Schneider National (SNDR) Q2 FY26 earnings call

Schneider National delivered strong Q2 FY26 results, with earnings more than doubling sequentially, driven by supply-led market improvement and effective execution of strategic initiatives. The company is capitalizing on tightening capacity and rising spot rates, while proactively addressing portfolio quality in Dedicated and prioritizing profitable growth in Intermodal. Management remains confident in the earnings trajectory, supported by technology innovation and cost savings, despite some demand uncertainty and driver capacity constraints.