Schneider National raises 2026 EPS guidance to $0.90-$1.10 after Q2 profit rises 30%
Schneider National reported second-quarter 2026 operating revenues of $1.6 billion, up 10% from $1.4 billion a year earlier, and income from operations of $71.4 million, up 30%. The company raised its full-year 2026 adjusted diluted earnings per share guidance to $0.90-$1.10 from $0.70-$1.00, a signal of expected earnings growth for shareholders.
Key points
- Operating revenues rose 10% to $1,568.7 million in the quarter, compared with $1,420.5 million in the second quarter of 2025.
- Diluted EPS was $0.28 versus $0.20 a year earlier; adjusted diluted EPS was $0.29 versus $0.21.
- Full-year 2026 adjusted diluted EPS guidance was raised to $0.90-$1.10 from $0.70-$1.00.
- Full-year 2026 net capital expenditures guidance was lowered to $350-$400 million from $400-$450 million; second-quarter free cash flow was $87.9 million versus $123.0 million a year earlier.
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 July 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.