Schneider National, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Schneider National reported Q3 2026 diluted EPS of $0.28 ($0.29 adjusted), up 155% from $0.11 in Q3 2025. Operating income rose 76% to $62.1M on revenues of $1.585B (+9% YoY). The company raised full-year 2026 adjusted diluted EPS guidance to $1.00–$1.10 (from prior undisclosed level) and net capex to $325–$350M. Truckload segment earnings more than doubled; Intermodal and Logistics showed mixed results. Announced new Norfolk Southern intermodal agreement.
Why this rating
Strong operational turnaround and guidance raise are real but modest relative to $1.3B market cap. Earnings growth is meaningful, but no major M&A or transformational event; ordinary cyclical business improvement.
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