schneider National has only beaten consensus EPS estimates once [14]. Comparison with Industry Peers - C.H. Robinson Worldwide (CHRW), another player in the Zacks Transportation - Services industry, is expected to report earnings of $1.12 per share, indicating a year-over-year decline of 7.4%, with revenues projected at $3.96 billion, down 5.4% [18][19]. - C.H. Robinson has a higher Most Accurate Estimate leading to an Earnings ESP of +0.33% and a Zacks Rank of 3, suggesting a likely earnings beat [19][20].