Schneider National Q4 revenue misses estimates, partly hurt by rise in costs
Overview
Transportation services firm's Q4 revenue and adjusted EPS missed analyst expectations
Company's Q4 results impacted by softer market conditions and increased costs
Company provided 2026 guidance with adjusted EPS of $0.70 - $1.00
Outlook
Schneider National expects full-year 2026 adjusted diluted EPS of $0.70 - $1.00
Company projects 2026 net capital expenditures of $400 - $450 mln
Result Drivers
SOFTER MARKET CONDITIONS - Schneider attributed Q4 results shortfall to softer market conditions and a truncated peak season, per CEO Mark Rourke
INCREASED COSTS - Rising third-party carrier capacity costs, unplanned auto production shutdowns, and heightened healthcare costs impacted Q4 results
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $1.40 bln | $1.45 bln (12 Analysts) |
Q4 Adjusted EPS | Miss | $0.13 | $0.20 (16 Analysts) |
Q4 EPS |
| $0.13 |
|
Q4 Adjusted Net Income |
| $23.40 mln |
|
Q4 Net Income |
| $22.10 mln |
|
Q4 Adjusted Operating Income |
| $38.20 mln |
|
Q4 Operating Income |
| $36.50 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the ground freight & logistics peer group is "buy"
Wall Street's median 12-month price target for Schneider National Inc is $31.00, about 2.6% above its January 28 closing price of $30.21
The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 18 three months ago
Press Release: ID:nBwc5xlN1a
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