Schneider National 2025 Q2 Earnings Modest Net Income Growth of 2%

Schneider National (SNDR) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025. Schneider National's earnings for the second quarter of 2025 showcased a slight improvement, with net income rising by 2% to $36 million compared to $35.30 million in the same quarter of 2024. The company maintained its guidance for adjusted diluted earnings per share for the full year, expecting it to range from $0.75 to $0.95, aligning with market expectations. The fiscal outlook reflects a cautious approach amid economic uncertainties.

Revenue
Schneider National's total revenue increased by 7.9% in the second quarter of 2025, reaching $1.42 billion, compared to $1.32 billion in the same period of 2024. This growth was driven by strong performances across its segments, with Truckload revenues reaching $622.2 million, a 15% increase due to a significant rise in Dedicated volume following the Cowan Systems acquisition. Intermodal revenues grew by 5% to $265.1 million, while Logistics revenues increased by 7% to $339.6 million.

Earnings/Net Income
Schneider National's earnings per share (EPS) rose by 5.0% to $0.21 in 2025 Q2 from $0.20 in 2024 Q2, indicating a continuation of its earnings growth trajectory. The company's net income showed a modest increase of 2%, reaching $36 million compared to $35.30 million in the previous year. Despite the incremental gains, the EPS remains relatively flat, reflecting stable but moderate financial performance.

Price Action
The stock price of Schneider National has edged up 1.28% during the latest trading day, has dropped 5.93% during the most recent full trading week, and has edged up 1.24% month-to-date.

Post-Earnings Price Action Review
The strategy of acquiring Schneider National (SNDR) shares following a positive revenue quarter, followed by a 30-day holding period, resulted in moderate returns but lagged behind the market. The strategy's compound annual growth rate was 0.71%, significantly trailing the market benchmark by 81.99%. Despite a maximum drawdown of 0%, indicating minimal risk exposure, the strategy's Sharpe ratio of 0.02 reflects conservative returns. This approach may appeal to investors prioritizing stability over aggressive yield, given its limited risk but modest reward potential.

CEO Commentary
Schneider National, Inc. delivered another quarter of earnings growth, with solid execution in the Truckload and Intermodal segments, as stated by Mark Rourke, President and Chief Executive Officer. Consistent demand trends were observed despite ongoing economic uncertainty. The company benefited from actions taken to enhance earnings power, strategic growth priorities, and successful acquisitions, leading to quarterly earnings improvement compared to 2024. In the Truckload segment, double-digit earnings improvement was achieved through productivity initiatives and rate discipline, while Intermodal experienced volume momentum that offset trade policy impacts, supported by network optimization efforts.

Guidance
For the full year 2025, Schneider National, Inc. expects adjusted diluted earnings per share to range from $0.75 to $0.95 and anticipates net capital expenditures between $325 million and $375 million. The company aims to build on its current momentum while navigating economic uncertainties, reinforcing its commitment to improving operational efficiency and maintaining strategic growth initiatives.

Additional News
Recently, Schneider National announced the continuation of its stock repurchase program, with the company having repurchased 4.1 million Class B shares for a total of $103.9 million as of June 30, 2025. Additionally, the company declared a quarterly dividend of $0.095 per share on both Class A and B common stock, scheduled for payment on October 9, 2025. These moves align with the company's strategy to enhance shareholder value through a balanced approach of returning capital while investing in strategic growth opportunities. Schneider also celebrated its 90th anniversary, highlighting its journey from a single-truck operation to a leading multimodal transportation provider.