Latest news with #MarkRourke
Yahoo
27-05-2025
- Business
- Yahoo
Schneider National, Inc. announces participation in upcoming conference
GREEN BAY, Wis., May 27, 2025--(BUSINESS WIRE)--Schneider (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced participation in the following investment conference: 2025 Wells Fargo Industrials and Materials Conference: Tuesday, June 10, 2025. Mark Rourke, President and Chief Executive Officer, and Darrell Campbell, Executive Vice President and Chief Financial Officer, will participate in a fireside chat and a series of investor discussions. The chat will begin at 7:45 a.m. (Eastern Time). A webcast for this event may be located on Schneider's Investor Relations website ( and available for a limited time following the conference. About Schneider Schneider is a premier multimodal provider of transportation, intermodal and logistics services. Offering one of the broadest portfolios in the industry, Schneider's solutions include Regional and Long-Haul Truckload, Expedited, Dedicated, Bulk, Intermodal, Brokerage, Warehousing, Supply Chain Management, Port Logistics and Logistics Consulting. Schneider has been safely delivering superior customer experiences and investing in innovation for 90 years. The company's digital marketplace, Schneider FreightPower®, is revolutionizing the industry giving shippers access to an expanded, highly flexible capacity network and provides carriers with unmatched access to quality drop-and-hook freight – Always Delivering, Always Ahead. For more information about Schneider, visit or follow the company socially on Facebook, LinkedIn and X: @WeAreSchneider. Source: Schneider SNDR View source version on Contacts Kara Leiterman, Media Relations ManagerM 920-370-7188leitermank@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Firing on All Cylinders: Schneider (NYSE:SNDR) Q1 Earnings Lead the Way
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at ground transportation stocks, starting with Schneider (NYSE:SNDR). The growth of e-commerce and global trade continues to drive demand for shipping services, especially last-mile delivery, presenting opportunities for ground transportation companies. The industry continues to invest in data, analytics, and autonomous fleets to optimize efficiency and find the most cost-effective routes. Despite the essential services this industry provides, ground transportation companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies' offerings while fuel costs can influence profit margins. The 15 ground transportation stocks we track reported a slower Q1. As a group, revenues missed analysts' consensus estimates by 2.8%. Thankfully, share prices of the companies have been resilient as they are up 9.4% on average since the latest earnings results. Employing thousands of drivers across the country to make deliveries, Schneider (NYSE:SNDR) makes full truckload and intermodal deliveries regionally and across borders. Schneider reported revenues of $1.40 billion, up 6.3% year on year. This print was in line with analysts' expectations, and overall, it was a strong quarter for the company with an impressive beat of analysts' adjusted operating income estimates. 'We delivered results for the quarter in line with our expectations while navigating the fluid operating environment,' said Mark Rourke, President and Chief Executive Officer of Schneider. Interestingly, the stock is up 13.6% since reporting and currently trades at $24.40. Is now the time to buy Schneider? Access our full analysis of the earnings results here, it's free. As one of the first companies to introduce the idea of leasing trucks, Ryder (NYSE:R) provides rental vehicles to businesses and delivers packages directly to homes or businesses. Ryder reported revenues of $3.13 billion, up 1.1% year on year, in line with analysts' expectations. The business had a strong quarter with a solid beat of analysts' adjusted operating income estimates and full-year EPS guidance beating analysts' expectations. The market seems happy with the results as the stock is up 14.8% since reporting. It currently trades at $158.32. Is now the time to buy Ryder? Access our full analysis of the earnings results here, it's free. Founded by the son of a trucker, Heartland Express (NASDAQ:HTLD) offers full-truckload deliveries across the United States and Mexico. Heartland Express reported revenues of $219.4 million, down 18.8% year on year, falling short of analysts' expectations by 9%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates and a significant miss of analysts' EBITDA estimates. Interestingly, the stock is up 17.3% since the results and currently trades at $9.20. Read our full analysis of Heartland Express's results here. Historically owning furniture, banking, and other subsidiaries, ArcBest (NASDAQ:ARCB) offers full-truckload, less-than-truckload, and intermodal deliveries of freight. ArcBest reported revenues of $967.1 million, down 6.7% year on year. This result lagged analysts' expectations by 2.7%. More broadly, it was a mixed quarter as it also recorded a solid beat of analysts' adjusted operating income estimates. The stock is up 12.6% since reporting and currently trades at $66.55. Read our full, actionable report on ArcBest here, it's free. Started with a dozen Model T Fords, Hertz (NASDAQ:HTZ) is a global car rental company providing vehicle rental services to leisure and business travelers. Hertz reported revenues of $1.81 billion, down 12.8% year on year. This number came in 10.5% below analysts' expectations. Overall, it was a softer quarter as it also logged a significant miss of analysts' adjusted operating income and EPS estimates. Hertz had the weakest performance against analyst estimates among its peers. The stock is down 6.7% since reporting and currently trades at $6.50. Read our full, actionable report on Hertz here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Sign in to access your portfolio
Yahoo
16-05-2025
- Business
- Yahoo
SNDR Q1 Earnings Call: Guidance Lowered as Tariff and Freight Uncertainty Grows
Transportation company Schneider (NYSE:SNDR) met Wall Street's revenue expectations in Q1 CY2025, with sales up 6.3% year on year to $1.4 billion. Its non-GAAP profit of $0.16 per share was 13.4% above analysts' consensus estimates. Is now the time to buy SNDR? Find out in our full research report (it's free). Revenue: $1.4 billion vs analyst estimates of $1.4 billion (6.3% year-on-year growth, in line) Adjusted EPS: $0.16 vs analyst estimates of $0.14 (13.4% beat) Adjusted EBITDA: $155.9 million vs analyst estimates of $145.8 million (11.1% margin, 7% beat) Management lowered its full-year Adjusted EPS guidance to $0.88 at the midpoint, a 16.7% decrease Operating Margin: 3%, in line with the same quarter last year Free Cash Flow was -$5.4 million compared to -$14.3 million in the same quarter last year Market Capitalization: $4.28 billion Schneider's first quarter results reflected a combination of cost containment, disciplined pricing, and the first full-quarter contribution from the Cowan Systems acquisition. CEO Mark Rourke emphasized ongoing structural changes—such as capital optimization and asset efficiency—to restore margins and build resilience. He also highlighted growth in dedicated trucking and intermodal, citing new business wins and improved earnings across all major segments, with particular gains in dedicated and intermodal operations. Rourke acknowledged that the freight market remains highly competitive, with pricing improvements largely offset by weather-related disruptions and external pressures like tariffs. Looking ahead, management adopted a cautious stance, lowering full-year adjusted EPS guidance due to growing uncertainty around trade policy and freight demand. CFO Darrell Campbell explained that the revised outlook accounts for moderating trends in both price and volume, as well as the impact of tariffs on equipment costs and customer behavior. Campbell noted, 'Although lower, we expect continued year-on-year improvement in results throughout 2025,' but advised that ongoing macroeconomic volatility and cost inflation could temper the pace of recovery. Management's remarks focused on structural business shifts, integration of acquisitions, and adapting to external trade pressures as key influences on the quarter's performance and near-term outlook. Cowan Systems Acquisition Impact: The first full quarter with Cowan Systems in the portfolio immediately boosted dedicated trucking revenue and earnings, contributing to a 27% increase in dedicated trucks. Management expects $20–$30 million in synergies at maturity. Pricing Discipline and Freight Mix: By selectively managing its freight pool and maintaining price discipline, Schneider chose to forgo certain volumes, especially where pricing did not justify the commitment. This approach aimed to prioritize profitable business, though it led to lower network volumes. Intermodal Growth and Mexico: Intermodal earnings nearly doubled year-over-year, driven by increased shipping activity out of western Mexico. Management pointed to new business awards and noted that shipments compliant with USMCA are exempt from tariffs, providing some resilience against trade policy changes. Cost Containment Initiatives: The company is targeting $40 million in additional enterprise-wide cost reductions, including investments in AI-powered digital tools and automation of routine tasks. These initiatives are designed to improve margins and operational efficiency. Tariff and Trade Policy Uncertainty: Management flagged tariff-driven uncertainty as a growing risk, impacting equipment costs, repair parts availability, and customer freight behavior. The resulting volatility in volumes and pricing was explicitly incorporated into the company's revised guidance. Schneider's management signaled that future performance will depend on navigating macroeconomic uncertainty, executing on cost control, and leveraging new business wins in core segments. Dedicated and Intermodal Growth: The company sees ongoing opportunity in dedicated trucking and intermodal, supported by recent customer wins and a pipeline of new business, particularly in specialty equipment and cross-border Mexico trade. Asset Efficiency and Technology: Schneider is focused on improving asset efficiency—such as reducing the truck-to-driver ratio—and expanding use of digital tools and automation to manage costs and support margin recovery. Tariff and Market Risks: Risks to future performance include ongoing tariff uncertainty, which could impact both customer demand and equipment costs, as well as competitive pressures that may limit pricing power and network volume growth. Brian Ossenbeck (JPMorgan): Asked about the expected deceleration of imports and how trade policy uncertainty is reflected in guidance; management said new intermodal business wins should offset import declines but highlighted ongoing volatility. Chris Wetherbee (Wells Fargo): Queried about the outlook for net dedicated fleet growth amid churn; management indicated that efficiency improvements would temper net additions, but the pipeline remains healthy enough to cover churn. Jason Seidl (TD Cowen): Pressed on whether new dedicated business would be at better margins than churned contracts; management replied that returns are consistent and that margin profile remains stable. Ravi Shanker (Morgan Stanley): Asked how Schneider manages pricing conversations amid high market uncertainty; management stressed the importance of transparent assumptions and short-term contract flexibility with customers. Tom Wadewitz (UBS): Questioned the stability of owner-operator capacity and Schneider's shift to a more asset-light network; management confirmed owner-operators face pressure in the current market but remain a strategic supplement to company drivers. In the coming quarters, the StockStory team will monitor (1) the pace of dedicated and intermodal business wins and how quickly these translate into realized volumes, (2) execution on cost reduction targets and the impact of automation initiatives on operating margins, and (3) the influence of tariffs and trade policy on both customer demand and equipment spending. Additionally, asset efficiency measures and competitive dynamics in freight pricing will be critical signposts for Schneider's progress toward its 2025 goals. Schneider currently trades at a forward P/E ratio of 24.9×. Should you load up, cash out, or stay put? See for yourself in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-05-2025
- Business
- Yahoo
Schneider National's Q1, outlook not as bad as feared
Schneider National announced first-quarter earnings ahead of analysts' expectations on Thursday but lowered its outlook for 2025. Schneider (NYSE: SNDR) reported adjusted earnings per share of 16 cents, 2 cents ahead of the consensus estimate and 5 cents higher year over year. The y/y increase was driven by the December acquisition of Cowan Systems. The adjusted EPS number excluded 1 cent per share in acquisition costs. Full-year guidance was cut to a range of 75 cents to $1 from the initial guide of 90 cents to $1.20 (a 17% reduction at the midpoints). However, the new outlook bracketed the 89-cent consensus estimate at the time of the print. (Analysts have been lowering estimates in recent weeks to reflect potential demand destruction from a protracted trade war.) 'While the current macro-economic environment is leading to declining consumer sentiment and increasing shipper uncertainty, we expect to deliver improved year over year results through 2025, although tempered versus our previous outlook,' said Schneider CFO Darrell Campbell in a news release. Schneider's truckload segment reported a 14% y/y revenue increase to $614 million. The bulk of the increase was tied to the acquisition, but revenue per truck per week in both its dedicated and one-way segments increased by approximately 2% y/y as rate per mile increased. Like many carriers in the industry, Schneider has worked to cull its one-way fleet to improve utilization. Revenue per truck per week, however, was off 4% sequentially for the entire TL fleet from the fourth quarter to the seasonally weakest first quarter. The unit reported a 95.9% operating ratio (inverse of operating margin), 130 basis points better y/y and 60 bps better than the fourth quarter. The company's intermodal segment reported a 5% y/y increase in revenue and 250 bps of OR improvement to 94.7%. Schneider also saw 70 bps of margin improvement in its logistics business. 'Revenues excluding fuel surcharge of nearly $1.3 billion were the second highest for a first quarter in our history, and all our reportable segments improved revenues, earnings, and margin year over year. As the quarter progressed, increasing economic uncertainty lowered consumer sentiment and market expectations,' said Schneider President and CEO Mark Rourke in a news release. Shares of SNDR were off 0.5% at 9:49 a.m. EDT on Thursday compared to the S&P 500, which was up 1%. Schneider will host a conference call to discuss first-quarter results at 10:30 a.m. EDT on Thursday. More FreightWaves articles by Todd Maiden: XPO sees runway to higher margins even if downcycle lingers ArcBest says LTL pricing not under attack Landstar quantifies suspected fraud event, delays Q1 report The post Schneider National's Q1, outlook not as bad as feared appeared first on FreightWaves.
Yahoo
01-05-2025
- Business
- Yahoo
Schneider's (NYSE:SNDR) Q1 Earnings Results: Revenue In Line With Expectations
Transportation company Schneider (NYSE:SNDR) met Wall Street's revenue expectations in Q1 CY2025, with sales up 6.3% year on year to $1.40 billion. Its non-GAAP profit of $0.16 per share was 15.3% above analysts' consensus estimates. Is now the time to buy Schneider? Find out in our full research report. Revenue: $1.40 billion vs analyst estimates of $1.40 billion (6.3% year-on-year growth, in line) Adjusted EPS: $0.16 vs analyst estimates of $0.14 (15.3% beat) Adjusted EBITDA: $154.8 million vs analyst estimates of $145.8 million (11% margin, 6.2% beat) Management lowered its full-year Adjusted EPS guidance to $0.88 at the midpoint, a 16.7% decrease Operating Margin: 3%, in line with the same quarter last year Free Cash Flow was -$5.4 million compared to -$14.3 million in the same quarter last year Market Capitalization: $3.77 billion 'We delivered results for the quarter in line with our expectations while navigating the fluid operating environment,' said Mark Rourke, President and Chief Executive Officer of Schneider. Employing thousands of drivers across the country to make deliveries, Schneider (NYSE:SNDR) makes full truckload and intermodal deliveries regionally and across borders. Reviewing a company's long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Unfortunately, Schneider's 2.8% annualized revenue growth over the last five years was sluggish. This fell short of our benchmarks and is a tough starting point for our analysis. We at StockStory place the most emphasis on long-term growth, but within industrials, a half-decade historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. Schneider's performance shows it grew in the past but relinquished its gains over the last two years, as its revenue fell by 8.5% annually. Schneider isn't alone in its struggles as the Ground Transportation industry experienced a cyclical downturn, with many similar businesses observing lower sales at this time. We can better understand the company's revenue dynamics by analyzing its most important segments, Truckload and Logistics, which are 43.8% and 23.7% of revenue. Over the last two years, Schneider's Truckload revenue (road freight) was flat while its Logistics revenue (supply chain, warehousing) averaged 14.1% year-on-year declines. This quarter, Schneider grew its revenue by 6.3% year on year, and its $1.40 billion of revenue was in line with Wall Street's estimates. Looking ahead, sell-side analysts expect revenue to grow 9.6% over the next 12 months, an improvement versus the last two years. This projection is noteworthy and suggests its newer products and services will fuel better top-line performance. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses – everything from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. Schneider was profitable over the last five years but held back by its large cost base. Its average operating margin of 6.7% was weak for an industrials business. This result isn't too surprising given its low gross margin as a starting point. Analyzing the trend in its profitability, Schneider's operating margin decreased by 3.3 percentage points over the last five years. This raises questions about the company's expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. Schneider's performance was poor no matter how you look at it - it shows that costs were rising and it couldn't pass them onto its customers. In Q1, Schneider generated an operating profit margin of 3%, in line with the same quarter last year. This indicates the company's cost structure has recently been stable. We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. Sadly for Schneider, its EPS declined by 10.3% annually over the last five years while its revenue grew by 2.8%. This tells us the company became less profitable on a per-share basis as it expanded. We can take a deeper look into Schneider's earnings to better understand the drivers of its performance. As we mentioned earlier, Schneider's operating margin was flat this quarter but declined by 3.3 percentage points over the last five years. This was the most relevant factor (aside from the revenue impact) behind its lower earnings; taxes and interest expenses can also affect EPS but don't tell us as much about a company's fundamentals. Like with revenue, we analyze EPS over a more recent period because it can provide insight into an emerging theme or development for the business. For Schneider, its two-year annual EPS declines of 46.7% show it's continued to underperform. These results were bad no matter how you slice the data. In Q1, Schneider reported EPS at $0.16, up from $0.11 in the same quarter last year. This print easily cleared analysts' estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects Schneider's full-year EPS of $0.74 to grow 32.4%. We enjoyed seeing Schneider beat analysts' EPS expectations this quarter despite in line revenue. On the other hand, its full-year EPS guidance was lowered and missed. Overall, this print could have been better. The stock remained flat at $21.52 immediately following the results. Schneider had an encouraging quarter, but one earnings result doesn't necessarily make the stock a buy. Let's see if this is a good investment. We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
