Every material Form 8-K Schneider National filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
Schneider National reported second-quarter 2025 operating revenues of $1.4 billion, up 8% from a year earlier, and income from operations of $55.0 million, up 8%. Diluted earnings per share were flat at $0.20, and the company lowered the top end of its full-year 2025 adjusted diluted EPS guidance to $0.95 from $1.00, so shareholders see higher sales and operating profit alongside a narrower earnings outlook.
Operating revenues were $1,420.5 million for the three months ended June 30, 2025, compared with $1,316.7 million in 2024.
Income from operations was $55.0 million, compared with $51.0 million in the second quarter of 2024.
Diluted EPS was $0.20 in both periods; adjusted diluted EPS was $0.21 in both periods.
Full-year 2025 adjusted diluted EPS guidance is $0.75 to $0.95, down from the prior $0.75 to $1.00 range; net capital expenditure guidance of $325 to $375 million was unchanged.
Schneider National reported first-quarter 2025 income from operations of $42.1 million, up 47% from $28.7 million a year earlier, and diluted earnings per share of $0.15 versus $0.10. The company also cut its full-year 2025 adjusted diluted EPS guidance to $0.75 to $1.00 from $0.90 to $1.20, citing increasing economic uncertainty, so shareholders face a weaker outlook even as quarterly results improved.
Operating revenues rose 6% to $1.4 billion; income from operations rose 47% to $42.1 million.
Diluted EPS was $0.15 versus $0.10 a year earlier; adjusted diluted EPS was $0.16 versus $0.11.
Full-year 2025 adjusted diluted EPS guidance was lowered to $0.75 to $1.00 from $0.90 to $1.20.
Net capital expenditure guidance was reduced to $325 million to $375 million from $400 million to $450 million.
Schneider National reported fourth-quarter 2024 operating revenues of $1.3 billion, down 2% from a year earlier, while income from operations rose 35% to $42.4 million and diluted EPS rose to $0.18 from $0.15. The company guided to 2025 adjusted diluted EPS of $0.90 to $1.20, but full-year 2024 net income fell to $117.0 million from $238.5 million.
Q4 2024 operating revenues were $1.3 billion versus $1.4 billion in Q4 2023; income from operations was $42.4 million versus $31.3 million.
Diluted EPS was $0.18 versus $0.15; adjusted diluted EPS was $0.20 versus $0.16.
Full-year 2024 net income was $117.0 million versus $238.5 million, and diluted EPS was $0.66 versus $1.34.
2025 guidance calls for adjusted diluted EPS of $0.90 to $1.20 and net capital expenditures of $400 million to $450 million; the quarter included about $7.0 million of claims reserve expense.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Schneider National filing is on SEC EDGAR ↗. 8-K briefs of other companies →