Filing Flows › Schneider National (SNDR) › Guidance history
Schneider National (SNDR) guidance history: what it guided and what it reported
Schneider National gave guidance in 12 earnings releases on file since Feb 1, 2024. Of 2 guided periods since reported, it met or beat its own guidance once (50%). Tax rate: 1 of 2, on average +0.0 pts against the guided midpoint. Its releases raised guidance 3 times and lowered it 4 times.
Tax rate
Met or beat 1 of 2 periods (1 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 24.0% (Jan 29, 2026) → reaffirmed 24.0% (Apr 30, 2026) → reaffirmed 24.0% (Jul 30, 2026) → lowered 22.0% (Oct 29, 2026) | — | to be reported | — |
| FY2025 | 23.0%–24.0% (Jan 30, 2025) → reaffirmed 23.0%–24.0% (May 1, 2025) → reaffirmed 23.0%–24.0% (Jul 31, 2025) → raised 24.0% (Oct 30, 2025) | 24.9% | above the range | +0.9 pts |
| FY2024 | 24.5% (Feb 1, 2024) → lowered 24.0% (Nov 6, 2024) | 23.1% | below the range | -0.9 pts |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $400M–$450M (Jan 29, 2026) → reaffirmed $400M–$450M (Apr 30, 2026) → lowered $350M–$400M (Jul 30, 2026) → lowered $325M–$350M (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $400M–$450M (Jan 30, 2025) → lowered $325M–$375M (May 1, 2025) → reaffirmed $325M–$375M (Jul 31, 2025) → lowered $300M (Oct 30, 2025) | $352M (GAAP) | not judged | — |
| FY2024 | $400M–$450M (Feb 1, 2024) → lowered $350M–$400M (May 2, 2024) → lowered $300M–$350M (Aug 1, 2024) → raised $330M (Nov 6, 2024) | $414M (GAAP) | not judged | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $0.70–$1.00 (Jan 29, 2026) → reaffirmed $0.70–$1.00 (Apr 30, 2026) → raised $0.90–$1.10 (Jul 30, 2026) → raised $1.00–$1.10 (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $0.90–$1.20 (Jan 30, 2025) → lowered $0.75–$1.00 (May 1, 2025) → lowered $0.75–$0.95 (Jul 31, 2025) → lowered $0.70 (Oct 30, 2025) | — | — | — |
| FY2024 | $1.15–$1.30 (Feb 1, 2024) → lowered $0.85–$1.00 (May 2, 2024) → lowered $0.80–$0.90 (Aug 1, 2024) → lowered $0.66–$0.72 (Nov 6, 2024) | — | — | — |
The latest quarter
Schneider National, Q3 2026: revenue $1.6B (+9% year over year), operating margin 3.9%, net earnings $49.5M, operating cash flow $139M. The chart follows the revenue to costs, profit and cash.
Questions
Does Schneider National beat its guidance?
Schneider National gave guidance in 12 earnings releases on file since Feb 1, 2024. Of 2 guided periods since reported, it met or beat its own guidance once (50%). Tax rate: 1 of 2, on average +0.0 pts against the guided midpoint.
How often does Schneider National raise guidance?
Its earnings releases raised guidance 3 times and lowered it 4 times since Feb 1, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.