Schneider National (NYSE:SNDR) Releases Quarterly Earnings Results

02 May 2026, 14:38 by Jessica Moore · The Cerbat Gem

Schneider National (NYSE:SNDR – Get Free Report) posted its earnings results on Thursday. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.11 by $0.01, FiscalAI reports. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The firm had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.42 billion. During the same quarter last year, the firm earned $0.16 EPS. The company’s quarterly revenue was down .2% compared to the same quarter last year. Schneider National updated its FY 2026 guidance to 0.700-1.00 EPS.

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

Capacity rationalization (DOT enforcement, fuel inflation, Roadcheck) is accelerating, management expects further carrier exits and tighter supply that should support recovering spot rates and more rational market pricing.
Q1 results showed weakness — enterprise adjusted operating income fell 21% to $35M and adjusted EPS was $0.12 (vs. $0.16 prior year), with higher maintenance, fuel volatility, weather impacts, and a wider adjusted operating ratio.
Network momentum — revenue per truck per week rose ~7% YoY, spot exposure increased to low double-digits and was accretive, and management expects Network rate renewals of mid‑to‑high single digits (double digits for some transactional customers).
Financial flexibility — net debt leverage ~0.3x, $228M cash, $22M returned to shareholders in Q1 (5% dividend raise and new repurchase authorization), and unchanged 2026 CapEx guide of $400–$450M to support fleet replacement.
Leadership transition — Mark Rourke moves to Executive Chairman in July and Jim Filter becomes President & CEO, described as an orderly succession by management.

Schneider National Stock Performance

Shares of NYSE:SNDR traded up $0.27 during mid-day trading on Friday, reaching $31.36. The company had a trading volume of 1,716,488 shares, compared to its average volume of 1,098,126. The company has a current ratio of 2.13, a quick ratio of 1.95 and a debt-to-equity ratio of 0.13. The firm has a market cap of $5.50 billion, a price-to-earnings ratio of 53.15, a PEG ratio of 0.90 and a beta of 1.05. The company’s 50-day moving average price is $27.24 and its 200-day moving average price is $26.34. Schneider National has a one year low of $20.11 and a one year high of $33.34.

Schneider National Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Friday, June 12th will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, June 12th. Schneider National’s payout ratio is 67.80%.

Schneider National News Roundup

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

Positive Sentiment: Analyst price-target/upgrades lifted sentiment — TD Cowen raised its target to $32 and kept a Buy rating, Wells Fargo raised its target to $33 (Equal Weight), and JPMorgan raised its target to $31 (Neutral). Analyst moves likely provided buying support. Benzinga The Fly
Positive Sentiment: Small EPS beat — SNDR reported $0.12 EPS vs. consensus $0.11, which can calm near-term earnings concerns despite weaker top-line performance. Zacks: Q1 Earnings Beat
Positive Sentiment: Quarterly dividend declared ($0.10/share; ~1.3% yield) — supports income-oriented holders and signals board confidence in cash flow. TipRanks
Neutral Sentiment: FY26 EPS guidance set to $0.70–$1.00 — the midpoint (~$0.85) lines up with Street estimates, leaving outlook ambiguous; investors must watch demand trends (guidance range is wide). Company Guidance (Slide Deck)
Neutral Sentiment: Management tone constructive — executives cited signs of supply tightening and productivity gains (Network productivity, Intermodal volume growth) but framed demand uncertainty as the key swing factor. Business Wire: Q1 Release
Negative Sentiment: Revenue missed expectations — Q1 revenue $1.24B vs. consensus ~$1.42B, signaling demand softness and weighing on near-term growth assumptions. Company Release / Slides
Negative Sentiment: Margin pressure and operating weakness — operating income fell ~20% YoY and the company reported broad margin compression across segments; these fundamentals increase execution risk and could pressure multiples. Seeking Alpha: Margin Analysis

Schneider National announced that its board has approved a share repurchase program on Wednesday, January 28th that authorizes the company to repurchase $150.00 million in outstanding shares. This repurchase authorization authorizes the company to buy up to 2.9% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s management believes its stock is undervalued.

Insider Activity at Schneider National

In related news, CFO Darrell George Campbell sold 6,000 shares of Schneider National stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $28.89, for a total value of $173,340.00. Following the sale, the chief financial officer owned 66,275 shares of the company’s stock, valued at approximately $1,914,684.75. The trade was a 8.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 23.64% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of SNDR. Caitong International Asset Management Co. Ltd grew its stake in Schneider National by 2,425.4% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,692 shares of the company’s stock valued at $36,000 after buying an additional 1,625 shares in the last quarter. Global Retirement Partners LLC purchased a new position in Schneider National in the 4th quarter valued at approximately $47,000. Quarry LP grew its stake in Schneider National by 36.7% in the 3rd quarter. Quarry LP now owns 3,404 shares of the company’s stock valued at $72,000 after buying an additional 913 shares in the last quarter. Brooklyn Investment Group grew its stake in Schneider National by 159.8% in the 3rd quarter. Brooklyn Investment Group now owns 9,456 shares of the company’s stock valued at $200,000 after buying an additional 5,816 shares in the last quarter. Finally, Schonfeld Strategic Advisors LLC purchased a new position in Schneider National in the 3rd quarter valued at approximately $229,000. 28.54% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have commented on SNDR shares. Susquehanna lifted their target price on shares of Schneider National from $28.00 to $34.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 22nd. Benchmark reissued a “buy” rating on shares of Schneider National in a research report on Thursday, January 15th. Wells Fargo & Company lifted their target price on shares of Schneider National from $25.00 to $33.00 and gave the stock an “equal weight” rating in a research report on Friday. Citigroup raised shares of Schneider National from a “sell” rating to a “neutral” rating and set a $27.00 target price on the stock in a research report on Monday, March 9th. Finally, Stifel Nicolaus cut shares of Schneider National from a “buy” rating to a “hold” rating and dropped their target price for the stock from $32.00 to $26.00 in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $30.86.

View Our Latest Stock Analysis on SNDR

About Schneider National

(Get Free Report)

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.