Earnings Releases·Oct 29, 2026, 4:06 PM ET

Schneider National, Inc. — Third Quarter 2026 Earnings Summary

**Financial Performance:** Third-quarter operating revenues rose 9% to $1.585 billion, while income from operations surged 76% to $62.1 million and diluted EPS increased to $0.28 from $0.11 year-over-year; year-to-date net income grew 47% to $119.6 million with adjusted operating ratio improving to 95.3% for the quarter.
**Guidance and Outlook:** Management raised full-year 2026 adjusted diluted EPS guidance to $1.00–$1.10 and net capital expenditures to $325–$350 million, citing continued contract rate recovery and productivity benefits despite peak season demand and driver capacity variables.
**Segment and Strategic Highlights:** Truckload and Intermodal segments delivered significant operating income growth with improved operating ratios, while Logistics reported a 100% decline in income due to specific prior-year claim costs; the company also announced a new Norfolk Southern agreement to enhance its Intermodal offering.
**Capital Return and Balance Sheet:** The Board approved a new $150 million share repurchase program (with $5.2 million utilized year-to-date) and declared $0.10 quarterly dividends, while total debt and finance lease obligations stood at $393.6 million against $326.2 million in cash as of September 30, 2026.