Schneider National's Q3 Mixed as Intermodal Strength Offsets Weakness, UBS Says

MT Newswires Live10-31 01:09

Schneider National's (SNDR) Q3 results were "mixed," with intermodal strength offset by weaker truckload profitability and higher logistics costs, UBS Securities said in a report Friday.

The company reported earnings of $0.29 per share, missing the FactSet $0.30 per share consensus and matching the firm's estimate. Intermodal yield rose 3% from a year earlier, UBS said, topping its 2% estimate, while intermodal earnings before interest and taxes came in $3.4 million above the UBS' model.

Truckload EBIT of $43.7 million was $2 million below the firm's estimate despite a $9 million boost from higher year-over-year gains on sale. Schneider's logistics business also posted a $12 million sequential decline in EBIT, due in part to an accident claim, the report said.

Network truckload performance improved, with revenue per truck per week up 21% on higher pricing and utilization. Schneider also expects rising truckload rates in 2027 against what the firm described as a "fragile backdrop," according to the report.

UBS called Schneider's move to Norfolk Southern as its primary Eastern rail partner a "strategic win," saying the agreement could support additional intermodal growth.

UBS maintained a neutral rating on Schneider National, and cut its price target to $30 from $31.

Price: 29.29, Change: -0.16, Percent Change: -0.54

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Schneider also expects rising truckload rates in 2027 against what the firm described as a \"fragile backdrop,\" according to the report.</p><p>UBS called Schneider's move to Norfolk Southern as its primary Eastern rail partner a \"strategic win,\" saying the agreement could support additional intermodal growth.</p><p>UBS maintained a neutral rating on Schneider National, and cut its price target to $30 from $31.</p><p>Price: 29.29, Change: -0.16, Percent Change: -0.54</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NHLD","symbol_name":"National Holdings Corporation","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2679418292","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2679418292","pubTimestamp":1793380162,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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