Schneider National (NYSE:SNDR) Releases Earnings Results, Misses Expectations By $0.01 EPS

Schneider National (NYSE:SNDR) issued its quarterly earnings data on Thursday. The company reported $0.29 earnings per share for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.01), FiscalAI reports. The firm had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.58 billion. Schneider National had a return on equity of 3.89% and a net margin of 1.92%.

Here are the key takeaways from Schneider National’s conference call:

• Third-quarter earnings improved sharply: adjusted operating income rose 66% year over year to $63.8 million, adjusted EPS increased to $0.29 from $0.12, and the operating ratio improved 170 basis points to 95.3%, aided by pricing, productivity and cost savings.
• Schneider raised the low end of its 2026 adjusted EPS outlook, now expecting $1.00–$1.10, reflecting continued pricing gains and progress toward its $40 million cost-reduction target. Net capital expenditure guidance was also reduced to $325–$350 million due to stronger equipment-sale proceeds.
• Schneider will make Norfolk Southern its primary eastern Intermodal rail provider beginning January 1, 2027. Management expects the broader network to expand customer reach, support truck-to-rail conversions and potentially create significant additional upside if the proposed Norfolk Southern–Union Pacific combination is approved.
• Freight-market fundamentals remain constructive, with constrained capacity, regulatory enforcement and rising carrier costs supporting further rate recovery. Truckload earnings more than doubled year over year, while Intermodal operating income rose 35% despite modestly lower volumes.
• Logistics was approximately breakeven, versus $6 million of operating income a year earlier, due partly to a confidential brokerage claim settlement and moderated project activity. Management expects insurance and claims costs to remain a near-term structural concern, although it does not view the quarter’s claim impact as a recurring run rate.

Schneider National Stock Performance

Schneider National stock traded down $0.41 during mid-day trading on Thursday, reaching $29.30. The company had a trading volume of 1,460,240 shares, compared to its average volume of 954,832. The company has a quick ratio of 1.94, a current ratio of 2.03 and a debt-to-equity ratio of 0.13. Schneider National has a 52 week low of $20.11 and a 52 week high of $39.27. The company has a 50 day moving average of $32.69 and a 200-day moving average of $31.89. The firm has a market cap of $5.14 billion, a price-to-earnings ratio of 45.78, a PEG ratio of 0.69 and a beta of 1.21.

Schneider National Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, January 12th. Investors of record on Friday, December 11th will be paid a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, December 11th. Schneider National’s dividend payout ratio is presently 62.50%.

Analyst Upgrades and Downgrades

SNDR has been the topic of several recent analyst reports. Wells Fargo & Company dropped their target price on shares of Schneider National from $38.00 to $35.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 6th. Weiss Ratings upgraded shares of Schneider National from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 6th. Zacks Research downgraded Schneider National from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 7th. Wall Street Zen upgraded Schneider National from a “hold” rating to a “buy” rating in a research note on Saturday, October 17th. Finally, JPMorgan Chase & Co. cut their price objective on Schneider National from $35.00 to $30.00 and set a “neutral” rating for the company in a research report on Monday, October 5th. Five equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, Schneider National has an average rating of “Hold” and an average price target of $33.69.

Insider Activity

In other news, insider Mark Rourke sold 52,682 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $35.94, for a total transaction of $1,893,391.08. Following the transaction, the insider owned 221,522 shares in the company, valued at approximately $7,961,500.68. The trade was a 19.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 23.64% of the company’s stock.

More Schneider National News

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

• Positive Sentiment: Third-quarter adjusted EPS was $0.29, up from $0.12 a year earlier, while revenue of $1.59 billion exceeded the approximately $1.58 billion consensus estimate. Management said disciplined revenue management and improving freight-market conditions are supporting stronger earnings and margins. Schneider National Third Quarter 2026 Results
• Positive Sentiment: Schneider and Norfolk Southern announced a partnership to expand domestic intermodal capacity across the eastern U.S. Combining Schneider’s asset-based services with Norfolk Southern’s rail network could improve capacity, efficiency and supply-chain resilience, supporting longer-term growth. Norfolk Southern and Schneider Intermodal Partnership
• Neutral Sentiment: Schneider maintained its quarterly dividend at $0.10 per share, or $0.40 annually, representing a yield of about 1.4%. The payout provides income support but was unchanged and is unlikely to be a major new catalyst. Schneider National Dividend Announcement
• Neutral Sentiment: Analysts’ consensus price target is $33.69, above the recent trading level, suggesting potential upside; however, the target does not represent a new forecast or change in analyst sentiment. Schneider National Consensus Price Target
• Negative Sentiment: Third-quarter EPS of $0.29 was slightly below the $0.30 analyst consensus cited by several sources, despite the revenue beat. Full-year 2026 adjusted EPS guidance of $1.00–$1.10 has a midpoint of $1.05, marginally below the $1.06 FactSet estimate, which may have disappointed investors given the stock’s elevated valuation. Schneider National 2026 EPS Guidance

Schneider National Company Profile

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.