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Compared to Estimates, Schneider National (SNDR) Q4 Earnings: A Look at Key Metrics
SNDRSchneider National(SNDR) ZACKS·2025-01-30 17:05

Core Insights - Schneider National reported 1.34billioninrevenueforQ42024,ayearoveryeardeclineof2.41.34 billion in revenue for Q4 2024, a year-over-year decline of 2.4%, with an EPS of 0.20 compared to 0.16ayearago,indicatingaslightimprovementinearningsdespiterevenuedecline[1]TherevenuefellshortoftheZacksConsensusEstimateof0.16 a year ago, indicating a slight improvement in earnings despite revenue decline [1] - The revenue fell short of the Zacks Consensus Estimate of 1.38 billion by 3.26%, while the EPS met the consensus estimate [1] Financial Performance Metrics - The operating ratio for the consolidated segment was reported at 96.8%, slightly worse than the estimated 96.3% [4] - The intermodal operating ratio was 93.8%, better than the estimated 94.4% [4] - The truckload operating ratio was 96.5%, compared to the average estimate of 95.2% [4] - The logistics operating ratio was 97.4%, slightly worse than the estimated 97.1% [4] Revenue Breakdown - Fuel surcharge revenue was 133.40million,down24.6133.40 million, down 24.6% year-over-year, and below the average estimate of 146.98 million [4] - Inter-segment eliminations revenue was -43.30million,worsethantheestimated43.30 million, worse than the estimated -35.45 million, but showed a 1.9% improvement year-over-year [4] - Logistics revenue was 323.90million,belowtheaverageestimateof323.90 million, below the average estimate of 331.54 million, reflecting a 5.3% decline year-over-year [4] - Other revenue was 88.80million,slightlybelowtheestimated88.80 million, slightly below the estimated 94.55 million, but showed a 5.8% increase year-over-year [4] - Excluding fuel surcharge, total revenue was 1.21billion,belowtheaverageestimateof1.21 billion, below the average estimate of 1.25 billion, but represented a 0.9% year-over-year increase [4] - Intermodal revenue was 276.20million,exceedingtheaverageestimateof276.20 million, exceeding the average estimate of 271.74 million, with a year-over-year increase of 6% [4] - Truckload revenue was 560.10million,slightlyabovetheaverageestimateof560.10 million, slightly above the average estimate of 558.06 million, reflecting a 1.7% year-over-year increase [4] - Excluding fuel surcharge, network revenue was 185.10million,belowtheestimated185.10 million, below the estimated 207.73 million, showing an 11.9% decline year-over-year [4] Stock Performance - Schneider National's shares returned +1.7% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]