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. In the quarter to June 2026, revenue grew 10.4%, EPS grew 33.3%, free cash flow fell 33.1% and total debt fell 24.6%, each against the same quarter a year earlier. Dividend growth for five consecutive years.

31.47 0.07 −0.22%
Market cap
$5.5B
P/E
49.2×
Fwd P/E
41.6×
Dividend yield
1.26%
F-score
8/9
Altman Z
3.42
Beneish M
−3.00
Dividend safety
65/100

Insider Decisions trades per month

Total sells 4.36
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — 1 — — 2 2 — 1 — —
Insider Ownership 70.25%

Capital & Financial Ratios $m

Market Cap 5,530.00
Revenue 5,819.20
Net Income 111.60
Free Cash Flow 316.80
Net Debt 69.00
Current Ratio 2.03 (at or above 1.5: strong)
Debt/Equity 0.13 (at or below 0.5: strong)
P/E ratio 49.17 (above 35: high)
Fwd P/E 41.60 (above 35: high)
P/S ratio 0.95
P/B ratio 1.80
Past 5Y EPS Growth (13.09%) (below 0%: weak)
This Y EPS Growth 67.77% (at or above 15%: strong)
Next Y EPS Growth 58.57% (at or above 15%: strong)
Next Y revenue growth 7.70%
Next 5Y EPS Growth 53.34% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 93.53%
10-year low 10-year high
P/S against its own 10 years 76.38%
10-year low 10-year high
P/B against its own 10 years 57.35%
10-year low 10-year high
EV/Sales against its own 10 years 80.01%
10-year low 10-year high
EV/FCF against its own 10 years 31.08%
10-year low 10-year high

Dividends

Payout Ratio 0.62
Annual Dividend Rate 0.40
Annual Dividend Yield 1.26%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.39
0.10
0.10
0.10
2025 0.38
0.10
0.10
0.10
0.10
2024 0.38
0.10
0.10
0.10
0.10
2023 0.36
0.09
0.09
0.09
0.09
2022 0.32
0.08
0.08
0.08
0.08
2021 0.28
0.07
0.07
0.07
0.07
2020 0.26
0.07
0.07
0.07
2.00
0.07
2019 0.24
0.06
0.06
0.06
0.06
2018 0.24
0.06
0.06
0.06
0.06
2017 0.15
0.05
0.05
0.05
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 160 166 243 327
Receivables 731 740 730 893
Inventory 118 90 100 63
Other — — — 430
1,111 1,115 1,181 1,416
2023 2024 2025 Q'26
Payables 241 253 209 268
ST’ Debt 105 106 11 11
Other 105 115 108 128
606 705 556 697

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%

Revenue $m

Mar Jun Sep Dec Year
’26 1,399 1,569 — — —
’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 — — —
’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 — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 0.12 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.

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — 17.69 17.56 16.59 15.36 20.39 20.26 21.39 20.50 20.11

Analyst estimates 2026–2028

Powerpack
High — 29.36 30.52 24.38 28.13 27.32 27.50 31.74 33.90 31.19
People
People Employees 19,300 19,600 19,400 15,650 15,225 16,050 17,050 17,300 19,400 19,000
Revenue/emp, $m 0.21 0.22 0.26 0.30 0.30 0.35 0.39 0.32 0.27 0.30
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
Gross margin, % 57.51 56.41 53.57 51.84 51.63 47.60 48.16 52.32 54.83 57.45
EBT 266 263 365 198 283 542 604 306 152 138
EBT margin, % 6.56 6.01 7.33 4.17 6.21 9.66 9.15 5.57 2.88 2.43
Net income 157 390 269 147 212 405 458 239 117 104
Depreciation 266 279 291 293 291 296 350 383 414 450
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
Earnings 1.00 2.28 1.52 0.83 1.19 2.28 2.57 1.35 0.67 0.59
Cash flow 2.91 2.70 3.20 3.59 3.49 3.19 4.81 3.84 3.91 3.64
Capex (3.16) (2.70) (2.38) (2.12) (1.87) (2.04) (3.19) (3.83) (2.51) (2.05)
Free cash flow (0.26) 0.00 0.82 1.47 1.62 1.14 1.63 0.01 1.40 1.59
Book value 0.80 11.05 12.05 12.63 11.59 13.65 15.95 16.68 17.02 17.26
Shares, m 157 171 177 177 177 178 178 177 176 175
Valuation, ×
Valuation, × P/E 19.77 12.95 12.28 26.29 17.40 11.80 9.24 18.61 43.70 44.22
P/S 0.72 1.12 0.66 0.81 0.81 0.85 0.64 0.81 0.97 0.82
P/B 209.21 2.60 1.55 1.73 1.79 1.97 1.49 1.51 1.72 1.54
EV/Sales 0.84 1.16 0.66 0.76 0.78 0.85 0.61 0.84 1.04 0.85
EV/FCF (238.39) (7,255.32) 22.74 13.91 12.33 23.39 13.92 4,598.05 22.39 17.27
Cash, $m
Cash, $m Operating cash flow 455 461 567 636 618 566 856 680 686 637
Capex (495) (462) (422) (376) (332) (363) (567) (679) (440) (359)
Free cash flow (40) (1) 145 261 287 203 289 1 246 278
Balance, $m
Balance, $m Working capital 246 632 802 941 686 558 713 505 411 625
Total debt 698 440 411 361 307 270 215 302 527 402
Net debt 515 160 (19) (239) (136) (24) (216) 143 361 159
Shareholders’ equity 126 1,890 2,132 2,236 2,056 2,424 2,837 2,957 2,987 3,025
Returns, %
Returns, % ROA 5.53 12.21 7.73 4.04 5.90 10.88 11.09 5.37 2.47 2.12
ROIC 28.32 8.55 11.11 6.50 9.33 13.90 14.32 5.98 3.08 3.32
ROE 132.99 38.68 13.37 6.73 9.87 18.10 17.40 8.23 3.94 3.45
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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. $22.1B 54.3× 50.5× +13.22% (above 0%: growing) +53.33% (above 0%: growing) +269.64% (above 0%: growing) 100.00% 11.55% Compare
KNX Knight-Swift Transportation Holdings Inc. $10.6B 240× 48.5× +12.56% (above 0%: growing) +28.57% (above 0%: growing) +41.85% (above 0%: growing) 69.96% 5.00% Compare
TFII TFI International Inc. $9.4B 27.9× 34.1× +12.38% (above 0%: growing) +40.68% (above 0%: growing) +10.93% (above 0%: growing) 47.92% 9.62% Compare
SAIA Saia, Inc. $9.1B 32.2× 41.4× +17.06% (above 0%: growing) +31.84% (above 0%: growing) +2,170.05% (above 0%: growing) 70.34% 13.09% Compare
SNDR Schneider National, Inc. $5.5B 49.2× 41.6× +10.43% (above 0%: growing) +33.33% (above 0%: growing) −33.07% (below 0%: shrinking) 53.68% 4.55%
RXO RXO INC $4.8B — (loss-making) — (loss-making) +25.02% (above 0%: growing) n/m −620.00% (below 0%: shrinking) 14.04% 0.06% Compare
ARCB ArcBest Corporation $3.0B 186× 33.5× +15.87% (above 0%: growing) n/m +45.84% (above 0%: growing) (1.74%) (1.74%) Compare
WERN Werner Enterprises, Inc. $2.0B — (loss-making) 56.2× +24.00% (above 0%: growing) −84.72% (below 0%: shrinking) +581.60% (above 0%: growing) 52.19% 1.81% Compare
MRTN Marten Transport, Ltd. $1.1B 75.5× 59.2× −2.77% (below 0%: shrinking) −22.22% (below 0%: shrinking) +100,952.63% (above 0%: growing) 62.16% 3.09% Compare
Median of peers $7.0B 64.9× 48.5× +14.55% +30.21% +157.74% 57.18% 4.05%

All 18 Trucking stocks →

Schneider National, Inc. (SNDR) key facts

  • Concern: Net income was $103.6 million, or $0.59 per share (basic), a net margin of 1.83%.
  • Strength: Schneider National, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $5.7 billion, up 7.25% from fiscal 2024.
  • Schneider National, Inc. (SNDR) is a Trucking company in the Industrials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, SNDR traded at $31.47, a market capitalization of $5.5 billion.
  • At that price the stock trades at 49.2× trailing-twelve-month earnings and 0.9× sales; its P/E is higher than 94% of its own readings over the past ten years.
  • Schneider National, Inc. pays an annual dividend of $0.40 per share, a yield of 1.26%, with a payout ratio of 61.7%.
  • Return on equity was 3.45% and debt-to-equity 0.13.
  • Its Piotroski F-score is 8 out of 9 and its Altman Z-score is 3.42 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Schneider National, Inc. (SNDR) Latest News

3 Aug

stockrow.com/SNDR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com