Schneider National(SNDR) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Q1 2025 - Operating revenues increased to $1402 million from $1319 million in 1Q24[71] - Revenues excluding fuel surcharge were $1258 million, compared to $1163 million in 1Q24[71] - Adjusted income from operations improved nearly 50% year-over-year[76], rising from $30 million to $44 million[71, 98] - Adjusted diluted earnings per share increased from $011 to $016[71, 100] - Adjusted EBITDA increased to $155 million from $131 million in 1Q24[71, 99] Segment Results - Q1 2025 - Truckload revenues increased 14% year-over-year due to the acquisition of Cowan Systems[81] - Intermodal revenues increased 5% year-over-year primarily due to volume growth of 4%[85] - Logistics revenues increased 2% year-over-year due to the acquisition of Cowan Systems[89] Capital Allocation and Shareholder Returns - $170 million in dividends paid out year to date as of March 31, 2025[58] - $83 million of shares repurchased in the quarter[76] - Approximately $461 million remaining authorization for share repurchase program as of March 31, 2025[58]