Schneider National Gestione
Criteri Gestione verificati 3/4
Schneider National Il CEO è Jim Filter, nominato in Jul2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 1.83M, composta da 26% di stipendio e 74% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.093% delle azioni della società, per un valore di $ 5.72M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 3.1 anni.
Informazioni chiave
Jim Filter
Amministratore delegato
US$1.8m
Compenso totale
| Percentuale dello stipendio del CEO | 26.02% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.09% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 3.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 05
SNDR: Freight Cycle Upside Will Still Limit Future Share Price Potential
Schneider National’s analyst fair value estimate has been adjusted modestly higher to $28.48 from $27.14, reflecting updated views on improving profit margins and mixed price target moves across the Street. Analyst Commentary Recent research on Schneider National shows a mix of optimism on earnings potential and some restraint on valuation.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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%...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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 AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$112m |
| Mar 31 2026 | n/a | n/a | US$98m |
| Dec 31 2025 | US$2m | US$475k | US$104m |
| Sep 30 2025 | n/a | n/a | US$114m |
| Jun 30 2025 | n/a | n/a | US$125m |
| Mar 31 2025 | n/a | n/a | US$125m |
| Dec 31 2024 | US$2m | US$460k | US$117m |
| Sep 30 2024 | n/a | n/a | US$112m |
| Jun 30 2024 | n/a | n/a | US$117m |
| Mar 31 2024 | n/a | n/a | US$159m |
| Dec 31 2023 | US$1m | US$427k | US$239m |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 1.83M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.26M ).
Compensazione vs guadagni: La retribuzione di Jim è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jim Filter (55 yo)
less than a year
Mandato
US$1,825,456
Compensazione
Mr. James S. Filter, also known as Jim, has been a Director at Family Services of Northeast Wisconsin, Inc. since 2018. Mr. Filter had been an Executive Vice President and Group President of Transportation...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 7.3yrs | US$7.38m | 0.54% $ 32.9m | |
| CEO, President & Director | less than a year | US$1.83m | 0.093% $ 5.7m | |
| Executive VP & CFO | 2.9yrs | US$2.15m | 0.011% $ 644.7k | |
| Executive VP and Chief Innovation & Technology Officer | 4.6yrs | US$1.52m | 0.075% $ 4.6m | |
| Vice President of Investor Relations & Corporate Finance | no data | Nessun dato | Nessun dato | |
| Executive VP | 7.1yrs | US$1.51m | 0.027% $ 1.6m | |
| Manager of Media Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Human Resources | 7.3yrs | Nessun dato | 0.033% $ 2.0m | |
| Executive Vice President of Intermodal & Logistics | less than a year | Nessun dato | 0.014% $ 848.9k | |
| Executive Vice President of Truckload | less than a year | Nessun dato | 0.0053% $ 324.2k | |
| Senior Vice President of Intermodal Operations | less than a year | Nessun dato | Nessun dato | |
| VP & Controller | 6.4yrs | Nessun dato | 0.0094% $ 575.5k |
1.5yrs
Durata media
54.5yo
Età media
Gestione esperta: Il team dirigenziale di SNDR non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 7.3yrs | US$7.38m | 0.54% $ 32.9m | |
| CEO, President & Director | less than a year | US$1.83m | 0.093% $ 5.7m | |
| Independent Director | 9.2yrs | US$300.02k | 0.035% $ 2.2m | |
| Independent Director | 6.3yrs | US$275.02k | 0.023% $ 1.4m | |
| Lead Independent Director | less than a year | US$375.02k | 0.030% $ 1.8m | |
| Independent Director | 7.3yrs | US$295.02k | 0.027% $ 1.6m | |
| Director | less than a year | US$45.84k | 0.97% $ 59.6m | |
| Director | less than a year | Nessun dato | 0.0050% $ 308.9k | |
| Independent Director | 5.6yrs | US$275.02k | 0.021% $ 1.3m | |
| Director | 2.3yrs | US$291.87k | 1.38% $ 84.3m | |
| Independent Director | 3.1yrs | US$280.02k | 0.011% $ 703.4k |
3.1yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SNDR sono considerati esperti (durata media dell'incarico 3.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/12 07:59 |
| Prezzo dell'azione a fine giornata | 2026/08/12 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Schneider National, Inc. è coperta da 20 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Daniel Moore | Baird |
| Christopher Kuhn | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |