Schneider National’s Q4 income from operations falls 14%

Group 1 - Schneider National's acquisition of Cowan Systems is proving beneficial as the company navigates weak demand in the trucking industry, which has persisted for over three years [3] - The company is focusing on growing its dedicated business segment, particularly in specialty equipment, which now constitutes a majority of its pipeline [4] - Schneider is experiencing strength in specific verticals such as food and beverage, home improvement, and automotive, contributing to a more durable business model [4] Group 2 - In Q4, Schneider National reported a 14% year-over-year decline in income from operations, totaling $36.5 million, due to weak freight conditions and lower volumes [6] - Despite the overall profitability decline, revenues in the truckload segment increased by 9% year-over-year to $49.9 million, driven by the acquisition of Cowan Systems [6] - The company has set its full-year 2026 guidance to range between 70 cents and $1 [6]