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SNDRSchneider National, Inc.
$35.77$6.3B
Overview & Verdict
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SNDR logoSchneider National, Inc.(SNDR)Earnings, Financials & Key Ratios

SNDR•NYSE
$35.77
60.6× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryTruckingSub-IndustryIntermodal and Drayage Operators
AboutSchneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. The company operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers standard long-haul and regional shipping services primarily through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as cross dock and customized solutions for time-sensitive loads. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers' freight; and transloading and warehousing services. It also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.Show more
  • Revenue$5.67B+7.3%
  • EBITDA$619M+6.9%
  • Net Income$104M-11.5%
  • EPS (Diluted)0.59-10.6%
  • Gross Margin5.32%-36.1%
  • EBITDA Margin10.91%-0.3%
  • Operating Margin2.98%-4.7%
  • Net Margin1.83%-17.4%
  • ROE3.45%-12.5%

SNDR Price & Volume

Schneider National, Inc. (SNDR) stock price & volume — 10-year historical chart

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Cyclical Freight Headwinds Constrain Operational Margin Scaling

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Persistent freight market overcapacity

Key Thesis Takeaways

  • Schneider National faces a challenging environment characterized by persistent overcapacity in the North American truckload market, which has compressed operating margins to a low of 2.4% as of 2026Q1.
  • While the company maintains a robust balance sheet with a conservative debt-to-equity ratio of 0.13, its earnings remain highly sensitive to industrial production cycles and capital-intensive fleet maintenance.
  • Investors should monitor whether the company can improve its bottom-line scalability, as recent EPS growth has deteriorated to a 20% contraction in the most recent quarter.

Verdict Logic

while the company maintains a healthy balance sheet with a 0.13 debt-to-equity ratio, the current P/E of 61.51 appears difficult to justify given the persistent 20% contraction in EPS growth observed in 2026Q1.

SNDR Growth Metrics

Schneider National, Inc. (SNDR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years3.66%
5 Years4.5%
3 Years-4.93%
TTM5.54%

Profit CAGR

10 Years-3.03%
5 Years-13.32%
3 Years-39.06%
TTM-21.43%

EPS CAGR

10 Years-3.12%
5 Years-13.09%
3 Years-38.69%
TTM-21.13%

Return on Capital

10 Years10.19%
5 Years10.04%
3 Years5.25%
Last Year3.93%

SNDR Recent Earnings

Schneider National, Inc. (SNDR) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 2/12 qtrs (17%)
Q2 2026Latest
Apr 30, 2026
Metric
Actual
Est
EPS
$0.12+9.1%
$0.11
Rev
$1.4B-1.5%
$1.4B
Q1 2026
Jan 29, 2026
Metric
Actual
Est
EPS
$0.13-38.1%
$0.21
Rev
$1.4B-3.7%
$1.5B
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$0.12-41.5%
$0.20
Rev
$1.5B+1.4%
$1.4B
Q3 2025
Jul 31, 2025
Metric
Actual
Est
EPS
$0.21+0.0%
$0.21
Rev
$1.4B-1.4%
$1.4B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 30, 2026
$0.12vs $0.11+9.1%
$1.4Bvs $1.4B-1.5%
Q1 2026Jan 29, 2026
$0.13vs $0.21-38.1%
$1.4Bvs $1.5B-3.7%
Q4 2025Oct 30, 2025
$0.12vs $0.20-41.5%
$1.5Bvs $1.4B+1.4%
Q3 2025Jul 31, 2025
$0.21vs $0.21+0.0%
$1.4Bvs $1.4B-1.4%
Based on last 12 quarters of dataView full earnings history →

Latest SNDR News

Recent stock market news and headlines for Schneider National, Inc. (SNDR)

Business Wire·Jun 24, 2026
Schneider appoints manufacturing leader Austin Ramirez to Board of Directors

GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, announced the appointment of Austin Ramirez to its Board of Directors. Ramirez serves as CEO of Wisconsin-based Husco, a global engineering and manufacturing company specializing in hydraulic and electro-mechanical systems for automotive and off-highway applications. Under his leadership, Husco has tripled in size to more than $600 million.

GuruFocus·Jun 17, 2026
United States Air Force veteran named newest Ride of Pride driver

Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced company driver Greg

Business Wire·Jun 17, 2026
United States Air Force veteran named newest Ride of Pride driver

GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced company driver Greg Smith, a U.S. Air Force veteran, has been selected as this year's Ride of Pride driver. Recognizing military veterans is a longstanding tradition at the carrier. Ride of Pride is an annual initiative started by Daimler Truck North America to honor military service and sacrifice. Daimler's Cleveland, North.

GuruFocus·Jun 16, 2026
Schneider drivers building legacy of safety, one mile at a time

Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, is celebrating hundreds of drivers f

Business Wire·Jun 16, 2026
Schneider drivers building legacy of safety, one mile at a time

GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, is celebrating hundreds of drivers for reaching new safety milestones while delivering reliable performance for shippers. Beyond these remarkable individuals, the awards also reflect Schneider's responsible leadership in investing in drivers for the long haul and providing them with training, equipment and tools to be successful. This year'.

Peers Comparison

Key metrics vs top competitors for Schneider National, Inc. (SNDR)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SNDR logoSNDRSchneider National, Inc.Current
$35.77$6.27B60.637.25%1.83%3.45%1.06%
KNX logoKNXKnight-Swift Transportation Holdings Inc.
$74.34$12.08B181.320.8%0.45%0.48%—
WERN logoWERNWerner Enterprises, Inc.
$43.32$2.6B-180.50-1.84%-0.28%-0.61%—
HTLD logoHTLDHeartland Express, Inc.
$14.89$1.15B-22.22-23.08%-5.69%-5.66%—
MRTN logoMRTNMarten Transport, Ltd.
$17.24$1.41B82.10-8.31%1.68%1.89%—
JBHT logoJBHTJ.B. Hunt Transport Services, Inc.
$275.00$25.93B44.93-0.73%5.13%17.3%—

Compare SNDR vs Peers

Schneider National, Inc. (SNDR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs KNX

Most directly comparable listed peer for SNDR.

Scale Benchmark

vs ORCL

Larger-name benchmark to compare SNDR against a more recognizable public peer.

Peer Set

Compare Top 5

vs KNX, WERN, HTLD, MRTN

SNDR SEC Filings & Documents

Schneider National, Inc. (SNDR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 1, 2026·SEC

Material company update

Apr 30, 2026·SEC

Material company update

Jan 29, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 20, 2026·SEC

FY 2025

Feb 21, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 1, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Jul 31, 2025·SEC

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SNDR Frequently Asked Questions

Schneider National, Inc. (SNDR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Schneider National, Inc.'s revenue?

Schneider National, Inc. (SNDR) reported $5.67B in revenue for fiscal year 2025. This represents a 44% increase from $3.94B in 2014.

How fast is Schneider National, Inc. growing?

Schneider National, Inc. (SNDR) grew revenue by 7.3% over the past year. This is steady growth.

Is SNDR profitable?

Yes, Schneider National, Inc. (SNDR) is profitable, generating $97.9M in net income for fiscal year 2025 (1.8% net margin).

Dividend & Returns
Does SNDR pay dividends?

Yes, Schneider National, Inc. (SNDR) pays a dividend with a yield of 1.06%. This makes it attractive for income-focused investors.

What is SNDR's return on equity?

Schneider National, Inc. (SNDR) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.

What is Schneider National, Inc.'s free cash flow?

Schneider National, Inc. (SNDR) generated $493.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in SNDR back in 2014?

Total return calculator · dividends reinvested · 12+ years of data

See returns →