Schneider Q3 operating income falls 18%; 2025 adjusted EPS guidance cut to about $0.70
Schneider National reported third-quarter 2025 operating revenues of $1.5 billion, up 10% from a year earlier, but income from operations fell 18% to $35.3 million and diluted EPS dropped to $0.11 from $0.17. The company cut its full-year 2025 adjusted diluted EPS guidance to approximately $0.70 from $0.75 to $0.95, citing claims costs that were $16.0 million, or $0.07 per share, above prior guidance, which lowers expected earnings for shareholders.
Key points
- Operating revenues were $1,452.4 million in Q3 2025 versus $1,315.7 million in Q3 2024, up 10%
- Income from operations was $35.3 million versus $43.1 million, down 18%; diluted EPS was $0.11 versus $0.17
- 2025 adjusted diluted EPS guidance was lowered to approximately $0.70 from $0.75 to $0.95; net capital expenditures guidance was lowered to approximately $300 million from $325 to $375 million
- Board declared a $0.095 dividend on October 27, 2025, payable January 12, 2026
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 30, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.