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Operating Margin by Segment
Shows profitability across different business segments, highlighting areas of strength and potential need for cost management.Margins have meaningfully compressed from the post‑pandemic peaks, but Intermodal is the clearest bright spot—management’s call points to sustained volume momentum (notably Mexico) and capacity to drive double‑digit growth, making it the likeliest first mover in margin recovery. Truckload remains structurally pressured: revenue per truck is improving, but productivity and demand—not price—will determine margin upside. ‘Other’ volatility reflects timing of equipment gains/losses; cost‑savings and AI are helpful but demand is the primary swing factor.
Date | Truckload | Intermodal | Logistics | Other |
|---|---|---|---|---|
Jun 30, 2026 | 8.00 | 7.00 | 3.00 | -10.00 |
Mar 31, 2026 | 3.00 | 4.00 | 2.00 | -4.00 |
Dec 31, 2025 | 4.00 | 7.00 | 1.00 | -8.00 |
Sep 30, 2025 | 3.00 | 6.00 | 2.00 | -6.00 |
Jun 30, 2025 | 6.00 | 6.00 | 2.00 | 0.00 |
Mar 31, 2025 | 4.00 | 5.00 | 2.00 | 0.00 |
Dec 31, 2024 | 4.00 | 6.00 | 3.00 | -3.00 |
Sep 30, 2024 | 4.00 | 6.00 | 2.00 | -4.00 |
Jun 30, 2024 | 6.00 | 6.00 | 4.00 | -6.00 |
Mar 31, 2024 | 3.00 | 3.00 | 2.00 | 1.00 |