Schneider National (SNDR) reported $1.4 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.3%. EPS of $0.16 for the same period compares to $0.11 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.44 billion, representing a surprise of -2.87%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $0.14.
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.
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% versus the five-analyst average estimate of 97.2%.
- Intermodal - Operating Ratio: 94.7% versus the four-analyst average estimate of 94.7%.
- Truckload - Operating Ratio: 95.9% versus 96.4% estimated by four analysts on average.
- Logistics - Operating Ratio: 97.6% versus 98.1% estimated by four analysts on average.
- Revenues- Fuel surcharge: $143.50 million versus the five-analyst average estimate of $150.91 million. The reported number represents a year-over-year change of -8%.
- Revenues- Intermodal: $260.40 million compared to the $263.43 million average estimate based on four analysts. The reported number represents a change of +5.3% year over year.
- Revenues- Logistics: $332 million versus the four-analyst average estimate of $328.31 million. The reported number represents a year-over-year change of +2.2%.
- Revenues- Other: $88.70 million versus the four-analyst average estimate of $106.53 million. The reported number represents a year-over-year change of -5.9%.
- Revenues- Inter-segment eliminations: -$36.50 million versus the four-analyst average estimate of -$30.67 million. The reported number represents a year-over-year change of -11.8%.
- Revenues (Excluding fuel surcharge): $1.26 billion versus $1.29 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.2% change.
- Revenues- Truckload: $613.70 million compared to the $630.60 million average estimate based on four analysts. The reported number represents a change of +14.1% year over year.
- Revenues (Excluding fuel surcharge)- Network: $177.90 million versus the two-analyst average estimate of $203.39 million. The reported number represents a year-over-year change of -9.3%.
View all Key Company Metrics for Schneider National here>>>
Shares of Schneider National have returned -8.8% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #5 (Strong 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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