Schneider National outlines $0.70–$1 EPS guidance for 2026 with $40M in new cost savings and executive transition amid industry supply attrition

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• Q4 adjusted income from operations was $38 million, a decline of 15% compared to a year ago

  80% confidence

• Momentum will continue in 2026 with an additional $40 million of cost savings

  80% confidence

• Despite challenging market in 2025, actions throughout the year have strengthened foundation and positioned company to benefit as conditions improve, with early signs of improving market conditions as supply rationalization is underway

  80% confidence

• The fourth quarter results fell short of expectations due to materially more challenged November and December than guidance contemplated, reflecting a very truncated peak season and poor weather conditions throughout the Midwest

  80% confidence

• Environment is characterized by both inflationary cost pressure and demand uncertainty

  80% confidence

• Automotive shutdown impact was an emerging issue that a number of OEMs had to work through

  80% confidence

• In all points of guidance, expecting supply to continue to exit the market

  80% confidence

• Company is not simply waiting for improved cycle dynamics

  80% confidence

• Strategic momentum for 2026 includes ramping synergies in acquired companies, leading Intermodal growth including Intermodal Fast Track service, heavy Dedicated start-up activity and Network earnings improvement

  80% confidence

• There was some restocking activity attempting to take place in last couple of weeks of December, some pushed into January, and company is working through that backlog

  80% confidence

• Dedicated revenue per truck per week decline attributed to automotive shutdowns due to componentry issues around chips and 3 large start-ups

  80% confidence

• CapEx plan for 2026 is mostly replacement based, given focus on keeping fleet count flat

  80% confidence

• Network has been most impacted by the cycle and overcapacity of the market, requiring combination of productivity and price recovery levers

  80% confidence

• Full year 2026 adjusted EPS guidance is $0.70 to $1.00, assuming effective tax rate of approximately 24%, with anticipated stronger second half

  80% confidence

• Schneider has grown Dedicated offerings to nearly 70% of fleet, increasing durability and resilience of Truckload segment

  80% confidence

• Company achieved targeted $40 million of cost savings in 2025, including synergies from Common Systems acquisition

  80% confidence

• Q4 revenues excluding fuel surcharge were $1.3 billion, up 4% year-over-year

  80% confidence

• Company expects to continue to lean into price because price recovery is part of what needs to occur to get back to mid-cycle earnings targets

  80% confidence