Shares of Schneider National Inc. (SNDR) surged 5.43% in Thursday's pre-market trading session following the release of the company's first-quarter 2025 financial results, which exceeded analyst expectations on the bottom line.

The Green Bay, Wisconsin-based transportation and logistics services provider reported adjusted earnings per share (EPS) of $0.16 for Q1 2025, surpassing the consensus estimate of $0.14. This represents a 45% increase from the $0.11 per share reported in the same quarter last year. Revenue for the quarter came in at $1.40 billion, slightly below the anticipated $1.41 billion but still up from $1.32 billion in Q1 2024.

Schneider's strong performance was driven by improvements across all its reportable segments. The company's President and CEO, Mark Rourke, stated, "We delivered results for the quarter in line with our expectations while navigating the fluid operating environment." He highlighted that revenues excluding fuel surcharge were the second-highest for a first quarter in the company's history, with all reportable segments improving revenues, earnings, and margins year over year.

Adding to investor optimism, Schneider updated its full-year 2025 guidance. The company now expects adjusted diluted EPS in the range of $0.75 to $1.00, reflecting confidence in its ability to deliver improved year-over-year results despite a tempered outlook due to the current macro-economic environment. This guidance assumes a full-year effective tax rate of 23.0% - 24.0%.

The market's positive reaction to Schneider's results and outlook underscores investor confidence in the company's ability to navigate challenges in the transportation industry and capitalize on its enhanced operating leverage when the freight market improves.