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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Schneider National
Schneider National (SNDR) investor relations material
Schneider National Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $1,585.3M, up 9% YoY; adjusted diluted EPS rose to $0.29 from $0.12, with Truckload and Intermodal gains offsetting weaker Logistics profitability.
Pricing gains, productivity improvements and cost actions strengthened earnings; the $40M 2025 savings target was achieved, with another $40M identified for 2026.
Financial highlights
Q3 revenue excluding fuel surcharge rose 3% to $1,345.1M; adjusted operating income increased 66% to $63.8M from $38M.
Net income was $49.5M versus $19.4M; adjusted net income was $50.8M versus $21.7M, and adjusted EBITDA was $168.8M versus $148.9M.
Nine-month revenue rose 6% to $4,552.5M; operating income increased 26% to $166.9M, and adjusted diluted EPS was $0.70.
Outlook and guidance
FY 2026 adjusted diluted EPS guidance increased to $1.00–$1.10; net capital expenditures are expected at $325M–$350M.
Outlook assumes continued contract rate recovery and productivity and cost benefits; peak-season demand and driver capacity remain key variables.
A ~22% full-year effective tax rate is assumed; e-commerce demand later in Q4 is a key swing factor around the guidance midpoint.
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Latest events from Schneider National
- Margin gains and growth are driven by disciplined capacity, tech adoption, and regulatory shifts.SNDR
Morgan Stanley's 14th Annual Laguna Conference - Q2 2026 net income rose 38% on 10% higher revenues, prompting higher full-year EPS guidance.SNDRQ2 2026
- Tightening capacity, regulatory shifts, and productivity gains are driving margin recovery and growth.SNDR16th Annual Wells Fargo Industrials & Materials Conference
- Regulatory-driven capacity reductions and brokerage consolidation are reshaping the market.SNDR19th Annual Global Transportation & Industrials Conference
- Flat revenue, lower profits, improved cash flow, and steady 2026 guidance amid uncertainty.SNDRQ1 2026
- Q3 2024: Revenue down 3%, EPS $0.18, Intermodal margins up, EPS guidance $0.66–$0.72.SNDRQ3 2024
- Seasonal trends, dedicated growth, and tech investments drive stable outlook and future readiness.SNDRMorgan Stanley‘s 12th Annual Laguna Conference 2024
- Q2 2024 earnings and margins fell sharply, but guidance anticipates margin recovery ahead.SNDRQ2 2024
- Q1 2025 saw 6% revenue growth and 41% higher net income, with a cautious full-year outlook.SNDRQ1 2025
Next Schneider National earnings date
Q4 202628 Jan, 2027
Schneider National
Next Schneider National earnings date
Q4 202628 Jan, 2027
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Frequently asked questions
Schneider National Inc is a transportation and logistics services company offering truckload, intermodal, and supply chain management solutions. The company provides freight transportation, brokerage, and logistics services to commercial customers across North America. It operates a fleet of company-owned and contracted vehicles supported by advanced technology platforms. The company is headquartered in Green Bay, Wisconsin, and its shares are listed on the NYSE.