Schneider National Inc (SNDR)
NYSE:SNDR
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Schneider National
(NYSE:SNDR)
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Rating:61Neutral
Price Target:
$33.00
▲(12.28% Upside)
Action:Reiterated
Date:05/02/26
SNDR scores in the low 60s primarily because financial performance is stable but still recovering—low leverage and stronger recent free cash flow help, yet TTM revenue declines and significantly compressed margins/returns weigh on the profile. Technicals are supportive (uptrend and positive MACD) but appear overextended. Valuation is the biggest headwind given the high P/E versus a modest dividend yield, while the earnings call supports a cautiously constructive view with maintained guidance but demand uncertainty.
Positive Factors
Conservative balance sheet
Schneider’s very low leverage (debt-to-equity ~0.08) and net leverage ~0.3x provide durable financial flexibility in a cyclical trucking industry. This reduces refinancing and solvency risk, supports capital allocation (dividend/repurchases) and cushions operating volatility over multiple quarters.
Negative Factors
Revenue and margin compression
TTM revenue decline and a collapse in net margin (TTM ~1.7% vs ~6.9% in 2022) indicate weaker earnings power. Lower conversion of revenue to profit constrains ROE and ROIC, limits internal funding for strategic initiatives and makes results more sensitive to cost inflation or demand shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Schneider’s very low leverage (debt-to-equity ~0.08) and net leverage ~0.3x provide durable financial flexibility in a cyclical trucking industry. This reduces refinancing and solvency risk, supports capital allocation (dividend/repurchases) and cushions operating volatility over multiple quarters.
Read all positive factors
Schneider National Key Performance Indicators (KPIs)
Any
Truckload Revenue Per Truck Per Week
Calculates the average revenue generated by each truck weekly, indicating operational efficiency and pricing strategy effectiveness.
Calculates the average revenue generated by each truck weekly, indicating operational efficiency and pricing strategy effectiveness.
Data provided by:
The Fly
The FlySchneider National (SNDR) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$5.07B
Dividend Yield1.4%
Average Volume (3M)992.98K
Price to Earnings (P/E)56.6
Beta (1Y)0.73
Revenue Growth5.54%
EPS Growth-21.38%
CountryUS
Employees19,400
SectorIndustrials
Sector Strength72
IndustryTrucking
Share Statistics
EPS (TTM)0.57
Shares Outstanding92,094,810
10 Day Avg. Volume867,730
30 Day Avg. Volume992,978
Financial Highlights & Ratios
PEG Ratio-3.76
Price to Book (P/B)1.54
Price to Sales (P/S)0.82
P/FCF Ratio13.35
Enterprise Value/Market Cap1.10
Enterprise Value/Revenue0.98
Enterprise Value/Gross Profit6.67
Enterprise Value/Ebitda9.11
Forecast
1Y Price Target
$32.27Price Target Upside9.81% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering12
EPS Forecast (FY)0.91
Revenue Forecast (FY)$5.98B
Schneider National Business Overview & Revenue Model
Company Description
Schneider 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 Truc...
How the Company Makes Money
Schneider generates revenue by arranging and/or providing freight transportation and logistics services for shippers under contractual and transactional pricing. Its primary revenue streams include: (1) Truckload transportation, where Schneider us...
Schneider National Earnings Call Summary
Earnings Call Date:Apr 30, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Neutral
The call balanced near-term financial weakness (Q1 adjusted operating income down 21%, EPS down 25%, and higher operating ratios) with multiple constructive operational and market signals: productivity-led Network improvement, sustained intermodal volume growth (notably double-digit Mexico growth), successful cost-savings actions, a strong balance sheet, and early benefits from AI. Management maintained full-year guidance but emphasized demand uncertainty as the key swing factor. Overall, positives around capacity rationalization, execution on cost/productivity, and forward-looking commercial momentum are countered by quarter-specific weather/fuel disruptions and earnings compression, leaving the outlook cautious but constructive.Positive Updates
Revenue and Segment Gains
Enterprise revenues excluding fuel surcharge of $1.2B (down 1% YoY) with Truckload revenues ex-fuel of $618M (up 1% YoY); Network revenues grew 4% YoY and revenue per truck per week increased 7% YoY and 2% sequentially.
Negative Updates
Decline in Adjusted Operating Income and EPS
Enterprise adjusted income from operations was $35M, down 21% YoY; adjusted diluted EPS was $0.12 vs $0.16 prior year (down 25% YoY), reflecting near-term earnings pressure.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue and Segment Gains
Enterprise revenues excluding fuel surcharge of $1.2B (down 1% YoY) with Truckload revenues ex-fuel of $618M (up 1% YoY); Network revenues grew 4% YoY and revenue per truck per week increased 7% YoY and 2% sequentially.
Read all positive updates
Company Guidance
Schneider maintained 2026 guidance, reiterating EPS of $0.70–$1.00 (assumes ~24% effective tax rate) and CapEx of $400–$450 million (primarily replacement), while noting the guide is second‑half weighted and demand is the primary swing factor; this follows Q1 results of enterprise revenues ex‑fuel of $1.2B, adjusted income from operations of $35M, adjusted diluted EPS of $0.12, net CapEx of $45M (vs. $97M LY), free cash flow +$54M YoY, $399M of debt & lease obligations, $228M cash and 0.3x net leverage. Management highlighted $40M (and growing) in cost savings, returned >$22M to shareholders (dividend +5%) and an opportunistic repurchase program, expects Network 2026 rate renewals in the mid‑ to high‑single digits (with double‑digit increases for some shippers), cited Network revenue per truck per week +7% YoY (+2% sequential), increased spot exposure to low double digits, sold >150 new Dedicated trucks YTD, and sees capacity to support double‑digit Intermodal growth.Schneider National Financial Statement Overview
Summary
Income Statement
48
Neutral
Balance Sheet
76
Positive
Cash Flow
71
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.67B | 5.67B | 5.29B | 5.50B | 6.60B | 5.61B |
| Gross Profit | 832.90M | 302.10M | 441.10M | 559.40M | 920.50M | 761.50M |
| EBITDA | 609.90M | 621.80M | 582.50M | 709.80M | 963.60M | 850.70M |
| Net Income | 97.90M | 103.60M | 117.00M | 238.50M | 457.80M | 405.40M |
Balance Sheet | ||||||
| Total Assets | 4.92B | 4.91B | 4.93B | 4.56B | 4.32B | 3.94B |
| Cash, Cash Equivalents and Short-Term Investments | 265.10M | 243.30M | 165.50M | 159.60M | 431.60M | 294.10M |
| Total Debt | 398.80M | 560.40M | 610.80M | 302.10M | 215.10M | 270.30M |
| Total Liabilities | 1.90B | 1.88B | 1.95B | 1.60B | 1.48B | 1.51B |
| Stockholders Equity | 3.02B | 3.02B | 2.99B | 2.96B | 2.84B | 2.42B |
Cash Flow | ||||||
| Free Cash Flow | 425.30M | 348.20M | 146.80M | -127.60M | 162.80M | 25.50M |
| Operating Cash Flow | 638.60M | 637.40M | 686.10M | 680.00M | 856.40M | 566.10M |
| Investing Cash Flow | -254.30M | -346.20M | -791.50M | -907.60M | -598.80M | -626.40M |
| Financing Cash Flow | -262.70M | -207.30M | 120.60M | -55.70M | -116.70M | -90.40M |
Schneider National Technical Analysis
Positive
29.39
Price Trends
27.02
Positive
27.04
Positive
25.20
Positive
Market Momentum
0.67
Negative
67.14
Neutral
69.68
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SNDR, the sentiment is Positive. The current price of 29.39 is above the 20-day moving average (MA) of 26.86, above the 50-day MA of 27.02, and above the 200-day MA of 25.20, indicating a bullish trend. The MACD of 0.67 indicates Negative momentum. The RSI at 67.14 is Neutral, neither overbought nor oversold. The STOCH value of 69.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SNDR.
Schneider National Risk Analysis
Schneider National disclosed 30 risk factors in its most recent earnings report. Schneider National reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Schneider National Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $11.60B | 47.13 | 10.04% | ― | 0.34% | -20.72% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | $5.07B | 56.56 | 3.24% | 1.40% | 5.54% | -21.38% | |
60 Neutral | $2.51B | -529.70 | 4.30% | 0.62% | -1.65% | -67.84% | |
59 Neutral | $9.73B | -1,775.34 | 0.48% | 1.34% | 1.13% | -77.50% | |
59 Neutral | $3.31B | -17.17 | -6.75% | ― | 13.10% | 71.44% | |
54 Neutral | $2.05B | -103.41 | -0.62% | 1.84% | 3.28% | -154.33% |
* Industrials Sector Average
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Schneider National Corporate Events
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Schneider National Shareholders Approve Incentive Plan and Governance Changes
Positive
May 1, 2026
On April 30, 2026, Schneider National’s shareholders approved an amendment and restatement of the 2017 Omnibus Incentive Plan, increasing the Class B common stock reserved for issuance under the plan by 19,900,000 shares, which expands the c...
DividendsFinancial Disclosures
Schneider National Declares Quarterly Cash Dividend for Shareholders
Positive
Apr 30, 2026
Schneider National, Inc., the Green Bay, Wis.-based multimodal transportation and logistics provider, said that on April 29, 2026, its board of directors declared a quarterly cash dividend of $0.10 per share on its Class A and Class B common stock...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.