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What Schneider National promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

2 of 5 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Full-year adjusted diluted EPS guidance$0.70 to $1Dec 2025Jun 2026:We're raising our 2026 earnings per share guidance to $0.90 to $1.10 from our previous range of $0.70 to $1.
Call transcript, Jun 2026 · no direct link
Revised Up
Enterprise structural cost savings target (annual)an additional $40 millionDec 2025Jun 2026:execution against our $40 million cost savings target, where we remain on track
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 14 tracked commitments for Schneider National

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.