Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$33.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Transportation industry in the US. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.32 per share. Recent Insider Transactions Derivative • May 06
Insider notifies of intention to sell stock Robert Reich intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of May. If the sale is conducted around the recent share price of US$30.65, it would amount to US$754k. Since September 2025, Robert's direct individual holding has increased from 120.71k shares to 131.63k. Company insiders have collectively sold US$280k more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • May 04
Price target increased by 10% to US$32.07 Up from US$29.14, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$31.47. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$0.59 last year. Declared Dividend • May 03
First quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 12th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 01
First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2026 results: EPS: US$0.12 (down from US$0.15 in 1Q 2025). Revenue: US$1.40b (flat on 1Q 2025). Net income: US$20.4m (down 22% from 1Q 2025). Profit margin: 1.5% (down from 1.9% in 1Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Annonce • May 01
Schneider National, Inc. announces Quarterly dividend, payable on July 10, 2026 Schneider National, Inc. announced Quarterly dividend of USD 0.1000 per share payable on July 10, 2026, ex-date on June 12, 2026 and record date on June 12, 2026. Annonce • Apr 03
Schneider National, Inc. to Report Q1, 2026 Results on Apr 30, 2026 Schneider National, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026 Annonce • Mar 18
Schneider National, Inc., Annual General Meeting, Apr 30, 2026 Schneider National, Inc., Annual General Meeting, Apr 30, 2026. Location: hhtps://web.viewproxy.com/schneider/2026, United States Upcoming Dividend • Mar 06
Upcoming dividend of US$0.10 per share Eligible shareholders must have bought the stock before 13 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.6%). Major Estimate Revision • Feb 05
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$5.98b to US$5.85b. EPS estimate also fell from US$1.06 per share to US$0.808 per share. Net income forecast to grow 41% next year vs 36% growth forecast for Transportation industry in the US. Consensus price target down from US$30.73 to US$28.27. Share price was steady at US$29.92 over the past week. Price Target Changed • Feb 03
Price target decreased by 8.0% to US$28.27 Down from US$30.73, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$29.34. Stock is down 0.6% over the past year. The company is forecast to post earnings per share of US$0.81 for next year compared to US$0.59 last year. Declared Dividend • Feb 01
Fourth quarter dividend of US$0.10 announced Shareholders will receive a dividend of US$0.10. Ex-date: 13th March 2026 Payment date: 8th April 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 97% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jan 30
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$0.59 (down from US$0.67 in FY 2024). Revenue: US$5.67b (up 7.3% from FY 2024). Net income: US$103.6m (down 12% from FY 2024). Profit margin: 1.8% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Annonce • Jan 28
Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on April 8, 2026 Schneider National, Inc. announced that on January 26, 2026, its Board of Directors declared a quarterly cash dividend of $0.10 per share on its Class A and Class B common stock, a 5% increase over the previous quarterly dividend of $0.095 per share. The dividend is payable to shareholders of record as of March 13, 2026. The dividend is expected to be paid on April 8, 2026. Price Target Changed • Jan 09
Price target increased by 10% to US$29.67 Up from US$26.89, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$28.89. Stock is up 2.2% over the past year. The company is forecast to post earnings per share of US$0.66 for next year compared to US$0.67 last year. Annonce • Dec 18
Schneider National, Inc. to Report Q4, 2025 Results on Jan 29, 2026 Schneider National, Inc. announced that they will report Q4, 2025 results After-Market on Jan 29, 2026 Upcoming Dividend • Dec 05
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 12 December 2025. Payment date: 12 January 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.8%). Annonce • Nov 11
Schneider Launches Fast Track: Reliability and Speed for Time-Sensitive Intermodal Freight Schneider National, Inc. is introducing Schneider Fast Track, a premium solution designed for shippers with time-sensitive and high-service freight needs. Fast Track combines Schneider's extensive asset-based truckload and intermodal capabilities with strategic rail partnerships to create a network of some of the fastest, most consistent intermodal lanes in the industry, selected specifically for their proven competitive differentiation and transit consistency. Shippers can confidently convert just-in-time, inter-plant and customer freight from over-the-road to intermodal, gaining more secure capacity alternatives and cost efficiency without sacrificing speed. Proven track record: Schneider's Fast Track services have already delivered the following results for shippers: Up to two days faster transit than competitors on key U.S. and Mexico lanes; 95%+ on-time performance, backed by priority rail placement and dedicated planning; Lower costs, increased efficiency and enhanced security - in other words, a truck-like experience with intermodal benefits. Already proven with time and service-sensitive automotive freight moving from Mexico to Kansas City, Chicago and beyond, Fast Track is expanding to more lanes to meet growing demand for just-in-time and expedited shipping. Key features include: High performing lanes that offer faster transit and superior service standards; Prioritized placement, optimized drayage and expedited recovery solutions to reduce disruption; 24/7 tracking and proactive communication from Schneider's Center of Excellence; Flexible nationwide service; Industry-leading cargo security with a 99.99% theft-free record in the U.S. and Mexico in 2024. Reported Earnings • Oct 31
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: US$0.11 (down from US$0.17 in 3Q 2024). Revenue: US$1.45b (up 10% from 3Q 2024). Net income: US$19.4m (down 37% from 3Q 2024). Profit margin: 1.3% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. New Risk • Oct 30
New major risk - Revenue and earnings growth Earnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Annonce • Oct 29
Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on January 12, 2026 Schneider National, Inc. announced that on October 27, 2025, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of December 12, 2025. The dividend is expected to be paid on January 12, 2026. Annonce • Oct 08
Schneider National, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Schneider National, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025 Upcoming Dividend • Sep 05
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 12 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%). Reported Earnings • Aug 01
Second quarter 2025 earnings: EPS misses analyst expectations Second quarter 2025 results: EPS: US$0.20 (up from US$0.20 in 2Q 2024). Revenue: US$1.42b (up 7.9% from 2Q 2024). Net income: US$36.0m (up 2.0% from 2Q 2024). Profit margin: 2.5% (down from 2.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Declared Dividend • Aug 01
Second quarter dividend of US$0.095 announced Dividend of US$0.095 is the same as last year. Ex-date: 12th September 2025 Payment date: 9th October 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 148% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Jul 30
Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on October 9, 2025 Schneider National, Inc. announced that on July 28, 2025, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of September 12, 2025. The dividend is expected to be paid on October 9, 2025. Annonce • Jul 07
Schneider National, Inc. to Report Q2, 2025 Results on Jul 31, 2025 Schneider National, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025 New Risk • Jun 25
New major risk - Revenue and earnings growth Earnings have declined by 5.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Upcoming Dividend • Jun 06
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 13 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%). Reported Earnings • May 02
First quarter 2025 earnings: EPS exceeds analyst expectations First quarter 2025 results: EPS: US$0.15 (up from US$0.10 in 1Q 2024). Revenue: US$1.40b (up 6.3% from 1Q 2024). Net income: US$26.1m (up 41% from 1Q 2024). Profit margin: 1.9% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. New Risk • May 01
New major risk - Revenue and earnings growth Earnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.2% net profit margin). Annonce • Apr 30
Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on July 10, 2025 Schneider National, Inc. announced that on April 28, 2025, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of June 13, 2025. The dividend is expected to be paid on July 10, 2025. Price Target Changed • Apr 23
Price target decreased by 7.2% to US$26.80 Down from US$28.88, the current price target is an average from 14 analysts. New target price is 20% above last closing price of US$22.38. Stock is up 6.2% over the past year. The company is forecast to post earnings per share of US$0.88 for next year compared to US$0.67 last year. Annonce • Apr 01
Schneider National, Inc. to Report Q1, 2025 Results on May 01, 2025 Schneider National, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025 Annonce • Mar 18
Schneider National, Inc., Annual General Meeting, Apr 29, 2025 Schneider National, Inc., Annual General Meeting, Apr 29, 2025. New Risk • Mar 14
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$290k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Significant insider selling over the past 3 months (US$290k sold). Upcoming Dividend • Mar 07
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 14 March 2025. Payment date: 09 April 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.8%). Declared Dividend • Jan 31
Fourth quarter dividend of US$0.095 announced Dividend of US$0.095 is the same as last year. Ex-date: 14th March 2025 Payment date: 9th April 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 116% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jan 30
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: US$0.67 (down from US$1.35 in FY 2023). Revenue: US$5.29b (down 3.8% from FY 2023). Net income: US$117.0m (down 51% from FY 2023). Profit margin: 2.2% (down from 4.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Annonce • Jan 29
Schneider National, Inc. Declares Quarterly Cash Dividend on its Class A and Class B Common Stock, Payable on April 9, 2025 Schneider National, Inc. announced that on January 27, 2025, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of March 14, 2025. The dividend is expected to be paid on April 9, 2025. Annonce • Jan 02
Schneider National, Inc. to Report Q4, 2024 Results on Jan 30, 2025 Schneider National, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025 Price Target Changed • Dec 11
Price target increased by 13% to US$33.67 Up from US$29.86, the current price target is an average from 6 analysts. New target price is 6.7% above last closing price of US$31.55. Stock is up 30% over the past year. The company is forecast to post earnings per share of US$0.68 for next year compared to US$1.35 last year. Upcoming Dividend • Dec 06
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 13 December 2024. Payment date: 08 January 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%). Recent Insider Transactions Derivative • Dec 03
CEO, President & Director exercised options and sold US$516k worth of stock On the 27th of November, Mark Rourke exercised 41.21k options at around US$17.00, then sold 32k of the shares acquired at an average of US$33.10 per share and kept the remainder. For the year to December 2017, Mark's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Mark's direct individual holding has increased from 712.22k shares to 810.21k. Company insiders have collectively sold US$934k more than they bought, via options and on-market transactions in the last 12 months. Annonce • Dec 03
Schneider National, Inc. (NYSE:SNDR) completed the acquisition of membership interest in Cowan Equipment Leasing, LLC and Cowan Transport Holdings, LLC and Cowan Systems, LLC on December 2, 2024. Schneider National, Inc. (NYSE:SNDR) entered into a definitive agreement to acquire membership interest in Cowan Equipment Leasing, LLC and Cowan Transport Holdings, LLC and Cowan Systems, LLC for $390 million on November 25, 2024. The consideration is subject to certain adjustments. The transaction is expected to close in the fourth quarter of 2024, subject to the satisfaction of certain customary closing conditions, and will be financed through existing cash on hand, as well as borrowings under Schneider’s new $400 million delayed draw term credit facility. Upon closing, Cowan Systems’ financial results will be reported in Schneider’s Truckload and Logistics business segments. The acquisition is expected to be accretive to Schneider’s earnings per share within the first year, before consideration of anticipated synergies.
Scopelitis, Garvin, Light, Hanson & Feary PLC acted as legal advisor for Schneider National, Inc. Stifel Financial Corp. acted as financial advisor for Cowan Equipment Leasing, LLC/Cowan Transport Holdings, LLC/Cowan Systems, LLC. Scudder Law Firm, PC LLO acted as legal advisor for Cowan Equipment Leasing, LLC/Cowan Transport Holdings, LLC/Cowan Systems, LLC.
Schneider National, Inc. (NYSE:SNDR) completed the acquisition of membership interest in Cowan Equipment Leasing, LLC and Cowan Transport Holdings, LLC and Cowan Systems, LLC on December 2, 2024. Major Estimate Revision • Nov 13
Consensus EPS estimates fall by 16% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$5.36b to US$5.30b. EPS estimate also fell from US$0.809 per share to US$0.676 per share. Net income forecast to grow 58% next year vs 21% growth forecast for Transportation industry in the US. Consensus price target up from US$28.71 to US$29.79. Share price rose 9.0% to US$31.69 over the past week. Annonce • Nov 12
Schneider Launches New Intermodal Service Between the Southeast U.S. and Mexico Schneider is set to launch a new Intermodal service providing continuous rail service between points in Mexico and Texas and points in the Southeastern United States. Service on the new route will begin in December. The lane is a result of recently announced connection between CSX Corp. and Canadian Pacific Kansas City. As strategic customer of both CSX and CPKC, Schneider National, Inc. will provide this competitive advantage to shippers, who have traditionally relied on over-the-road transport in the Southeast. This new service will connect growing markets in Mexico and Texas with Florida and Georgia. Unlike truck transportation on this Southeast-Mexico cross-border route, intermodal service with CPKC provides a seamless, efficient border crossing, eliminating potential delays and exposure to freight loss. Service highlights: service: CSX and CPKC are both excellent service providers with long track records of providing solutions with truck-like transits. Enhanced security: CPKC maintains unmatched security for cross-border rail shipments. Clearing customs in-transit and avoiding a hand-off at the border eliminates stops in route that can expose freight to theft. CPKC's proprietary Laredo train bridge crossing has been the only intermodal service unaffected by shutdowns at the U.S.-Mexico border. Superior sustainability: Schneider's intermodal solutions offer a 62% reduction in CO2 emissions compared to Tier 5 truckload transportation. Maximized payload: Increase payload and savings by 10% or more with Schneider's lightweight, company-owned equipment and specialized heavy-haul permits. Industry expertise: With a robust presence and over 30 years of experience in Mexico, Schneider is the cross-border expert shippers can trust. This new service is also a major step toward Schneider's ambitious sustainability goal of doubling its Intermodal capacity, significantly reducing carbon emissions and promoting greener logistics solutions. Reported Earnings • Nov 07
Third quarter 2024 earnings: EPS and revenues miss analyst expectations Third quarter 2024 results: EPS: US$0.17 (down from US$0.20 in 3Q 2023). Revenue: US$1.32b (down 2.7% from 3Q 2023). Net income: US$30.6m (down 14% from 3Q 2023). Profit margin: 2.3% (down from 2.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Declared Dividend • Nov 03
Second quarter dividend of US$0.095 announced Shareholders will receive a dividend of US$0.095. Ex-date: 13th December 2024 Payment date: 8th January 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 9.6% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 184% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Oct 30
Schneider National, Inc. Announces Quarterly Dividend on Class A and Class B Common Stock, Payable on January 8, 2025 Schneider National, Inc. announced that on October 28, 2024, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of December 13, 2024. The dividend is expected to be paid on January 8, 2025. Annonce • Oct 25
Schneider FreightPower® Platform Unleashes Unprecedented New Opportunities for Owner-Operators Schneider National, Inc. is enhancing how it conducts business with owner-operators with its game-changing Schneider FreightPower platform. The newly expanded and updated platform offers owner-operators significantly more access to Schneider's diverse range of freight options. It also includes easy-to-use functionality and search features designed to provide flexibility and help supercharge the owner-operator's business operations. Schneider FreightPower offers owner-operators the opportunity to generate revenue and strengthen their business through: Increased access to freight: Owner-operators now have access to more of Schneider's expansive freight offerings, including traditional owner-operator loads and other freight managed by Schneider. Enhanced features: Accessible on any device - mobile, desktop or tablet - the platform offers superior functionality and provides detailed load information, favorite searches and reload options for better planning and fewer deadheads. High drop and hook rate: Over 95% of the freight opportunities available to owner-operators on the platform are drop and hook shipments, which can help them increase their efficiency and productivity. Trip planning: Loads posted will now show road miles, a user-friendly change that can help owner-operators perform more accurate trip-planning. Schneider began testing this new facet of FreightPower with a pilot group of owner-operators already active on the platform. This approach enabled Schneider to collect valuable feedback, ensuring optimal results and functionality. Ultimately, the feedback helped create a user-friendly experience that saves owner-operators time and simplifies their path to success. Annonce • Oct 17
Schneider National, Inc. to Report Q3, 2024 Results on Nov 06, 2024 Schneider National, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024 Upcoming Dividend • Sep 06
Upcoming dividend of US$0.095 per share Eligible shareholders must have bought the stock before 13 September 2024. Payment date: 08 October 2024. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.7%). Price Target Changed • Aug 02
Price target increased by 9.5% to US$27.29 Up from US$24.93, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$27.66. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.84 for next year compared to US$1.35 last year. Reported Earnings • Aug 02
Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2024 results: EPS: US$0.20 (down from US$0.43 in 2Q 2023). Revenue: US$1.32b (down 2.2% from 2Q 2023). Net income: US$35.3m (down 55% from 2Q 2023). Profit margin: 2.7% (down from 5.8% in 2Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Annonce • Jul 31
Schneider National, Inc. Announces Quarterly Dividend on Its Class A and Class B Common Stock, Payable on October 8, 2024 Schneider National, Inc. announced that on July 29, 2024, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of September 13, 2024. The dividend is expected to be paid on October 8, 2024.