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Schneider National Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Jan, 2026
Executive summary
Fourth quarter 2025 results missed expectations due to a shortened peak season, poor Midwest weather, unplanned auto production shutdowns, higher third-party carrier and healthcare costs, but momentum improved late in the year as industry supply attrition accelerated.
Structural cost reductions, strategic investments in Dedicated, Intermodal, and asset-light solutions, and operational discipline have increased business resilience and differentiation.
Leadership transition announced: Mark Rourke to become Executive Chairman, Jim Filter appointed as next CEO effective July 1, 2026.
Financial highlights
Q4 2025 operating revenues were $1.4 billion, up 5% year-over-year; revenues excluding fuel surcharge rose 4% to $1.3 billion.
Adjusted income from operations was $38 million, down 15% year-over-year.
Adjusted diluted EPS for Q4 was $0.13, compared to $0.20 a year ago.
Adjusted EBITDA for Q4 was $147 million, down 3% year-over-year.
Free cash flow improved by $60.7 million year-over-year; net CapEx for 2025 was $289 million.
Outlook and guidance
2026 adjusted EPS guidance is $0.70–$1.00, assuming a 24% tax rate.
Net CapEx for 2026 expected at $400–$450 million, primarily for fleet replacement.
$40 million in additional cost savings targeted for 2026, building on $40 million achieved in 2025.
Anticipates stronger second half of 2026 as supply-driven market improvement and cost savings take effect.
Market conditions expected to improve as capacity exits due to regulatory actions, but demand variability remains a key uncertainty.
Cowan acquisition's Q4 2025 financial impact
Intermodal revenue per order vs volume growth
Regulatory actions' impact on market conditions
Regulatory impact on capacity attrition?
Path to Network profitability in 2026?
Dedicated growth strategy and M&A plans?
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Next Schneider National earnings date
Q1 202630 Apr, 2026
Schneider National
Next Schneider National earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Schneider National Inc is a transportation and logistics services company offering truckload, intermodal, and supply chain management solutions. The company provides freight transportation, brokerage, and logistics services to commercial customers across North America. It operates a fleet of company-owned and contracted vehicles supported by advanced technology platforms. The company is headquartered in Green Bay, Wisconsin, and its shares are listed on the NYSE.
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