Schneider National (NYSE:SNDR) Issues Quarterly Earnings Results

Schneider National (NYSE:SNDR) announced its quarterly earnings results on Thursday. The company reported $0.29 earnings per share (EPS) 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 return on equity of 3.90% and a net margin of 1.92%.The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the previous year, the firm 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 Price Performance

Shares of NYSE SNDR traded up $1.65 during mid-day trading on Friday, hitting $35.79. 1,119,533 shares of the company’s stock traded hands, compared to its average volume of 962,126. The company has a market capitalization of $6.27 billion, a P/E ratio of 55.92, a PEG ratio of 0.94 and a beta of 1.17. Schneider National has a 1 year low of $20.11 and a 1 year high of $39.27. The company’s 50-day moving average is $36.48 and its two-hundred day moving average is $31.31. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.95 and a quick ratio of 1.83.

Schneider National Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 11th will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, September 11th. Schneider National’s payout ratio is currently 71.43%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on SNDR. Robert W. Baird raised their price target on Schneider National from $35.00 to $39.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. JPMorgan Chase & Co. upped their price target on shares of Schneider National from $31.00 to $35.00 and gave the company a “neutral” rating in a research report on Friday. Morgan Stanley increased their price objective on shares of Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. National Bank Financial set a $38.00 target price on shares of Schneider National in a report on Friday. Finally, Wells Fargo & Company increased their price objective on Schneider National from $33.00 to $38.00 and gave the company an “equal weight” rating in a report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $34.15.

More Schneider National News

Here are the key news stories impacting Schneider National this week:

• Positive Sentiment: Schneider reported second-quarter adjusted earnings of $0.29 per share, above estimates of $0.22–$0.23 and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Quarterly revenue increased 10.4% year over year to $1.33 billion, while the company highlighted improving earnings momentum across its transportation and logistics operations. Schneider National Announces Second Quarter 2026 Results
• Neutral Sentiment: Schneider reaffirmed fiscal 2026 EPS guidance of $0.90–$1.10, a range that includes the roughly $0.92 analyst consensus. This provides no clear guidance-driven catalyst, but preserves the possibility of results above expectations.
• Neutral Sentiment: JPMorgan raised its price target from $31 to $35 while maintaining a Neutral rating. The revised target remains slightly below the referenced trading level, signaling limited near-term upside in the firm’s view. Benzinga Analyst Price Target Update
• Negative Sentiment: Revenue of $1.33 billion fell well short of the $1.52 billion consensus estimate, indicating that the earnings beat was driven more by cost control and operational efficiency than by stronger-than-expected sales. Schneider National Quarterly Earnings Report
• Negative Sentiment: Susquehanna lowered its price target from $39 to $36 and kept a Neutral rating, suggesting only modest upside and reinforcing concerns about valuation and revenue performance. Ticker Report Analyst Price Target Update

Insider Transactions at Schneider National

In related news, EVP Shaleen Devgun sold 8,352 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $38.59, for a total transaction of $322,303.68. Following the completion of the transaction, the executive vice president owned 38,619 shares in the company, valued at $1,490,307.21. This represents a 17.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Thomas G. Jackson sold 20,271 shares of Schneider National stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $37.15, for a total value of $753,067.65. Following the transaction, the executive vice president owned 77,174 shares in the company, valued at approximately $2,867,014.10. This represents a 20.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 31,048 shares of company stock valued at $1,150,304. 23.64% of the stock is currently owned by corporate insiders.

Institutional Trading of Schneider National

Several hedge funds have recently modified their holdings of SNDR. Dimensional Fund Advisors LP raised its stake in shares of Schneider National by 1.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 4,857,023 shares of the company’s stock valued at $128,859,000 after purchasing an additional 83,356 shares in the last quarter. First Trust Advisors LP increased its position in shares of Schneider National by 4.2% in the fourth quarter. First Trust Advisors LP now owns 2,147,314 shares of the company’s stock worth $56,968,000 after acquiring an additional 87,084 shares in the last quarter. AQR Capital Management LLC boosted its position in Schneider National by 64.9% during the 4th quarter. AQR Capital Management LLC now owns 2,077,455 shares of the company’s stock worth $55,115,000 after acquiring an additional 817,259 shares during the period. Bank of New York Mellon Corp grew its holdings in shares of Schneider National by 145.4% during the 4th quarter. Bank of New York Mellon Corp now owns 1,816,087 shares of the company’s stock valued at $48,181,000 after acquiring an additional 1,076,184 shares in the last quarter. Finally, State Street Corp lifted its stake in Schneider National by 2.2% in the fourth quarter. State Street Corp now owns 1,801,300 shares of the company’s stock valued at $47,960,000 after acquiring an additional 38,373 shares during the last quarter. 28.54% of the stock is owned by institutional investors and hedge funds.

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.