Schneider National (NYSE:SNDR) Posts Earnings Results, Misses Estimates By $0.01 EPS

Schneider National (NYSE:SNDR) released its quarterly earnings results on Thursday. The company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.30 by ($0.01), FiscalAI reports. Schneider National had a net margin of 2.38% and a return on equity of 4.84%. The firm had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter in the prior year, the firm earned $0.12 earnings per share. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year.

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

• Third-quarter earnings improved sharply: adjusted operating income rose 66% year over year to $63.8 million, adjusted EPS increased to $0.29 from $0.12, and the operating ratio improved 170 basis points to 95.3%, aided by pricing, productivity and cost savings.
• Schneider raised the low end of its 2026 adjusted EPS outlook, now expecting $1.00–$1.10, reflecting continued pricing gains and progress toward its $40 million cost-reduction target. Net capital expenditure guidance was also reduced to $325–$350 million due to stronger equipment-sale proceeds.
• Schneider will make Norfolk Southern its primary eastern Intermodal rail provider beginning January 1, 2027. Management expects the broader network to expand customer reach, support truck-to-rail conversions and potentially create significant additional upside if the proposed Norfolk Southern–Union Pacific combination is approved.
• Freight-market fundamentals remain constructive, with constrained capacity, regulatory enforcement and rising carrier costs supporting further rate recovery. Truckload earnings more than doubled year over year, while Intermodal operating income rose 35% despite modestly lower volumes.
• Logistics was approximately breakeven, versus $6 million of operating income a year earlier, due partly to a confidential brokerage claim settlement and moderated project activity. Management expects insurance and claims costs to remain a near-term structural concern, although it does not view the quarter’s claim impact as a recurring run rate.

Schneider National Stock Down 0.6%

NYSE:SNDR traded down $0.17 during trading hours on Friday, reaching $29.28. 1,218,825 shares of the company traded hands, compared to its average volume of 1,015,922. The business’s 50-day moving average price is $32.46 and its two-hundred day moving average price is $31.90. The stock has a market capitalization of $5.13 billion, a P/E ratio of 36.15, a P/E/G ratio of 0.66 and a beta of 1.21. Schneider National has a 1 year low of $20.11 and a 1 year high of $39.27. The company has a current ratio of 2.03, a quick ratio of 1.94 and a debt-to-equity ratio of 0.13.

Schneider National Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 12th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.10 per share. The ex-dividend date is Friday, December 11th. This represents a $0.40 dividend on an annualized basis and a yield of 1.4%. Schneider National’s payout ratio is presently 62.50%.

Analyst Ratings Changes

SNDR has been the subject of several recent research reports. Stephens raised Schneider National to a “hold” rating in a research report on Wednesday, July 8th. Morgan Stanley upped their target price on shares of Schneider National from $38.00 to $45.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. UBS Group reiterated a “neutral” rating and issued a $30.00 price target on shares of Schneider National in a research note on Friday. Wall Street Zen cut shares of Schneider National from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Wells Fargo & Company lowered their price target on shares of Schneider National from $35.00 to $31.00 and set an “equal weight” rating for the company in a research report on Friday. Five research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $33.08.

Key Schneider National News

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

• Positive Sentiment: Third-quarter revenue increased 9.2% year over year to $1.59 billion, exceeding the $1.58 billion consensus estimate. EPS of $0.29 more than doubled from $0.12 a year ago, although it was slightly below some analyst estimates. Schneider National Third-Quarter Results
• Positive Sentiment: Intermodal strength helped offset weakness elsewhere in the business, supporting management’s view that disciplined pricing and improving freight conditions can drive better margins. Schneider National Q3 Mixed Results
• Positive Sentiment: Schneider is partnering with Norfolk Southern to expand domestic intermodal capacity across the eastern United States. Norfolk Southern is expected to become Schneider’s primary Eastern intermodal rail provider beginning January 1, 2027, creating potential for greater network efficiency and scalable growth. Norfolk Southern and Schneider Partnership
• Neutral Sentiment: Management forecast 2026 adjusted EPS of $1.00 to $1.10, broadly around the $1.06 FactSet consensus. The outlook suggests improvement but does not provide a significant upside surprise. Schneider 2026 EPS Outlook
• Neutral Sentiment: The company maintained its quarterly dividend at $0.10 per share, or $0.40 annually, providing income support but offering a relatively modest 1.4% yield. Schneider National Dividend
• Negative Sentiment: Wells Fargo lowered its SNDR price target from $35 to $31 and maintained an “equal weight” rating, signaling limited expected upside from current levels. Wells Fargo Schneider National Rating
• Negative Sentiment: EPS narrowly missed the broader analyst consensus, while net margin remained low at 1.92% and return on equity was just 3.89%. With shares valued at roughly 46 times earnings, investors may be demanding stronger profitability and guidance.

Insider Buying and Selling

In other news, insider Mark Rourke sold 52,682 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $35.94, for a total value of $1,893,391.08. Following the sale, the insider directly owned 221,522 shares of the company’s stock, valued at approximately $7,961,500.68. This represents a 19.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 23.64% of the company’s stock.

About Schneider National

Schneider National, Inc (NYSE: SNDR) is a transportation and logistics company headquartered in Green Bay, Wisconsin. Founded in 1935 by Al Schneider, the company began as a one-truck operation and has grown into a provider of freight transportation and supply chain services.

Schneider’s services include truckload transportation, dedicated transportation, intermodal transportation, brokerage, and logistics management. Its offerings support a range of shipping needs, including long-haul freight, dedicated fleet operations, rail-connected transportation, port drayage, and supply chain planning.

The company primarily serves customers throughout the United States, Canada, and Mexico.