Schneider National reports Q3 2026 earnings with mixed results and raises full‑year outlook

Schneider National Inc. posted third‑quarter 2026 results, reporting net income of $49.5 million and earnings per share around $0.28‑$0.30. Revenue was roughly $1.58 billion, showing double‑digit year‑over‑year growth. The carrier announced a new agreement with Norfolk Southern to serve its eastern intermodal network starting in 2027 and lifted its full‑year EPS guidance to $1.00‑$1.10. Analysts noted that while pricing recovery supported earnings, logistics and intermodal segments faced mixed performance.

The company’s raised full‑year EPS outlook to $1.00‑$1.10, as noted by UBS, may support a higher valuation for investors. The Norfolk Southern partnership could expand Schneider’s intermodal reach, potentially improving future revenue growth.

  • Revenue figure varies: $1.58 billion, $1.59 billion, $1.585 billion.

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