Schneider National Q1 2026 EPS falls to $0.12 from $0.15; guidance unchanged
Schneider National reported first quarter 2026 operating revenues of $1.4 billion, essentially flat from a year earlier, while income from operations fell 21% to $33.4 million. Diluted earnings per share were $0.12, down from $0.15 in the first quarter of 2025. The company left its full-year 2026 adjusted diluted earnings per share guidance of $0.70 to $1.00 unchanged, so shareholders face weaker first-quarter profit with no change to the outlook.
Key points
- Operating revenues were $1,398.5 million, compared with $1,401.8 million in the first quarter of 2025.
- Income from operations was $33.4 million, down 21% from $42.1 million; net income was $20.4 million, down 22% from $26.1 million.
- Diluted EPS was $0.12 versus $0.15; adjusted diluted EPS was $0.12 versus $0.16.
- Full-year 2026 adjusted diluted EPS guidance of $0.70 to $1.00 is unchanged; net capital expenditures guidance of $400 million to $450 million is also unchanged.
The filing
Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing 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 April 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.