Schneider National (SNDR) Reports Q4 Earnings: What Key Metrics Have to Say

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]