Schneider National (SNDR) Stock Overview
Provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 5/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
SNDR passed our risk checks.
SNDR Community Fair Values
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Analyst Price Targets
Schneider National, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$30.37 |
| 52 Week High | US$31.56 |
| 52 Week Low | US$20.11 |
| Beta | 1.06 |
| 1 Month Change | 18.54% |
| 3 Month Change | 2.22% |
| 1 Year Change | 41.32% |
| 3 Year Change | 13.79% |
| 5 Year Change | 19.94% |
| Change since IPO | 59.84% |
Recent News & Updates
SNDR: Stronger Truck Spot Rates Will Support Future Earnings Upside
Analysts have nudged their price target for Schneider National higher by $0.08, as updated assumptions on revenue growth, profit margin and future P/E are reflected in a slightly increased fair value estimate, supported by recent research citing valuation and stronger truck spot rates as key factors. Analyst Commentary Recent research on Schneider National shows a mix of views, but there are some clearly bullish signals that stand out for investors tracking valuation and potential earnings power.
SNDR: Tightening Capacity And Spot Rate Trends Will Shape Balanced Recovery
Analysts have adjusted their price targets on Schneider National toward the high $20s to low $30s range, pointing to a mix of recent share price moves, signs of firmer truck spot rates, and differing views on how quickly a broader truckload recovery could support earnings and valuation. Analyst Commentary Recent research on Schneider National reflects a mix of upgraded ratings, higher and lower price targets, and shifting expectations for a truckload recovery, giving you a blend of optimism and caution to weigh.SNDR: Tightening Truckload Supply And Stronger Spot Rates Will Shape Recovery
Narrative Update on Schneider National The updated analyst price target for Schneider National shifts to $28.27 from $30.73 as analysts weigh recent target cuts alongside mixed views on truckload recovery, spot rate trends, and valuation after the stock's recent selloff. Analyst Commentary Recent research on Schneider National reflects a split between analysts who see better value after the selloff and those who remain cautious about the timing and strength of any truckload recovery.Recent updates
SNDR: Stronger Truck Spot Rates Will Support Future Earnings Upside
Analysts have nudged their price target for Schneider National higher by $0.08, as updated assumptions on revenue growth, profit margin and future P/E are reflected in a slightly increased fair value estimate, supported by recent research citing valuation and stronger truck spot rates as key factors. Analyst Commentary Recent research on Schneider National shows a mix of views, but there are some clearly bullish signals that stand out for investors tracking valuation and potential earnings power.SNDR: Tightening Capacity And Spot Rate Trends Will Shape Balanced Recovery
Analysts have adjusted their price targets on Schneider National toward the high $20s to low $30s range, pointing to a mix of recent share price moves, signs of firmer truck spot rates, and differing views on how quickly a broader truckload recovery could support earnings and valuation. Analyst Commentary Recent research on Schneider National reflects a mix of upgraded ratings, higher and lower price targets, and shifting expectations for a truckload recovery, giving you a blend of optimism and caution to weigh.SNDR: Tightening Truckload Supply And Stronger Spot Rates Will Shape Recovery
Narrative Update on Schneider National The updated analyst price target for Schneider National shifts to $28.27 from $30.73 as analysts weigh recent target cuts alongside mixed views on truckload recovery, spot rate trends, and valuation after the stock's recent selloff. Analyst Commentary Recent research on Schneider National reflects a split between analysts who see better value after the selloff and those who remain cautious about the timing and strength of any truckload recovery.SNDR: Truckload Recovery And Tighter Capacity Will Support Future Earnings Upside
Analysts have trimmed their average Schneider National price target by $1 to reflect slightly higher discount rate assumptions, modestly adjusted long term revenue and margin expectations, and a lower projected future P/E multiple following a recent series of target cuts and downgrades alongside earlier target increases across the transport group. Analyst Commentary Recent research on Schneider National reflects a mix of caution and optimism, with several firms revising targets and ratings as they reassess truckload and logistics fundamentals, sector positioning, and valuation.
SNDR: Supply Led Recovery And Seasonality Risks Will Limit Future Upside
Narrative Update Our updated narrative price target for Schneider National moves to $25, reflecting analysts' recent mix of price target increases into the $28 to $31 range and subsequent downgrades. These highlight supply led truckload recovery potential alongside ongoing demand and seasonality risks.SNDR: Truckload Recovery And Capacity Tightness Will Drive Earnings Upside
Analysts have trimmed their price expectations for Schneider National by about US$1 per share. This reflects slightly lower fair value estimates and more cautious assumptions for revenue growth and profit margins, even as they apply a marginally lower discount rate and a modestly higher future P/E multiple.SNDR: Early Cycle Supply Tightness And Digital Gains Will Shape Freight Recovery Uncertainty
Analysts have lifted their average price target for Schneider National by about $4 to roughly $30.73, reflecting updated expectations around revenue growth, profit margins, and a higher future P/E multiple, while still flagging risks from softer freight demand and seasonal truckload pressure. Analyst Commentary Recent research notes on Schneider National give you a mixed but useful read on how the Street is thinking about the stock, with several firms lifting price targets while still stressing that freight conditions and seasonality keep the setup far from risk free.Schneider National: Why The Freight Cycle Turn In 2026 Supports A Buy (Rating Upgrade)
Jan 11SNDR: Slower Earnings Recovery And Claims Pressure Will Restrain Upside
Analysts have revised their price target on Schneider National to US$19 from US$23. This reflects updated expectations for a slower earnings recovery, softer revenue growth, and a lower future P/E multiple, despite mixed recent target moves across the Street.At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?
Jan 05
Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%
Dec 18SNDR: Digital Efficiencies And Tighter Driver Rules Will Support Margins Through Prolonged Freight Slump
Analysts have nudged their fair value estimate for Schneider National higher to approximately $26.75 from about $25.42 per share, reflecting slightly stronger assumptions for long term revenue growth and margins, even as recent earnings shortfalls and muted demand keep Street price targets in a lower $19 to $23 range. Analyst Commentary Bullish analysts acknowledge that Schneider retains solid long term fundamentals, but they are tempering expectations in the face of a difficult freight backdrop.SNDR: Tighter Driver Rules And Digital Efficiencies Will Support Truckload Margins Despite Weak Demand
Analysts have trimmed their price targets on Schneider National by a few dollars per share, reflecting recent earnings misses, lowered guidance and a lack of near term demand catalysts in a still challenging truckload and intermodal environment. Analyst Commentary Street research remains divided on Schneider National, with most firms trimming price targets but differing on the pace and magnitude of any eventual recovery in truckload and intermodal fundamentals.SNDR: Tighter Driver Regulations Will Improve Truckload Rates Despite Demand Headwinds
Narrative Update on Schneider National Price Target Analysts have lowered their price targets for Schneider National by amounts ranging from $1 to $2 per share. This reflects weaker-than-expected earnings and ongoing demand headwinds in the truckload sector.SNDR: Tighter Driver Regulations Will Drive Sector Recovery and Rate Upside Ahead
Schneider National's analyst price target has been revised downward by approximately $1.15 to $25.42. Analysts cite recent earnings misses and ongoing demand headwinds in the trucking sector as reasons for the revision.Analysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious Outlook
Analysts have lowered their price target for Schneider National, with consensus estimates moving from approximately $26.86 to $26.57 per share as expectations for weaker volumes, stagnant pricing, and softer profit margins shape a more cautious outlook for the company. Analyst Commentary Recent analyst notes on Schneider National reflect a shifting outlook, highlighting both the ongoing challenges in the transportation sector and some potential for future stabilization.Automation And Rail Partnerships Will Secure Future Logistics Success
Analysts have lowered their price target for Schneider National from $27.69 to $26.86 per share, citing ongoing challenges such as weaker volume trends and limited pricing power in the transport sector. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts regarding Schneider National’s valuation and growth prospects.Schneider National (NYSE:SNDR) Is Reinvesting At Lower Rates Of Return
Sep 03Should You Investigate Schneider National, Inc. (NYSE:SNDR) At US$25.07?
Jul 21Schneider National, Inc.'s (NYSE:SNDR) Share Price Matching Investor Opinion
Jun 30Schneider National (NYSE:SNDR) Takes On Some Risk With Its Use Of Debt
May 09Schneider National: Buying Opportunities Despite Technical Risks
Mar 11
Strategic Growth And Efficiency Drive In Logistics And Transportation
Strengthening truckload network and strategic capital allocation in intermodal and logistics segments indicate potential for revenue growth and margin expansion.Schneider National: Subdued Operating Margins Make This Stock A Sell
May 19Shareholder Returns
| SNDR | US Transportation | US Market | |
|---|---|---|---|
| 7D | 1.8% | 0.2% | -0.2% |
| 1Y | 41.3% | 20.4% | 27.6% |
Return vs Industry: SNDR exceeded the US Transportation industry which returned 22.4% over the past year.
Return vs Market: SNDR exceeded the US Market which returned 29.1% over the past year.
Price Volatility
| SNDR volatility | |
|---|---|
| SNDR Average Weekly Movement | 6.1% |
| Transportation Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: SNDR has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SNDR's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1935 | 19,000 | Mark Rourke | schneider.com |
Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over-the-road freight transportation services through dry van, bulk, temperature-controlled, lightweight, and flatbed trailers across dedicated or network configurations.
Schneider National, Inc. Fundamentals Summary
| SNDR fundamental statistics | |
|---|---|
| Market cap | US$5.41b |
| Earnings (TTM) | US$103.60m |
| Revenue (TTM) | US$5.67b |
51.4x
P/E Ratio0.9x
P/S RatioIs SNDR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SNDR income statement (TTM) | |
|---|---|
| Revenue | US$5.67b |
| Cost of Revenue | US$4.73b |
| Gross Profit | US$939.50m |
| Other Expenses | US$835.90m |
| Earnings | US$103.60m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Apr 30, 2026
| Earnings per share (EPS) | 0.59 |
| Gross Margin | 16.56% |
| Net Profit Margin | 1.83% |
| Debt/Equity Ratio | 13.1% |
How did SNDR perform over the long term?
See historical performance and comparisonDividends
1.3%
Current Dividend Yield64%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/29 10:20 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Schneider National, Inc. is covered by 20 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Moore | Baird |
| Christopher Kuhn | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |