Schneider National (NYSE:SNDR) Announces 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. Schneider National had a net margin of 1.83% and a return on equity of 3.66%. The business had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same period last year, the company posted $0.16 EPS. The business’s revenue was down .2% on a year-over-year basis. 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 Up 2.5%

NYSE:SNDR traded up $0.76 during midday trading on Thursday, reaching $31.13. 1,013,780 shares of the stock traded hands, compared to its average volume of 1,084,778. The stock has a market capitalization of $5.46 billion, a PE ratio of 52.76, a price-to-earnings-growth ratio of 0.88 and a beta of 1.05. Schneider National has a 12-month low of $20.11 and a 12-month high of $31.56. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.95 and a current ratio of 2.13. The business has a 50-day moving average of $27.24 and a two-hundred day moving average of $26.34.

Schneider National Dividend Announcement

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

Schneider National declared that its board has approved a stock repurchase program on Wednesday, January 28th that permits the company to buyback $150.00 million in shares. This buyback authorization permits the company to reacquire up to 2.9% of its stock through open market purchases. Stock buyback programs are generally 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 stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $28.89, for a total transaction of $173,340.00. Following the completion of the sale, the chief financial officer owned 66,275 shares in the company, valued at approximately $1,914,684.75. This represents a 8.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 23.64% of the company’s stock.

Institutional Trading of Schneider National

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

Trending Headlines about 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

Analyst Ratings Changes

Several research analysts recently commented on SNDR shares. Benchmark reiterated a “buy” rating on shares of Schneider National in a research report on Thursday, January 15th. Stifel Nicolaus lowered Schneider National from a “buy” rating to a “hold” rating and lowered their price objective for the company from $32.00 to $26.00 in a research note on Tuesday, February 3rd. Evercore lifted their target price on Schneider National from $21.00 to $30.00 and gave the stock an “in-line” rating in a report on Tuesday, January 13th. Wells Fargo & Company cut their target price on Schneider National from $30.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Friday, January 30th. Finally, Citigroup upgraded Schneider National from a “sell” rating to a “neutral” rating and set a $27.00 price target on the stock in a report on Monday, March 9th. One 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 company’s stock. According to data from MarketBeat.com, Schneider National currently has an average rating of “Hold” and a consensus price target of $29.21.

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.