Pricing Log in Create free account
Friday 6 November 2026 Export SNDR’s income statement to Excel — free account

Schneider National, Inc.

SNDR Industrials Trucking

Schneider National, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $5.7 billion, up 7.25% from fiscal 2024.

Revenue
+9.15%
EPS
+154.6%
Free cash flow
+5.52%
Total debt
−24.7%

Quarter to September 2026, against a year earlier

28.19 1.62 −5.43%
Market cap
$5.0B
P/E
34.8×
Fwd P/E
28.4×
Dividend yield
1.40%
F-score
8/9
Altman Z
3.42
Beneish M
−3.00
Dividend safety
65/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 4.36
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — 1 — — 2 2 — 1 — — —
Insider Ownership 70.24%

Capital & Financial Ratios $m

Size
Market Cap 4,950.00
Revenue ttm 5,952.10
Net income ttm 141.70
Free cash flow ttm 319.30
Net debt Q 33.20
Valuation
P/E 34.80
Forward P/E 28.40
Price / sales 0.83
Forward P/S Powerpack
Price / FCF 15.48
Price / book 1.60
Financial health
Current ratio Q 2.06 (at or above 1.5: strong)
Debt / equity Q 0.13 (at or below 0.5: strong)
Interest coverage Q (32.68)
Growth
Revenue growth Q +9.15% (above 0%: growing)
Operating income growth Q +75.92% (above 0%: growing)
EPS, this year +66.41% (at or above 15%: strong)
EPS, next year A +57.91% (at or above 15%: strong)
Revenue, next year A +8.21%
EPS, past 5 yrs −13.09% (below 0%: weak)
EPS, next 5 yrs A +52.64% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 0.8×, against a ten-year median of 0.8×; over the ten years it ranged from 0.5× in 2022 to 1.2× in 2017.
P/E against its own 10 years 81.49%
10-year low 10-year high
P/S against its own 10 years 52.90%
10-year low 10-year high
P/B against its own 10 years 29.54%
10-year low 10-year high
EV/Sales against its own 10 years 54.81%
10-year low 10-year high
EV/FCF against its own 10 years 26.26%
10-year low 10-year high

Dividends

Yield
1.40%
Annual rate
0.40
Payout ratio
48.8%
Growth, 2017–25
+12.3%/yr
  1. 0.15 ’17
  2. 0.24 ’18 +60
  3. 0.24 ’19 +0
  4. 0.26 ’20 +8
  5. 0.28 ’21 +8
  6. 0.32 ’22 +14
  7. 0.36 ’23 +13
  8. 0.38 ’24 +6
  9. 0.38 ’25 +0
  10. 0.39 ’26e +4
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 160 166 243 360
Receivables 731 740 730 906
Inventory 118 90 100 44
Other — — — 372
1,111 1,115 1,181 1,432
2023 2024 2025 Q'26
Payables 241 253 209 268
ST’ Debt 105 106 11 12
Other 105 115 108 145
606 705 556 694

Compound Annual Growth %

10y 5y 3y
Sales 3.66% 4.50% (4.93%)
Cash Flow 2.76% 0.61% (9.38%)
Earnings (3.03%) (13.32%) (39.06%)
Book Value 39.30% 8.03% 2.16%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 0.29 Actual 0.29

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.21 0.13 Miss by 0.08
Q1 FY26 0.11 0.12 Beat by 0.01
Q2 FY26 0.22 0.29 Beat by 0.07
Q3 FY26 0.29 0.29 Met by 0.00
Q4 FY26 0.34 — Reports 4 February 2027

EPS $

Mar Jun Sep Dec Year
’26 0.12 0.28 0.28 — —
’25 0.15 0.20 0.11 0.13 0.59
’24 0.10 0.20 0.17 0.18 0.66
’23 0.55 0.43 0.20 0.15 1.34
’22 0.52 0.73 0.70 0.62 2.56
’21 0.31 0.60 0.62 0.75 2.28
’20 0.25 0.26 0.25 0.43 1.19
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,399 1,569 1,585 — —
’25 1,402 1,421 1,452 1,400 5,674
’24 1,319 1,317 1,316 1,339 5,291
’23 1,429 1,347 1,352 1,372 5,499
’22 1,621 1,747 1,675 1,562 6,604
’21 1,229 1,361 1,445 1,575 5,609
’20 1,119 1,033 1,136 1,265 4,553
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 93 171 139 — —
’25 92 176 184 186 637
’24 98 183 206 200 686
’23 183 120 183 194 680
’22 136 218 225 278 856
’21 101 154 141 170 566
’20 125 195 149 149 618
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 48 76 48 — —
’25 (28) 114 45 147 278
’24 (16) 94 89 79 246
’23 41 (90) 12 38 1
’22 105 89 46 50 289
’21 93 26 19 65 203
’20 83 117 92 (4) 287
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 4,046 4,384 4,977 4,747 4,553 5,609 6,604 5,499 5,291 5,674 5,952 +3.8% 6,140 6,495 6,881 +6.6%
Gross margin, % 57.51 56.41 53.57 51.84 51.63 47.60 48.16 52.32 54.83 57.45 54.83 (0.1) pt
EBT 266 263 365 198 283 542 604 306 152 138 188 (7.0%)
EBT margin, % 6.56 6.01 7.33 4.17 6.21 9.66 9.15 5.57 2.88 2.43 3.16 (4.1) pt
Net income 157 390 269 147 212 405 458 239 117 104 142 (4.5%)
Per share, $
Per share, $ Revenue 25.83 25.62 28.12 26.80 25.68 31.58 37.12 31.01 30.15 32.39 33.95 +2.5%
Earnings 1.00 2.28 1.52 0.83 1.19 2.28 2.57 1.35 0.67 0.59 0.81 (5.7%)
Cash flow 2.91 2.70 3.20 3.59 3.49 3.19 4.81 3.84 3.91 3.64 3.36 +2.5%
Capex (3.16) (2.70) (2.38) (2.12) (1.87) (2.04) (3.19) (3.83) (2.51) (2.05) (1.54) (4.7%)
Free cash flow (0.26) 0.00 0.82 1.47 1.62 1.14 1.63 0.01 1.40 1.59 1.82 n/m
Book value 0.80 11.05 12.05 12.63 11.59 13.65 15.95 16.68 17.02 17.26 17.67 +40.6%
Shares, m 157 171 177 177 177 178 178 177 176 175 175 +1.3%
Valuation, ×
Valuation, × P/E 19.77 12.95 12.28 26.29 17.40 11.80 9.24 18.61 43.70 44.22 34.80 21.6
P/S 0.72 1.12 0.66 0.81 0.81 0.85 0.64 0.81 0.97 0.82 0.83 0.8
P/B 209.21 2.60 1.55 1.73 1.79 1.97 1.49 1.51 1.72 1.54 1.60 22.5
EV/Sales 0.84 1.16 0.66 0.76 0.78 0.85 0.61 0.84 1.04 0.85 0.84 0.8
EV/FCF (238.39) (7,255.32) 22.74 13.91 12.33 23.39 13.92 4,598.05 22.39 17.27 15.58 (277.0)
Cash, $m
Cash, $m Operating cash flow 455 461 567 636 618 566 856 680 686 637 589 +3.8%
Capex (495) (462) (422) (376) (332) (363) (567) (679) (440) (359) (270) (3.5%)
Free cash flow (40) (1) 145 261 287 203 289 1 246 278 319 n/m
Balance, $m
Balance, $m Working capital 246 632 802 941 686 558 713 505 411 625 738 +10.9%
Net debt 515 160 (19) (239) (136) (24) (216) 143 361 159 33 (12.3%)
Shareholders’ equity 126 1,890 2,132 2,236 2,056 2,424 2,837 2,957 2,987 3,025 3,097 +42.4%
Returns, %
Returns, % ROA 5.53 12.21 7.73 4.04 5.90 10.88 11.09 5.37 2.47 2.12 2.84 (3.4) pt
ROIC 28.32 8.55 11.11 6.50 9.33 13.90 14.32 5.98 3.08 3.32 4.06 (25.0) pt
ROE 132.99 38.68 13.37 6.73 9.87 18.10 17.40 8.23 3.94 3.45 4.63 (129.5) pt
People
People Employees 19,300 19,600 19,400 15,650 15,225 16,050 17,050 17,300 19,400 19,000 — (0.2%)
Revenue/emp, $m 0.21 0.22 0.26 0.30 0.30 0.35 0.39 0.32 0.27 0.30 — +4.0%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Schneider National, Inc. vs peers in Trucking (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
XPO XPO, Inc. $20.6B 41.2× 37.4× +12.41% (above 0%: growing) +124.64% (above 0%: growing) +31.67% (above 0%: growing) 100.00% 12.18% Compare
KNX Knight-Swift Transportation Holdings Inc. $9.7B 62.7× 34.5× +14.21% (above 0%: growing) +1,360.00% (above 0%: growing) +752.41% (above 0%: growing) 69.85% 8.12% Compare
SAIA Saia, Inc. $8.9B 31.4× 30.0× +17.01% (above 0%: growing) +5.57% (above 0%: growing) +4.02% (above 0%: growing) 69.15% 12.45% Compare
TFII TFI International Inc. $7.9B 22.2× 19.2× +13.39% (above 0%: growing) +26.10% (above 0%: growing) −41.17% (below 0%: shrinking) 47.44% 8.06% Compare
SNDR Schneider National, Inc. $5.0B 34.8× 28.4× +9.15% (above 0%: growing) +154.55% (above 0%: growing) +5.52% (above 0%: growing) 52.35% 3.92%
RXO RXO INC $4.6B — (loss-making) — (loss-making) +31.67% (above 0%: growing) n/m +33.33% (above 0%: growing) 14.70% 0.91% Compare
ARCB ArcBest Corporation $3.0B 104× 35.1× +15.49% (above 0%: growing) +33.79% (above 0%: growing) +77.41% (above 0%: growing) 6.06% 6.06% Compare
WERN Werner Enterprises, Inc. $1.7B — (loss-making) 70.4× +23.20% (above 0%: growing) n/m +581.60% (above 0%: growing) 50.52% 1.79% Compare
MRTN Marten Transport, Ltd. $978.3M 66.1× 59.6× +1.25% (above 0%: growing) +33.33% (above 0%: growing) +100,952.63% (above 0%: growing) 60.93% 1.37% Compare
Median of peers $6.3B 51.9× 35.1× +14.85% +33.56% +55.37% 55.73% 7.06%

All 18 Trucking stocks →

Pay and ownership Proxy statement filed 17 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 7.38m 2.39m 137.22
2024 9.26m 11.14m 156.87
2023 5.79m 1.99m 134.36
2022 6.89m 6.96m 121.90
2021 6.75m 11.26m 138.33
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Schneider National, Inc. (SNDR) Latest News

5 Nov

Impact 3 · · Zacks

2 Nov

Impact 3 · · supplychaindive.com

1 Nov

Impact 3 · · Simply Wall St.

31 Oct

Impact 3 · · StockStory
Impact 3 · · MarketBeat transcript

30 Oct

Impact 3 · · FreightWaves
Impact 3 · · The Motley Fool transcript
Impact 3 · · FreightWaves

29 Oct

Impact 4 · · Business Wire
Impact 4 · · Business Wire
Impact 4 · · PR Newswire
Impact 3 · · Zacks
Impact 3 · · StockStory earnings
Impact 3 · · Zacks
Impact 3 · · Associated Press
Impact 3 · · Trefis
Impact 3 · · Simply Wall St.
Impact 3 · · Simply Wall St.

28 Oct

Impact 3 · · StockStory

27 Oct

Impact 3 · · Zacks
Impact 3 · · Zacks

22 Oct

Impact 3 · · Zacks

20 Oct

Impact 3 · · Trefis

19 Oct

Impact 3 · · InvestorsHub

13 Oct

Impact 3 · · Business Wire

9 Oct

Impact 4 · · truckingdive.com

1 Oct

Impact 4 · · Business Wire

30 Sep

Impact 3 · · Zacks

23 Sep

Impact 4 · · Zacks

21 Sep

Impact 3 · · StockStory

SNDR metrics, ten years each

stockrow.com/SNDR · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com