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Norfolk Southern and Schneider Expand Intermodal Partnership Across Eastern U.S.

Norfolk Southern (NYSE: NSC) and Schneider National (NYSE: SNDR) announced a strategic agreement to expand domestic intermodal capacity across the eastern United States, combining Norfolk Southern’s rail network with Schneider’s asset-based intermodal operations.

Under the partnership, Schneider will transition its primary eastern rail provider to Norfolk Southern. The move is intended to broaden Schneider’s access to key markets, improve network flexibility and create additional opportunities to shift freight from truckload transportation to intermodal.

Schneider brings approximately 23,900 chassis, 26,800 containers and access to more than 60 intermodal rail hubs across North America. More than 90% of its domestic dray moves are handled by company drivers, giving the carrier greater control over pickup and delivery operations.

Norfolk Southern, meanwhile, is investing across its 22-state intermodal network, including terminal expansions, gateway capacity, double-stack clearance projects and reliability improvements. Its intermodal volumes increased 3% in the third quarter of 2026, supported by consumer demand, truck-market conditions and network improvements.

The companies highlighted projects including new Cincinnati-to-Atlanta service, East Edge double-stack clearance improvements connecting the Midwest and New England, and terminal investments in Ohio, Michigan, North Carolina and Illinois.

The agreement strengthens Norfolk Southern’s position in domestic intermodal while giving Schneider a larger eastern rail platform. For both companies, the partnership could support longer-term volume growth by offering shippers a more scalable and cost-efficient alternative to over-the-road freight.
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Global Finance News 11-01-26
Schneider National reported weaker-than-expected results for the fourth quarter of 2025 as softer market conditions and a shortened peak season weighed on volumes and profitability.

The company posted operating revenues of $1.4 billion in the quarter, up from $1.3 billion a year earlier, but income from operations declined to $36.5 million from $42.4 million. Diluted earnings per share fell to $0.13 from $0.18, while adjusted diluted EPS also came in at $0.13 compared with $0.20 in the prior year. Management cited muted demand starting in November, higher third-party carrier costs, unplanned customer shutdowns, and rising healthcare expenses as key headwinds, partly offset by some improvement late in December.

For the full year, Schneider generated operating revenues of $5.67 billion and adjusted EBITDA of $617.5 million. Looking ahead, the company issued full-year 2026 adjusted diluted EPS guidance of $0.70 to $1.00 and net capital expenditures guidance of $400 to $450 million. Schneider also highlighted ongoing cost savings initiatives, growth in dedicated and intermodal services, and continued capital returns through dividends and a newly authorized $150 million share repurchase program.

Source: Schneider National, Inc.
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WS Investor 01-30-26
Schneider National Reports Q3 2025 Results; Maintains Full-Year Outlook Despite Softer Market

Schneider National (NYSE: SNDR) reported third-quarter 2025 operating revenues of $1.45 billion, up 10% from $1.32 billion a year earlier, driven by the acquisition of Cowan Systems and steady growth across its segments. Income from operations fell 18% to $35.3 million due to higher claims costs and inflationary pressures. Net income declined 37% to $19.4 million, with diluted EPS at $0.11 versus $0.17 in 2024. Adjusted EPS was $0.12.

Truckload segment revenues rose 17% to $624.5 million, fueled by a 22% increase in Dedicated volume from Cowan’s integration, though margins tightened due to startup inefficiencies and higher insurance and equipment costs. Intermodal revenue grew 6% to $281.4 million on 10% volume growth, while Logistics sales rose 6% to $332.1 million but faced weaker brokerage activity.

Schneider reaffirmed its full-year adjusted EPS guidance of approximately $0.70 and net capital expenditures of about $300 million. CEO Mark Rourke highlighted resilient performance despite sub-seasonal freight trends, noting ongoing progress in structural efficiency initiatives and growth in Dedicated and Intermodal operations.
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Author
Global Finance News 10-30-25
Schneider National, Inc. reported its fourth-quarter 2024 financial results, showing a decline in operating revenues to $1.34 billion from $1.37 billion in the same period in 2023. However, income from operations increased 35% to $42.4 million, with diluted earnings per share rising to $0.18 from $0.15 in the prior year. Adjusted diluted earnings per share were $0.20, compared to $0.16 in 2023. The company provided 2025 guidance for adjusted diluted earnings per share between $0.90 and $1.20, with net capital expenditures projected at $400-$450 million.

CEO Mark Rourke noted that seasonal patterns returned to the freight market, and demand showed improvement as carriers exited the market. The company's Truckload segment saw revenue growth, particularly in its Dedicated business, which now represents 70% of the segment following the acquisition of Cowan Systems. Intermodal achieved its second consecutive quarter of year-over-year earnings growth, while Logistics saw a 39% increase in income from operations.

Schneider ended the year with $526.8 million in debt, up from $302.1 million in 2023, and $117.6 million in cash and cash equivalents. Free cash flow increased by $199.6 million year-over-year, despite lower capital expenditures on transportation equipment.

Looking ahead, Schneider expects improving freight market conditions in 2025, with a focus on margin restoration and long-term growth. The company aims to improve Truckload profitability, expand Intermodal volumes, and continue leveraging technology in its Logistics segment.
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European Investor 01-30-25
Schneider National, Inc. has announced a quarterly cash dividend for the first fiscal quarter of 2025. The company's board of directors approved the dividend on January 27, 2025, setting the amount at $0.095 per share for holders of its Class A and Class B common stock. Shareholders of record as of the close of business on March 14, 2025, will be eligible to receive the dividend, which is scheduled for payment on April 9, 2025.
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The Investor 01-29-25