View ValuationSchneider National 향후 성장Future 기준 점검 3/6Schneider National (는) 각각 연간 52.1% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 52.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.9% 로 예상됩니다.핵심 정보52.1%이익 성장률52.54%EPS 성장률Transportation 이익 성장14.1%매출 성장률5.8%향후 자기자본이익률8.91%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트Price 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.분석 기사 • 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...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.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.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.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.모든 업데이트 보기Recent 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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, 2026내러티브 업데이트 • 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.공시 • 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 States내러티브 업데이트 • 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%).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...공시 • 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, 2026분석 기사 • 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...내러티브 업데이트 • 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%).내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.공시 • 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, 2025내러티브 업데이트 • 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%).분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2025분석 기사 • 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).공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).새로운 내러티브 • 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.공시 • 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.이익 및 매출 성장 예측NYSE:SNDR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,623N/AN/AN/A512/31/20276,3312503257951412/31/20265,978155225666143/31/20265,67198260639N/A12/31/20255,674104183637N/A9/30/20255,614114114651N/A6/30/20255,477125165673N/A3/31/20255,373125134680N/A12/31/20245,291117147686N/A9/30/20245,323112101681N/A6/30/20245,35911713657N/A3/31/20245,389159-174595N/A12/31/20235,499239-128680N/A9/30/20235,689321-119764N/A6/30/20236,012411-80806N/A3/31/20236,413464130904N/A12/31/20226,604458163856N/A9/30/20226,618482171748N/A6/30/20226,387466105665N/A3/31/20226,0014434601N/A12/31/20215,60940526566N/A9/30/20215,299348-43545N/A6/30/20214,99028372553N/A3/31/20214,662223197595N/A12/31/20204,553212199618N/A9/30/20204,444191350635N/A6/30/20204,492166338654N/A3/31/20204,672154180628N/A12/31/20194,747147N/A636N/A9/30/20194,912176N/A627N/A6/30/20195,009227N/A614N/A3/31/20195,032258N/A600N/A12/31/20184,977269N/A567N/A9/30/20184,847468N/A556N/A6/30/20184,677434N/A490N/A3/31/20184,516415N/A472N/A12/31/20174,384390N/A461N/A9/30/20174,262154N/A454N/A6/30/20174,205154N/A417N/A3/31/20174,124151N/A430N/A12/31/20164,046157N/A455N/A9/30/20164,002157N/A451N/A12/31/20153,959141N/A486N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SNDR 의 연간 예상 수익 증가율(52.1%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: SNDR 의 연간 수익(52.1%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SNDR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SNDR 의 수익(연간 5.8%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SNDR 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SNDR의 자본 수익률은 3년 후 8.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 23:32종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Schneider National, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel MooreBairdChristopher KuhnBenchmark CompanyKenneth HoexterBofA Global Research17명의 분석가 더 보기
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.
분석 기사 • 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...
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.
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.
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.
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.
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.
분석 기사 • 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
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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%).
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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).
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
새로운 내러티브 • 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.
공시 • 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.
