Shares of Schneider National Inc. (SNDR) surged 5.43% in pre-market trading on Thursday after the transportation and logistics services company reported better-than-expected first-quarter results and raised its full-year guidance.

For the first quarter of 2025, Schneider reported adjusted earnings per share of $0.16, surpassing the analyst estimate of $0.14. The company's revenue came in at $1.40 billion, slightly below the expected $1.41 billion. Despite the minor revenue miss, investors were encouraged by the strong bottom-line performance and improved outlook.

Key highlights from the earnings report include: - Net income increased to $26.1 million, up from $18.5 million in the same quarter last year - Adjusted EBITDA rose to $154.8 million, an 18% increase year-over-year - Operating ratio improved to 97.0% from 97.8% in Q1 2024 - The Truckload segment saw a 68% increase in income from operations, while Intermodal and Logistics segments also showed significant improvements

Schneider's management expressed optimism about the company's future performance, raising its full-year 2025 adjusted diluted earnings per share guidance to $0.75 - $1.00, up from the previous range of $0.90 - $1.20. This upward revision, despite acknowledging some macroeconomic challenges, signals confidence in the company's ability to navigate market uncertainties and deliver improved results.

The strong quarterly performance and raised outlook demonstrate Schneider's resilience in a challenging operating environment, driving investor enthusiasm and the subsequent stock price surge.