Schneider National, Inc. demonstrates resilience with stable margins despite soft demand and inflation, driven by strategic pricing and operational efficiency. SNDR's liquidity is robust, with manageable debt and improved cash conversion, ensuring financial stability and growth potential. The TL market shows signs of recovery, and e-commerce growth offers additional opportunities for SNDR amid competitive pressures.
SNDR is grappling with a downturn in freight market conditions and supply-chain disruptions. Escalated operating expenses are also a headwind.
SNDR anticipates 2025 adjusted earnings per share in the range of 0.90-$1.20.
Schneider National, Inc. (NYSE:SNDR ) Q4 2024 Earnings Conference Call January 30, 2025 10:30 AM ET Company Participants Steve Bindas - Director-Investor Relations Mark Rourke - President & Chief Executive Officer Darrell Campbell - Executive Vice President & Chief Financial Officer Jim Filter - Executive Vice President and Group President-Transportation & Logistics Conference Call Participants Daniel Imbro - Stephens Ravi Shanker - Morgan Stanley Brian Ossenbeck - JPMorgan Jason Seidl - TD Cowen David Hicks - Raymond James Ken Hoexter - Bank of America John Chappell - Evercore ISI Scott Group - Wolfe Research Bascome Majors - Susquehanna Andrew Cox - Stifel Operator Thank you for standing by, and welcome to the Schneider's Fourth Quarter 2024 Earnings Conference Call. [Operator Instructions] I'd now like to turn the call over to Steve Bindas, Director of Investor Relations.
The headline numbers for Schneider National (SNDR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Schneider National (SNDR) came out with quarterly earnings of $0.20 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.16 per share a year ago.
Schneider National (SNDR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Schneider National (SNDR) reported earnings 30 days ago. What's next for the stock?
The buyout of Cowan Systems is likely to enhance SNDR's earnings and boost its position as one of the largest dedicated providers in the transportation industry.
SNDR is grappling with a downturn in freight market conditions, hurting its prospects. Escalated operating expenses are a major headwind.
Stifel raised the firm's price target on Schneider National to $27 from $25 and keeps a Hold rating on the shares after Schnieder reported Q3 adjusted EPS of 18c, below the firm's 24c estimate and consensus at 21c. With a muted recovery ahead, "it's difficult for us to find much leverage to the upside," the analyst tells investors in a post-earnings note.
Schneider lowered the 2024 adjusted earnings per share guidance to 66-72 cents from the prior mentioned 80-90 cents.