From Yahoo Finance: 2025-05-01 15:43:00

Schneider National expects growth and operational improvement but at a slower pace due to tariffs. Truckload rates have risen, but volume growth is expected to be more subdued. Q1 earnings were 16 cents per share, exceeding estimates. Full-year EPS outlook was reduced to 75 cents to $1 due to trade policy uncertainty.

Truckload revenue increased by 14% due to an acquisition, with improved truck utilization. The intermodal segment reported a 5% revenue increase, with volume growth expected to continue. Intermodal volume tied to imports, but largely unaffected by tariffs. Logistics revenue up 2% with a decline in volumes offset by better revenue per order.

Schneider plans to cut costs and focus on efficiency to counter economic uncertainty. Intermodal unit operating ratio improved y/y. The company expects a moderate increase in volume allocation. Shares of SNDR were up 1% compared to the S&P 500. Schneider looks to offset tariff impacts with new business wins and cost synergies from acquisitions.

Read more: Tariffs trim Schneider National’s 2025 growth expectations