Financial Data and Key Metrics Changes - Revenues, excluding fuel surcharge, were $1.2 billion, essentially flat year-over-year [27] - Adjusted income from operations for Q3 was $44 million compared to $48 million a year ago [27] - Adjusted diluted earnings per share for Q3 was $0.18, down from $0.20 a year ago [27] - Increased auto liability insurance costs year-over-year represented a $0.04 headwind to earnings per share [28] - Net debt leverage stood at 0.15 times at the end of the quarter [36] Business Line Data and Key Metrics Changes Truckload - Truckload revenue, excluding fuel surcharge, was $532 million, 1% below the same period a year ago [29] - Truckload operating income was $24 million, down 3% year-over-year [29] - Truckload operating ratio was flat compared to the same period last year [29] Intermodal - Intermodal revenues, excluding fuel surcharge, were $265 million, 1% higher than Q3 2023 [30] - Intermodal operating income was $16 million, a $5 million increase compared to the same period last year [30] - Intermodal operating ratio improved by 170 basis points year-over-year [31] Logistics - Logistics revenue, excluding fuel surcharge, was $314 million, down 4% year-over-year [32] - Logistics operating income was $8 million compared to $9 million a year ago [32] - Logistics operating ratio was essentially flat compared to the same period last year [32] Market Data and Key Metrics Changes - The market showed signs of recovery, but the improved seasonality trend did not sustain from mid-August through quarter end [9] - There was double-digit percentage order growth year-over-year in the West and Mexico for Intermodal [19] - The East experienced offsets in growth due to a competitive truckload Intermodal market [19] Company Strategy and Development Direction - The company is focusing on structural improvements, customer experience, capital allocation optimization, and cost management [8] - The Dedicated segment is expected to continue high-level retention and growth opportunities [15][17] - The company aims to leverage its differentiated asset model in Intermodal to capitalize on market recovery [20] Management's Comments on Operating Environment and Future Outlook - Management noted that the freight market is recovering, with expectations for year-over-year earnings improvements in Q4 [36] - The company anticipates stabilization across most businesses and improved seasonality, particularly within truckload network and logistics [38] - Management expressed confidence in the opportunities ahead, particularly in the Dedicated segment [17] Other Important Information - Net CapEx in September was $154 million, below the prior year, due to enhanced asset productivity [33] - The company returned $50 million in dividends to shareholders, a 5% increase from the same period last year [36] - Full year 2024 updated net CapEx guidance is approximately $330 million [35] Q&A Session Summary Question: Full year guidance and market assumptions - Management expects improvement from Q3 to Q4 based on typical seasonality and secured project work [40][41] Question: Trucking segment operating income decline - The decline was attributed to lower network volumes, increased insurance costs, and moderating order tenders [42][43] Question: Dedicated and Network segments pricing trends - Pricing is leading volumes, with disciplined pricing strategies in place [46] Question: Operating supplies and insurance costs - Insurance costs are impacted by increased litigation and nuclear verdicts, while operating supplies are affected by revenue normalization [48][50] Question: Path to profitability for one-way operating - The company is focusing on minimizing volatility and improving rate restoration activities [56][57] Question: Customer discussions on potential pull forward ahead of tariffs - There have not been many discussions about additional pull forward related to tariffs at this time [60] Question: Margin expansion opportunities - Management believes capacity is exiting the marketplace, which could lead to improved margins [63] Question: Intermodal pricing expectations - It is too early to provide guidance on 2025 pricing, but there is a focus on remaining disciplined [67] Question: Competitive landscape and pricing dynamics - The company is observing a slow erosion of supply and is focused on rate restoration to be compensable for costs [86]

Schneider National (SNDR) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -21.74%. A quarter ago, it was expected that this trucking company would post earnings of $0.18 per share when it actually produced earnings of $0.21, delivering a surprise of 16.67%.Over the last four quarters, ...

SCHNEIDER | --- | --- | --- | --- | |----------------------------------------------|-------|-------|-------| | | | | | | | | | | | THIRD QUARTER 2024 Investor | | | | | Presentation INNOVATIVE – RESILIENT – DRIVEN | | | | • BUSINESS OVERVIEW • STRATEGY • CAPITAL ALLOCATION • TECHNOLOGY AND INNOVATION • PEOPLE AND VALUES • SECULAR TRENDS • INVEST WITH SNDR • CURRENT RESULTS AND OUTLOOK • APPENDIX Presentation highlights 2 BUSINESS OVERVIEW SCHNEIDER 2023: by the numbers f OTO:O 9.4 MILLION number of times Sc ...

Schneider National, Inc. Announces Third Quarter 2024 Results • Operating Revenues $1.3 billion; $1.4 billion in 2023 • Income from Operations $43.1 million; $46.7 million in 2023 • Diluted Earnings per Share $0.17; Adjusted Diluted Earnings per Share $0.18 • Updated full year Adjusted Diluted Earnings per Share guidance to $0.66 - $0.72 • Updated full year Net Capital Expenditures guidance of approximately $330.0 million Green Bay, Wis. - November 6, 2024 – Schneider National, Inc. (NYSE: SNDR, "Schneider" ...

In its upcoming report, Schneider National (SNDR) is predicted by Wall Street analysts to post quarterly earnings of $0.23 per share, reflecting an increase of 15% compared to the same period last year. Revenues are forecasted to be $1.33 billion, representing a year-over-year decrease of 1.5%.The consensus EPS estimate for the quarter has undergone a downward revision of 3.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ...

Schneider National's (SNDR) financial stability is challenged by escalated operating expenses and weak liquidity. Elevated labor costs are also putting a strain on the company's bottom line, making it an unattractive choice for investors' portfolios. Let's delve deeper. SNDR: Key Risks to Watch Southward Earnings Estimate Revision: The Zacks Consensus Estimate for current-quarter earnings has been revised 4.2% downward in the past 60 days. For the current year, the consensus mark for earnings has moved 1.2% ...

Truckers are the unsung heroes of the economy, and the industry is starting to signal a potential shift toward a more bullish environment. The transportation sector has been turbulent, but it is beginning to show signs of renewed strength, offering valuable insights for stock market investors. Recent commentary from major trucking companies has expressed cautious optimism while discussing ongoing sector challenges. These early signs of renewed strength in freight demand present compelling investment opportu ...

Schneider National, Inc.'s (SNDR) bottom line has been benefiting from its consistent shareholder-friendly initiatives and a reduction in capital expenditures. However,reduced earnings per share (EPS) guidance looks disappointing and raises concerns about the stock. Factors Boosting SNDR's Growth Schneider's consistent measures to reward its shareholders through dividends and share buybacks are appreciative. During 2023, SNDR paid dividends of $63.6 million and repurchased shares worth $66.9 million. During ...

Schneider National Inc. (NYSE:SNDR) Q2 2024 Earnings Conference Call August 1, 2024 10:30 AM ET Company Participants Steve Bindas - IR Contact Officer Mark Rourke - President and Chief Executive Officer Darrell Campbell - Executive Vice President and Chief Financial Officer James Filter - Executive Vice President, Group President of Transportation and Logistics Conference Call Participants Dan Imbro - Stephens Inc. Jordan Alliger - Goldman Sachs Bruce Chan - Stifel Tom Wadewitz - UBS Securities Ravi Shanker ...

Table of Contents Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________ FORM 10-Q _____________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 20 ...