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Schneider National Inc (SNDR)
NYSE:SNDR
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Schneider National
(NYSE:SNDR)
Rating:71Outperform
Price Target:
$27.00
▲(8.96% Upside)
Positive Factors
Business Growth
Schneider remains focused on growing organically and is comfortable leveraging up to 2.0-2.5x EBITDA for the right opportunity, indicating a willingness to invest in the company's growth.
Earnings
SNDR reported 2Q adjusted EPS of $0.21, beating both the analyst's and Street estimate of $0.20.
Negative Factors
Financial Guidance
The high end of the guide was lowered with FY25 EPS projected at $0.75-$0.95 as SNDR does not see the prior upside scenario of $1.00 in play given policy-related pressure and spot retracement witnessed.
Market Conditions
Intermodal volumes, especially international ones, have been weak due to lower imports.
Schneider National (SNDR) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$4.28B
Dividend Yield1.56%
Average Volume (3M)764.82K
Price to Earnings (P/E)34.3
Beta (1Y)0.60
Revenue Growth2.20%
EPS Growth7.86%
CountryUS
Employees19,400
SectorIndustrials
Sector Strength73
IndustryTrucking
Share Statistics
EPS (TTM)0.21
Shares Outstanding92,233,500
10 Day Avg. Volume880,813
30 Day Avg. Volume764,817
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap1.07
Enterprise Value/Revenue0.83
Enterprise Value/Gross Profit9.35
Enterprise Value/Ebitda7.34
Forecast
1Y Price Target
$26.40Price Target Upside6.54% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
Schneider National Business Overview & Revenue Model
Company DescriptionSchneider National, Inc. is a leading provider of transportation and logistics services in North America. Founded in 1935, the company operates in multiple sectors, including truckload, logistics, intermodal, and dedicated services. Schneider offers a range of core products and services such as freight transportation, supply chain management, and logistics solutions, catering to various industries and customer needs.
How the Company Makes MoneySchneider National generates revenue primarily through its diverse transportation and logistics services. The company operates several key revenue streams: Truckload services, which include both long-haul and regional transportation; Logistics services, providing supply chain management and freight brokerage; Intermodal services, leveraging rail and truck combinations for efficient freight movement; and Dedicated services, offering customized transportation solutions for specific customers. Additionally, Schneider benefits from long-term contracts with major customers, enhancing revenue stability. Strategic partnerships with rail companies and technology providers also contribute to operational efficiency and revenue generation.
Schneider National Key Performance Indicators (KPIs)
Any
Truckload Revenue Per Truck Per Week
Measures the revenue generated by each truck weekly, reflecting operational efficiency and demand in the truckload segment.
Measures the revenue generated by each truck weekly, reflecting operational efficiency and demand in the truckload segment.
Data provided by:
Main Street Data
Main Street DataSchneider National Earnings Call Summary
Earnings Call Date:Jul 31, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Oct 23, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted significant revenue growth and operational improvements, particularly in the Truckload and Intermodal segments, supported by successful cost containment strategies. However, challenges remain in the Logistics segment, with traditional brokerage softness and ongoing market uncertainties impacting performance. Despite these challenges, the company's strategic initiatives and expansion in Mexico provide a positive outlook.Q2-2025 Updates
Positive Updates
Revenue Growth
Enterprise revenues, excluding fuel surcharge, increased by 10% year-over-year to $1.3 billion.
Truckload Segment Performance
Truckload revenue, excluding fuel surcharge, was $622 million, up 15% year-over-year. Operating income in this segment increased by 31% year-over-year.
Intermodal Volume Growth
Intermodal revenues, excluding fuel surcharge, were $265 million, up 5% year-over-year, marking the fifth consecutive quarter of volume growth.
Cost Containment and Productivity
The company executed on structural cost savings, achieving over $40 million in reductions and improving operating leverage.
Expansion in Mexico
Intermodal volume growth in Mexico rose 30% year-over-year, driven by service advantages with CPKC.
Negative Updates
Logistics Segment Challenges
Logistics income from operations was down 29% year-over-year due to softness in traditional brokerage volumes.
Dedicated Segment Churn
Dedicated revenue per truck was flat year-over-year, with churn impacting short-term growth, though offset by new business wins.
Continued Market Uncertainty
The company noted ongoing economic uncertainty, trade policy overhang, and regulatory enforcement impacts.
Spot Market Headwinds
Elevated spot exposure remains a pricing mix headwind, impacting short-term revenue.
Company Guidance
During Schneider's Second Quarter 2025 Earnings Conference Call, the company provided guidance indicating a positive trajectory driven by several strategic initiatives. They expect low to mid-single-digit percentage increases in Truckload Network pricing renewals, while Intermodal pricing remains stable. The company is focused on containing costs with a target to save over $40 million, which includes expected synergies from the acquisition of Cowan Systems, with full benefits anticipated by 2026. Truckload earnings improved by nearly 60% sequentially and over 30% year-over-year, and the company anticipates sequential growth in net fleet count. Schneider is leveraging its multimodal portfolio to drive growth, with strong momentum seen in customer allocations and win rates, particularly in Intermodal, where volume growth is evidenced by a 30% year-over-year increase in Mexico. The company updated its full-year 2025 earnings per share guidance to $0.75 to $0.95, with net capital expenditures expected to be between $325 million and $375 million. Overall, Schneider is focused on enhancing its operating leverage and driving sustainable earnings growth through disciplined pricing, cost containment, and strategic acquisitions.Schneider National Financial Statement Overview
Summary
Schneider National demonstrates financial resilience with a strong balance sheet and reliable cash flow generation. While profitability margins and revenue growth have faced some challenges, the company's effective debt management and solid operating cash flows provide a stable financial footing.Income Statement
Schneider National's income statement shows a stable performance with consistent revenue figures in recent years. The company's gross and net profit margins have experienced fluctuations, indicating potential cost management challenges. The EBIT and EBITDA margins suggest moderate operational efficiency. However, the declining trend in annual revenue growth presents a concern, indicating pressure on top-line expansion.72
Positive
Balance Sheet
The balance sheet reflects a strong equity base and a low debt-to-equity ratio, signifying financial stability and prudent debt management. The equity ratio is healthy, indicating a solid foundation of equity financing. However, the return on equity has been inconsistent, pointing to varying profitability relative to shareholder investments.80
Positive
Cash Flow
The cash flow statement reveals robust operating cash flows that comfortably surpass net income, underscoring strong cash generation from operations. Free cash flow has shown volatility, primarily due to varying capital expenditures. Overall, the company's cash flow position is solid, although fluctuations in free cash flow growth rate are noteworthy.78
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.48B | 5.29B | 5.50B | 6.60B | 5.61B | 4.55B |
| Gross Profit | 488.00M | 441.10M | 559.40M | 920.50M | 761.50M | 480.60M |
| EBITDA | 621.70M | 582.50M | 709.80M | 963.60M | 850.70M | 587.00M |
| Net Income | 125.30M | 117.00M | 238.50M | 457.80M | 405.40M | 211.70M |
Balance Sheet | ||||||
| Total Assets | 4.96B | 4.93B | 4.56B | 4.32B | 3.94B | 3.52B |
| Cash, Cash Equivalents and Short-Term Investments | 160.70M | 165.50M | 159.60M | 431.60M | 294.10M | 442.60M |
| Total Debt | 512.70M | 526.80M | 302.10M | 215.10M | 270.30M | 306.80M |
| Total Liabilities | 1.94B | 1.95B | 1.60B | 1.48B | 1.51B | 1.46B |
| Stockholders Equity | 4.96B | 2.99B | 2.96B | 2.84B | 2.42B | 2.06B |
Cash Flow | ||||||
| Free Cash Flow | 394.50M | 146.80M | -127.60M | 162.80M | 25.50M | 199.20M |
| Operating Cash Flow | 673.10M | 686.10M | 680.00M | 856.40M | 566.10M | 618.20M |
| Investing Cash Flow | -793.40M | -791.50M | -907.60M | -598.80M | -626.40M | -318.70M |
| Financing Cash Flow | 177.80M | 120.60M | -55.70M | -116.70M | -90.40M | -455.60M |
Schneider National Technical Analysis
Positive
24.78
Price Trends
24.98
Negative
24.11
Positive
25.91
Negative
Market Momentum
-0.05
Negative
50.63
Neutral
32.61
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 24.78 is above the 20-day moving average (MA) of 24.60, below the 50-day MA of 24.98, and below the 200-day MA of 25.91, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 50.63 is Neutral, neither overbought nor oversold. The STOCH value of 32.61 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 31 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
Overall Rating
UnderperformOutperform
Sector (64)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $4.28B | 34.30 | 4.20% | 1.56% | 2.20% | 7.86% | |
69 Neutral | $7.04B | 42.75 | 2.33% | 1.59% | -2.54% | 144.49% | |
69 Neutral | $1.66B | 10.83 | 12.50% | 0.66% | -6.42% | 25.72% | |
64 Neutral | $1.71B | 33.28 | 3.65% | 1.97% | -6.43% | -13.76% | |
64 Neutral | $10.73B | 15.65 | 7.61% | 2.01% | 2.80% | -14.92% | |
56 Neutral | $945.64M | 45.21 | 2.72% | 2.07% | -11.77% | -52.06% | |
53 Neutral | $2.64B | ― | -27.96% | ― | 46.41% | -1113.24% |
* Industrials Sector Average
Performance Comparison
SNDR
Schneider National
24.78
-1.50
-5.71%
KNX
Knight Transportation
44.11
-5.44
-10.98%
MRTN
Marten Transport
11.76
-5.09
-30.21%
WERN
Werner Enterprises
28.82
-6.56
-18.54%
ARCB
ArcBest
74.43
-24.09
-24.45%
RXO
RXO, Inc.
16.36
-10.36
-38.77%
Schneider National Corporate Events
Dividends
Schneider National Declares Quarterly Cash Dividend
Positive
Jul 30, 2025
On July 28, 2025, Schneider’s Board of Directors approved a quarterly cash dividend of $0.095 per share for its Class A and Class B common stock, with the dividend payable to shareholders of record on September 12, 2025, and expected to be paid on October 9, 2025. This announcement reflects Schneider’s ongoing commitment to providing value to its shareholders and underscores its stable financial position within the transportation and logistics industry.
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.