Schneider National- B

Q2 FY2026 EarningsQ2 FY26 results comprehensively beat consensus across all major financial metrics: revenue reached $1.57B vs. the $1.52B mean estimate, while GAAP EPS of $0.28 exceeded the $0.23 expectation by over 21%. Operating income (EBIT) of $71.4M significantly outperformed the $59.8M consensus, primarily driven by a 53% YoY surge in Logistics operating income and yield improvements in the Truckload Network unit. Cash flow from operations for the quarter was $171.4M, a 23.7% beat against the $138.6M consensus, underpinned by disciplined asset management and cost containment efforts.