Schneider National, Inc. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Schneider National reported Q2 2026 diluted EPS of $0.28 (vs. $0.20 YoY), operating income of $71.4M (vs. $55.0M), and revenues of $1.57B (vs. $1.42B). The company raised full-year 2026 adjusted diluted EPS guidance from $0.70–$1.00 to $0.90–$1.10, and lowered capex guidance from $400–$450M to $350–$400M. Segment improvements: Truckload operating ratio improved 180 bps to 91.8%; Intermodal and Logistics each improved 90 bps. The company repurchased 0.2M shares for $5.2M under a new $150M program and paid $34.6M in dividends YTD.
Why this rating
Meaningful guidance lift (+$0.20 midpoint EPS) and operational momentum in a $1.3B market-cap company; represents material upside revision but execution risk remains on H2 outlook.
See more from July 30, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.