For the quarter ended December 2025, Schneider National (SNDR) reported revenue of $1.4 billion, up 4.5% over the same period last year. EPS came in at $0.13, compared to $0.20 in the year-ago quarter.
The reported revenue represents a surprise of -3.78% over the Zacks Consensus Estimate of $1.45 billion. With the consensus EPS estimate being $0.21, the EPS surprise was -37.68%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: 97.4% versus the five-analyst average estimate of 95.9%.
- Intermodal - Operating Ratio: 93.3% versus the four-analyst average estimate of 93.4%.
- Truckload - Operating Ratio: 96.2% versus 94.6% estimated by four analysts on average.
- Logistics - Operating Ratio: 99.2% versus 97.5% estimated by four analysts on average.
- Revenues- Fuel surcharge: $145.7 million compared to the $138.43 million average estimate based on five analysts. The reported number represents a change of +9.2% year over year.
- Revenues- Intermodal: $268.2 million versus $288.24 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.9% change.
- Revenues- Logistics: $329.3 million versus $339.54 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.7% change.
- Revenues- Truckload: $610 million compared to the $637.21 million average estimate based on four analysts. The reported number represents a change of +8.9% year over year.
- Revenues- Other: $89.3 million compared to the $93.53 million average estimate based on four analysts. The reported number represents a change of +0.6% year over year.
- Revenues- Inter-segment eliminations: $-42.9 million compared to the $-48.85 million average estimate based on four analysts. The reported number represents a change of -0.9% year over year.
- Revenues (Excluding fuel surcharge)- Dedicated: $425.7 million versus $443.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.4% change.
- Revenues (Excluding fuel surcharge)- Network: $183.9 million compared to the $195.07 million average estimate based on two analysts. The reported number represents a change of -0.7% year over year.
View all Key Company Metrics for Schneider National here>>>
Shares of Schneider National have returned +13.9% over the past month versus the Zacks S&P 500 composite's +0.8% 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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Schneider National, Inc. (SNDR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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