Schneider National, Inc.
SNDR
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Schneider National operates in the trucking industry, which is experiencing a recovery phase as demand for freight transportation increases.
- Revenue increased by 12% compared to the prior quarter, reaching $1.6 billion.
- Gross margin improved to 9.2%, up from 7.4% in the previous quarter.
- The company's trailing P/E ratio of 50.16 indicates that it may be overvalued compared to industry peers.
- Net income for 2025 was $103.6 million, a decrease from $238.5 million in 2023.
- Operating margin remains low at 2.98% for 2025, highlighting profitability challenges.
Fundamentals
| Market cap | $5.56B | Enterprise value | $5.63B | Trailing P/E | 50.37 | Forward P/E | 18.60 |
| PEG | 4.51 | Price / book | 1.82 | Beta | 1.22 | Dividend yield | 1.26% |
| Revenue growth | 10.4% | Earnings growth | 40.0% | Gross margin | 16.0% | Operating margin | 4.6% |
| Profit margin | 1.9% | ROE | 3.7% | ROA | 2.2% | Debt / equity | 0.13 |
| Current ratio | 2.03 | Free cash flow | $87.14M | Analyst recommendation | buy | Mean target | $36.07 |
| 52w high | $39.27 | 52w low | $20.11 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $1.6B | $1.4B | $1.4B | $1.5B | $1.4B |
| Op margin | 4.6% | 2.4% | 2.6% | 2.4% | 3.9% |
| Net income | $49.7M | $20.4M | $22.1M | $19.4M | $36.0M |
| Gross margin | 9.2% | 7.4% | 8.0% | 8.8% | 9.3% |
| Gross profit | $144M | $103M | $112M | $128M | $132M |
| Operating income | $71.4M | $33.4M | $36.5M | $35.3M | $55.0M |
- Revenue +12% vs prior quarter ($1.6B vs $1.4B).
- Gross margin 9.2% (was 7.4% prior quarter).
- Operating margin expanded to 4.6%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $5.7B | $5.3B | $5.5B | $6.6B | — |
| Op margin | 3.0% | 3.1% | 5.4% | 9.1% | — |
| Net income | $104M | $117M | $239M | $458M | — |
| Gross margin | 8.6% | 8.3% | 10.2% | 13.9% | — |
| Gross profit | $490M | $441M | $559M | $921M | — |
| Operating income | $169M | $165M | $296M | $600M | — |
Headlines — positive tone
• [OK · fundamentals] Schneider National (SNDR) Moves to Strong Buy: Rationale Behind the Upgrade
News
2026-10-07 · 3 Small-Cap Stocks with Open Questions
2026-10-05 · JetBlue Boosts Its Presence in Colombia With New Nonstop Services
2026-10-05 · Ryanair's Traffic Numbers for September 2026 Improve Year Over Year
2026-10-04 · 3 US Logistics Stocks Tied To Services Data And Margin Pressure
2026-10-02 · Ground Transportation Stocks Q2 In Review: Schneider (NYSE:SNDR) Vs Peers
2026-10-01 · Schneider National, Inc. to report Third Quarter 2026 Earnings on October 29, 2026
2026-10-01 · Schneider expands driver instructor team to help grow driver capacity
2026-09-30 · Alaska Air Advances With the Activation of Alaska Accelerate
2026-09-30 · Canadian National Announces 2026-2027 Winter Operations Plan
2026-09-28 · Schneider Electric Unveils Software-Defined Medium Voltage Switchgear for AI Data Centers
2026-09-25 · Alaska Airlines Expands Seattle-Area Network With Paine Field Growth
2026-09-24 · Union Pacific Rolls Out First Two Battery-Electric Locomotives in California
Price (daily)
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