SNDR Stock - Schneider National, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $5.29B | $5.50B | $6.60B | $5.61B | $4.55B |
| Gross Profit | $441.10M | $559.40M | $920.50M | $761.50M | $480.60M |
| Gross Margin | 8.3% | 10.2% | 13.9% | 13.6% | 10.6% |
| Operating Income | $165.20M | $296.40M | $600.40M | $533.70M | $286.70M |
| Net Income | $117.00M | $238.50M | $457.80M | $405.40M | $211.70M |
| Net Margin | 2.2% | 4.3% | 6.9% | 7.2% | 4.6% |
| EPS | $0.67 | $1.35 | $2.57 | $2.28 | $1.19 |
Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. The company operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers standard long-haul and regional shipping services primarily through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as cross dock and customized solutions for time-sensitive loads. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers' freight; and transloading and warehousing services. It also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 3rd 2025 | Raymond James | Upgrade | Outperform | $28 |
| October 31st 2025 | TD Cowen | Reiterated | Buy | $23← $25 |
| October 3rd 2025 | Stifel | Upgrade | Buy | $25 |
| September 11th 2025 | Erste Group | Upgrade | Buy | - |
| September 5th 2025 | UBS | Downgrade | Neutral | $26 |
| July 1st 2025 | Robert W. Baird | Resumed | Outperform | $28 |
| June 2nd 2025 | Goldman | Upgrade | Buy | $32 |
| April 8th 2025 | Citigroup | Upgrade | Neutral | $23 |
| March 28th 2025 | BofA Securities | Downgrade | Neutral | $25← $34 |
| November 26th 2024 | TD Cowen | Reiterated | Buy | $34← $32 |
| November 12th 2024 | Citigroup | Downgrade | Sell | $30← $32 |
| November 8th 2024 | TD Cowen | Reiterated | Buy | $32← $28 |
| November 7th 2024 | BofA Securities | Upgrade | Buy | $34 |
| October 9th 2024 | Citigroup | Initiation | Neutral | $29 |
| August 8th 2024 | Stifel | Downgrade | Hold | $25 |
Earnings History & Surprises
SNDREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Jan 29, 2026 | $0.21 | — | — | — |
Q4 2025 | Oct 30, 2025 | $0.21 | $0.12 | -42.9% | ✗ MISS |
Q3 2025 | Jul 31, 2025 | $0.21 | $0.21 | 0.0% | = MET |
Q2 2025 | May 1, 2025 | $0.14 | $0.16 | +14.3% | ✓ BEAT |
Q1 2025 | Jan 30, 2025 | $0.20 | $0.20 | 0.0% | = MET |
Q4 2024 | Nov 6, 2024 | $0.23 | $0.18 | -21.7% | ✗ MISS |
Q3 2024 | Aug 1, 2024 | $0.18 | $0.21 | +16.7% | ✓ BEAT |
Q2 2024 | May 2, 2024 | $0.12 | $0.11 | -8.3% | ✗ MISS |
Q1 2024 | Feb 1, 2024 | $0.20 | $0.15 | -25.0% | ✗ MISS |
Q4 2023 | Nov 2, 2023 | $0.37 | $0.20 | -45.9% | ✗ MISS |
Q3 2023 | Aug 3, 2023 | $0.44 | $0.45 | +2.3% | ✓ BEAT |
Q2 2023 | Apr 27, 2023 | $0.45 | $0.55 | +22.2% | ✓ BEAT |
Q1 2023 | Feb 2, 2023 | $0.60 | $0.64 | +6.7% | ✓ BEAT |
Q4 2022 | Oct 27, 2022 | $0.68 | $0.70 | +2.9% | ✓ BEAT |
Q3 2022 | Jul 28, 2022 | $0.69 | $0.72 | +4.3% | ✓ BEAT |
Q2 2022 | Apr 28, 2022 | $0.54 | $0.57 | +5.6% | ✓ BEAT |
Q1 2022 | Feb 3, 2022 | $0.64 | $0.76 | +18.8% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | $0.52 | $0.62 | +19.2% | ✓ BEAT |
Q3 2021 | Jul 29, 2021 | $0.42 | $0.60 | +42.9% | ✓ BEAT |
Latest News
Stifel Maintains Buy on Schneider National, Raises Price Target to $29
📈 PositiveCitigroup Maintains Neutral on Schneider National, Lowers Price Target to $23
➖ NeutralJP Morgan Maintains Neutral on Schneider National, Lowers Price Target to $27
➖ NeutralTD Cowen Maintains Buy on Schneider National, Lowers Price Target to $23
➖ NeutralEvercore ISI Group Maintains In-Line on Schneider National, Lowers Price Target to $21
➖ NeutralSchneider National shares are trading lower after the company reported mixed Q3 financial results.
📉 NegativeSchneider National Widens FY2025 Adj EPS Guidance from $0.75-$0.95 to $0.70-$0.95 vs $0.81 Est
➖ NeutralSchneider National Q3 Adj. EPS $0.12 Misses $0.21 Estimate, Sales $1.452B Beat $1.435B Estimate
📉 NegativeEXL Enters Digital Transformation Partnership With Schneider National To Leverage Advanced Data And AI-Driven Automation To Streamline Workflows And Reduce Inefficiencies In The Trucking And Logistics Industry
📈 PositiveCitigroup Maintains Neutral on Schneider National, Lowers Price Target to $25
➖ NeutralShares of trucking and freight companies are trading lower. President Trump recently posted on social media that, as of November 1, imported medium- and heavy-duty trucks entering the United States will be subject to a 25% tariff.
📉 NegativeJP Morgan Maintains Neutral on Schneider National, Raises Price Target to $28
➖ NeutralShares of trucking and freight companies are trading higher. President Trump recently posted on social media that, as of November 1, imported medium- and heavy-duty trucks entering the United States will be subject to a 25% tariff.
📈 PositiveShares of trucking companies are trading higher after President Trump posted on social media that, as of November 1, imported medium- and heavy-duty trucks entering the United States will be subject to a 25% tariff.
📈 PositiveSchneider National shares are trading higher after Stifel upgraded the stock from Hold to Buy and lowered the price target from $26 to $25
📈 PositiveStifel Upgrades Schneider National to Buy, Lowers Price Target to $25
📈 PositiveEvercore ISI Group Maintains In-Line on Schneider National, Lowers Price Target to $22
➖ NeutralSusquehanna Maintains Neutral on Schneider National, Lowers Price Target to $21
➖ NeutralUBS Downgrades Schneider National to Neutral, Raises Price Target to $26
➖ NeutralFrequently Asked Questions about SNDR
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