Schneider National (NYSE:SNDR – Get Free Report) issued its quarterly earnings results on Thursday. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.23 by $0.06, FiscalAI reports. The company had revenue of $1.33 billion during the quarter, compared to analyst estimates of $1.52 billion. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The business’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.21 EPS. Schneider National updated its FY 2026 guidance to 0.900-1.100 EPS.
Here are the key takeaways from Schneider National’s conference call:
- Second-quarter earnings improved sharply: Adjusted EPS rose to $0.29 from $0.21 a year ago, while adjusted operating income increased 29% and the operating ratio improved 110 basis points. Earnings more than doubled sequentially, supported by pricing, productivity, cost reductions, and improved asset efficiency.
- Management said freight-market conditions are improving as regulatory enforcement and driver-supply attrition remove non-compliant and irrational capacity. Spot rates are about 15% above contract rates, supporting further pricing gains through renewals, allocation events, and increased spot exposure.
- Schneider raised its 2026 adjusted EPS guidance to $0.90–$1.10 from $0.70–$1.00 and lowered net capital-expenditure guidance to $350–$400 million from $400–$450 million. The company remains on track for its $40 million cost-savings program and maintains a highly conservative 0.2x net-debt leverage ratio.
- Logistics delivered double-digit revenue growth and a $4 million year-over-year increase in operating income, aided by premium project business, revenue management, greater spot exposure, and AI-driven productivity. Intermodal also grew earnings despite a 1% revenue decline and is positioned for volume growth as drayage capacity and pricing improve.
- The outlook still includes meaningful risks: demand remains largely stable rather than strong, driver shortages are increasing recruiting and pay costs, and a large dedicated customer loss will become more visible in the second half. Management also expects third-quarter seasonality and less logistics project revenue than in the second quarter.
Schneider National Stock Down 3.0%
NYSE:SNDR traded down $1.07 during trading hours on Thursday, hitting $34.19. 1,209,311 shares of the company’s stock traded hands, compared to its average volume of 934,859. The stock’s fifty day moving average price is $36.43 and its two-hundred day moving average price is $31.28. The firm has a market cap of $5.99 billion, a P/E ratio of 61.06, a P/E/G ratio of 0.97 and a beta of 1.17. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.83 and a current ratio of 1.95. Schneider National has a twelve month low of $20.11 and a twelve month high of $39.27.
Schneider National Announces Dividend
Insiders Place Their Bets
In other Schneider National news, EVP Thomas G. Jackson sold 20,271 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $37.15, for a total transaction of $753,067.65. Following the completion of the sale, the executive vice president directly owned 77,174 shares in the company, valued at approximately $2,867,014.10. This trade represents a 20.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Shaleen Devgun sold 8,352 shares of Schneider National stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $38.59, for a total value of $322,303.68. Following the transaction, the executive vice president directly owned 38,619 shares in the company, valued at approximately $1,490,307.21. This trade represents a 17.78% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 31,048 shares of company stock worth $1,150,304. 23.64% of the stock is currently owned by company insiders.
Institutional Trading of Schneider National
Several institutional investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd increased its stake in Schneider National by 2,425.4% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after buying an additional 1,625 shares during the period. Global Retirement Partners LLC acquired a new stake in shares of Schneider National during the 4th quarter valued at $47,000. Quarry LP boosted its stake in shares of Schneider National by 36.7% during the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock valued at $72,000 after buying an additional 913 shares during the period. Brooklyn Investment Group grew its holdings in shares of Schneider National by 159.8% during the 3rd quarter. Brooklyn Investment Group now owns 9,456 shares of the company’s stock valued at $200,000 after acquiring an additional 5,816 shares in the last quarter. Finally, Cetera Investment Advisers purchased a new position in shares of Schneider National during the 4th quarter valued at $260,000. 28.54% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. upped their target price on Schneider National from $26.00 to $31.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Benchmark reiterated a “buy” rating on shares of Schneider National in a research report on Thursday, July 16th. UBS Group boosted their price objective on Schneider National from $25.00 to $27.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 13th. Raymond James Financial restated a “market perform” rating on shares of Schneider National in a report on Monday, April 20th. Finally, Zacks Research raised Schneider National from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $34.31.
Read Our Latest Research Report on SNDR
Trending Headlines about Schneider National
Here are the key news stories impacting Schneider National this week:
- Positive Sentiment: Adjusted earnings beat estimates: Schneider reported quarterly EPS of $0.29, up from $0.21 a year ago and above the approximately $0.22–$0.23 analyst consensus. Schneider National Beats Q2 Earnings and Revenue Estimates
- Positive Sentiment: Year-over-year improvement: Revenue increased 10.4% to $1.33 billion, while management cited disciplined revenue management, cost reductions and productivity initiatives as drivers of stronger earnings. Schneider National Announces Second Quarter 2026 Results
- Positive Sentiment: Full-year guidance remains constructive: Schneider set fiscal 2026 EPS guidance at $0.90–$1.10, with the $1.00 midpoint above the roughly $0.92 analyst consensus, although the range is wide. Schneider National Earnings and Guidance
- Neutral Sentiment: Fifth Third Bancorp increased its Schneider National stake by 4,809.1% to 18,360 shares. The purchase indicates institutional interest but is relatively small and may have limited effect on valuation. Fifth Third Bancorp Purchases Schneider National Shares
- Positive Sentiment: The company declared a $0.10 quarterly dividend, payable October 9, representing an annualized $0.40 payout and an approximately 1.1% yield. Schneider National Dividend Announcement
- Negative Sentiment: Revenue was a concern: The $1.33 billion quarterly total was below the $1.52 billion estimate cited in one report, despite other coverage describing a revenue beat based on a different consensus measure. The company also posted only a 1.73% net margin and 3.45% return on equity, highlighting continued profitability pressure. Schneider National Earnings Report
Schneider National Company Profile
Schneider National, Inc is a leading provider of transportation and logistics services in North America. The company offers a full spectrum of solutions, including truckload transportation, intermodal services and dedicated logistics. Through these offerings, Schneider supports the movement of goods ranging from dry van freight to refrigerated and flatbed shipments, while also providing customized supply chain management and warehousing capabilities.
Founded in 1935 by Al Schneider as a single-truck operation in Green Bay, Wisconsin, the company has grown into one of the industry’s most recognized carriers.
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