Schneider National, Inc.
- Open
- 34.52
- Day high
- 34.59
- Day low
- 33.97
- Prev close
- 34.44
- Volume
- 903K
- Mkt cap
- $6.0B
- P/E (TTM)
- 53.9
- EPS (TTM)
- $0.64
- P/B
- 2.0
- P/S
- 1.0
- Yield
- 0.58%
- Per share
- $0.20
- ▼Insiders net selling -$3.7M over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions accumulating (13F)
Schneider National, Inc. (SNDR) is a Industrials company listed on NYSE. The stock is up 41% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4).
Schneider National, Inc. (SNDR) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 9 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SNDR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 30, 2026 | $0.23 | $0.29 | +25.3% | $1.6B | +2.9% |
| Apr 30, 2026 | $0.11 | $0.12 | +9.1% | $1.4B | -1.5% |
| Jan 29, 2026 | $0.21 | $0.13 | -38.1% | $1.4B | -0.3% |
| Oct 30, 2025 | $0.20 | $0.12 | -41.5% | $1.5B | +1.4% |
| Jul 31, 2025 | $0.21 | $0.21 | +0.0% | $1.4B | -1.4% |
| May 1, 2025 | $0.14 | $0.16 | +14.3% | $1.4B | -1.9% |
| Jan 30, 2025 | $0.20 | $0.20 | +0.0% | $1.3B | -8.7% |
| Aug 1, 2024 | $0.18 | $0.21 | +16.7% | $1.3B | -1.8% |
| May 2, 2024 | $0.12 | $0.11 | -10.6% | $1.3B | -3.6% |
| Feb 1, 2024 | $0.20 | $0.15 | -26.8% | $1.4B | +1.3% |
| Nov 2, 2023 | $0.38 | $0.20 | -46.7% | $1.4B | -2.9% |
| Aug 3, 2023 | $0.45 | $0.45 | +0.9% | $1.3B | -7.7% |
SNDR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Sell | 15,474 | $35.98 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Sell | 13,208 | $35.58 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Option | 13,208 | $24.81 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Sell | 20,312 | $35.18 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Sell | 24,000 | $36.12 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Option | 24,000 | $20.96 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Option | 20,312 | $24.81 |
| Aug 5, 2026 | Rourke Mark B.director, officer: Executive Chair | Option | 15,474 | $20.96 |
| Jul 14, 2026 | GIERTZ JAMES Rdirector | Grant | 12 | $36.40 |
| Jul 6, 2026 | Filter James Scottofficer: President & CEO | Grant | 14,767 | — |
| Jun 12, 2026 | Jackson Thomas Gofficer: EVP - General Counsel | Option | 20,271 | $25.91 |
| Jun 12, 2026 | Jackson Thomas Gofficer: EVP - General Counsel | Sell | 20,271 | $37.15 |
| Jun 10, 2026 | Devgun Shaleenofficer: EVP-Chief Innovation, Tech | Option | 8,352 | $24.81 |
| Jun 10, 2026 | Devgun Shaleenofficer: EVP-Chief Innovation, Tech | Sell | 8,352 | $38.59 |
| May 8, 2026 | Dumas Magnin Shelly Aofficer: VP and Corporate Controller | Sell | 2,425 | $30.90 |
Source: SNDR SEC Form 4 filings, latest Aug 5, 2026. For informational purposes only — not investment advice.
See the full SNDR insider & 13F page →Schneider National, Inc. company profile
Overview
Schneider National, Inc. (NYSE:SNDR) is one of North America's largest transportation and logistics companies, founded in 1935 and headquartered in Green Bay, Wisconsin. The company went public in April 2017 after operating as a private company for over 80 years. Schneider operates as a multimodal transportation provider across the United States, Canada, and Mexico, serving customers through three primary business segments: Truckload, Intermodal, and Logistics. The company has evolved from a traditional trucking operation into a comprehensive supply chain solutions provider, leveraging technology and strategic acquisitions to expand its service offerings and geographic reach.
Business
Schneider National operates in the surface transportation and logistics industry, providing freight movement and supply chain solutions across North America. The transportation industry serves as the backbone of commerce, moving goods from manufacturers to distributors, retailers, and ultimately consumers. The company operates through three distinct business segments: Truckload Segment represents the largest portion of Schneider's business, generating approximately 42% of total revenues. This segment provides over-the-road trucking services using various equipment types including dry vans (standard enclosed trailers), temperature-controlled units for perishable goods, flatbed trailers for construction materials and machinery, and bulk carriers for commodities. The segment is further divided into two key areas: Network services that handle general freight across flexible routes, and Dedicated services where Schneider provides trucks and drivers exclusively for specific customers' operations. The Dedicated portion has grown significantly and now represents approximately 70% of the Truckload fleet, offering more predictable revenues and stronger customer relationships. Intermodal Segment accounts for roughly 20% of revenues and provides container-on-flatcar services, which combine rail and truck transportation. In this model, freight containers are transported by rail for long distances (which is more fuel-efficient and cost-effective), then transferred to trucks for final delivery to customers' facilities. Schneider owns containers, chassis (wheeled frames that carry containers), and trucks to provide door-to-door service, partnering with major railroads like Union Pacific and CSX. Logistics Segment generates approximately 25% of revenues and operates as a freight brokerage and supply chain management provider. This segment doesn't own transportation assets but instead connects customers who need to ship freight with independent truckers and carriers who can transport it. The segment also provides value-added services including warehousing, transloading (transferring freight between different transportation modes), import/export services, and supply chain optimization. Additionally, Schneider provides equipment leasing services to owner-operators (independent truckers who own their trucks but work under Schneider's authority) and offers insurance products to both company drivers and owner-operators.
Revenue model
Schneider National generates revenue through multiple business models across its three segments: Truckload Operations primarily earn revenue through transportation service fees charged to customers based on mileage, time, and specialized equipment requirements. In the Dedicated model, Schneider typically enters into longer-term contracts (often 3-5 years) that provide more stable, predictable revenue streams with customers paying for exclusive use of trucks and drivers. Network operations generate revenue from shorter-term contracts and spot market freight, where rates fluctuate based on supply and demand dynamics. Intermodal Services generate revenue by charging customers for door-to-door container transportation, combining rail linehaul costs with drayage (short-distance trucking) services. Revenue is typically calculated per container moved, with pricing influenced by fuel costs, rail capacity, and distance traveled. Logistics Operations primarily earn revenue through commission-based freight brokerage, taking a percentage spread between what customers pay to ship freight and what independent carriers charge to transport it. The segment also generates revenue from warehousing services, transloading fees, and supply chain consulting. Several factors influence Schneider's profit margins: Margin Enhancement Factors: Tight trucking capacity in the market allows for higher pricing power. Fuel cost management through surcharge mechanisms helps protect margins. The growth of higher-margin Dedicated services provides more stable earnings. Operational efficiency improvements through technology and route optimization reduce costs. Strategic acquisitions can provide synergies and expanded service capabilities. Margin Pressure Factors: Excess trucking capacity in the market leads to pricing pressure and lower rates. Rising fuel, labor, and equipment costs can compress margins if not passed through to customers. Economic slowdowns reduce freight demand and pricing power. Regulatory changes affecting driver hours, safety requirements, or environmental standards can increase operational costs. Competition from other transportation providers and new market entrants pressures pricing. The company's customer base includes manufacturers, retailers, and distributors across various industries, with no single customer representing more than a small percentage of total revenue, providing diversification benefits.
Risks & safety
Schneider National demonstrates a moderate margin of safety with solid financial fundamentals but exposure to cyclical industry dynamics: Liquidity and Solvency: • Cash and short-term investments of $106.2 million as of Q1 2025 • Current ratio of 1.90, indicating adequate short-term liquidity • Debt-to-equity ratio of 0.19, representing conservative leverage • Positive free cash flow generation capability, though Q1 2025 showed -$52.1 million due to capital investments • Strong operating cash flow of $91.7 million in Q1 2025 Valuation Metrics: • Price-to-earnings ratio of 38.4x appears elevated for a cyclical transportation company • EV/EBITDA of 7.2x is reasonable but not particularly attractive • Price-to-book ratio of 1.34x suggests modest premium to book value • Graham number of 7.56 indicates potential overvaluation at current price of $21.86 Other Considerations: • Cyclical industry nature creates earnings volatility and unpredictable cash flows • Recent Cowan Systems acquisition for $421 million demonstrates strategic growth but increases integration risk • Management guidance for 2025 adjusted EPS of $0.75-$1.00 suggests continued modest profitability • Company maintains disciplined capital allocation with reduced CapEx guidance of $325-$375 million
Recent development
Over the past few years, Schneider National has executed a strategic transformation focused on shifting toward higher-margin, more stable business lines while adapting to challenging freight market conditions. The most significant recent development was the acquisition of Cowan Systems in late 2024 for $421 million, a dedicated contract carrier that added approximately 1,900 trucks and 7,600 trailers to Schneider's fleet. This acquisition reinforced the company's strategic pivot toward dedicated services, which now represent 70% of the Truckload fleet compared to 53% in 2022. Management expects $20-30 million in annual synergies from this acquisition and views dedicated services as providing more predictable revenue streams and stronger customer relationships. Technology and operational efficiency initiatives have become increasingly important, with the company investing in AI and digital assistant technologies to improve customer experience and operational productivity. The company has also expanded its Freight Power platform in the Logistics segment and developed power-only services that have shown double-digit growth. The company has navigated a challenging freight environment since 2023, implementing disciplined cost management while maintaining pricing discipline. Management has targeted $40 million in additional cost reductions while focusing on restoring profitability in the Network truckload business, which has been pressured by excess industry capacity and weak pricing. Intermodal expansion has continued with the company maintaining partnerships with major railroads and expanding Mexico cross-border services, which have shown strong growth. The segment has capacity to grow 25% without additional equipment investment, positioning it for future market recovery. Throughout this period, Schneider has maintained a conservative financial approach, keeping leverage low while generating positive free cash flow in most periods and returning capital to shareholders through dividends and share repurchases.
SNDR company profile · for informational purposes only — not investment advice.
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