Schneider National (NYSE:SNDR) Issues Earnings Results

Schneider National (NYSE:SNDR) issued its quarterly earnings data on Thursday. The company reported $0.12 EPS for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01, FiscalAI reports. The firm had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.40 billion. Schneider National had a return on equity of 3.66% and a net margin of 1.83%.The company’s revenue for the quarter was down .2% on a year-over-year basis. During the same period in the previous year, the company posted $0.16 EPS. 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 SNDR stock traded up $0.76 during trading on Thursday, hitting $31.13. The company’s stock had a trading volume of 1,013,780 shares, compared to its average volume of 1,084,778. The company has a market cap of $5.46 billion, a PE ratio of 52.76, a P/E/G ratio of 0.88 and a beta of 1.05. 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 business has a fifty day moving average of $27.24 and a 200-day moving average of $26.34. Schneider National has a 52 week low of $20.11 and a 52 week high of $31.56.

Schneider National Announces Dividend

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

Key Headlines Impacting Schneider National

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

• Positive Sentiment: Q1 EPS beat estimates: Schneider reported $0.12 EPS vs. consensus $0.11, a small but market‑friendly beat. Schneider National (SNDR) Q1 Earnings Beat Estimates
• Positive Sentiment: Quarterly cash dividend declared ($0.10 per share; record June 12, pay July 10), returning cash to shareholders and supporting yield. Schneider National Declares Quarterly Cash Dividend for Shareholders
• Positive Sentiment: Management cites market normalization (structural supply rationalization) and execution on cost/productivity actions — framing results as early signs of improved freight balance and margin leverage. Schneider National, Inc. Announces First Quarter 2026 Results
• Neutral Sentiment: Full earnings materials and call/transcript available for review — useful for insights into pricing, tender volumes and margin drivers. Schneider National, Inc. (SNDR) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst writeups comparing metrics to estimates are available for deeper drilldowns on revenue, margins and KPIs. Schneider National (SNDR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Revenue missed materially: $1.24B reported vs. $1.40B consensus, signalling weaker volume/price trends despite the EPS beat. Schneider Q1 Press Release / Results
• Negative Sentiment: FY‑2026 EPS guidance set to $0.70–$1.00 vs. street ~$0.85 — a wide range that keeps uncertainty about margin recovery and may temper upside until guidance is tightened. Schneider National, Inc. Announces First Quarter 2026 Results
• Negative Sentiment: Q1 EPS declined vs. prior year ($0.16 → $0.12) and margins/ROE remain modest (net margin ~1.8%, ROE ~3.7%), underscoring that profitability recovery is still early. MarketBeat Schneider Q1 Summary

Wall Street Analyst Weigh In

A number of brokerages have commented on SNDR. Wells Fargo & Company decreased their price objective on Schneider National from $30.00 to $25.00 and set an “equal weight” rating for the company in a report on Friday, January 30th. Raymond James Financial reaffirmed a “market perform” rating on shares of Schneider National in a report on Monday, April 20th. Susquehanna upped their target price on Schneider National from $28.00 to $34.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. National Bank Financial set a $27.00 target price on Schneider National in a report on Friday, February 6th. Finally, JPMorgan Chase & Co. reduced their target price on Schneider National from $28.00 to $26.00 and set a “neutral” rating for the company in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $29.21.

Schneider National declared that its board has initiated a stock repurchase plan on Wednesday, January 28th that allows the company to repurchase $150.00 million in shares. This repurchase authorization allows the company to repurchase up to 2.9% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Insider Activity

In other news, CFO Darrell George Campbell sold 6,000 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total value of $173,340.00. Following the completion of the transaction, the chief financial officer directly owned 66,275 shares of the company’s stock, valued at $1,914,684.75. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 23.64% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Schneider National

Institutional investors and hedge funds have recently bought and sold shares of the company. Natixis Advisors LLC grew its holdings in Schneider National by 5.4% during the third quarter. Natixis Advisors LLC now owns 35,975 shares of the company’s stock valued at $761,000 after purchasing an additional 1,840 shares during the period. Voloridge Investment Management LLC bought a new position in Schneider National during the fourth quarter valued at $711,000. Sherbrooke Park Advisers LLC bought a new position in Schneider National during the third quarter valued at $679,000. VARCOV Co. bought a new position in Schneider National during the fourth quarter valued at $584,000. Finally, Alliancebernstein L.P. grew its holdings in Schneider National by 16.9% during the third quarter. Alliancebernstein L.P. now owns 20,740 shares of the company’s stock valued at $439,000 after purchasing an additional 3,003 shares during the period. 28.54% of the stock is owned by institutional investors.

Schneider National Company Profile

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.