Ground Transportation Q1 Earnings: Schneider Flat, Heartland Express Beats, Universal Logistics Misses

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

The 15 ground transportation stocks tracked reported a strong first quarter, with revenues beating analysts' consensus estimates by 2.1%. Schneider reported revenues of $1.40 billion, flat year on year and slightly below expectations, but beat on EPS and adjusted operating income. Heartland Express posted the best performance, with revenues of $176.3 million down 19.7% year on year yet exceeding estimates by 2.6%, along with beats on EPS and adjusted operating income. Universal Logistics was the weakest, with revenues of $367.6 million down 3.9% year on year and missing estimates by 1.3%, alongside a significant miss on adjusted operating income. Avis Budget Group reported revenues of $2.53 billion, up 4.1% year on year and beating estimates by 4.7%, while ArcBest reported revenues of $998.8 million, up 3.3% year on year and meeting expectations.

Impact on stocks 5

Industrials± Mixed · 5 stocks
Heartland Express Inc
HTLD
▲ PositiveDemandrelevance

Heartland Express beat revenue estimates and EPS, despite revenue decline, indicating better-than-expected demand.

Universal Logistics Holdings Inc
ULH
▼ NegativeDemandrelevance

Universal Logistics missed revenue estimates and had a significant miss on adjusted operating income, indicating weak demand.

Avis Budget Group Inc
CAR
▲ PositiveDemandrelevance

Avis Budget Group reported revenues up 4.1% year on year and beating estimates by 4.7%, indicating strong demand.

Schneider National Inc
SNDR
± Mixedrelevance

Schneider National reported flat revenues but beat on EPS and adjusted operating income; mixed signals.

© 2026 MarketDXNews