Schneider National Q4 revenue rises 5% to $1.4 billion; operating income falls 14%
Schneider National reported fourth quarter 2025 operating revenues of $1.4 billion, up 5% from a year earlier, but income from operations fell 14% to $36.5 million and diluted earnings per share fell to $0.13 from $0.18. CEO Mark Rourke said results fell short of the company's guidance because of softer demand beginning in November, higher third-party carrier costs, and unplanned auto production shutdowns. The company guided 2026 adjusted diluted earnings per share to $0.70 to $1.00.
Key points
- Q4 2025 operating revenues were $1.4 billion, up from $1.3 billion in Q4 2024; income from operations was $36.5 million versus $42.4 million.
- Diluted EPS was $0.13 versus $0.18; adjusted diluted EPS was $0.13 versus $0.20.
- Full-year 2026 adjusted diluted EPS guidance is $0.70 to $1.00, with net capital expenditures of $400 million to $450 million.
- The board authorized a new $150.0 million stock repurchase program in January 2026, replacing the expiring program.
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 January 29, 2026.
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.