Schneider National raised its full-year 2026 adjusted earnings per share guidance to a range of 90 cents to $1.10 from a prior view of 70 cents to $1.00, with the Zacks Consensus Estimate currently pegged at $1.02. The company aims to achieve another $40 million in targeted cost savings in 2026 after meeting its 2025 cost savings target, and the updated guidance sits above 2025 adjusted EPS of 63 cents. Schneider ended the second quarter of 2026 with cash and cash equivalents of $292.7 million against current debt of $10.5 million, while long-term debt fell to $385.6 million from $513 million a year earlier. In January 2026 the board approved a new stock repurchase program for up to $150 million of Class A and/or Class B common stock over three years, replacing a prior $150 million authorization, and during the first half of 2026 the company repurchased 0.2 million Class B shares for $5.2 million. Schneider shares have gained 34.3% over the past six months, outperforming the transportation-services industry's 0.7% loss, and the stock trades at a forward 12-month price-to-sales ratio of 0.92X versus 1.62X for the industry.
Schneider National IncSchneider raised its 2026 adjusted EPS guidance to 90 cents-$1.10 and targets another $40 million in cost savings
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