Schneider National, Inc. (SNDR) AI Stock Analysis

Schneider National, Inc., based in Green Bay, Wisconsin, provides surface transportation and logistics solutions across the United States, Canada, and Mexico. Founded in 1935, the company operates three segments: Truckload, Intermodal, and Logistics. The Truckload unit provides standard long-haul, regional, and specialized services utilizing dry van, bulk, temperature-controlled, and flat-bed trailers. Intermodal delivers door-to-door container on flat car services integrating rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment manages freight brokerage, supply chain services, import/export handling, transloading, warehousing, and insurance for company drivers and owner-operators.

Schneider National expanded revenue from $5.61B in FY2021 to a peak of $6.60B in FY2022, before freight headwinds lowered revenue to $5.50B in FY2023 and $5.29B in FY2024. In FY2025, revenue grew 7.3% to $5.67B, delivering a 5-year revenue CAGR of 4.5% from FY2020. However, gross margin contracted from 13.9% in FY2022 to 5.3% in FY2025, and operating margin declined from 9.1% to 3.0%. Net income fell from $457.8M in FY2022 to $103.6M in FY2025. In the latest quarter ended June 30, 2026, revenue increased 10.4% year-over-year, and quarterly earnings grew 40.0% year-over-year.

As of June 30, 2026, Schneider National held $327.1M in cash and short-term investments against total debt of $396.1M, resulting in net debt of $69.0M. Shareholders' equity stood at $3.06B, with a debt-to-equity ratio of 0.13 and a current ratio of 1.42. In FY2025, operating cash flow reached $637.4M and free cash flow was $182.8M. Cash outlays during FY2025 included capital expenditures of $454.6M, dividends paid of $67.0M, and share buybacks of $14.6M.

Schneider National trades at a trailing P/E of 50.0x, above the 24.8x median of its US-listed Industrials peers. Its forward P/E of 19.5x also trades at a premium to the peer group median of 17.2x. Conversely, its EV/EBITDA of 9.2x is below the peer median of 13.9x, and its price-to-sales multiple of 0.9x compares to the sector median of 1.5x. Over the past year, SNDR shares rose 35.2%, outpacing the S&P 500 return of 16.8%, though its 5-year gain of 42.4% trailed the broader index return of 83.0%.

Schneider National pays a quarterly dividend with an annualized forward payout of $0.40 per share, representing a dividend yield of 1.27% and a payout ratio of 59.0%. The company has paid dividends for 10 consecutive years. Its 5-year annualized dividend growth rate is -30.0%, and its last ex-dividend date was September 11, 2026.

Wall Street coverage includes 5 Strong Buy, 1 Buy, and 10 Hold ratings. The mean price target is $35.86, representing 13.8% upside relative to the last close of $31.51. For FY2026, consensus estimates project revenue of $6.11B and EPS of $1.06, reflecting 67.8% EPS growth. In FY2027, 16 analysts project revenue to reach $6.51B with EPS of $1.68. Over the last four quarters, the company beat EPS estimates twice. The next earnings release date is October 29, 2026.

This page is an AI-written research summary of Schneider National, Inc. (SNDR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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