Schneider National (NYSE:SNDR) Issues Quarterly Earnings Results

Schneider National (NYSE:SNDR) announced its quarterly earnings results on Thursday. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.06, FiscalAI reports. The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter last year, the company posted $0.21 earnings per share. 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 Stock Performance

Schneider National stock traded down $1.07 during trading hours on Thursday, hitting $34.19. The company had a trading volume of 1,209,311 shares, compared to its average volume of 934,859. The firm has a market cap of $5.99 billion, a PE ratio of 60.79, a PEG ratio of 0.97 and a beta of 1.17. 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 has a one year low of $20.11 and a one year high of $39.27. The firm has a 50-day moving average of $36.41 and a 200 day moving average of $31.24.

Schneider National Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 11th will be paid a $0.10 dividend. The ex-dividend date is Friday, September 11th. This represents a $0.40 dividend on an annualized basis and a yield of 1.2%. Schneider National’s dividend payout ratio is 71.43%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. TD Cowen raised their target price on shares of Schneider National from $30.00 to $32.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Wells Fargo & Company boosted their price target on Schneider National from $33.00 to $38.00 and gave the stock an “equal weight” rating in a research report on Friday, June 5th. Raymond James Financial reaffirmed a “market perform” rating on shares of Schneider National in a research report on Monday, April 20th. Susquehanna lifted their target price on Schneider National from $36.00 to $39.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. Finally, Weiss Ratings lowered Schneider National from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $34.31.

Schneider National News Summary

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

• Positive Sentiment: Adjusted earnings beat estimates: Schneider reported quarterly EPS of $0.29, up from $0.21 a year ago and above the approximately $0.22–$0.23 analyst consensus. Schneider National Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Year-over-year improvement: Revenue increased 10.4% to $1.33 billion, while management cited disciplined revenue management, cost reductions and productivity initiatives as drivers of stronger earnings. Schneider National Announces Second Quarter 2026 Results
• Positive Sentiment: Full-year guidance remains constructive: Schneider set fiscal 2026 EPS guidance at $0.90–$1.10, with the $1.00 midpoint above the roughly $0.92 analyst consensus, although the range is wide. Schneider National Earnings and Guidance
• Neutral Sentiment: Fifth Third Bancorp increased its Schneider National stake by 4,809.1% to 18,360 shares. The purchase indicates institutional interest but is relatively small and may have limited effect on valuation. Fifth Third Bancorp Purchases Schneider National Shares
• Positive Sentiment: The company declared a $0.10 quarterly dividend, payable October 9, representing an annualized $0.40 payout and an approximately 1.1% yield. Schneider National Dividend Announcement
• Negative Sentiment: Revenue was a concern: The $1.33 billion quarterly total was below the $1.52 billion estimate cited in one report, despite other coverage describing a revenue beat based on a different consensus measure. The company also posted only a 1.73% net margin and 3.45% return on equity, highlighting continued profitability pressure. Schneider National Earnings Report

Insider Transactions at Schneider National

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of Schneider National stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $30.90, for a total transaction of $74,932.50. Following the completion of the sale, the vice president directly owned 24,697 shares of the company’s stock, valued at approximately $763,137.30. This trade represents a 8.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Thomas G. Jackson sold 20,271 shares of Schneider National stock in a transaction that occurred 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 sale, the executive vice president directly owned 77,174 shares of the company’s stock, valued at approximately $2,867,014.10. The trade was a 20.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 31,048 shares of company stock worth $1,150,304 over the last quarter. Company insiders own 23.64% of the company’s stock.

Institutional Investors Weigh In On Schneider National

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

About Schneider National

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.