Schneider National (NYSE:SNDR) Releases Earnings Results, Beats Expectations By $0.06 EPS

Schneider National (NYSE:SNDR) posted its quarterly earnings data on Thursday. The company reported $0.29 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.06, FiscalAI reports. Schneider National had a net margin of 1.73% and a return on equity of 3.45%. The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter in the previous year, the company posted $0.21 EPS. Schneider National’s revenue was up 10.4% on a year-over-year basis. 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 Trading Up 6.3%

NYSE:SNDR traded up $2.16 during mid-day trading on Friday, hitting $36.30. The company had a trading volume of 340,529 shares, compared to its average volume of 1,031,480. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.83 and a current ratio of 1.95. Schneider National has a fifty-two week low of $20.11 and a fifty-two week high of $39.27. The firm has a market cap of $6.36 billion, a P/E ratio of 64.81, a P/E/G ratio of 0.97 and a beta of 1.17. The business’s fifty day moving average is $36.43 and its two-hundred day moving average is $31.28.

Schneider National Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 11th will be paid a $0.10 dividend. The ex-dividend date of this dividend is Friday, September 11th. This represents a $0.40 annualized dividend and a yield of 1.1%. Schneider National’s dividend payout ratio is presently 71.43%.

Insider Activity

In related news, VP Magnin Shelly A. Dumas sold 2,425 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $30.90, for a total transaction of $74,932.50. Following the completion of the transaction, the vice president owned 24,697 shares in the company, valued at approximately $763,137.30. The trade was a 8.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Shaleen Devgun sold 8,352 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $38.59, for a total transaction of $322,303.68. Following the completion of the sale, the executive vice president directly owned 38,619 shares of the company’s stock, valued at $1,490,307.21. The trade was a 17.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 31,048 shares of company stock valued at $1,150,304 in the last ninety days. 23.64% of the stock is owned by insiders.

Hedge Funds Weigh In On Schneider National

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Royal Bank of Canada increased its position in shares of Schneider National by 19.1% in the 1st quarter. Royal Bank of Canada now owns 162,011 shares of the company’s stock valued at $3,702,000 after buying an additional 26,015 shares in the last quarter. Millennium Management LLC bought a new position in Schneider National during the first quarter worth about $7,477,000. Empowered Funds LLC lifted its holdings in Schneider National by 12.0% during the first quarter. Empowered Funds LLC now owns 13,944 shares of the company’s stock worth $319,000 after acquiring an additional 1,494 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Schneider National by 18.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 178,433 shares of the company’s stock valued at $4,077,000 after acquiring an additional 27,180 shares during the period. Finally, Jane Street Group LLC grew its stake in Schneider National by 120.5% in the first quarter. Jane Street Group LLC now owns 90,616 shares of the company’s stock valued at $2,071,000 after acquiring an additional 49,511 shares during the period. 28.54% of the stock is owned by institutional investors.

Schneider National News Roundup

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

• Positive Sentiment: Q2 earnings beat expectations: Schneider reported adjusted earnings of $0.29 per share, above the $0.22–$0.23 analyst consensus and up from $0.21 a year earlier. Management attributed the improvement to disciplined revenue management, cost reductions and productivity initiatives. Schneider National Announces Second Quarter 2026 Results
• Positive Sentiment: Revenue increased year over year: Second-quarter revenue reached approximately $1.33 billion, a 10.4% increase from the prior-year period. The earnings outperformance supports the view that Schneider’s cost controls are helping offset ongoing freight-market pressure. Schneider National Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Full-year guidance was maintained at a wide range: Schneider forecast fiscal 2026 EPS of $0.90 to $1.10, compared with consensus of approximately $0.92. The midpoint is above expectations, but the low end falls slightly below them, signaling continued uncertainty in freight demand and pricing.
• Neutral Sentiment: Capital returns remain supportive: The company declared a quarterly dividend of $0.10 per share, payable October 9, with an indicated yield of roughly 1.1%. Fifth Third Bancorp also materially increased its small Schneider position, though the transaction is not large enough by itself to materially change the investment outlook. Fifth Third Bancorp Purchases Schneider National Shares
• Negative Sentiment: Analyst becomes more cautious: Susquehanna lowered its price target from $39 to $36 and assigned a neutral rating, implying limited upside from recent trading levels. The target cut likely reflects valuation concerns and uncertainty around the sustainability of the earnings recovery.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on SNDR. Susquehanna dropped their target price on Schneider National from $39.00 to $36.00 and set a “neutral” rating for the company in a research report on Friday. Zacks Research raised Schneider National from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. 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. Robert W. Baird lifted their price target on shares of Schneider National from $35.00 to $39.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Finally, Citigroup boosted their price target on shares of Schneider National from $33.00 to $39.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $33.92.

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.