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Operating Income by Segment
Displays income generated from operations in each segment, highlighting profitability and financial health across the company's divisions.
Schneider’s segment profits have shifted from 2021–22 rate-driven peaks to a lower, more volatile base where Truckload still supplies most earnings but hasn’t regained its prior margin power, while Intermodal shows consistent volume momentum (notably Mexico) yet margin compression. Logistics is recovering modestly but remains fragile. Management’s emphasis on productivity, $40M cost savings, increased spot exposure and AI-driven efficiency explains why guidance was maintained despite weak near-term operating income—investors should watch improving operating ratios and sustained demand, not just volumes, before rewarding multiple expansion.
SNDR Operating Income by Segment
| Date | Other | Intermodal | Truckload | Logistics |
|---|---|---|---|---|
| Jun 30, 2026 | -$10.50M | $18.40M | $51.40M | $12.10M |
| Mar 31, 2026 | -$4.20M | $10.90M | $20.20M | $6.50M |
| Dec 31, 2025 | -$7.10M | $18.00M | $23.00M | $2.60M |
| Sep 30, 2025 | -$7.70M | $16.80M | $19.80M | $6.40M |
| Jun 30, 2025 | -$9.10M | $16.10M | $40.10M | $7.90M |
| Mar 31, 2025 | -$4.90M | $13.80M | $25.10M | $8.10M |
| Dec 31, 2024 | -$3.10M | $17.20M | $19.80M | $8.50M |
| Sep 30, 2024 | -$3.90M | $15.70M | $23.70M | $7.60M |
| Jun 30, 2024 | -$5.50M | $14.60M | $30.70M | $11.20M |
| Mar 31, 2024 | $1.40M | $7.00M | $14.90M | $5.40M |
| Dec 31, 2023 | $200.00K | $6.20M | $18.80M | $6.10M |
| Sep 30, 2023 | $2.60M | $11.10M | $24.50M | $8.50M |
| Jun 30, 2023 | $2.50M | $23.70M | $64.80M | $12.80M |
| Mar 31, 2023 | $3.50M | $30.00M | $62.60M | $18.50M |
| Dec 31, 2022 | -$2.50M | $52.80M | $68.90M | $24.10M |
| Sep 30, 2022 | $3.20M | $31.10M | $83.20M | $27.90M |
| Jun 30, 2022 | $6.30M | $42.30M | $80.70M | $47.30M |
| Mar 31, 2022 | -$65.10M | $38.90M | $119.40M | $41.90M |
| Dec 31, 2021 | -$1.70M | $54.60M | $87.70M | $37.40M |
| Sep 30, 2021 | $800.00K | $45.70M | $85.10M | $22.10M |
| Jun 30, 2021 | $300.00K | $34.90M | $73.60M | $17.00M |
| Mar 31, 2021 | $2.00M | $20.00M | $38.30M | $15.90M |
| Dec 31, 2020 | -$6.30M | $24.70M | $65.10M | $21.60M |
| Sep 30, 2020 | -$14.40M | $23.00M | $45.60M | $9.10M |
| Jun 30, 2020 | $3.70M | $11.00M | $40.50M | $8.20M |
| Mar 31, 2020 | -$2.20M | $16.30M | $36.60M | $4.20M |
