Equity Profile
Post-Earnings Recap
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.12 | $0.10 | +10.09% |
| Revenue | N/A | $1.4B | N/A |
management commentary, guidance changes, and full analysis available with Pro.
Schneider National, Inc. is a leading provider of cargo ground transportation services in the industrial sector....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Revenue figures will provide insight into the company's sales performance and overall demand for its transportation services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
| EPS | $0.12 | $0.10 | +10.09% |
| Revenue | N/A | $1.4B | N/A |
Tone: Unknown
No transcript is on record, and the analysis is based on numerical results only.
Schneider National's earnings report showed a positive surprise in EPS, which likely contributed to the stock's increase of 2.37%. However, the lack of revenue data and management commentary leaves some uncertainty about the company's overall performance and future outlook. Investors may be cautiously optimistic based on the EPS beat, but further details are needed for a complete picture.
EPS Beat Streak
1Q
EPS Beat Rate
50%
Avg EPS Surprise
-7.87%
Avg Stock Reaction
+0.25%
In the last quarter, Schneider National reported an EPS of $0.13, which was below the expected $0.21, leading to a stock decline of 1.66% the following day. This miss raised concerns about the company's ability to meet earnings expectations.
Management Promises & Guidance
Analysts are cautiously optimistic about Schneider's upcoming earnings, with expectations for a modest EPS of $0.10 and revenue of $1.4 billion. However, recent earnings misses have raised concerns.
Bull Case
If Schneider can exceed EPS expectations and show strong revenue growth, it could signal a turnaround in performance and boost investor confidence.
Bear Case
Conversely, if the company misses expectations again, it may lead to further declines in stock price and increased skepticism about its operational strategy.
EPS
$0.10Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$1.4BRevenue figures will provide insight into the company's sales performance and overall demand for its transportation services.
Expectations
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $0.10?
A positive surprise in EPS could help restore investor confidence after recent misses.
Q2
What are the revenue projections for the upcoming quarters?
Revenue growth is critical for assessing the company's ability to capitalize on market demand.
Edge
Why consensus could be wrong
The Street may be underestimating the potential for Schneider to recover from its recent earnings misses, as operational improvements could lead to better-than-expected results this quarter.
Supporting Evidence
The company has committed to investing in technology that could enhance efficiency and reduce costs.
Recent trends in the logistics sector suggest a rebound in demand that Schneider could capitalize on.
Key Risk
If Schneider reports an EPS above $0.12, it could challenge the prevailing bearish sentiment.
Edge
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it follows several disappointing earnings reports, and investors are keen to see if Schneider can turn things around.
Bull Confirmed If
An EPS of $0.12 or higher would confirm a positive outlook for Schneider's earnings recovery.
Bear Confirmed If
An EPS below $0.05 would reinforce concerns about the company's operational challenges.
Pre-Earnings Positioning
Implied Move
±7.83%
Historical Avg
±3.4%
The options market is pricing in a significant move following the earnings report, indicating uncertainty among investors.
Options are pricing ±6.0% while SNDR has averaged ±3.4% over the last 8 prints — setup is pricing rich.
ATM IV
0.5%
30d HV
27.5%
Edge
Cross-company pattern from 30 similar setups.
Prior-quarter miss + options pricing rich in Industrials
n=30Fade rate: 6 of 16 (38%)
This setup has occurred 30 times across Industrials in the last 2 years. 10 of 16 (63%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.7%, with a raw directional average of +0.7% (modestly positive historical bias).
Preparation
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Schneider beats expectations, history suggests a potential stock increase of around 1.92%, confirming a positive trend.
In-Line / Cautious
An in-line report might lead to a muted reaction, as investors will closely analyze management's commentary for future guidance.
Miss
A miss could result in a decline of about 0.81%, further shaking investor confidence in the company's strategy.
Preparation
House & Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
0 buys·1 sell
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
Net selling
Recent Transactions
Traded Jan 26, 2026 · disclosed Feb 26, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.
Preparation
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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