Schneider National, Inc. (SNDR) Stock: Price, Forecast & Analyst Target
Schneider National, Inc. (SNDR) — MoonshotScore 62/100 (Fair band), calculated Oct 5, 2026. Price $32.32 (-1.73%), as of the Oct 5, 2026 trading session; market cap $5.66B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 17.30× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026
Schneider National, Inc. · SNDR · NYSE · Industrials · Trucking
Research dated 2026-09-13: Schneider National operates trucking, intermodal rail, and logistics across North America. Earnings have compressed; the question is whether this is cyclical freight weakness or structural margin erosion in a capital-heavy transport market.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Schneider National (SNDR)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet, at a cheap price, but weak growth; the market is already moving on it. Business Quality: Average; Financial Safety: Sound; Valuation: Fair; Growth Durability: Fading; Momentum: Rising.
- quarterly revenue $1.57B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 3 of 8
- Altman Z 3.57 · Piotroski F 8
Holding back: soft growth
Helping: balance-sheet strength, an attractive price, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 63 | Fair | |
| 62 | Fair | |
| 62 | Fair | |
| 63 | Fair | |
| 63 | Fair | |
| 62 | Fair |
The score was 62 in the stored Oct 4, 2026 snapshot and remains 62 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +5 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $32.32 | |
| Change on the day | -1.73% | |
| 52-week range | $20.11–$39.27 | |
| Market capitalisation | $5.66B | |
| Price / earnings (trailing) | 51.39 | |
| Shares traded on the day | 869.5K | |
| Beta (volatility vs the S&P 500) | 1.18 | |
| Dividends per share (last 12 months) | $0.40 | |
| Dividend yield (last 12 months) | 1.20% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
However, we believe roughly half of the non-compliant capacity is left, with the remaining impacted supply expected to exit through next year.
Jim Filter · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Schneider National (SNDR): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
3 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 18, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 11, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the SNDR film — every key number, told as a short cinematic story
~2 min · open the film
What is Schneider National (SNDR), and what does it report?
Short answer · as of
The business splits three ways: truckload (standard long-haul and regional freight), intermodal (rail containers plus local delivery), and logistics (brokerage and supply chain management).
Research dated 2026-09-13.
The business splits three ways: truckload (standard long-haul and regional freight), intermodal (rail containers plus local delivery), and logistics (brokerage and supply chain management). These segments serve different parts of the supply chain, but all are ultimately selling transport capacity and storage. Reported numbers measure revenue per segment and operating costs per mode.
Gross margin sits around fourteen percent. Operating margin is under three percent. Transport is capital-intensive and labor-dependent; the economics get worse when utilization falls or driver wages rise faster than freight rates climb.
What do the latest results show for Schneider National (SNDR)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.57B.
Research dated 2026-09-13.
Recent periods show declining earnings despite solid absolute revenue levels. Operating cash flow remains positive but is tightening compared to prior years. This deterioration occurs amid regulatory change where management identified that non-compliant capacity—primarily aging truck fleets with lower efficiency—is exiting the transportation market. Management expects this market structure adjustment to continue as older equipment reaches end-of-life and compliance with updated standards forces fleet modernization.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.57B Jun 30, 2026
- Latest quarter · SG&A
- $0.00 Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $71.40M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $1.57B | Not available | $0.00 | $71.40M |
| Mar 31, 2026 | $1.40B | Not available | $0.00 | $33.40M |
| Dec 31, 2025 | $1.40B | Not available | $32.30M | $36.50M |
| Sep 30, 2025 | $1.45B | Not available | $93.10M | $35.30M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.57B Jul 30, 2026
- Latest report · revenue estimate
- $1.52B Jul 30, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $1.57B | $1.52B | $0.2900 | $0.2315 |
| Apr 30, 2026 | $1.40B | $1.42B | $0.1200 | $0.1100 |
| Jan 29, 2026 | $1.40B | $1.45B | $0.1300 | $0.2100 |
| Oct 30, 2025 | $1.45B | $1.43B | $0.1200 | $0.2050 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.57B | $50M | $0.28 (diluted) |
| Q1 FY2026 | $1.40B | $20M | $0.12 (diluted) |
| Q4 FY2025 | $1.40B | $22M | $0.13 (diluted) |
| Q3 FY2025 | $1.45B | $19M | $0.11 (diluted) |
What are the financial strengths and risks for Schneider National (SNDR)?
Short answer
Cash and short-term investments were $327.10M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $171.40M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Cash position is reasonable; debt is manageable. Return on equity is under four percent, well below the cost of capital for most investors. The fundamental pressure is that the company is tied to utilization and driver availability; when freight slows, margins vanish quickly because fixed costs (equipment, facilities) don't fall with demand.
Data-derived red flags
- Inconsistent delivery — missed Wall Street EPS estimates in 3 of the last 8 reported quarters.
- Rich valuation — a P/E of 51.39 runs well above the Industrials sector’s ~29.50x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $171.40M Jun 30, 2026
- Previous quarter · operating cash flow
- $92.90M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $171.40M | −$122.60M |
| Mar 31, 2026 | $92.90M | −$67.90M |
| Dec 31, 2025 | $186.00M | −$55.60M |
| Sep 30, 2025 | $184.20M | −$169.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Schneider National (SNDR)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-13.
Watch freight volumes at shipping indices and trucking company load boards. Watch driver wage inflation and recruitment difficulty. The next earnings report will show whether the capacity exit cited by management actually translates into pricing power for remaining carriers. That would be the signal that margin recovery is possible.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
However, we believe roughly half of the non-compliant capacity is left, with the remaining impacted supply expected to exit through next year.
Jim Filter ·
How does Schneider National compare with its peers?
Short answer
Schneider National's score ranks 11th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Schneider differs from pure-play truckload carriers in that it owns significant logistics and intermodal assets. That diversification should theoretically smooth cycles, but it doesn't protect from freight volume drops. Management execution on cost discipline and pricing power during soft demand periods separates winners from losers in this sector.
| Company | Price | Market value | Score |
|---|---|---|---|
| $25.54 Oct 5, 2026 | $3.97B | 82 5-pillar Oct 5, 2026 | |
| $179.37 Oct 5, 2026 | $37.3B | 82 5-pillar Oct 5, 2026 | |
| $302.65 Oct 5, 2026 | $4.71B | 81 5-pillar Oct 5, 2026 | |
| $46.18 Oct 5, 2026 | $3.77B | 73 5-pillar Oct 5, 2026 | |
| $12.43 Oct 5, 2026 | $2.63B | 72 5-pillar Oct 5, 2026 | |
| $131.14 Oct 5, 2026 | $2.96B | 72 5-pillar Oct 5, 2026 | |
| $114.80 Oct 5, 2026 | $9.77B | 68 5-pillar Oct 5, 2026 | |
| $33.19 Oct 5, 2026 | $835M | 65 5-pillar Oct 5, 2026 | |
| $346.14 Oct 5, 2026 | $9.32B | 64 5-pillar Oct 5, 2026 | |
| $65.24 Oct 5, 2026 | $10.6B | 63 5-pillar Oct 5, 2026 | |
| Schneider National (SNDR) — this page | $32.32 | $5.66B | 62 |
| $34.15 Oct 5, 2026 | $2.12B | 61 5-pillar Oct 5, 2026 | |
| $13.05 Oct 5, 2026 | $1.06B | 51 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $38.00 – $39.00
- Consensus target
- $38.50
- Median target
- $38.50
Consensus record · Captured .
Measured against a quoted price of $32.32 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 18, 2026
- Transactions
- 40
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 9
- Other transactions
- 31
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 40.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 40.2% Prior to period end Jun 30, 2026
- Reporting holders
- 345 Period end Jun 30, 2026
- Previous quarter · holders
- 299 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 7,091,347 |
| Blueprint Investment Partners LLC | 6,075,390 |
| Blueprint Financial Advisors LLC | 6,075,390 |
| Dimensional Fund Advisors LP | 5,141,299 |
| Aqr Capital Management LLC | 2,767,845 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What Investors Ask About Schneider National (SNDR) — Industrials
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Does Schneider own all its tractors and trailers?
The company both operates its own fleet and leases equipment to owner-operators. It also operates non-asset-intensive logistics and brokerage arms. The mix gives some insulation from the worst of trucking downturns, but transport economics still dominate overall profitability.
What triggered the margin decline in recent quarters?
Freight demand softened, pushing utilization lower, while driver wages continued upward pressure. The company cited regulatory capacity exit, which removes cheaper competition but hasn't yet resulted in pricing strong enough to offset the decline in volumes.
How much debt is the company carrying?
Debt is under four hundred million, against a market cap above five billion. Debt-to-equity is low, but the issue is not solvency; it is that return on equity is depressed. Leverage doesn't help when the underlying business earns thin margins.
Why do analysts have mixed ratings?
Recent consensus is neutral to modestly positive. Buy votes are the minority. This reflects uncertainty about whether capacity exit and potential rate recovery will offset freight headwinds. Analysts are waiting for evidence that the story is improving.
What is the SNDR stock price today?
The last price recorded on this page for Schneider National, Inc. (SNDR) is $32.32, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SNDR price target?
The analyst consensus price target for Schneider National, Inc. (SNDR) is $38.50 (range $38.00 to $39.00, median $38.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does SNDR pay a dividend?
Yes. Schneider National, Inc. (SNDR) shows a trailing 12-month dividend yield of 1.20%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (81 figures)
The 81 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jim Filter (Jul 30, 2026): However, we believe roughly half of the non-compliant capacity is left, with the remaining impacted supply expected to exit through next year. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Green BAY, WI | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "3101 South Packerland Drive, Green Bay, WI, 54313, US". |
FMP — 70 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $32.32 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:54:37.999Z. | |
px.change | Change on the day | -1.73% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.66B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:03.000Z. Captured from FMP at 2026-10-05T21:54:37.065Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.57 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.57B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $20.11–$39.27 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 51.39 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 869.5K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.18 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jim Filter | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 19,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $5.61B, net result $405.40M; FY2022 revenue $6.60B, net result $457.80M; FY2023 revenue $5.50B, net result $238.50M; FY2024 revenue $5.29B, net result $117.00M; FY2025 revenue $5.67B, net result $103.60M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Other $215.90M · Transportation $5.24B · Logistics Management $214.20M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 13.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $1.57B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $71.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $1.40B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $33.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $1.40B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $32.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $36.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $1.45B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $93.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $35.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $1.57B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $1.52B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $0.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | $0.2315 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $1.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $1.42B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $0.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $0.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_actual | Revenue · reported — report date 2026-01-29 | $1.40B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_estimated | Revenue · estimate — report date 2026-01-29 | $1.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_actual | EPS · reported — report date 2026-01-29 | $0.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_estimated | EPS · estimate — report date 2026-01-29 | $0.2100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $1.45B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $1.43B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $0.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $0.2050 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $327.10M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $171.40M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $396.10M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.88× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $171.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $92.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$122.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$67.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $186.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$55.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $184.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$169.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $38.00 – $39.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $38.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $38.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 40 transactions · 0 purchases, 9 sales, 31 other transactions · 15 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 18, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 40.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 40.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 345 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 299 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 7,091,347 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blueprint Investment Partners LLC — shares in provider snapshot | 6,075,390 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Blueprint Financial Advisors LLC — shares in provider snapshot | 6,075,390 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 5,141,299 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Aqr Capital Management LLC — shares in provider snapshot | 2,767,845 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 3 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-30 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.57 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 17.30× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $327.10M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.40 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.20% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.57B) with the recorded estimate ($1.52B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2900) with the recorded estimate ($0.2315) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 62 of 100 · Fair · pillars 47 / 74 / 73 / 32 / 76 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 62 (stored snapshot Oct 4, 2026) → 62 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-01-29.revenue_actual,earn.history.depth.2026-01-29.revenue_estimated,earn.history.depth.2026-01-29.eps_actual,earn.history.depth.2026-01-29.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Schneider National, Inc. (SNDR) delivers a wide array of ground transportation and logistics services across the United States, Canada, and Mexico. The company is organized into three primary operating segments: Truckload, Intermodal, and Logistics. The Truckload division specializes in providing standard long-haul and regional freight shipping, utilizing a diverse fleet including dry van, bulk, temperature-controlled, and flat-bed equipment. Furthermore, it delivers bespoke solutions for time-sensitive shipments and offers cross-docking services. The Intermodal division facilitates end-to-end container transport by rail and local drayage, leveraging its proprietary containers, chassis, and trucks. Within its Logistics segment, Schneider offers services such as freight brokerage, comprehensive supply chain management, import/export solutions, and value-added assistance for managing and moving client cargo, alongside transloading and warehousing operations. Beyond its core services, Schneider National leases equipment, specifically trucks, to independent owner-operators, and provides insurance policies for both its employed drivers and these owner-operators. Founded in 1935, the company maintains its headquarters in Green Bay, Wisconsin. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Trucking The company's SEC filings classify it under SIC 4213 — Trucking (No Local). | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Revenue by segment | Other: $215.90M; Transportation: $5.24B; Logistics Management: $214.20M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Trailing twelve-month ratio set | Quick ratio: 1.42; Current ratio: 1.42; Debt to equity: 0.13; Net margin: 1.9%; Gross margin: 13.8%; Operating margin: 3%; Return on assets: 2.2%; Return on equity: 3.7% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $396.10M; Liquidity basis: cash and short-term investments; Total liabilities: $1.94B; Cash and short-term investments: $327.10M; Cash and investments: $327.10M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Next earnings report | Date: 2026-10-29; EPS estimate: $0.29 per share; Revenue estimate: $1.58B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Distress and quality screens | Altman Z-score: 3.64; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Institutional ownership (13F) | Holders: 344; Quarter: 2026-06-30; Ownership: 40.3%; Holders previous quarter: 297; Ownership previous quarter: 40.2 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-08-05 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$69.00M; Total debt: $396.10M; Cash and investments: $327.10M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Price targets in force | Low: $21; High: $40; Target count: 20 | 2026-07-31 | FMP | Financial Modeling Prep (FMP) price targets |
Data provided for informational purposes only.