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Schneider National Inc (SNDR)
NYSE:SNDR
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Schneider National (SNDR) Price & Analysis

241 Followers

SNDR Stock Chart & Stats

$35.22
-$0.83(-2.21%)
At close: 4:00 PM EDT
$35.22
-$0.83(-2.21%)

Bulls Say, Bears Say

Bulls Say
Conservative LeverageConservative leverage gives Schneider greater flexibility through freight downturns and reduces refinancing pressure. A stronger balance sheet can support fleet investment, liquidity management, and customer commitments while preserving options for disciplined capital allocation over the next several quarters.
Operational ImprovementImproving operating income and operating ratio indicate that productivity actions and cost controls are translating into better economics, not merely higher revenue. Continued execution on the $40 million savings program could help rebuild profitability and strengthen earnings resilience across the freight cycle.
Logistics Productivity GrowthGrowth in asset-light logistics and frontline productivity broadens Schneider’s earnings base beyond company-owned trucks. Technology and AI investments may improve shipment execution and brokerage economics, supporting scalable growth with less dependence on adding physical fleet capacity.
Bears Say
Depressed ProfitabilityThin margins leave limited protection against labor, insurance, equipment, or purchased-transportation cost increases. Because current operating profitability remains far below earlier levels, Schneider has less earnings cushion and must sustain productivity and pricing improvements to produce durable returns.
Driver And Regulatory Capacity ConstraintsPersistent driver shortages and regulatory-driven carrier exits can restrict available capacity and raise operating costs across truckload and intermodal services. These constraints may limit volume growth, complicate fleet utilization, and make service expansion more dependent on successful recruiting and productivity gains.
Dedicated Customer LossThe anticipated loss of a large dedicated customer creates a defined volume and revenue headwind during the next several months. Replacing that business may require time, pricing concessions, or portfolio adjustments, potentially offsetting gains from productivity initiatives and other commercial wins.

Schneider National News

SNDR FAQ

What was Schneider National Inc’s price range in the past 12 months?
Schneider National Inc lowest stock price was $20.11 and its highest was $39.27 in the past 12 months.
    What is Schneider National Inc’s market cap?
    Schneider National Inc’s market cap is $5.41B.
      When is Schneider National Inc’s upcoming earnings report date?
      Schneider National Inc’s upcoming earnings report date is Oct 29, 2026 which is in 7 days.
        How were Schneider National Inc’s earnings last quarter?
        Schneider National Inc released its earnings results on Jul 30, 2026. The company reported $0.29 earnings per share for the quarter, beating the consensus estimate of $0.232 by $0.058.
          Is Schneider National Inc overvalued?
          According to Wall Street analysts Schneider National Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Schneider National Inc pay dividends?
            Schneider National Inc pays a Quarterly dividend of $0.1 which represents an annual dividend yield of 1.28%. See more information on Schneider National Inc dividends here
              What is Schneider National Inc’s EPS estimate?
              Schneider National Inc’s EPS estimate is 0.3.
                How many shares outstanding does Schneider National Inc have?
                Schneider National Inc has 92,271,400 shares outstanding.
                  What happened to Schneider National Inc’s price movement after its last earnings report?
                  Schneider National Inc reported an EPS of $0.29 in its last earnings report, beating expectations of $0.232. Following the earnings report the stock price went up 4.686%.
                    Which hedge fund is a major shareholder of Schneider National Inc?
                    Currently, no hedge funds are holding shares in SNDR
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Schneider National Inc

                      Schneider National, Inc. (SNDR) delivers a wide array of ground transportation and logistics services across the United States, Canada, and Mexico. The company is organized into three primary operating segments: Truckload, Intermodal, and Logistics. The Truckload division specializes in providing standard long-haul and regional freight shipping, utilizing a diverse fleet including dry van, bulk, temperature-controlled, and flat-bed equipment. Furthermore, it delivers bespoke solutions for time-sensitive shipments and offers cross-docking services. The Intermodal division facilitates end-to-end container transport by rail and local drayage, leveraging its proprietary containers, chassis, and trucks. Within its Logistics segment, Schneider offers services such as freight brokerage, comprehensive supply chain management, import/export solutions, and value-added assistance for managing and moving client cargo, alongside transloading and warehousing operations. Beyond its core services, Schneider National leases equipment, specifically trucks, to independent owner-operators, and provides insurance policies for both its employed drivers and these owner-operators. Founded in 1935, the company maintains its headquarters in Green Bay, Wisconsin.

                      Schneider National (SNDR) Earnings & Revenues

                      SNDR Company Deck

                      SNDR Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicated clear operational and financial momentum: revenue growth, double-digit improvements in segment productivity and profitability, execution on a $40 million cost savings program, a raised EPS guide, and a strong balance sheet. These positives were tempered by persistent and structural industry challenges — notably driver shortages, regulatory-driven capacity attrition, drayage constraints for intermodal, the anticipated loss of a large dedicated customer, and a near-term free cash flow hit from higher fleet CapEx. Overall, management framed the dynamics as an improving, supply-constrained market where Schneider's multimodal capabilities, pricing actions and productivity initiatives position it to capture upside, while acknowledging some near-term headwinds and uncertainty.View all SNDR earnings summaries

                      SNDR Stock 12 Month Forecast

                      Average Price Target

                      $35.60
                      ▲(1.08% Upside)
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                      Ownership Overview

                      13.56%14.78%2.12%49.86%
                      13.56% Insiders
                      2.12% Other Institutional Investors
                      49.86% Public Companies and
                      Individual Investors
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