Multimodal transportation provider Schneider National’s fourth-quarter result and full-year 2026 guidance came in below expectations on Thursday, sending shares 16% lower in after-hours trading. Schneider (NYSE: SNDR) reported fourth-quarter adjusted earnings per share of 13 cents, 7 cents below both the consensus estimate and the year-ago result. Consolidated revenue of $1.4 billion was up 5% year over year, but $50 million light of consensus. Management said on a Thursday call with analysts that “soft ...

All right, turn it now [music] to the transports. Dow transports coming off a four-week win streak. And take a look at this chart.It could be a sign the freight recession is possibly coming to an end, or at least the demand environment is becoming more favorable for carriers. This is the sonar truckload rejection index. It's at a year high and its highest level since May of 2022.That was just before what is now considered by many the longest freight recession ever. I spoke with Craig Fuller from Freight Wav ...