Schneider National（SNDR）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SNDR 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48.1%で取引されている 収益は年間52.08%増加すると予測されています リスク分析SNDR 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SNDR Community Fair Values Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN18.2% overvaluedAnalystConsensusTarget•1mo agoAnalysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious Outlook9906AN33.6% overvaluedAnalystLowTarget•21d agoAutomation, Cost Pressures And Regulatory Hurdles Will Erode Value1300AN2.4% undervaluedAnalystHighTarget•1mo agoFreightPower And Mexico Trade Lanes Will Fuel Logistics Growth1500Top Analyst NarrativesAN18.2% overvaluedAnalystConsensusTarget•1mo agoAnalysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious Outlook9906AN33.6% overvaluedAnalystLowTarget•21d agoAutomation, Cost Pressures And Regulatory Hurdles Will Erode Value1300AN2.4% undervaluedAnalystHighTarget•1mo agoFreightPower And Mexico Trade Lanes Will Fuel Logistics Growth1500View all narrativesSchneider National, Inc. 競合他社Landstar SystemSymbol: NasdaqGS:LSTRMarket cap: US$6.5bU-Haul HoldingSymbol: NYSE:UHALMarket cap: US$9.3bRyder SystemSymbol: NYSE:RMarket cap: US$9.2bArcBestSymbol: NasdaqGS:ARCBMarket cap: US$2.8b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$33.4052週高値US$33.6752週安値US$20.11ベータ1.151ヶ月の変化11.93%3ヶ月変化13.95%1年変化43.66%3年間の変化27.19%5年間の変化36.38%IPOからの変化75.79%最新ニュースValuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$33.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Transportation industry in the US. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.32 per share.Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockRobert Reich intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of May. If the sale is conducted around the recent share price of US$30.65, it would amount to US$754k. Since September 2025, Robert's direct individual holding has increased from 120.71k shares to 131.63k. Company insiders have collectively sold US$280k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 04Price target increased by 10% to US$32.07Up from US$29.14, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$31.47. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$0.59 last year.分析記事 • May 03Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...Declared Dividend • May 03First 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 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.12 (down from US$0.15 in 1Q 2025). Revenue: US$1.40b (flat on 1Q 2025). Net income: US$20.4m (down 22% from 1Q 2025). Profit margin: 1.5% (down from 1.9% in 1Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$33.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Transportation industry in the US. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.32 per share.Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockRobert Reich intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of May. If the sale is conducted around the recent share price of US$30.65, it would amount to US$754k. Since September 2025, Robert's direct individual holding has increased from 120.71k shares to 131.63k. Company insiders have collectively sold US$280k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 04Price target increased by 10% to US$32.07Up from US$29.14, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$31.47. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$0.59 last year.分析記事 • May 03Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...Declared Dividend • May 03First 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 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.12 (down from US$0.15 in 1Q 2025). Revenue: US$1.40b (flat on 1Q 2025). Net income: US$20.4m (down 22% from 1Q 2025). Profit margin: 1.5% (down from 1.9% in 1Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Seeking Alpha • May 01Schneider Offers Less Than A 10% Cycle-Average Yield While Reaching Previous Stock TopsSummary Schneider National reported 1Q26 results showing continued margin compression and revenue declines across all segments, despite management's constructive tone on market tightening. SNDR's operating income fell 20% YoY, with positives like Network productivity and Intermodal volume growth insufficient to offset broad operational weakness. Management maintains full-year EPS guidance of $0.70 to $1.00, citing uncertain demand as a key swing factor despite signs of supply tightening. I maintain a Hold rating, as SNDR's cycle-average return profile and valuation do not appear attractive given its asset intensity, cyclicality, and muted growth prospects. Read the full article on Seeking Alphaナラティブの更新 • May 01SNDR: Freight Cycle Volatility And Seasonality Will Limit Future UpsideAnalysts have lifted Schneider National's average price target by several dollars, with the latest $5 to $7 increases from multiple firms attributed to updated views on earnings power, modest adjustments to discount rates and revenue growth, and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Schneider National shows a mix of optimism on earnings power and caution around how much upside is already reflected in the shares.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.ナラティブの更新 • Apr 15SNDR: Stronger Truck Spot Rates Will Support Future Earnings UpsideAnalysts have nudged their price target for Schneider National higher by $0.08, as updated assumptions on revenue growth, profit margin and future P/E are reflected in a slightly increased fair value estimate, supported by recent research citing valuation and stronger truck spot rates as key factors. Analyst Commentary Recent research on Schneider National shows a mix of views, but there are some clearly bullish signals that stand out for investors tracking valuation and potential earnings power.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ナラティブの更新 • Apr 01SNDR: Tightening Capacity And Spot Rate Trends Will Shape Balanced RecoveryAnalysts have adjusted their price targets on Schneider National toward the high $20s to low $30s range, pointing to a mix of recent share price moves, signs of firmer truck spot rates, and differing views on how quickly a broader truckload recovery could support earnings and valuation. Analyst Commentary Recent research on Schneider National reflects a mix of upgraded ratings, higher and lower price targets, and shifting expectations for a truckload recovery, giving you a blend of optimism and caution to weigh.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ナラティブの更新 • Mar 18SNDR: Tightening Truckload Supply And Stronger Spot Rates Will Shape RecoveryNarrative Update on Schneider National The updated analyst price target for Schneider National shifts to $28.27 from $30.73 as analysts weigh recent target cuts alongside mixed views on truckload recovery, spot rate trends, and valuation after the stock's recent selloff. Analyst Commentary Recent research on Schneider National reflects a split between analysts who see better value after the selloff and those who remain cautious about the timing and strength of any truckload recovery.Upcoming Dividend • Mar 06Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.6%).ナラティブの更新 • Mar 04SNDR: Truckload Recovery And Tighter Capacity Will Support Future Earnings UpsideAnalysts have trimmed their average Schneider National price target by $1 to reflect slightly higher discount rate assumptions, modestly adjusted long term revenue and margin expectations, and a lower projected future P/E multiple following a recent series of target cuts and downgrades alongside earlier target increases across the transport group. Analyst Commentary Recent research on Schneider National reflects a mix of caution and optimism, with several firms revising targets and ratings as they reassess truckload and logistics fundamentals, sector positioning, and valuation.ナラティブの更新 • Feb 18SNDR: Supply Led Recovery And Seasonality Risks Will Limit Future UpsideNarrative Update Our updated narrative price target for Schneider National moves to $25, reflecting analysts' recent mix of price target increases into the $28 to $31 range and subsequent downgrades. These highlight supply led truckload recovery potential alongside ongoing demand and seasonality risks.Major Estimate Revision • Feb 05Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$5.98b to US$5.85b. EPS estimate also fell from US$1.06 per share to US$0.808 per share. Net income forecast to grow 41% next year vs 36% growth forecast for Transportation industry in the US. Consensus price target down from US$30.73 to US$28.27. Share price was steady at US$29.92 over the past week.ナラティブの更新 • Feb 04SNDR: Truckload Recovery And Capacity Tightness Will Drive Earnings UpsideAnalysts have trimmed their price expectations for Schneider National by about US$1 per share. This reflects slightly lower fair value estimates and more cautious assumptions for revenue growth and profit margins, even as they apply a marginally lower discount rate and a modestly higher future P/E multiple.Price Target Changed • Feb 03Price target decreased by 8.0% to US$28.27Down from US$30.73, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$29.34. Stock is down 0.6% over the past year. The company is forecast to post earnings per share of US$0.81 for next year compared to US$0.59 last year.Declared Dividend • Feb 01Fourth quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 13th March 2026 Payment date: 8th April 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 97% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.59 (down from US$0.67 in FY 2024). Revenue: US$5.67b (up 7.3% from FY 2024). Net income: US$103.6m (down 12% from FY 2024). Profit margin: 1.8% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.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.ナラティブの更新 • Jan 20SNDR: Early Cycle Supply Tightness And Digital Gains Will Shape Freight Recovery UncertaintyAnalysts have lifted their average price target for Schneider National by about $4 to roughly $30.73, reflecting updated expectations around revenue growth, profit margins, and a higher future P/E multiple, while still flagging risks from softer freight demand and seasonal truckload pressure. Analyst Commentary Recent research notes on Schneider National give you a mixed but useful read on how the Street is thinking about the stock, with several firms lifting price targets while still stressing that freight conditions and seasonality keep the setup far from risk free.Price Target Changed • Jan 09Price target increased by 10% to US$29.67Up from US$26.89, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$28.89. Stock is up 2.2% over the past year. The company is forecast to post earnings per share of US$0.66 for next year compared to US$0.67 last year.ナラティブの更新 • Jan 06SNDR: Slower Earnings Recovery And Claims Pressure Will Restrain UpsideAnalysts have revised their price target on Schneider National to US$19 from US$23. This reflects updated expectations for a slower earnings recovery, softer revenue growth, and a lower future P/E multiple, despite mixed recent target moves across the Street.分析記事 • Jan 05At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a significant share price rise...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分析記事 • Dec 18Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%Schneider National, Inc. ( NYSE:SNDR ) shares have had a really impressive month, gaining 29% after a shaky period...ナラティブの更新 • Dec 17SNDR: Digital Efficiencies And Tighter Driver Rules Will Support Margins Through Prolonged Freight SlumpAnalysts have nudged their fair value estimate for Schneider National higher to approximately $26.75 from about $25.42 per share, reflecting slightly stronger assumptions for long term revenue growth and margins, even as recent earnings shortfalls and muted demand keep Street price targets in a lower $19 to $23 range. Analyst Commentary Bullish analysts acknowledge that Schneider retains solid long term fundamentals, but they are tempering expectations in the face of a difficult freight backdrop.Upcoming Dividend • Dec 05Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 12 January 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.8%).ナラティブの更新 • Dec 03SNDR: Tighter Driver Rules And Digital Efficiencies Will Support Truckload Margins Despite Weak DemandAnalysts have trimmed their price targets on Schneider National by a few dollars per share, reflecting recent earnings misses, lowered guidance and a lack of near term demand catalysts in a still challenging truckload and intermodal environment. Analyst Commentary Street research remains divided on Schneider National, with most firms trimming price targets but differing on the pace and magnitude of any eventual recovery in truckload and intermodal fundamentals.ナラティブの更新 • Nov 19SNDR: Tighter Driver Regulations Will Improve Truckload Rates Despite Demand HeadwindsNarrative Update on Schneider National Price Target Analysts have lowered their price targets for Schneider National by amounts ranging from $1 to $2 per share. This reflects weaker-than-expected earnings and ongoing demand headwinds in the truckload sector.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.ナラティブの更新 • Nov 05SNDR: Tighter Driver Regulations Will Drive Sector Recovery and Rate Upside AheadSchneider National's analyst price target has been revised downward by approximately $1.15 to $25.42. Analysts cite recent earnings misses and ongoing demand headwinds in the trucking sector as reasons for the revision.Reported Earnings • Oct 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.11 (down from US$0.17 in 3Q 2024). Revenue: US$1.45b (up 10% from 3Q 2024). Net income: US$19.4m (down 37% from 3Q 2024). Profit margin: 1.3% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.New Risk • Oct 30New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.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.ナラティブの更新 • Oct 22Analysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious OutlookAnalysts have lowered their price target for Schneider National, with consensus estimates moving from approximately $26.86 to $26.57 per share as expectations for weaker volumes, stagnant pricing, and softer profit margins shape a more cautious outlook for the company. Analyst Commentary Recent analyst notes on Schneider National reflect a shifting outlook, highlighting both the ongoing challenges in the transportation sector and some potential for future stabilization.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ナラティブの更新 • Oct 08Automation And Rail Partnerships Will Secure Future Logistics SuccessAnalysts have lowered their price target for Schneider National from $27.69 to $26.86 per share, citing ongoing challenges such as weaker volume trends and limited pricing power in the transport sector. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts regarding Schneider National’s valuation and growth prospects.Upcoming Dividend • Sep 05Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).分析記事 • Sep 03Schneider National (NYSE:SNDR) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.20 (up from US$0.20 in 2Q 2024). Revenue: US$1.42b (up 7.9% from 2Q 2024). Net income: US$36.0m (up 2.0% from 2Q 2024). Profit margin: 2.5% (down from 2.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 01Second quarter dividend of US$0.095 announcedDividend of US$0.095 is the same as last year. Ex-date: 12th September 2025 Payment date: 9th October 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 148% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.分析記事 • Jul 21Should You Investigate Schneider National, Inc. (NYSE:SNDR) At US$25.07?Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a double-digit share price...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分析記事 • Jun 30Schneider National, Inc.'s (NYSE:SNDR) Share Price Matching Investor OpinionWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 5.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Upcoming Dividend • Jun 06Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).Reported Earnings • May 02First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.15 (up from US$0.10 in 1Q 2024). Revenue: US$1.40b (up 6.3% from 1Q 2024). Net income: US$26.1m (up 41% from 1Q 2024). Profit margin: 1.9% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.New Risk • May 01New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.2% net profit margin).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.Price Target Changed • Apr 23Price target decreased by 7.2% to US$26.80Down from US$28.88, the current price target is an average from 14 analysts. New target price is 20% above last closing price of US$22.38. Stock is up 6.2% over the past year. The company is forecast to post earnings per share of US$0.88 for next year compared to US$0.67 last year.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.New Risk • Mar 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$290k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Significant insider selling over the past 3 months (US$290k sold).Seeking Alpha • Mar 11Schneider National: Buying Opportunities Despite Technical RisksSummary Schneider National, Inc. demonstrates resilience with stable margins despite soft demand and inflation, driven by strategic pricing and operational efficiency. SNDR's liquidity is robust, with manageable debt and improved cash conversion, ensuring financial stability and growth potential. The TL market shows signs of recovery, and e-commerce growth offers additional opportunities for SNDR amid competitive pressures. Despite weak technical indicators, SNDR remains undervalued, presenting a buy opportunity with caution advised due to potential momentum risks. Read the full article on Seeking AlphaUpcoming Dividend • Mar 07Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 09 April 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.8%).Declared Dividend • Jan 31Fourth quarter dividend of US$0.095 announcedDividend of US$0.095 is the same as last year. Ex-date: 14th March 2025 Payment date: 9th April 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 116% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.67 (down from US$1.35 in FY 2023). Revenue: US$5.29b (down 3.8% from FY 2023). Net income: US$117.0m (down 51% from FY 2023). Profit margin: 2.2% (down from 4.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.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, 2025Price Target Changed • Dec 11Price target increased by 13% to US$33.67Up from US$29.86, the current price target is an average from 6 analysts. New target price is 6.7% above last closing price of US$31.55. Stock is up 30% over the past year. The company is forecast to post earnings per share of US$0.68 for next year compared to US$1.35 last year.Upcoming Dividend • Dec 06Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 08 January 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).Recent Insider Transactions Derivative • Dec 03CEO, President & Director exercised options and sold US$516k worth of stockOn the 27th of November, Mark Rourke exercised 41.21k options at around US$17.00, then sold 32k of the shares acquired at an average of US$33.10 per share and kept the remainder. For the year to December 2017, Mark's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Mark's direct individual holding has increased from 712.22k shares to 810.21k. Company insiders have collectively sold US$934k more than they bought, via options and on-market transactions in the last 12 months.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.Major Estimate Revision • Nov 13Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$5.36b to US$5.30b. EPS estimate also fell from US$0.809 per share to US$0.676 per share. Net income forecast to grow 58% next year vs 21% growth forecast for Transportation industry in the US. Consensus price target up from US$28.71 to US$29.79. Share price rose 9.0% to US$31.69 over the past week.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: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.17 (down from US$0.20 in 3Q 2023). Revenue: US$1.32b (down 2.7% from 3Q 2023). Net income: US$30.6m (down 14% from 3Q 2023). Profit margin: 2.3% (down from 2.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Declared Dividend • Nov 03Second 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 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 9.6% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 184% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 American dividend payers (4.4%). Lower than average of industry peers (1.7%).新しいナラティブ • Aug 30Strategic Growth And Efficiency Drive In Logistics And Transportation Strengthening truckload network and strategic capital allocation in intermodal and logistics segments indicate potential for revenue growth and margin expansion.Price Target Changed • Aug 02Price target increased by 9.5% to US$27.29Up from US$24.93, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$27.66. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.84 for next year compared to US$1.35 last year.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.20 (down from US$0.43 in 2Q 2023). Revenue: US$1.32b (down 2.2% from 2Q 2023). Net income: US$35.3m (down 55% from 2Q 2023). Profit margin: 2.7% (down from 5.8% in 2Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.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.株主還元SNDRUS TransportationUS 市場7D4.6%-0.8%1.0%1Y43.7%12.1%28.7%株主還元を見る業界別リターン: SNDR過去 1 年間で12.1 % の収益を上げたUS Transportation業界を上回りました。リターン対市場: SNDR過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is SNDR's price volatile compared to industry and market?SNDR volatilitySNDR Average Weekly Movement6.7%Transportation Industry Average Movement6.6%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: SNDR 、 US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: SNDRの 週次ボラティリティ ( 7% ) 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193519,000Mark Rourkeschneider.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、軽量、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、アセット・ライト・フレイト・ブローカー、サプライチェーン、倉庫保管、輸出入サービス、および付加価値サービスを提供している。同社はまた、オーナー・オペレーターにトラックなどの機器をリースし、ドライバーとオーナー・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。SNDR 基礎統計学時価総額US$5.84b収益（TTM）US$97.90m売上高(TTM)US$5.67b59.7xPER（株価収益率1.0xP/SレシオSNDR 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SNDR 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次回決算日該当なし一株当たり利益（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%SNDR 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1.2%現在の配当利回り69%配当性向SNDR 配当は確実ですか？SNDR 配当履歴とベンチマークを見るSNDR 、いつまでに購入すれば配当金を受け取れますか？Schneider National 配当日配当落ち日Jun 12 2026配当支払日Jul 10 2026配当落ちまでの日数20 days配当支払日までの日数48 daysSNDR 配当は確実ですか？SNDR 配当履歴とベンチマークを見る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2026/05/22 07:42終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$33.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Transportation industry in the US. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.32 per share.
Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockRobert Reich intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of May. If the sale is conducted around the recent share price of US$30.65, it would amount to US$754k. Since September 2025, Robert's direct individual holding has increased from 120.71k shares to 131.63k. Company insiders have collectively sold US$280k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 04Price target increased by 10% to US$32.07Up from US$29.14, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$31.47. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$0.59 last year.
分析記事 • May 03Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...
Declared Dividend • May 03First 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 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.12 (down from US$0.15 in 1Q 2025). Revenue: US$1.40b (flat on 1Q 2025). Net income: US$20.4m (down 22% from 1Q 2025). Profit margin: 1.5% (down from 1.9% in 1Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$33.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 26x in the Transportation industry in the US. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.32 per share.
Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockRobert Reich intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of May. If the sale is conducted around the recent share price of US$30.65, it would amount to US$754k. Since September 2025, Robert's direct individual holding has increased from 120.71k shares to 131.63k. Company insiders have collectively sold US$280k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 04Price target increased by 10% to US$32.07Up from US$29.14, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$31.47. Stock is up 38% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$0.59 last year.
分析記事 • May 03Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...
Declared Dividend • May 03First 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 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 52% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.12 (down from US$0.15 in 1Q 2025). Revenue: US$1.40b (flat on 1Q 2025). Net income: US$20.4m (down 22% from 1Q 2025). Profit margin: 1.5% (down from 1.9% in 1Q 2025). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Seeking Alpha • May 01Schneider Offers Less Than A 10% Cycle-Average Yield While Reaching Previous Stock TopsSummary Schneider National reported 1Q26 results showing continued margin compression and revenue declines across all segments, despite management's constructive tone on market tightening. SNDR's operating income fell 20% YoY, with positives like Network productivity and Intermodal volume growth insufficient to offset broad operational weakness. Management maintains full-year EPS guidance of $0.70 to $1.00, citing uncertain demand as a key swing factor despite signs of supply tightening. I maintain a Hold rating, as SNDR's cycle-average return profile and valuation do not appear attractive given its asset intensity, cyclicality, and muted growth prospects. Read the full article on Seeking Alpha
ナラティブの更新 • May 01SNDR: Freight Cycle Volatility And Seasonality Will Limit Future UpsideAnalysts have lifted Schneider National's average price target by several dollars, with the latest $5 to $7 increases from multiple firms attributed to updated views on earnings power, modest adjustments to discount rates and revenue growth, and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Schneider National shows a mix of optimism on earnings power and caution around how much upside is already reflected in the shares.
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.
ナラティブの更新 • Apr 15SNDR: Stronger Truck Spot Rates Will Support Future Earnings UpsideAnalysts have nudged their price target for Schneider National higher by $0.08, as updated assumptions on revenue growth, profit margin and future P/E are reflected in a slightly increased fair value estimate, supported by recent research citing valuation and stronger truck spot rates as key factors. Analyst Commentary Recent research on Schneider National shows a mix of views, but there are some clearly bullish signals that stand out for investors tracking valuation and potential earnings power.
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
ナラティブの更新 • Apr 01SNDR: Tightening Capacity And Spot Rate Trends Will Shape Balanced RecoveryAnalysts have adjusted their price targets on Schneider National toward the high $20s to low $30s range, pointing to a mix of recent share price moves, signs of firmer truck spot rates, and differing views on how quickly a broader truckload recovery could support earnings and valuation. Analyst Commentary Recent research on Schneider National reflects a mix of upgraded ratings, higher and lower price targets, and shifting expectations for a truckload recovery, giving you a blend of optimism and caution to weigh.
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
ナラティブの更新 • Mar 18SNDR: Tightening Truckload Supply And Stronger Spot Rates Will Shape RecoveryNarrative Update on Schneider National The updated analyst price target for Schneider National shifts to $28.27 from $30.73 as analysts weigh recent target cuts alongside mixed views on truckload recovery, spot rate trends, and valuation after the stock's recent selloff. Analyst Commentary Recent research on Schneider National reflects a split between analysts who see better value after the selloff and those who remain cautious about the timing and strength of any truckload recovery.
Upcoming Dividend • Mar 06Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 13 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.6%).
ナラティブの更新 • Mar 04SNDR: Truckload Recovery And Tighter Capacity Will Support Future Earnings UpsideAnalysts have trimmed their average Schneider National price target by $1 to reflect slightly higher discount rate assumptions, modestly adjusted long term revenue and margin expectations, and a lower projected future P/E multiple following a recent series of target cuts and downgrades alongside earlier target increases across the transport group. Analyst Commentary Recent research on Schneider National reflects a mix of caution and optimism, with several firms revising targets and ratings as they reassess truckload and logistics fundamentals, sector positioning, and valuation.
ナラティブの更新 • Feb 18SNDR: Supply Led Recovery And Seasonality Risks Will Limit Future UpsideNarrative Update Our updated narrative price target for Schneider National moves to $25, reflecting analysts' recent mix of price target increases into the $28 to $31 range and subsequent downgrades. These highlight supply led truckload recovery potential alongside ongoing demand and seasonality risks.
Major Estimate Revision • Feb 05Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$5.98b to US$5.85b. EPS estimate also fell from US$1.06 per share to US$0.808 per share. Net income forecast to grow 41% next year vs 36% growth forecast for Transportation industry in the US. Consensus price target down from US$30.73 to US$28.27. Share price was steady at US$29.92 over the past week.
ナラティブの更新 • Feb 04SNDR: Truckload Recovery And Capacity Tightness Will Drive Earnings UpsideAnalysts have trimmed their price expectations for Schneider National by about US$1 per share. This reflects slightly lower fair value estimates and more cautious assumptions for revenue growth and profit margins, even as they apply a marginally lower discount rate and a modestly higher future P/E multiple.
Price Target Changed • Feb 03Price target decreased by 8.0% to US$28.27Down from US$30.73, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$29.34. Stock is down 0.6% over the past year. The company is forecast to post earnings per share of US$0.81 for next year compared to US$0.59 last year.
Declared Dividend • Feb 01Fourth quarter dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 13th March 2026 Payment date: 8th April 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (64% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 97% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.59 (down from US$0.67 in FY 2024). Revenue: US$5.67b (up 7.3% from FY 2024). Net income: US$103.6m (down 12% from FY 2024). Profit margin: 1.8% (down from 2.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
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.
ナラティブの更新 • Jan 20SNDR: Early Cycle Supply Tightness And Digital Gains Will Shape Freight Recovery UncertaintyAnalysts have lifted their average price target for Schneider National by about $4 to roughly $30.73, reflecting updated expectations around revenue growth, profit margins, and a higher future P/E multiple, while still flagging risks from softer freight demand and seasonal truckload pressure. Analyst Commentary Recent research notes on Schneider National give you a mixed but useful read on how the Street is thinking about the stock, with several firms lifting price targets while still stressing that freight conditions and seasonality keep the setup far from risk free.
Price Target Changed • Jan 09Price target increased by 10% to US$29.67Up from US$26.89, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of US$28.89. Stock is up 2.2% over the past year. The company is forecast to post earnings per share of US$0.66 for next year compared to US$0.67 last year.
ナラティブの更新 • Jan 06SNDR: Slower Earnings Recovery And Claims Pressure Will Restrain UpsideAnalysts have revised their price target on Schneider National to US$19 from US$23. This reflects updated expectations for a slower earnings recovery, softer revenue growth, and a lower future P/E multiple, despite mixed recent target moves across the Street.
分析記事 • Jan 05At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a significant share price rise...
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
分析記事 • Dec 18Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%Schneider National, Inc. ( NYSE:SNDR ) shares have had a really impressive month, gaining 29% after a shaky period...
ナラティブの更新 • Dec 17SNDR: Digital Efficiencies And Tighter Driver Rules Will Support Margins Through Prolonged Freight SlumpAnalysts have nudged their fair value estimate for Schneider National higher to approximately $26.75 from about $25.42 per share, reflecting slightly stronger assumptions for long term revenue growth and margins, even as recent earnings shortfalls and muted demand keep Street price targets in a lower $19 to $23 range. Analyst Commentary Bullish analysts acknowledge that Schneider retains solid long term fundamentals, but they are tempering expectations in the face of a difficult freight backdrop.
Upcoming Dividend • Dec 05Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 12 January 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.8%).
ナラティブの更新 • Dec 03SNDR: Tighter Driver Rules And Digital Efficiencies Will Support Truckload Margins Despite Weak DemandAnalysts have trimmed their price targets on Schneider National by a few dollars per share, reflecting recent earnings misses, lowered guidance and a lack of near term demand catalysts in a still challenging truckload and intermodal environment. Analyst Commentary Street research remains divided on Schneider National, with most firms trimming price targets but differing on the pace and magnitude of any eventual recovery in truckload and intermodal fundamentals.
ナラティブの更新 • Nov 19SNDR: Tighter Driver Regulations Will Improve Truckload Rates Despite Demand HeadwindsNarrative Update on Schneider National Price Target Analysts have lowered their price targets for Schneider National by amounts ranging from $1 to $2 per share. This reflects weaker-than-expected earnings and ongoing demand headwinds in the truckload sector.
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.
ナラティブの更新 • Nov 05SNDR: Tighter Driver Regulations Will Drive Sector Recovery and Rate Upside AheadSchneider National's analyst price target has been revised downward by approximately $1.15 to $25.42. Analysts cite recent earnings misses and ongoing demand headwinds in the trucking sector as reasons for the revision.
Reported Earnings • Oct 31Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.11 (down from US$0.17 in 3Q 2024). Revenue: US$1.45b (up 10% from 3Q 2024). Net income: US$19.4m (down 37% from 3Q 2024). Profit margin: 1.3% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • Oct 30New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
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.
ナラティブの更新 • Oct 22Analysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious OutlookAnalysts have lowered their price target for Schneider National, with consensus estimates moving from approximately $26.86 to $26.57 per share as expectations for weaker volumes, stagnant pricing, and softer profit margins shape a more cautious outlook for the company. Analyst Commentary Recent analyst notes on Schneider National reflect a shifting outlook, highlighting both the ongoing challenges in the transportation sector and some potential for future stabilization.
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
ナラティブの更新 • Oct 08Automation And Rail Partnerships Will Secure Future Logistics SuccessAnalysts have lowered their price target for Schneider National from $27.69 to $26.86 per share, citing ongoing challenges such as weaker volume trends and limited pricing power in the transport sector. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts regarding Schneider National’s valuation and growth prospects.
Upcoming Dividend • Sep 05Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 12 September 2025. Payment date: 09 October 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).
分析記事 • Sep 03Schneider National (NYSE:SNDR) Is Reinvesting At Lower Rates Of ReturnFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.20 (up from US$0.20 in 2Q 2024). Revenue: US$1.42b (up 7.9% from 2Q 2024). Net income: US$36.0m (up 2.0% from 2Q 2024). Profit margin: 2.5% (down from 2.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 01Second quarter dividend of US$0.095 announcedDividend of US$0.095 is the same as last year. Ex-date: 12th September 2025 Payment date: 9th October 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 148% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
分析記事 • Jul 21Should You Investigate Schneider National, Inc. (NYSE:SNDR) At US$25.07?Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a double-digit share price...
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
分析記事 • Jun 30Schneider National, Inc.'s (NYSE:SNDR) Share Price Matching Investor OpinionWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 5.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Jun 06Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).
Reported Earnings • May 02First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.15 (up from US$0.10 in 1Q 2024). Revenue: US$1.40b (up 6.3% from 1Q 2024). Net income: US$26.1m (up 41% from 1Q 2024). Profit margin: 1.9% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
New Risk • May 01New major risk - Revenue and earnings growthEarnings have declined by 2.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.2% per year over the past 5 years. Minor Risk Profit margins are more than 30% lower than last year (2.2% net profit margin).
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.
Price Target Changed • Apr 23Price target decreased by 7.2% to US$26.80Down from US$28.88, the current price target is an average from 14 analysts. New target price is 20% above last closing price of US$22.38. Stock is up 6.2% over the past year. The company is forecast to post earnings per share of US$0.88 for next year compared to US$0.67 last year.
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.
New Risk • Mar 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$290k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.2% net profit margin). Significant insider selling over the past 3 months (US$290k sold).
Seeking Alpha • Mar 11Schneider National: Buying Opportunities Despite Technical RisksSummary Schneider National, Inc. demonstrates resilience with stable margins despite soft demand and inflation, driven by strategic pricing and operational efficiency. SNDR's liquidity is robust, with manageable debt and improved cash conversion, ensuring financial stability and growth potential. The TL market shows signs of recovery, and e-commerce growth offers additional opportunities for SNDR amid competitive pressures. Despite weak technical indicators, SNDR remains undervalued, presenting a buy opportunity with caution advised due to potential momentum risks. Read the full article on Seeking Alpha
Upcoming Dividend • Mar 07Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 09 April 2025. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.8%).
Declared Dividend • Jan 31Fourth quarter dividend of US$0.095 announcedDividend of US$0.095 is the same as last year. Ex-date: 14th March 2025 Payment date: 9th April 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 116% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.67 (down from US$1.35 in FY 2023). Revenue: US$5.29b (down 3.8% from FY 2023). Net income: US$117.0m (down 51% from FY 2023). Profit margin: 2.2% (down from 4.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
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
Price Target Changed • Dec 11Price target increased by 13% to US$33.67Up from US$29.86, the current price target is an average from 6 analysts. New target price is 6.7% above last closing price of US$31.55. Stock is up 30% over the past year. The company is forecast to post earnings per share of US$0.68 for next year compared to US$1.35 last year.
Upcoming Dividend • Dec 06Upcoming dividend of US$0.095 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 08 January 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).
Recent Insider Transactions Derivative • Dec 03CEO, President & Director exercised options and sold US$516k worth of stockOn the 27th of November, Mark Rourke exercised 41.21k options at around US$17.00, then sold 32k of the shares acquired at an average of US$33.10 per share and kept the remainder. For the year to December 2017, Mark's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Mark's direct individual holding has increased from 712.22k shares to 810.21k. Company insiders have collectively sold US$934k more than they bought, via options and on-market transactions in the last 12 months.
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.
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$5.36b to US$5.30b. EPS estimate also fell from US$0.809 per share to US$0.676 per share. Net income forecast to grow 58% next year vs 21% growth forecast for Transportation industry in the US. Consensus price target up from US$28.71 to US$29.79. Share price rose 9.0% to US$31.69 over the past week.
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: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.17 (down from US$0.20 in 3Q 2023). Revenue: US$1.32b (down 2.7% from 3Q 2023). Net income: US$30.6m (down 14% from 3Q 2023). Profit margin: 2.3% (down from 2.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Declared Dividend • Nov 03Second 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 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 9.6% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 184% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 American dividend payers (4.4%). Lower than average of industry peers (1.7%).
新しいナラティブ • Aug 30Strategic Growth And Efficiency Drive In Logistics And Transportation Strengthening truckload network and strategic capital allocation in intermodal and logistics segments indicate potential for revenue growth and margin expansion.
Price Target Changed • Aug 02Price target increased by 9.5% to US$27.29Up from US$24.93, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$27.66. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.84 for next year compared to US$1.35 last year.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.20 (down from US$0.43 in 2Q 2023). Revenue: US$1.32b (down 2.2% from 2Q 2023). Net income: US$35.3m (down 55% from 2Q 2023). Profit margin: 2.7% (down from 5.8% in 2Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
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.
