Schneider National, Inc.
For the period ended Sep 30, 2026. Filed Oct 30, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Oct 30, 2026
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Revenue Recognition
- REVENUE RECOGNITION
Disaggregated Revenues
The following table presents operating revenues disaggregated by service type.
| Three Months EndedSeptember 30, | Nine Months EndedSeptember 30, | |||
|---|---|---|---|---|
| Disaggregated Revenues (in millions) | 2026 | 2025 | 2026 | 2025 |
| Transportation | $1,458.1 | $1,337.1 | $4,176.0 | $3,943.1 |
| Logistics management | 68.2 | 53.7 | 197.7 | 161.9 |
| Other | 59.0 | 61.6 | 178.8 | 169.7 |
| Total operating revenues | $1,585.3 | $1,452.4 | $4,552.5 | $4,274.7 |
Quantitative Disclosure
The following table provides information about transactions and the expected timing of revenue recognition related to remaining fixed performance obligations for contracts with original terms greater than one year, as of the date shown.
| Remaining Performance Obligations (in millions) | September 30, 2026 |
|---|---|
| Expected to be recognized within one year | |
| Transportation | $98.3 |
| Logistics management | 24.6 |
| Expected to be recognized after one year | |
| Transportation | 90.0 |
| Logistics management | 20.3 |
| Total | $233.2 |
This disclosure excludes performance obligations that are part of a contract with an original expected duration of one year or less. It also excludes expected consideration related to performance obligations for which the Company elects to recognize revenue in the amount to which it has a right to invoice (e.g., usage-based pricing terms).
Information related to contract balances associated with our contracts with customers as of the dates shown is as follows:
| Contract Balances (in millions) | September 30, 2026 | December 31, 2025 |
|---|---|---|
| Other current assets—Contract assets | $32.0 | $21.3 |
We generally receive payment within 40 days of performing our obligations under customer contracts. Contract assets in the table above relate to revenue in transit at the end of the reporting period. We hadno contract liabilities related to advance payments from customers as of September 30, 2026 and December 31, 2025.
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