$SNDR

Schneider National said it will launch an Ohio Valley to Kansas City intermodal container service starting June 5 with CSX Intermodal, Kansas City Southern, and the Marion Industrial Center. Schneider will run the Marion ramp, drayage, and dedicated train operations, while CSX and KCS will run four trains on the 700-mile route. The firm plans expansion to Dallas and Mexico later in 2006.

Firebird launched an AI “factory” in Armenia, with officials from Armenia and Kazakhstan attending. The facility uses NVIDIA accelerated computing and Dell Technologies infrastructure, with plans to deploy over 70,000 NVIDIA Rubin and Blackwell GPUs and 300 MW by end-2027. NVIDIA plans to invest in Firebird, following CoreWeave’s earlier investment. Power and cooling are provided by Schneider Electric and Vertiv.

Schneider National reported Q2 revenue up 10% year over year to $1.57 billion, and operating income up 30% to $71.4 million, according to its July 30 earnings release. CEO Jim Filter attributed results to productivity and efficiency gains. The company raised 2026 EPS guidance to 90 cents to $1.10 and cited capacity exits and a $40 million cost-savings target.

Rourke Mark B. (Executive Chair) sold 72,994 shares of Schneider National, Inc. (SNDR) at an average of $35.73 ($35.18–$36.12, $2.61M total) across 4 trades over 2026-08-03 to 2026-08-04.

Schneider National (NYSE: SNDR) reported unaudited Q2 2026 results for the three months ended June 30, 2026. Enterprise operating income rose to $71.4M (+30% Y/Y) and diluted EPS was $0.28. Truckload and intermodal operating ratios improved. Cash: $396.5M debt, $292.7M cash. It raised FY 2026 adjusted diluted EPS guidance to $0.90-$1.10 and cut capex to $350-$400M.

Schneider Electric and AMD announced a jointly validated reference design for AMD’s Helios rackscale AI solution, aimed at faster, lower-risk deployment of high-density AI data centers. The design uses AMD Instinct MI455X GPUs, 6th Gen EPYC CPUs, Pensando Vulcano NICs and ROCm. It targets up to 10.4 MW IT capacity per cluster and 246 kW per rack, with liquid cooling and tools for power and thermal modeling.

The article says U.S. trucking may face a driver capacity shortfall as regulators tighten enforcement on cabotage, English-language proficiency, and drug and alcohol compliance, according to executives at J.B. Hunt, Schneider National, and Werner Enterprises. It cites that in 2025 mega-carriers spent about 30% of operating revenue on compensation versus 25% in 2021-22.

Schneider National (SNDR) held its Q2 earnings call, reporting enterprise revenue excluding fuel surcharge of $1.3B (+4% YoY). Adjusted income from operations rose to $73M (+29%), and adjusted diluted EPS was $0.29 (+38%). The company raised 2026 EPS guidance to $0.90-$1.10 from $0.70-$1.00 and lowered net CapEx to $350-$400M.

Schneider National (NYSE:SNDR) shares rose 4.7% to $35.74 after its Q2 release. The company reported basic EPS of about $0.28 and net income of $49.7m, both above prior quarters, with Q2 revenue up to $1,568.7m. Investors are weighing thin trailing net margin near 1.9% and valuation concerns.

Thursday, July 30, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Christyne McGarvey President and Chief Executive Officer - Jim Filter Executive Vice President and Chief Financial Officer - Darrell Campbell TAKEAWAYS Adjusted Diluted EPS -- $0.29 for the second quarter, compared to $0.21 in the prior year, reflecting improved operating leverage across all business segments.