Schneider National Résultats passés
Passé contrôle des critères 1/6
Les bénéfices de Schneider National ont diminué à un taux annuel moyen de -26.5%, tandis que le secteur Transportation a vu ses bénéfices augmenter de en baisse à 2.2% par an. Les revenus ont augmenté de en baisse à un taux moyen de 0.3% par an. Le rendement des capitaux propres de Schneider National est 3.2% et ses marges nettes sont de 1.7%.
Informations clés
-26.50%
Taux de croissance des bénéfices
-26.30%
Taux de croissance du BPA
| Transportation Croissance de l'industrie | 15.63% |
| Taux de croissance des recettes | -0.26% |
| Rendement des fonds propres | 3.24% |
| Marge nette | 1.73% |
| Prochaine mise à jour des résultats | 30 Jul 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jul 22
SNDR: Tightening Capacity And Upbeat Freight Cycle Guide Balanced Forward Outlook
Analysts have raised the Schneider National fair value estimate from $34.21 to $36.57, citing higher price targets across the Street that are supported by expectations for a tighter truckload capacity backdrop, improving freight demand and better profitability. Analyst Commentary Recent research updates on Schneider National cluster around a higher valuation framework, with multiple firms lifting price targets and revising assumptions ahead of upcoming earnings.
Mise à jour du récit • Jul 08
SNDR: Tightening Capacity And Stronger Rates Are Expected To Lift Earnings
Analysts have raised Schneider National's implied fair value from about $39.00 to roughly $43.79, citing higher Street price targets that are based on expectations for a stronger freight cycle, firmer trucking rates, and improved profit margins across the truckload complex. Analyst Commentary Street research on Schneider National has generally turned more constructive, with a series of price target adjustments that cluster in the high US$30s to mid US$40s.Mise à jour du récit • Jun 24
SNDR: Tightening Capacity And Stronger Rates Set Stage For Measured Recovery
Analysts have lifted the Schneider National fair value estimate from about $28.27 to roughly $34.21, citing higher assumed revenue growth, stronger profit margins, and Street price target moves into the high $30 range as truckload demand and pricing expectations improve. Analyst Commentary Recent Street research on Schneider National points to a cluster of higher price targets and refreshed models, as analysts reassess the company against improving truckload demand and firmer pricing expectations.Article d’analyse • Jun 20
Schneider National (SNDR) Stock Could Be 26% Overvalued After Resilient Demand Update
Schneider National (SNDR) shares are in focus after executives reported stable demand across key customers, even as lending sensitive sectors felt pressure and overall freight volumes remained lower. See our latest analysis for Schneider National. Schneider National’s recent comments on resilient demand and revenue near prior highs come as the stock trades at US$35.68, with a 30 day share price return of 7.02% but a 7 day decline of 7.18%, while the 1 year total shareholder return of 52.77%...Mise à jour du récit • Jun 10
SNDR: Tightening Truckload Capacity And Stronger Rates Will Support Future Earnings
Schneider National's analyst fair value estimate has been raised from $34.21 to $39.00 as analysts factor in higher expected revenue growth, stronger profit margins, a slightly higher discount rate, and a lower future P/E in light of a series of recent price target increases across the trucking sector. Analyst Commentary Recent research has centered on rising price targets and an improving outlook for truckload supply and pricing, even as some firms keep more balanced ratings on the stock.
Mise à jour du récit • May 26
SNDR: Stronger Trucking Rates Will Still Constrain Future Share Price Upside
Analysts have raised the price target on Schneider National stock from $25.00 to $27.14, citing stronger trucking rates and margin expectations as key supports for the updated view. Analyst Commentary Street research on Schneider National has centered on trucking rates, margins, and how much of that backdrop is already reflected in the stock price.Article d’analyse • May 03
Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Investors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...Seeking Alpha • May 01
Schneider Offers Less Than A 10% Cycle-Average Yield While Reaching Previous Stock Tops
Summary Schneider National reported 1Q26 results showing continued margin compression and revenue declines across all segments, despite management's constructive tone on market tightening. SNDR's operating income fell 20% YoY, with positives like Network productivity and Intermodal volume growth insufficient to offset broad operational weakness. Management maintains full-year EPS guidance of $0.70 to $1.00, citing uncertain demand as a key swing factor despite signs of supply tightening. I maintain a Hold rating, as SNDR's cycle-average return profile and valuation do not appear attractive given its asset intensity, cyclicality, and muted growth prospects. Read the full article on Seeking AlphaMise à jour du récit • May 01
SNDR: Freight Cycle Volatility And Seasonality Will Limit Future Upside
Analysts have lifted Schneider National's average price target by several dollars, with the latest $5 to $7 increases from multiple firms attributed to updated views on earnings power, modest adjustments to discount rates and revenue growth, and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Schneider National shows a mix of optimism on earnings power and caution around how much upside is already reflected in the shares.Mise à jour du récit • Apr 15
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.Mise à jour du récit • Apr 01
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.Mise à jour du récit • Mar 18
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.Mise à jour du récit • Mar 04
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.Mise à jour du récit • Feb 18
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.Mise à jour du récit • Feb 04
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.Mise à jour du récit • Jan 20
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.Mise à jour du récit • Jan 06
SNDR: 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.Article d’analyse • Jan 05
At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?
Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a significant share price rise...Article d’analyse • Dec 18
Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%
Schneider National, Inc. ( NYSE:SNDR ) shares have had a really impressive month, gaining 29% after a shaky period...Mise à jour du récit • Dec 17
SNDR: 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.Mise à jour du récit • Dec 03
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.Mise à jour du récit • Nov 19
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.Mise à jour du récit • Nov 05
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.Mise à jour du récit • Oct 22
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.Mise à jour du récit • Oct 08
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.Article d’analyse • Sep 03
Schneider National (NYSE:SNDR) Is Reinvesting At Lower Rates Of Return
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Mar 11
Schneider National: Buying Opportunities Despite Technical Risks
Summary Schneider National, Inc. demonstrates resilience with stable margins despite soft demand and inflation, driven by strategic pricing and operational efficiency. SNDR's liquidity is robust, with manageable debt and improved cash conversion, ensuring financial stability and growth potential. The TL market shows signs of recovery, and e-commerce growth offers additional opportunities for SNDR amid competitive pressures. Despite weak technical indicators, SNDR remains undervalued, presenting a buy opportunity with caution advised due to potential momentum risks. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Schneider National gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 5,671 | 98 | 316 | 0 |
| 31 Dec 25 | 5,674 | 104 | 320 | 0 |
| 30 Sep 25 | 5,614 | 114 | 328 | 0 |
| 30 Jun 25 | 5,477 | 125 | 303 | 0 |
| 31 Mar 25 | 5,373 | 125 | 286 | 0 |
| 31 Dec 24 | 5,291 | 117 | 274 | 0 |
| 30 Sep 24 | 5,323 | 112 | 263 | 0 |
| 30 Jun 24 | 5,359 | 117 | 269 | 0 |
| 31 Mar 24 | 5,389 | 159 | 264 | 0 |
| 31 Dec 23 | 5,499 | 239 | 263 | 0 |
| 30 Sep 23 | 5,689 | 321 | 253 | 0 |
| 30 Jun 23 | 6,012 | 411 | 247 | 0 |
| 31 Mar 23 | 6,413 | 464 | 258 | 0 |
| 31 Dec 22 | 6,604 | 458 | 263 | 0 |
| 30 Sep 22 | 6,618 | 482 | 256 | 0 |
| 30 Jun 22 | 6,387 | 466 | 244 | 0 |
| 31 Mar 22 | 6,001 | 443 | 227 | 0 |
| 31 Dec 21 | 5,609 | 405 | 215 | 0 |
| 30 Sep 21 | 5,299 | 348 | 198 | 0 |
| 30 Jun 21 | 4,990 | 283 | 187 | 0 |
| 31 Mar 21 | 4,662 | 223 | 188 | 0 |
| 31 Dec 20 | 4,553 | 212 | 193 | 0 |
| 30 Sep 20 | 4,444 | 191 | 210 | 0 |
| 30 Jun 20 | 4,492 | 166 | 219 | 0 |
| 31 Mar 20 | 4,672 | 154 | 221 | 0 |
| 31 Dec 19 | 4,747 | 147 | 226 | 0 |
| 30 Sep 19 | 4,912 | 176 | 233 | 0 |
| 30 Jun 19 | 5,009 | 227 | 241 | 0 |
| 31 Mar 19 | 5,032 | 258 | 244 | 0 |
| 31 Dec 18 | 4,977 | 269 | 247 | 0 |
| 30 Sep 18 | 4,847 | 468 | 232 | 0 |
| 30 Jun 18 | 4,677 | 434 | 226 | 0 |
| 31 Mar 18 | 4,516 | 415 | 219 | 0 |
| 31 Dec 17 | 4,384 | 390 | 196 | 0 |
| 30 Sep 17 | 4,262 | 154 | 211 | 0 |
| 30 Jun 17 | 4,205 | 154 | 203 | 0 |
| 31 Mar 17 | 4,124 | 151 | 196 | 0 |
| 31 Dec 16 | 4,046 | 157 | 190 | 0 |
| 30 Sep 16 | 4,002 | 157 | 183 | 0 |
| 31 Dec 15 | 3,959 | 141 | 207 | 0 |
Des revenus de qualité: SNDR a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de SNDR sont inférieures à celles de l'année dernière SNDR. (1.7%) sont inférieures à celles de l'année dernière (2.3%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de SNDR ont diminué de 26.5% par an au cours des 5 dernières années.
Accélération de la croissance: SNDR a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: SNDR a enregistré une croissance négative de ses bénéfices ( -21.4% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Transportation ( -12.3% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de SNDR ( 3.2% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/27 17:49 |
| Cours de l'action en fin de journée | 2026/07/27 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Schneider National, Inc. est couverte par 20 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Daniel Moore | Baird |
| Christopher Kuhn | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |