Schneider National（SNIA）株式概要シュナイダー・ナショナル社はその子会社とともに、米国、カナダ、メキシコで複合一貫輸送とロジスティクス・ソリューションを提供している。 詳細SNIA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より58.3%で取引されている 収益は年間59.49%増加すると予測されています リスク分析SNIA リスクチェックを通過した。すべてのリスクチェックを見るSNIA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW481,730 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA481,730 investors already sharing narrativesYour Fair Value€Current Price€33.000.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08b2016201920222025202620282031Revenue US$7.7bEarnings US$132.2mAdvancedSet Fair ValueView all narrativesSchneider National, Inc. 競合他社Freetrailer GroupSymbol: DB:R0CMarket cap: €542.3mWaberer's International NyrtSymbol: BST:3WBMarket cap: €216.3mSixtSymbol: XTRA:SIX2Market cap: €3.1bFraportSymbol: XTRA:FRAMarket cap: €6.1b価格と性能株価の高値、安値、推移の概要Schneider National過去の株価現在の株価US$33.0052週高値US$33.2052週安値US$17.00ベータ1.181ヶ月の変化7.84%3ヶ月変化30.95%1年変化54.21%3年間の変化22.22%5年間の変化82.32%IPOからの変化85.43%最新ニュースお知らせ • Jul 08Schneider National, Inc. to Report Q2, 2026 Results on Jul 30, 2026Schneider National, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026お知らせ • Jun 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced that effective July 1, 2026, two Executive Vice Presidents will each lead a core portfolio with end-to-end accountability for both the services and the key supporting functions that drive their success. Michael Baumgardt has been named Executive Vice President of Intermodal & Logistics and will report to Jim Filter. Since joining Schneider in 2001, Baumgardt has demonstrated strong leadership in roles spanning customer service, sales, network management and operations. Steve Wells will join Schneider as Executive Vice President of Truckload, also reporting to Filter. Wells joins Schneider from his role as President at Cowan Systems LLC, a Schneider subsidiary. He became Chief Operating Officer in 2019 and was then promoted to President at the time of Schneider’s acquisition, where he worked with Schneider leaders to ensure the acquisition successfully integrated teams and brought new differentiated advantages to both companies’ customers. With more than 27 years of industry experience, Wells previously held increasing leadership roles in fleet management, operations and sales at Cowan. On Baumgardt’s team, Angela Prill was promoted to Senior Vice President of Intermodal Operations. With more than 15 years of supply chain experience, Prill is known for building strong teams and delivering results through operational discipline. At Schneider, she has developed extensive leadership expertise in roles of Vice President of Intermodal Network Management and Operations, Senior Director of Enterprise Accounts and Director of Revenue Management within the Intermodal business. Mark Rourke, who has served as Schneider President and Chief Executive Officer since 2019, will assume the role of Executive Chairman of the Board of Directors and continue to contribute to Schneider’s strategic direction.お知らせ • Jun 25Schneider National, Inc. Announces Appointment of Austin Ramirez to Board of DirectorsSchneider National, Inc. announced the appointment of Austin Ramirez to its Board of Directors. Ramirez joined Schneider’s Board in April 2026 and serves on the audit committee. Ramirez serves as CEO of Wisconsin-based Husco, a global engineering and manufacturing company specializing in hydraulic and electro-mechanical systems for automotive and off-highway applications. Under his leadership, Husco has tripled in size to more than $600 million in global sales and earned recognition as a World Economic Forum Global Growth Company. Ramirez brings extensive experience in industrial operations, corporate finance and governance. Earlier in his career, Ramirez was a consultant with McKinsey & Company, where he focused on corporate finance and industrial operations. He also served as a White House Fellow on the National Economic Council, contributing to policy initiatives related to manufacturing, infrastructure and emerging technologies. Ramirez holds a bachelor’s degree in systems engineering from the University of Virginia and an MBA from Stanford University, where he was an Arjay Miller Scholar.Upcoming Dividend • Jun 05Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Declared Dividend • May 20First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (27% 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 53% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 01Schneider National, Inc. announces Quarterly dividend, payable on July 10, 2026Schneider 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.最新情報をもっと見るRecent updatesお知らせ • Jul 08Schneider National, Inc. to Report Q2, 2026 Results on Jul 30, 2026Schneider National, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026お知らせ • Jun 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced that effective July 1, 2026, two Executive Vice Presidents will each lead a core portfolio with end-to-end accountability for both the services and the key supporting functions that drive their success. Michael Baumgardt has been named Executive Vice President of Intermodal & Logistics and will report to Jim Filter. Since joining Schneider in 2001, Baumgardt has demonstrated strong leadership in roles spanning customer service, sales, network management and operations. Steve Wells will join Schneider as Executive Vice President of Truckload, also reporting to Filter. Wells joins Schneider from his role as President at Cowan Systems LLC, a Schneider subsidiary. He became Chief Operating Officer in 2019 and was then promoted to President at the time of Schneider’s acquisition, where he worked with Schneider leaders to ensure the acquisition successfully integrated teams and brought new differentiated advantages to both companies’ customers. With more than 27 years of industry experience, Wells previously held increasing leadership roles in fleet management, operations and sales at Cowan. On Baumgardt’s team, Angela Prill was promoted to Senior Vice President of Intermodal Operations. With more than 15 years of supply chain experience, Prill is known for building strong teams and delivering results through operational discipline. At Schneider, she has developed extensive leadership expertise in roles of Vice President of Intermodal Network Management and Operations, Senior Director of Enterprise Accounts and Director of Revenue Management within the Intermodal business. Mark Rourke, who has served as Schneider President and Chief Executive Officer since 2019, will assume the role of Executive Chairman of the Board of Directors and continue to contribute to Schneider’s strategic direction.お知らせ • Jun 25Schneider National, Inc. Announces Appointment of Austin Ramirez to Board of DirectorsSchneider National, Inc. announced the appointment of Austin Ramirez to its Board of Directors. Ramirez joined Schneider’s Board in April 2026 and serves on the audit committee. Ramirez serves as CEO of Wisconsin-based Husco, a global engineering and manufacturing company specializing in hydraulic and electro-mechanical systems for automotive and off-highway applications. Under his leadership, Husco has tripled in size to more than $600 million in global sales and earned recognition as a World Economic Forum Global Growth Company. Ramirez brings extensive experience in industrial operations, corporate finance and governance. Earlier in his career, Ramirez was a consultant with McKinsey & Company, where he focused on corporate finance and industrial operations. He also served as a White House Fellow on the National Economic Council, contributing to policy initiatives related to manufacturing, infrastructure and emerging technologies. Ramirez holds a bachelor’s degree in systems engineering from the University of Virginia and an MBA from Stanford University, where he was an Arjay Miller Scholar.Upcoming Dividend • Jun 05Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Declared Dividend • May 20First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (27% 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 53% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 01Schneider National, Inc. announces Quarterly dividend, payable on July 10, 2026Schneider 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.お知らせ • Apr 03Schneider National, Inc. to Report Q1, 2026 Results on Apr 30, 2026Schneider National, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026お知らせ • Mar 18Schneider National, Inc., Annual General Meeting, Apr 30, 2026Schneider National, Inc., Annual General Meeting, Apr 30, 2026. Location: hhtps://web.viewproxy.com/schneider/2026, United Statesお知らせ • Jan 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced a planned leadership transition designed to ensure continuity and position the company for its next phase of growth. Mark Rourke, who has served as Schneider’s President since 2019, will assume the role of Executive Chairman of the Board of Directors effective July 1, 2026. In this new capacity, Rourke will continue to contribute to Schneider’s strategic direction and provide counsel to the leadership team and Board. In conjunction with this change, the Board of Directors has appointed Jim Filter, currently Executive Vice President and Group President of Transportation and Logistics, Schneider’s next President, effective July 1, 2026. Filter is expected to be appointed to Schneider’s Board of Directors at a later date, following his transition to Chief Executive Officer. Also effective July 1, 2026, James Welch will assume the newly established role of Lead Independent Director of the Board, having served as Chairman since 2023 and as a Board member since 2018. Jim Filter, 54, has more than 27 years of experience with Schneider, having led key business units and spearheaded operational and technology advancements. Filter has served in his current role since 2022, overseeing all of Schneider’s operating segments and playing a pivotal role in improving service quality and efficiency. Filter began his Schneider career in 1998, holding multiple Division General Manager roles in areas such as Logistics & Supply Chain Management, Mexico Operations and Intermodal. He later advanced to Senior Vice President-General Manager of Intermodal and Chief Commercial Officer. Prior to joining Schneider, Filter served in the United States Marine Corps. He holds a bachelor’s degree from the University of Wisconsin-Green Bay and an MBA from Wayne State University. Mark Rourke has been instrumental in advancing Schneider’s position as a leader in transportation and logistics. Under his direction, Schneider expanded its Intermodal network, reshaped Truckload into a preeminent Dedicated carrier through both organic and inorganic growth, advanced Logistics digital freight solutions, and strengthened its standing as a leading North American multimodal transportation provider. His deep industry expertise and commitment to Schneider’s associates and customers have shaped the company’s success for decades, which will continue in his new role. This transition is part of the Board of Directors’ succession planning process aimed at enhancing the company’s ability to meet evolving customer needs and ensuring stakeholder confidence.お知らせ • Jan 28Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on April 8, 2026Schneider 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.お知らせ • Dec 18Schneider National, Inc. to Report Q4, 2025 Results on Jan 29, 2026Schneider National, Inc. announced that they will report Q4, 2025 results After-Market on Jan 29, 2026お知らせ • Nov 11Schneider Launches Fast Track: Reliability and Speed for Time-Sensitive Intermodal FreightSchneider 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.お知らせ • Oct 29Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on January 12, 2026Schneider 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.お知らせ • Oct 08Schneider National, Inc. to Report Q3, 2025 Results on Oct 30, 2025Schneider National, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025Declared Dividend • Aug 18Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 12th September 2025 Payment date: 9th October 2025 Dividend yield will be 1.7%, which is lower than the industry average of 3.8%. 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 149% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 30Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on October 9, 2025Schneider 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.お知らせ • Jul 07Schneider National, Inc. to Report Q2, 2025 Results on Jul 31, 2025Schneider National, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • Apr 30Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on July 10, 2025Schneider 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.お知らせ • Apr 01Schneider National, Inc. to Report Q1, 2025 Results on May 01, 2025Schneider National, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025お知らせ • Mar 18Schneider National, Inc., Annual General Meeting, Apr 29, 2025Schneider National, Inc., Annual General Meeting, Apr 29, 2025.お知らせ • Jan 29Schneider National, Inc. Declares Quarterly Cash Dividend on its Class A and Class B Common Stock, Payable on April 9, 2025Schneider 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.お知らせ • Jan 02Schneider National, Inc. to Report Q4, 2024 Results on Jan 30, 2025Schneider National, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025お知らせ • Dec 03Schneider 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.お知らせ • Nov 12Schneider Launches New Intermodal Service Between the Southeast U.S. and MexicoSchneider 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 07Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.20 in 3Q 2023)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 is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. 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 8% per year, which means it is well ahead of earnings.Declared Dividend • Nov 01Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 13th December 2024 Payment date: 8th January 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. 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.お知らせ • Oct 30Schneider National, Inc. Announces Quarterly Dividend on Class A and Class B Common Stock, Payable on January 8, 2025Schneider 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.お知らせ • Oct 25Schneider FreightPower® Platform Unleashes Unprecedented New Opportunities for Owner-OperatorsSchneider 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.お知らせ • Oct 17Schneider National, Inc. to Report Q3, 2024 Results on Nov 06, 2024Schneider National, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024Upcoming Dividend • Sep 06Upcoming dividend of US$0.095 per shareEligible 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 German dividend payers (4.8%). Lower than average of industry peers (4.9%).Declared Dividend • Aug 04Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 13th September 2024 Payment date: 8th October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. 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 189% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.20 (vs US$0.43 in 2Q 2023)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 is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. 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 11% per year, which means it is well ahead of earnings.お知らせ • Jul 31Schneider National, Inc. Announces Quarterly Dividend on Its Class A and Class B Common Stock, Payable on October 8, 2024Schneider 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.お知らせ • Jul 02Schneider National, Inc. to Report Q2, 2024 Results on Aug 01, 2024Schneider National, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024Upcoming Dividend • May 31Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 09 July 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.55 in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (down from US$0.55 in 1Q 2023). Revenue: US$1.32b (down 7.7% from 1Q 2023). Net income: US$18.5m (down 81% from 1Q 2023). Profit margin: 1.4% (down from 6.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.Declared Dividend • May 03First quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 7th June 2024 Payment date: 9th July 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. 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 36% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 01Schneider National, Inc. Announces Quarterly Dividend on Its Class A and Class B Common Stock, Payable on July 9, 2024Schneider National, Inc. announced that on April 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 June 7, 2024. The dividend is expected to be paid on July 9, 2024.お知らせ • Apr 02Schneider National, Inc. to Report Q1, 2024 Results on May 02, 2024Schneider National, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024お知らせ • Mar 16Schneider National, Inc., Annual General Meeting, Apr 29, 2024Schneider National, Inc., Annual General Meeting, Apr 29, 2024, at 10:00 Central Standard Time. Agenda: To elect ten directors, each to serve until the next annual meeting and until his or her successor is duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; to hold an advisory vote to approve the compensation of our named executive officers; and to hold an advisory vote on the frequency of future votes to approve the compensation of our named executive officers.Upcoming Dividend • Feb 29Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.8%).Upcoming Dividend • Feb 29Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$1.35 (vs US$2.57 in FY 2022)Full year 2023 results: EPS: US$1.35 (down from US$2.57 in FY 2022). Revenue: US$5.50b (down 17% from FY 2022). Net income: US$238.5m (down 48% from FY 2022). Profit margin: 4.3% (down from 6.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Feb 05Fourth quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 7th March 2024 Payment date: 9th April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (63% cash payout ratio). 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 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Jan 31Schneider National, Inc. Announces Increase to Quarterly Dividend, Payable on April 9, 2024Schneider announced that on January 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, a 6% increase over the previous quarterly dividend of $0.09 per share. The dividend is payable to shareholders of record as of March 8, 2024 and expected to be paid on April 9, 2024.お知らせ • Jan 09Schneider National, Inc. to Report Q4, 2023 Results on Feb 01, 2024Schneider National, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 01, 2024Buying Opportunity • Dec 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to grow by 8.0% in the next 2 years.Upcoming Dividend • Nov 30Upcoming dividend of US$0.09 per share at 1.6% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.8%).Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.48 per share.お知らせ • Nov 03Schneider National, Inc. Declares Quarterly Cash Dividend, Payable on January 8, 2024Schneider National, Inc. announced that on October 30, 2023, its Board of Directors declared a quarterly cash dividend of $0.09 per share on its Class A and Class B common stock, payable to shareholders of record as of December 8, 2023. The dividend is expected to be paid on January 8, 2024.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.20 (vs US$0.71 in 3Q 2022)Third quarter 2023 results: EPS: US$0.20 (down from US$0.71 in 3Q 2022). Revenue: US$1.35b (down 19% from 3Q 2022). Net income: US$35.6m (down 72% from 3Q 2022). Profit margin: 2.6% (down from 7.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 05Schneider National, Inc. to Report Q3, 2023 Results on Nov 02, 2023Schneider National, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023お知らせ • Sep 07+ 1 more updateSchneider National, Inc. Announces Executive ChangesSchneider National, Inc. announced Darrell Campbell will join the company on September 30, 2023, as Executive Vice President. He will be responsible for the company’s financial strategies, planning and reporting – as well as all finance operations and investor relations. Campbell will succeed Steve Bruffett, who announced his retirement earlier this year. Bruffett will remain with the company until the end of the year to ensure a smooth transition. Prior to joining Schneider, Campbell served as Group Vice President for JM Family Enterprises where he oversaw enterprise strategy, strategic planning, treasury and tax activities for this private enterprise with $18 billion in revenues. Before working at JM Family Enterprises, Campbell served as CFO of Carnival Cruise Line of the Carnival Corporation & PLC leading all finance functions, as well as sourcing, supply chain and risk management. Campbell also served as Corporate Treasurer of Carnival Corporation, managing global treasury and tax functions. Prior to Carnival, Campbell gained experience working with publicly traded Fortune 500 companies while working as a partner for PricewaterhouseCoopers where he led financial statement and internal control audits across multiple industries. Campbell earned a bachelor’s degree in Accounting and Management from the University of West Indies, a Master of Arts degree in International Business from the University of Florida, and a Master of Accounting degree from the Florida International University, and he holds a Certified Public Accountant license.Upcoming Dividend • Aug 31Upcoming dividend of US$0.09 per share at 1.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 10 October 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.43 (vs US$0.73 in 2Q 2022)Second quarter 2023 results: EPS: US$0.43 (down from US$0.73 in 2Q 2022). Revenue: US$1.35b (down 23% from 2Q 2022). Net income: US$77.5m (down 40% from 2Q 2022). Profit margin: 5.8% (down from 7.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03Schneider National, Inc. (NYSE:SNDR) acquired M&M Transport Services, Inc.Schneider National, Inc. (NYSE:SNDR) acquired M&M Transport Services, Inc. on August 1, 2023.Schneider National, Inc. (NYSE:SNDR) completed the acquisition of M&M Transport Services, Inc. on August 1, 2023.お知らせ • Jul 22Schneider National, Inc. Appoints Julie Streich to Its Board of DirectorsSchneider National, Inc. announced that it has increased the number of directors on the board to 10 and appointed Julie Streich as a director; both actions will be effective immediately. The Board also appointed Streich to the Audit Committee. Since 2021, Streich has served as Senior Vice President and Chief Financial Officer for Barnes Group Inc., a global manufacturer of highly engineered solutions for aerospace and industrial applications. She previously served as Senior Vice President of Global Finance Operations at Centrica PLC from 2017 to 2020 and as Chief Financial Officer at Direct Energy Home from 2015 to 2017. Streich holds Bachelor’s Degrees in Economics and Spanish from Ripon College and a Master of International Business from the University of Texas at San Antonio. She was elected by the Board based upon her impressive background and proven strategic leadership in corporate finance, financial planning and analysis, mergers and acquisitions, business development, and process automation in a variety of multi-billion dollar publicly-traded companies in the energy, consumer services and manufacturing sectors.お知らせ • Jul 21Schneider National, Inc. Declares Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable October 10, 2023Schneider announced that on July 17, 2023, its Board of Directors declared a quarterly cash dividend of $0.09 per share on its Class A and Class B common stock, payable to shareholders of record as of September 8, 2023. The dividend is expected to be paid on October 10, 2023.お知らせ • Jul 04Schneider National, Inc. to Report Q2, 2023 Results on Aug 03, 2023Schneider National, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023Upcoming Dividend • Jun 01Upcoming dividend of US$0.09 per share at 1.4% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 11 July 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).お知らせ • May 25Schneider National, Inc. Announces Resignation of Stephen Bruffett as Chief Financial OfficerOn May 18, 2023, Stephen Bruffett, Executive Vice President and Chief Financial Officer of Schneider National, Inc. notified the Company of his intention to retire after 5 years as Chief Financial Officer of the Company. Mr. Bruffett and the Company have agreed that, following the appointment of his successor, Mr. Bruffett will remain with the Company through the transition of his responsibilities to his successor.Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$0.55 (vs US$0.52 in 1Q 2022)First quarter 2023 results: EPS: US$0.55 (up from US$0.52 in 1Q 2022). Revenue: US$1.43b (down 12% from 1Q 2022). Net income: US$98.0m (up 6.4% from 1Q 2022). Profit margin: 6.9% (up from 5.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 02Upcoming dividend of US$0.09 per share at 1.3% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.8%).お知らせ • Feb 04+ 1 more updateSchneider National, Inc. Announces Executive ChangesSchneider National, Inc. announced that Adam P. Godfrey, Chairman of the Board, informed the Board of Directors ("Board") of his intention to step down as Chairman of the Board effective immediately and retire from the Board immediately following the expiration of his current term at the Company’s 2023 Annual Meeting of Shareholders. Mr. Godfrey's decision was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices. the Board elected James L. Welch, a current Board member, to succeed Mr. Godfrey as Chairman of the Board effective immediately. Also on January 30, 2023, the Board approved a reduction in the size of the Board from ten to nine directors, effective upon the close of business on the date of Mr. Godfrey’s retirement.Reported Earnings • Feb 04Full year 2022 earnings released: EPS: US$2.57 (vs US$2.28 in FY 2021)Full year 2022 results: EPS: US$2.57 (up from US$2.28 in FY 2021). Revenue: US$6.60b (up 18% from FY 2021). Net income: US$457.8m (up 13% from FY 2021). Profit margin: 6.9% (down from 7.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02+ 1 more updateSchneider National, Inc. (NYSE:SNDR) announces an Equity Buyback for $150 million worth of its shares.Schneider National, Inc. (NYSE:SNDR) announces a share repurchase program. Under the program, the company will repurchase up to $150 million of the Company’s outstanding Class A common stock, no par value, and/or Class B common stock, no par value. The purpose of the program is to complement the capital allocation framework and offset dilutive effect of equity grants to employees over time. The repurchase program is valid for 3 years.お知らせ • Jan 18Schneider's First Battery Electric Truck Arrives in Southern CaliforniaSchneider announced that the first of its new battery electric vehicles (BEVs) has arrived in Southern California. The delivery of the first of almost 100 Freightliner eCascadias Schneider will receive from Daimler Truck North America (DTNA) is a highly anticipated moment for the carrier. Schneider anticipates the BEVs will be fully operational by the end of 2023, positioning the company to become one of the largest battery electric truck fleets in North America. The eCascadias will join Schneider’s Southern California Intermodal operations. To power the BEVs, Schneider is constructing 16 charging stations. The company looks forward to offering its customers the option to use a cleaner mode of shipping – pairing electric trucks with intermodal services results in a method of freight transportation with extremely low carbon emissions. The eCascadias have the potential to avoid over 81,000 pounds of carbon dioxide emissions per day. Over the course of a year, that is equivalent to removing 2,400 gas-powered cars from the road. Battery electric trucks are a crucial component in Schneider’s efforts to reach its sustainability goals of reducing CO2 per-mile emissions by 7.5% by 2025 and 60% by 2035. Schneider has already achieved more than half of its 2025 goal by reducing per-mile emissions by 5%. Battery electric trucks will help move the company even further toward these goals. Schneider has long been committed to improving the sustainability of freight transportation. The company is regularly recognized by third parties and customers for those efforts. For example, Schneider has received the SmartWay Excellence Award from the Environmental Protection Agency (EPA) every year since the award’s inception. It was also awarded the PepsiCo Asset Sustainability Carrier of the Year in 2021 due to more than 20 years of service and actionable sustainability commitments in support of the international food and beverage company.お知らせ • Jan 03Schneider National, Inc. to Report Q4, 2022 Results on Feb 02, 2023Schneider National, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 02, 2023Upcoming Dividend • Dec 01Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 10 January 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.5%).Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.71 (vs US$0.62 in 3Q 2021)Third quarter 2022 results: EPS: US$0.71 (up from US$0.62 in 3Q 2021). Revenue: US$1.68b (up 16% from 3Q 2021). Net income: US$125.8m (up 14% from 3Q 2021). Profit margin: 7.5% (down from 7.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25Schneider National, Inc. Announces Quarterly Dividend, Payable on January 10, 2023Schneider National, Inc. announced that on October 20, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of December 9, 2022. The dividend is expected to be paid on January 10, 2023.お知らせ • Sep 30Schneider National, Inc. to Report Q3, 2022 Results on Oct 27, 2022Schneider National, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Oct 27, 2022お知らせ • Sep 07Schneider Previews Freightliner's eCascadia Class 8 Electric TruckSchneider to host Freightliner at its headquarters in Green Bay this week for company associates to experience the eCascadia Class 8 electric truck prior to integrating the vehicles into their fleet. In 2021, Schneider announced the addition of 62 Freightliner eCascadia’s into their intermodal operations in Southern California. Incorporating electric trucks is a crucial step for Schneider in meeting the sustainability goal of reducing 7.5% per-mile emissions by 2025 and 60% by 2035. With Freightliner’s visit, associates at Schneider can experience the electric truck and its capabilities in person.Upcoming Dividend • Sep 01Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 10 October 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.2%).お知らせ • Aug 05Schneider Launches First-Of-Its-Kind Digital Marketplace for Bulk ShippersSchneider announced the launch of the first-of-its-kind digital marketplace to give bulk shippers more freedom and visibility 24/7. The company is expanding its impressive Schneider FreightPower(R) technology lineup to create a revolutionary digital marketplace for bulk shippers. The transportation giant is leading the charge to digitize the bulk industry by taking the complexity out of quoting, booking and tracking and improving simplicity for shippers. With Schneider FreightPower shippers can instantly quote and book their freight. Once booked, customers use FreightPower to track the progress of their shipment from pickup to delivery -- giving shippers complete freight management.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.73 (vs US$0.60 in 2Q 2021)Second quarter 2022 results: EPS: US$0.73 (up from US$0.60 in 2Q 2021). Revenue: US$1.75b (up 28% from 2Q 2021). Net income: US$129.8m (up 22% from 2Q 2021). Profit margin: 7.4% (down from 7.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Schneider National, Inc. Announces Quarterly Dividend, Payable on October 10, 2022Schneider announced that on July 25, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of September 9, 2022. The dividend is expected to be paid on October 10, 2022.お知らせ • Jul 01Schneider National, Inc. to Report Q2, 2022 Results on Jul 28, 2022Schneider National, Inc. announced that they will report Q2, 2022 results Pre-Market on Jul 28, 2022お知らせ • Jun 08Schneider National, Inc. (NYSE:SNDR) acquired Certain Assets of deBoer Transportation, Inc.Schneider National, Inc. (NYSE:SNDR) acquired Certain Assets of deBoer Transportation, Inc. on June 7, 2022. As part of the acquisition, Schneider will assume ownership of approximately 160 tractors and 660 trailers. deBoer's facility in Blenker, Wisconsin, and maintenance shop near Dallas, Texas, are not included in the sale. Schneider National, Inc. (NYSE:SNDR) completed the acquisition of Certain Assets of deBoer Transportation, Inc. on June 7, 2022.Upcoming Dividend • Jun 02Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 11 July 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.7%).Board Change • May 31High number of new directorsDirector Therese Koller was the last director to join the board, commencing their role in 2021.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.52 (vs US$0.31 in 1Q 2021)First quarter 2022 results: EPS: US$0.52 (up from US$0.31 in 1Q 2021). Revenue: US$1.62b (up 32% from 1Q 2021). Net income: US$92.1m (up 68% from 1Q 2021). Profit margin: 5.7% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28Schneider Announces Quarterly Dividend, Payable on July 11, 2022Schneider announced that on April 25, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of June 10, 2022. The dividend is expected to be paid on July 11, 2022.Board Change • Apr 27High number of new directorsDirector Therese Koller was the last director to join the board, commencing their role in 2021.お知らせ • Apr 01Schneider National, Inc. to Report Q1, 2022 Results on Apr 28, 2022Schneider National, Inc. announced that they will report Q1, 2022 results Pre-Market on Apr 28, 2022お知らせ • Mar 10Schneider National, Inc. Promotes Angela Fish to Executive Vice President of Human ResourcesSchneider National, Inc. announced the promotion of Angela Fish to Executive Vice President of Human Resources (HR). Fish will be the first woman in the company's history to hold the role.Fish has served as Schneider's senior vice president of human resources since 2019. In that time, she has guided the growth of the company's Diversity, Equality and Inclusion (DEI) initiatives by incorporating diversity and inclusion competency components in the talent management processes for leadership and associates and implementing unconscious bias training for Schneider leaders and associates.Upcoming Dividend • Mar 03Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (6.1%).Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.28 (up from US$1.19 in FY 2020). Revenue: US$5.61b (up 23% from FY 2020). Net income: US$405.4m (up 92% from FY 2020). Profit margin: 7.2% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 15%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 04Schneider National, Inc. Announces Goodwill Impairment Charge for the Three Months Ended December 31, 2021Schneider National, Inc. announced goodwill impairment charge of $10.6 million for the three months ended December 31, 2021.お知らせ • Jan 06Midwest Logistics Systems, Ltd acquired Schneider National, Inc. (NYSE:SNDR) from family for approximately $260 million.Midwest Logistics Systems, Ltd acquired Schneider National, Inc. (NYSE:SNDR) from family for approximately $260 million on January 4, 2022. The consideration is subject to certain customary purchase price adjustments. MLS professional drivers and associates will continue to operate under the MLA name. For 12 months ended September 30, 2021, MLS reported annual revenues of approximately $205 million. The acquisition is expected to be immediately accretive to Schneider’s earnings per share. Schneider financed the transaction through cash on hand. Scopelitis, Garvin, Light, Hanson & Feary PLC acted as legal advisor to Schneider and Frost Brown Todd LLC acted as legal advisor to Midwest. Midwest Logistics Systems, Ltd completed the acquisition of Schneider National, Inc. (NYSE:SNDR) from family on January 4, 2022.Upcoming Dividend • Dec 02Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 09 December 2021. Payment date: 10 January 2022. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.3%).株主還元SNIADE TransportationDE 市場7D5.1%-0.3%-1.0%1Y54.2%4.5%-2.2%株主還元を見る業界別リターン: SNIA過去 1 年間で4.5 % の収益を上げたGerman Transportation業界を上回りました。リターン対市場: SNIA過去 1 年間で-2.2 % の収益を上げたGerman市場を上回りました。価格変動Is SNIA's price volatile compared to industry and market?SNIA volatilitySNIA Average Weekly Movement5.9%Transportation Industry Average Movement4.4%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: SNIA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SNIAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト193519,000Jim Filterschneider.comシュナイダー・ナショナル社は、その子会社とともに、米国、カナダ、メキシコで複合一貫輸送とロジスティクス・ソリューションを提供している。3つのセグメントで事業を展開している：トラックロード、インターモーダル、ロジスティクス。トラックロード事業では、ドライバン、バルク、温度管理、平床トレーラーなど、専用またはネットワーク構成による陸上貨物輸送サービスを提供している。インターモーダル部門は、自社所有のコンテナ、シャシー、トラックを使用し、鉄道輸送とドレー輸送の組み合わせにより、ドア・ツー・ドアのコンテナ・フラットカー・サービスを提供している。ロジスティクス部門は、顧客の貨物を管理し、移動させるために、アセット・ライト・フレート・ブローカー、サプライチェーン、倉庫保管、輸出入サービスを提供している。また、オーナー・オペレーターにトラックなどの設備をリースし、会社のドライバーやオーナー・オペレーターに保険を提供している。は1935 年に設立され、ウィスコンシン州グリーンベイに本社を置いている。もっと見るSchneider National, Inc. 基礎のまとめSchneider National の収益と売上を時価総額と比較するとどうか。SNIA 基礎統計学時価総額€5.89b収益（TTM）€86.04m売上高(TTM)€4.98b67.5xPER（株価収益率1.2xP/SレシオSNIA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SNIA 損益計算書（TTM）収益US$5.67b売上原価US$4.75b売上総利益US$923.20mその他の費用US$825.30m収益US$97.90m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）0.56グロス・マージン16.28%純利益率1.73%有利子負債／自己資本比率13.1%SNIA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り69%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 20:37終値2026/07/23 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Schneider National, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Daniel MooreBairdChristopher KuhnBenchmark CompanyKenneth HoexterBofA Global Research17 その他のアナリストを表示
お知らせ • Jul 08Schneider National, Inc. to Report Q2, 2026 Results on Jul 30, 2026Schneider National, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
お知らせ • Jun 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced that effective July 1, 2026, two Executive Vice Presidents will each lead a core portfolio with end-to-end accountability for both the services and the key supporting functions that drive their success. Michael Baumgardt has been named Executive Vice President of Intermodal & Logistics and will report to Jim Filter. Since joining Schneider in 2001, Baumgardt has demonstrated strong leadership in roles spanning customer service, sales, network management and operations. Steve Wells will join Schneider as Executive Vice President of Truckload, also reporting to Filter. Wells joins Schneider from his role as President at Cowan Systems LLC, a Schneider subsidiary. He became Chief Operating Officer in 2019 and was then promoted to President at the time of Schneider’s acquisition, where he worked with Schneider leaders to ensure the acquisition successfully integrated teams and brought new differentiated advantages to both companies’ customers. With more than 27 years of industry experience, Wells previously held increasing leadership roles in fleet management, operations and sales at Cowan. On Baumgardt’s team, Angela Prill was promoted to Senior Vice President of Intermodal Operations. With more than 15 years of supply chain experience, Prill is known for building strong teams and delivering results through operational discipline. At Schneider, she has developed extensive leadership expertise in roles of Vice President of Intermodal Network Management and Operations, Senior Director of Enterprise Accounts and Director of Revenue Management within the Intermodal business. Mark Rourke, who has served as Schneider President and Chief Executive Officer since 2019, will assume the role of Executive Chairman of the Board of Directors and continue to contribute to Schneider’s strategic direction.
お知らせ • Jun 25Schneider National, Inc. Announces Appointment of Austin Ramirez to Board of DirectorsSchneider National, Inc. announced the appointment of Austin Ramirez to its Board of Directors. Ramirez joined Schneider’s Board in April 2026 and serves on the audit committee. Ramirez serves as CEO of Wisconsin-based Husco, a global engineering and manufacturing company specializing in hydraulic and electro-mechanical systems for automotive and off-highway applications. Under his leadership, Husco has tripled in size to more than $600 million in global sales and earned recognition as a World Economic Forum Global Growth Company. Ramirez brings extensive experience in industrial operations, corporate finance and governance. Earlier in his career, Ramirez was a consultant with McKinsey & Company, where he focused on corporate finance and industrial operations. He also served as a White House Fellow on the National Economic Council, contributing to policy initiatives related to manufacturing, infrastructure and emerging technologies. Ramirez holds a bachelor’s degree in systems engineering from the University of Virginia and an MBA from Stanford University, where he was an Arjay Miller Scholar.
Upcoming Dividend • Jun 05Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Declared Dividend • May 20First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (27% 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 53% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 01Schneider National, Inc. announces Quarterly dividend, payable on July 10, 2026Schneider 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.
お知らせ • Jul 08Schneider National, Inc. to Report Q2, 2026 Results on Jul 30, 2026Schneider National, Inc. announced that they will report Q2, 2026 results After-Market on Jul 30, 2026
お知らせ • Jun 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced that effective July 1, 2026, two Executive Vice Presidents will each lead a core portfolio with end-to-end accountability for both the services and the key supporting functions that drive their success. Michael Baumgardt has been named Executive Vice President of Intermodal & Logistics and will report to Jim Filter. Since joining Schneider in 2001, Baumgardt has demonstrated strong leadership in roles spanning customer service, sales, network management and operations. Steve Wells will join Schneider as Executive Vice President of Truckload, also reporting to Filter. Wells joins Schneider from his role as President at Cowan Systems LLC, a Schneider subsidiary. He became Chief Operating Officer in 2019 and was then promoted to President at the time of Schneider’s acquisition, where he worked with Schneider leaders to ensure the acquisition successfully integrated teams and brought new differentiated advantages to both companies’ customers. With more than 27 years of industry experience, Wells previously held increasing leadership roles in fleet management, operations and sales at Cowan. On Baumgardt’s team, Angela Prill was promoted to Senior Vice President of Intermodal Operations. With more than 15 years of supply chain experience, Prill is known for building strong teams and delivering results through operational discipline. At Schneider, she has developed extensive leadership expertise in roles of Vice President of Intermodal Network Management and Operations, Senior Director of Enterprise Accounts and Director of Revenue Management within the Intermodal business. Mark Rourke, who has served as Schneider President and Chief Executive Officer since 2019, will assume the role of Executive Chairman of the Board of Directors and continue to contribute to Schneider’s strategic direction.
お知らせ • Jun 25Schneider National, Inc. Announces Appointment of Austin Ramirez to Board of DirectorsSchneider National, Inc. announced the appointment of Austin Ramirez to its Board of Directors. Ramirez joined Schneider’s Board in April 2026 and serves on the audit committee. Ramirez serves as CEO of Wisconsin-based Husco, a global engineering and manufacturing company specializing in hydraulic and electro-mechanical systems for automotive and off-highway applications. Under his leadership, Husco has tripled in size to more than $600 million in global sales and earned recognition as a World Economic Forum Global Growth Company. Ramirez brings extensive experience in industrial operations, corporate finance and governance. Earlier in his career, Ramirez was a consultant with McKinsey & Company, where he focused on corporate finance and industrial operations. He also served as a White House Fellow on the National Economic Council, contributing to policy initiatives related to manufacturing, infrastructure and emerging technologies. Ramirez holds a bachelor’s degree in systems engineering from the University of Virginia and an MBA from Stanford University, where he was an Arjay Miller Scholar.
Upcoming Dividend • Jun 05Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 10 July 2026. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Declared Dividend • May 20First quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 12th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (27% 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 53% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 01Schneider National, Inc. announces Quarterly dividend, payable on July 10, 2026Schneider 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.
お知らせ • Apr 03Schneider National, Inc. to Report Q1, 2026 Results on Apr 30, 2026Schneider National, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026
お知らせ • Mar 18Schneider National, Inc., Annual General Meeting, Apr 30, 2026Schneider National, Inc., Annual General Meeting, Apr 30, 2026. Location: hhtps://web.viewproxy.com/schneider/2026, United States
お知らせ • Jan 29+ 2 more updatesSchneider National, Inc. Announces Management Changes, Effective July 1, 2026Schneider National, Inc. announced a planned leadership transition designed to ensure continuity and position the company for its next phase of growth. Mark Rourke, who has served as Schneider’s President since 2019, will assume the role of Executive Chairman of the Board of Directors effective July 1, 2026. In this new capacity, Rourke will continue to contribute to Schneider’s strategic direction and provide counsel to the leadership team and Board. In conjunction with this change, the Board of Directors has appointed Jim Filter, currently Executive Vice President and Group President of Transportation and Logistics, Schneider’s next President, effective July 1, 2026. Filter is expected to be appointed to Schneider’s Board of Directors at a later date, following his transition to Chief Executive Officer. Also effective July 1, 2026, James Welch will assume the newly established role of Lead Independent Director of the Board, having served as Chairman since 2023 and as a Board member since 2018. Jim Filter, 54, has more than 27 years of experience with Schneider, having led key business units and spearheaded operational and technology advancements. Filter has served in his current role since 2022, overseeing all of Schneider’s operating segments and playing a pivotal role in improving service quality and efficiency. Filter began his Schneider career in 1998, holding multiple Division General Manager roles in areas such as Logistics & Supply Chain Management, Mexico Operations and Intermodal. He later advanced to Senior Vice President-General Manager of Intermodal and Chief Commercial Officer. Prior to joining Schneider, Filter served in the United States Marine Corps. He holds a bachelor’s degree from the University of Wisconsin-Green Bay and an MBA from Wayne State University. Mark Rourke has been instrumental in advancing Schneider’s position as a leader in transportation and logistics. Under his direction, Schneider expanded its Intermodal network, reshaped Truckload into a preeminent Dedicated carrier through both organic and inorganic growth, advanced Logistics digital freight solutions, and strengthened its standing as a leading North American multimodal transportation provider. His deep industry expertise and commitment to Schneider’s associates and customers have shaped the company’s success for decades, which will continue in his new role. This transition is part of the Board of Directors’ succession planning process aimed at enhancing the company’s ability to meet evolving customer needs and ensuring stakeholder confidence.
お知らせ • Jan 28Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on April 8, 2026Schneider 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.
お知らせ • Dec 18Schneider National, Inc. to Report Q4, 2025 Results on Jan 29, 2026Schneider National, Inc. announced that they will report Q4, 2025 results After-Market on Jan 29, 2026
お知らせ • Nov 11Schneider Launches Fast Track: Reliability and Speed for Time-Sensitive Intermodal FreightSchneider 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.
お知らせ • Oct 29Schneider National, Inc. Announces Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable on January 12, 2026Schneider 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.
お知らせ • Oct 08Schneider National, Inc. to Report Q3, 2025 Results on Oct 30, 2025Schneider National, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
Declared Dividend • Aug 18Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 12th September 2025 Payment date: 9th October 2025 Dividend yield will be 1.7%, which is lower than the industry average of 3.8%. 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 149% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 30Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on October 9, 2025Schneider 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.
お知らせ • Jul 07Schneider National, Inc. to Report Q2, 2025 Results on Jul 31, 2025Schneider National, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • Apr 30Schneider National, Inc. Announces Quarterly Cash Dividend, Payable on July 10, 2025Schneider 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.
お知らせ • Apr 01Schneider National, Inc. to Report Q1, 2025 Results on May 01, 2025Schneider National, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025
お知らせ • Mar 18Schneider National, Inc., Annual General Meeting, Apr 29, 2025Schneider National, Inc., Annual General Meeting, Apr 29, 2025.
お知らせ • Jan 29Schneider National, Inc. Declares Quarterly Cash Dividend on its Class A and Class B Common Stock, Payable on April 9, 2025Schneider 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.
お知らせ • Jan 02Schneider National, Inc. to Report Q4, 2024 Results on Jan 30, 2025Schneider National, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
お知らせ • Dec 03Schneider 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.
お知らせ • Nov 12Schneider Launches New Intermodal Service Between the Southeast U.S. and MexicoSchneider 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 07Third quarter 2024 earnings released: EPS: US$0.17 (vs US$0.20 in 3Q 2023)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 is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. 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 8% per year, which means it is well ahead of earnings.
Declared Dividend • Nov 01Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 13th December 2024 Payment date: 8th January 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. 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.
お知らせ • Oct 30Schneider National, Inc. Announces Quarterly Dividend on Class A and Class B Common Stock, Payable on January 8, 2025Schneider 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.
お知らせ • Oct 25Schneider FreightPower® Platform Unleashes Unprecedented New Opportunities for Owner-OperatorsSchneider 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.
お知らせ • Oct 17Schneider National, Inc. to Report Q3, 2024 Results on Nov 06, 2024Schneider National, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024
Upcoming Dividend • Sep 06Upcoming dividend of US$0.095 per shareEligible 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 German dividend payers (4.8%). Lower than average of industry peers (4.9%).
Declared Dividend • Aug 04Second quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 13th September 2024 Payment date: 8th October 2024 Dividend yield will be 1.4%, which is lower than the industry average of 3.8%. 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 189% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.20 (vs US$0.43 in 2Q 2023)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 is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. 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 11% per year, which means it is well ahead of earnings.
お知らせ • Jul 31Schneider National, Inc. Announces Quarterly Dividend on Its Class A and Class B Common Stock, Payable on October 8, 2024Schneider 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.
お知らせ • Jul 02Schneider National, Inc. to Report Q2, 2024 Results on Aug 01, 2024Schneider National, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
Upcoming Dividend • May 31Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 09 July 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.10 (vs US$0.55 in 1Q 2023)First quarter 2024 results: EPS: US$0.10 (down from US$0.55 in 1Q 2023). Revenue: US$1.32b (down 7.7% from 1Q 2023). Net income: US$18.5m (down 81% from 1Q 2023). Profit margin: 1.4% (down from 6.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 3% per year.
Declared Dividend • May 03First quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 7th June 2024 Payment date: 9th July 2024 Dividend yield will be 1.8%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. 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 36% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 01Schneider National, Inc. Announces Quarterly Dividend on Its Class A and Class B Common Stock, Payable on July 9, 2024Schneider National, Inc. announced that on April 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 June 7, 2024. The dividend is expected to be paid on July 9, 2024.
お知らせ • Apr 02Schneider National, Inc. to Report Q1, 2024 Results on May 02, 2024Schneider National, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024
お知らせ • Mar 16Schneider National, Inc., Annual General Meeting, Apr 29, 2024Schneider National, Inc., Annual General Meeting, Apr 29, 2024, at 10:00 Central Standard Time. Agenda: To elect ten directors, each to serve until the next annual meeting and until his or her successor is duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; to hold an advisory vote to approve the compensation of our named executive officers; and to hold an advisory vote on the frequency of future votes to approve the compensation of our named executive officers.
Upcoming Dividend • Feb 29Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.8%).
Upcoming Dividend • Feb 29Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 26Full year 2023 earnings released: EPS: US$1.35 (vs US$2.57 in FY 2022)Full year 2023 results: EPS: US$1.35 (down from US$2.57 in FY 2022). Revenue: US$5.50b (down 17% from FY 2022). Net income: US$238.5m (down 48% from FY 2022). Profit margin: 4.3% (down from 6.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Feb 05Fourth quarter dividend of US$0.095 announcedShareholders will receive a dividend of US$0.095. Ex-date: 7th March 2024 Payment date: 9th April 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (63% cash payout ratio). 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 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Jan 31Schneider National, Inc. Announces Increase to Quarterly Dividend, Payable on April 9, 2024Schneider announced that on January 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, a 6% increase over the previous quarterly dividend of $0.09 per share. The dividend is payable to shareholders of record as of March 8, 2024 and expected to be paid on April 9, 2024.
お知らせ • Jan 09Schneider National, Inc. to Report Q4, 2023 Results on Feb 01, 2024Schneider National, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 01, 2024
Buying Opportunity • Dec 29Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to grow by 8.0% in the next 2 years.
Upcoming Dividend • Nov 30Upcoming dividend of US$0.09 per share at 1.6% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.8%).
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.48 per share.
お知らせ • Nov 03Schneider National, Inc. Declares Quarterly Cash Dividend, Payable on January 8, 2024Schneider National, Inc. announced that on October 30, 2023, its Board of Directors declared a quarterly cash dividend of $0.09 per share on its Class A and Class B common stock, payable to shareholders of record as of December 8, 2023. The dividend is expected to be paid on January 8, 2024.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.20 (vs US$0.71 in 3Q 2022)Third quarter 2023 results: EPS: US$0.20 (down from US$0.71 in 3Q 2022). Revenue: US$1.35b (down 19% from 3Q 2022). Net income: US$35.6m (down 72% from 3Q 2022). Profit margin: 2.6% (down from 7.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 05Schneider National, Inc. to Report Q3, 2023 Results on Nov 02, 2023Schneider National, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023
お知らせ • Sep 07+ 1 more updateSchneider National, Inc. Announces Executive ChangesSchneider National, Inc. announced Darrell Campbell will join the company on September 30, 2023, as Executive Vice President. He will be responsible for the company’s financial strategies, planning and reporting – as well as all finance operations and investor relations. Campbell will succeed Steve Bruffett, who announced his retirement earlier this year. Bruffett will remain with the company until the end of the year to ensure a smooth transition. Prior to joining Schneider, Campbell served as Group Vice President for JM Family Enterprises where he oversaw enterprise strategy, strategic planning, treasury and tax activities for this private enterprise with $18 billion in revenues. Before working at JM Family Enterprises, Campbell served as CFO of Carnival Cruise Line of the Carnival Corporation & PLC leading all finance functions, as well as sourcing, supply chain and risk management. Campbell also served as Corporate Treasurer of Carnival Corporation, managing global treasury and tax functions. Prior to Carnival, Campbell gained experience working with publicly traded Fortune 500 companies while working as a partner for PricewaterhouseCoopers where he led financial statement and internal control audits across multiple industries. Campbell earned a bachelor’s degree in Accounting and Management from the University of West Indies, a Master of Arts degree in International Business from the University of Florida, and a Master of Accounting degree from the Florida International University, and he holds a Certified Public Accountant license.
Upcoming Dividend • Aug 31Upcoming dividend of US$0.09 per share at 1.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 10 October 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.43 (vs US$0.73 in 2Q 2022)Second quarter 2023 results: EPS: US$0.43 (down from US$0.73 in 2Q 2022). Revenue: US$1.35b (down 23% from 2Q 2022). Net income: US$77.5m (down 40% from 2Q 2022). Profit margin: 5.8% (down from 7.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03Schneider National, Inc. (NYSE:SNDR) acquired M&M Transport Services, Inc.Schneider National, Inc. (NYSE:SNDR) acquired M&M Transport Services, Inc. on August 1, 2023.Schneider National, Inc. (NYSE:SNDR) completed the acquisition of M&M Transport Services, Inc. on August 1, 2023.
お知らせ • Jul 22Schneider National, Inc. Appoints Julie Streich to Its Board of DirectorsSchneider National, Inc. announced that it has increased the number of directors on the board to 10 and appointed Julie Streich as a director; both actions will be effective immediately. The Board also appointed Streich to the Audit Committee. Since 2021, Streich has served as Senior Vice President and Chief Financial Officer for Barnes Group Inc., a global manufacturer of highly engineered solutions for aerospace and industrial applications. She previously served as Senior Vice President of Global Finance Operations at Centrica PLC from 2017 to 2020 and as Chief Financial Officer at Direct Energy Home from 2015 to 2017. Streich holds Bachelor’s Degrees in Economics and Spanish from Ripon College and a Master of International Business from the University of Texas at San Antonio. She was elected by the Board based upon her impressive background and proven strategic leadership in corporate finance, financial planning and analysis, mergers and acquisitions, business development, and process automation in a variety of multi-billion dollar publicly-traded companies in the energy, consumer services and manufacturing sectors.
お知らせ • Jul 21Schneider National, Inc. Declares Quarterly Cash Dividend on Its Class A and Class B Common Stock, Payable October 10, 2023Schneider announced that on July 17, 2023, its Board of Directors declared a quarterly cash dividend of $0.09 per share on its Class A and Class B common stock, payable to shareholders of record as of September 8, 2023. The dividend is expected to be paid on October 10, 2023.
お知らせ • Jul 04Schneider National, Inc. to Report Q2, 2023 Results on Aug 03, 2023Schneider National, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023
Upcoming Dividend • Jun 01Upcoming dividend of US$0.09 per share at 1.4% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 11 July 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).
お知らせ • May 25Schneider National, Inc. Announces Resignation of Stephen Bruffett as Chief Financial OfficerOn May 18, 2023, Stephen Bruffett, Executive Vice President and Chief Financial Officer of Schneider National, Inc. notified the Company of his intention to retire after 5 years as Chief Financial Officer of the Company. Mr. Bruffett and the Company have agreed that, following the appointment of his successor, Mr. Bruffett will remain with the Company through the transition of his responsibilities to his successor.
Reported Earnings • Apr 29First quarter 2023 earnings released: EPS: US$0.55 (vs US$0.52 in 1Q 2022)First quarter 2023 results: EPS: US$0.55 (up from US$0.52 in 1Q 2022). Revenue: US$1.43b (down 12% from 1Q 2022). Net income: US$98.0m (up 6.4% from 1Q 2022). Profit margin: 6.9% (up from 5.7% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 02Upcoming dividend of US$0.09 per share at 1.3% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.8%).
お知らせ • Feb 04+ 1 more updateSchneider National, Inc. Announces Executive ChangesSchneider National, Inc. announced that Adam P. Godfrey, Chairman of the Board, informed the Board of Directors ("Board") of his intention to step down as Chairman of the Board effective immediately and retire from the Board immediately following the expiration of his current term at the Company’s 2023 Annual Meeting of Shareholders. Mr. Godfrey's decision was not due to any disagreement with the Company on any matter relating to the Company's operations, policies, or practices. the Board elected James L. Welch, a current Board member, to succeed Mr. Godfrey as Chairman of the Board effective immediately. Also on January 30, 2023, the Board approved a reduction in the size of the Board from ten to nine directors, effective upon the close of business on the date of Mr. Godfrey’s retirement.
Reported Earnings • Feb 04Full year 2022 earnings released: EPS: US$2.57 (vs US$2.28 in FY 2021)Full year 2022 results: EPS: US$2.57 (up from US$2.28 in FY 2021). Revenue: US$6.60b (up 18% from FY 2021). Net income: US$457.8m (up 13% from FY 2021). Profit margin: 6.9% (down from 7.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02+ 1 more updateSchneider National, Inc. (NYSE:SNDR) announces an Equity Buyback for $150 million worth of its shares.Schneider National, Inc. (NYSE:SNDR) announces a share repurchase program. Under the program, the company will repurchase up to $150 million of the Company’s outstanding Class A common stock, no par value, and/or Class B common stock, no par value. The purpose of the program is to complement the capital allocation framework and offset dilutive effect of equity grants to employees over time. The repurchase program is valid for 3 years.
お知らせ • Jan 18Schneider's First Battery Electric Truck Arrives in Southern CaliforniaSchneider announced that the first of its new battery electric vehicles (BEVs) has arrived in Southern California. The delivery of the first of almost 100 Freightliner eCascadias Schneider will receive from Daimler Truck North America (DTNA) is a highly anticipated moment for the carrier. Schneider anticipates the BEVs will be fully operational by the end of 2023, positioning the company to become one of the largest battery electric truck fleets in North America. The eCascadias will join Schneider’s Southern California Intermodal operations. To power the BEVs, Schneider is constructing 16 charging stations. The company looks forward to offering its customers the option to use a cleaner mode of shipping – pairing electric trucks with intermodal services results in a method of freight transportation with extremely low carbon emissions. The eCascadias have the potential to avoid over 81,000 pounds of carbon dioxide emissions per day. Over the course of a year, that is equivalent to removing 2,400 gas-powered cars from the road. Battery electric trucks are a crucial component in Schneider’s efforts to reach its sustainability goals of reducing CO2 per-mile emissions by 7.5% by 2025 and 60% by 2035. Schneider has already achieved more than half of its 2025 goal by reducing per-mile emissions by 5%. Battery electric trucks will help move the company even further toward these goals. Schneider has long been committed to improving the sustainability of freight transportation. The company is regularly recognized by third parties and customers for those efforts. For example, Schneider has received the SmartWay Excellence Award from the Environmental Protection Agency (EPA) every year since the award’s inception. It was also awarded the PepsiCo Asset Sustainability Carrier of the Year in 2021 due to more than 20 years of service and actionable sustainability commitments in support of the international food and beverage company.
お知らせ • Jan 03Schneider National, Inc. to Report Q4, 2022 Results on Feb 02, 2023Schneider National, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 02, 2023
Upcoming Dividend • Dec 01Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 10 January 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.5%).
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.71 (vs US$0.62 in 3Q 2021)Third quarter 2022 results: EPS: US$0.71 (up from US$0.62 in 3Q 2021). Revenue: US$1.68b (up 16% from 3Q 2021). Net income: US$125.8m (up 14% from 3Q 2021). Profit margin: 7.5% (down from 7.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25Schneider National, Inc. Announces Quarterly Dividend, Payable on January 10, 2023Schneider National, Inc. announced that on October 20, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of December 9, 2022. The dividend is expected to be paid on January 10, 2023.
お知らせ • Sep 30Schneider National, Inc. to Report Q3, 2022 Results on Oct 27, 2022Schneider National, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Oct 27, 2022
お知らせ • Sep 07Schneider Previews Freightliner's eCascadia Class 8 Electric TruckSchneider to host Freightliner at its headquarters in Green Bay this week for company associates to experience the eCascadia Class 8 electric truck prior to integrating the vehicles into their fleet. In 2021, Schneider announced the addition of 62 Freightliner eCascadia’s into their intermodal operations in Southern California. Incorporating electric trucks is a crucial step for Schneider in meeting the sustainability goal of reducing 7.5% per-mile emissions by 2025 and 60% by 2035. With Freightliner’s visit, associates at Schneider can experience the electric truck and its capabilities in person.
Upcoming Dividend • Sep 01Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 08 September 2022. Payment date: 10 October 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.2%).
お知らせ • Aug 05Schneider Launches First-Of-Its-Kind Digital Marketplace for Bulk ShippersSchneider announced the launch of the first-of-its-kind digital marketplace to give bulk shippers more freedom and visibility 24/7. The company is expanding its impressive Schneider FreightPower(R) technology lineup to create a revolutionary digital marketplace for bulk shippers. The transportation giant is leading the charge to digitize the bulk industry by taking the complexity out of quoting, booking and tracking and improving simplicity for shippers. With Schneider FreightPower shippers can instantly quote and book their freight. Once booked, customers use FreightPower to track the progress of their shipment from pickup to delivery -- giving shippers complete freight management.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.73 (vs US$0.60 in 2Q 2021)Second quarter 2022 results: EPS: US$0.73 (up from US$0.60 in 2Q 2021). Revenue: US$1.75b (up 28% from 2Q 2021). Net income: US$129.8m (up 22% from 2Q 2021). Profit margin: 7.4% (down from 7.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Schneider National, Inc. Announces Quarterly Dividend, Payable on October 10, 2022Schneider announced that on July 25, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of September 9, 2022. The dividend is expected to be paid on October 10, 2022.
お知らせ • Jul 01Schneider National, Inc. to Report Q2, 2022 Results on Jul 28, 2022Schneider National, Inc. announced that they will report Q2, 2022 results Pre-Market on Jul 28, 2022
お知らせ • Jun 08Schneider National, Inc. (NYSE:SNDR) acquired Certain Assets of deBoer Transportation, Inc.Schneider National, Inc. (NYSE:SNDR) acquired Certain Assets of deBoer Transportation, Inc. on June 7, 2022. As part of the acquisition, Schneider will assume ownership of approximately 160 tractors and 660 trailers. deBoer's facility in Blenker, Wisconsin, and maintenance shop near Dallas, Texas, are not included in the sale. Schneider National, Inc. (NYSE:SNDR) completed the acquisition of Certain Assets of deBoer Transportation, Inc. on June 7, 2022.
Upcoming Dividend • Jun 02Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 11 July 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.7%).
Board Change • May 31High number of new directorsDirector Therese Koller was the last director to join the board, commencing their role in 2021.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.52 (vs US$0.31 in 1Q 2021)First quarter 2022 results: EPS: US$0.52 (up from US$0.31 in 1Q 2021). Revenue: US$1.62b (up 32% from 1Q 2021). Net income: US$92.1m (up 68% from 1Q 2021). Profit margin: 5.7% (up from 4.5% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28Schneider Announces Quarterly Dividend, Payable on July 11, 2022Schneider announced that on April 25, 2022, its Board of Directors declared a quarterly cash dividend of $0.08 per share on its Class A and Class B common stock, payable to shareholders of record as of June 10, 2022. The dividend is expected to be paid on July 11, 2022.
Board Change • Apr 27High number of new directorsDirector Therese Koller was the last director to join the board, commencing their role in 2021.
お知らせ • Apr 01Schneider National, Inc. to Report Q1, 2022 Results on Apr 28, 2022Schneider National, Inc. announced that they will report Q1, 2022 results Pre-Market on Apr 28, 2022
お知らせ • Mar 10Schneider National, Inc. Promotes Angela Fish to Executive Vice President of Human ResourcesSchneider National, Inc. announced the promotion of Angela Fish to Executive Vice President of Human Resources (HR). Fish will be the first woman in the company's history to hold the role.Fish has served as Schneider's senior vice president of human resources since 2019. In that time, she has guided the growth of the company's Diversity, Equality and Inclusion (DEI) initiatives by incorporating diversity and inclusion competency components in the talent management processes for leadership and associates and implementing unconscious bias training for Schneider leaders and associates.
Upcoming Dividend • Mar 03Upcoming dividend of US$0.08 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (6.1%).
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.28 (up from US$1.19 in FY 2020). Revenue: US$5.61b (up 23% from FY 2020). Net income: US$405.4m (up 92% from FY 2020). Profit margin: 7.2% (up from 4.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 15%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 04Schneider National, Inc. Announces Goodwill Impairment Charge for the Three Months Ended December 31, 2021Schneider National, Inc. announced goodwill impairment charge of $10.6 million for the three months ended December 31, 2021.
お知らせ • Jan 06Midwest Logistics Systems, Ltd acquired Schneider National, Inc. (NYSE:SNDR) from family for approximately $260 million.Midwest Logistics Systems, Ltd acquired Schneider National, Inc. (NYSE:SNDR) from family for approximately $260 million on January 4, 2022. The consideration is subject to certain customary purchase price adjustments. MLS professional drivers and associates will continue to operate under the MLA name. For 12 months ended September 30, 2021, MLS reported annual revenues of approximately $205 million. The acquisition is expected to be immediately accretive to Schneider’s earnings per share. Schneider financed the transaction through cash on hand. Scopelitis, Garvin, Light, Hanson & Feary PLC acted as legal advisor to Schneider and Frost Brown Todd LLC acted as legal advisor to Midwest. Midwest Logistics Systems, Ltd completed the acquisition of Schneider National, Inc. (NYSE:SNDR) from family on January 4, 2022.
Upcoming Dividend • Dec 02Upcoming dividend of US$0.07 per shareEligible shareholders must have bought the stock before 09 December 2021. Payment date: 10 January 2022. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.3%).
