Schneider National (SNDR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended September 2025, Schneider National (SNDR) reported revenue of $1.45 billion, up 10.4% over the same period last year. EPS came in at $0.12, compared to $0.18 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of +1.01%. The company delivered an EPS surprise of -42.86%, with the consensus EPS estimate being $0.21.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Schneider National performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Operating Ratio - Consolidated: 97.6% versus 96.2% estimated by five analysts on average.
• Intermodal - Operating Ratio: 94% versus the four-analyst average estimate of 93.4%.
• Truckload - Operating Ratio: 96.8% versus 94% estimated by four analysts on average.
• Logistics - Operating Ratio: 98.1% versus the four-analyst average estimate of 97.5%.
• Revenues- Fuel surcharge: $152.7 million compared to the $143.47 million average estimate based on five analysts. The reported number represents a change of +10.6% year over year.
• Revenues- Inter-segment eliminations: $-56.1 million versus $-39.23 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +46.9% change.
• Revenues- Logistics: $332.1 million versus the four-analyst average estimate of $328.12 million. The reported number represents a year-over-year change of +5.9%.
• Revenues- Other: $117.8 million versus $104.9 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12% change.
• Revenues (Excluding fuel surcharge): $1.3 billion versus the four-analyst average estimate of $1.29 billion. The reported number represents a year-over-year change of +10.4%.
• Revenues- Intermodal: $281.4 million compared to the $275.21 million average estimate based on four analysts. The reported number represents a change of +6.3% year over year.
• Revenues- Truckload: $624.5 million compared to the $631.49 million average estimate based on four analysts. The reported number represents a change of +17.3% year over year.
• Revenues (Excluding fuel surcharge)- Network: $187.4 million versus $199.29 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.

View all Key Company Metrics for Schneider National here>>>

Shares of Schneider National have returned +8.6% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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