Overview
Schneider Q3 revenue beats analyst expectations, reaching $1.45 bln
Adjusted EPS for Q3 misses analyst expectations
Company's Q3 results impacted by $16 mln higher claims costs
Outlook
Schneider expects full-year 2025 adjusted EPS of approximately $0.70
Company forecasts 2025 net capital expenditures of approximately $300 mln
Company anticipates sub-seasonal trends to persist for the rest of the year
Result Drivers
COWAN ACQUISITION - Co's acquisition of Cowan Systems contributed to revenue growth in Truckload and Logistics segments
CLAIMS COSTS - Higher claims costs negatively impacted earnings by $16 mln, affecting EPS by $0.07
INTERMODAL GROWTH - Strong volume growth in Intermodal, particularly in Mexico, supported revenue
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $1.45 bln | $1.44 bln (11 Analysts) |
Q3 Adjusted EPS | Miss | $0.12 | $0.22 (14 Analysts) |
Q3 EPS | $0.11 | ||
Q3 Adjusted Net Income | $21.70 mln | ||
Q3 Net Income | $19.40 mln | ||
Q3 Adjusted Operating Income | $38.40 mln | ||
Q3 Operating Income | $35.30 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the ground freight & logistics peer group is "buy"
Wall Street's median 12-month price target for Schneider National Inc is $26.00, about 13% above its October 29 closing price of $22.63
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 22 three months ago
Press Release: ID:nBw7dcSkNa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)