Schneider National, Inc.

NYSE:SNDR 주식 리포트

시가총액: US$6.1b

Schneider National 과거 순이익 실적

과거 기준 점검 1/6

Schneider National의 수입은 연평균 -31.1%의 비율로 감소해 온 반면, Transportation 산업은 수입이 연평균 2.7% 감소했습니다. 매출은 연평균 1.1%의 비율로 감소해 왔습니다. Schneider National의 자기자본이익률은 3.6%이고 순이익률은 1.9%입니다.

핵심 정보

-31.10%

순이익 성장률

-30.86%

주당순이익(EPS) 성장률

Transportation 산업 성장률15.63%
매출 성장률-1.12%
자기자본이익률3.65%
순이익률1.92%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jul 22

SNDR: Tightening Capacity And Upbeat Freight Cycle Guide Balanced Forward Outlook

Analysts have raised the Schneider National fair value estimate from $34.21 to $36.57, citing higher price targets across the Street that are supported by expectations for a tighter truckload capacity backdrop, improving freight demand and better profitability. Analyst Commentary Recent research updates on Schneider National cluster around a higher valuation framework, with multiple firms lifting price targets and revising assumptions ahead of upcoming earnings.
내러티브 업데이트 Jul 08

SNDR: Tightening Capacity And Stronger Rates Are Expected To Lift Earnings

Analysts have raised Schneider National's implied fair value from about $39.00 to roughly $43.79, citing higher Street price targets that are based on expectations for a stronger freight cycle, firmer trucking rates, and improved profit margins across the truckload complex. Analyst Commentary Street research on Schneider National has generally turned more constructive, with a series of price target adjustments that cluster in the high US$30s to mid US$40s.
내러티브 업데이트 Jun 24

SNDR: Tightening Capacity And Stronger Rates Set Stage For Measured Recovery

Analysts have lifted the Schneider National fair value estimate from about $28.27 to roughly $34.21, citing higher assumed revenue growth, stronger profit margins, and Street price target moves into the high $30 range as truckload demand and pricing expectations improve. Analyst Commentary Recent Street research on Schneider National points to a cluster of higher price targets and refreshed models, as analysts reassess the company against improving truckload demand and firmer pricing expectations.
분석 기사 Jun 20

Schneider National (SNDR) Stock Could Be 26% Overvalued After Resilient Demand Update

Schneider National (SNDR) shares are in focus after executives reported stable demand across key customers, even as lending sensitive sectors felt pressure and overall freight volumes remained lower. See our latest analysis for Schneider National. Schneider National’s recent comments on resilient demand and revenue near prior highs come as the stock trades at US$35.68, with a 30 day share price return of 7.02% but a 7 day decline of 7.18%, while the 1 year total shareholder return of 52.77%...
내러티브 업데이트 Jun 10

SNDR: Tightening Truckload Capacity And Stronger Rates Will Support Future Earnings

Schneider National's analyst fair value estimate has been raised from $34.21 to $39.00 as analysts factor in higher expected revenue growth, stronger profit margins, a slightly higher discount rate, and a lower future P/E in light of a series of recent price target increases across the trucking sector. Analyst Commentary Recent research has centered on rising price targets and an improving outlook for truckload supply and pricing, even as some firms keep more balanced ratings on the stock.
내러티브 업데이트 May 26

SNDR: Stronger Trucking Rates Will Still Constrain Future Share Price Upside

Analysts have raised the price target on Schneider National stock from $25.00 to $27.14, citing stronger trucking rates and margin expectations as key supports for the updated view. Analyst Commentary Street research on Schneider National has centered on trucking rates, margins, and how much of that backdrop is already reflected in the stock price.
분석 기사 May 03

Results: Schneider National, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Schneider National, Inc. ( NYSE:SNDR ) had a good week, as its shares rose 3.9% to close at US$31.47...
Seeking Alpha May 01

Schneider Offers Less Than A 10% Cycle-Average Yield While Reaching Previous Stock Tops

Summary Schneider National reported 1Q26 results showing continued margin compression and revenue declines across all segments, despite management's constructive tone on market tightening. SNDR's operating income fell 20% YoY, with positives like Network productivity and Intermodal volume growth insufficient to offset broad operational weakness. Management maintains full-year EPS guidance of $0.70 to $1.00, citing uncertain demand as a key swing factor despite signs of supply tightening. I maintain a Hold rating, as SNDR's cycle-average return profile and valuation do not appear attractive given its asset intensity, cyclicality, and muted growth prospects. Read the full article on Seeking Alpha
내러티브 업데이트 May 01

SNDR: Freight Cycle Volatility And Seasonality Will Limit Future Upside

Analysts have lifted Schneider National's average price target by several dollars, with the latest $5 to $7 increases from multiple firms attributed to updated views on earnings power, modest adjustments to discount rates and revenue growth, and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Schneider National shows a mix of optimism on earnings power and caution around how much upside is already reflected in the shares.
내러티브 업데이트 Apr 15

SNDR: Stronger Truck Spot Rates Will Support Future Earnings Upside

Analysts have nudged their price target for Schneider National higher by $0.08, as updated assumptions on revenue growth, profit margin and future P/E are reflected in a slightly increased fair value estimate, supported by recent research citing valuation and stronger truck spot rates as key factors. Analyst Commentary Recent research on Schneider National shows a mix of views, but there are some clearly bullish signals that stand out for investors tracking valuation and potential earnings power.
내러티브 업데이트 Apr 01

SNDR: Tightening Capacity And Spot Rate Trends Will Shape Balanced Recovery

Analysts have adjusted their price targets on Schneider National toward the high $20s to low $30s range, pointing to a mix of recent share price moves, signs of firmer truck spot rates, and differing views on how quickly a broader truckload recovery could support earnings and valuation. Analyst Commentary Recent research on Schneider National reflects a mix of upgraded ratings, higher and lower price targets, and shifting expectations for a truckload recovery, giving you a blend of optimism and caution to weigh.
내러티브 업데이트 Mar 18

SNDR: Tightening Truckload Supply And Stronger Spot Rates Will Shape Recovery

Narrative Update on Schneider National The updated analyst price target for Schneider National shifts to $28.27 from $30.73 as analysts weigh recent target cuts alongside mixed views on truckload recovery, spot rate trends, and valuation after the stock's recent selloff. Analyst Commentary Recent research on Schneider National reflects a split between analysts who see better value after the selloff and those who remain cautious about the timing and strength of any truckload recovery.
내러티브 업데이트 Mar 04

SNDR: Truckload Recovery And Tighter Capacity Will Support Future Earnings Upside

Analysts have trimmed their average Schneider National price target by $1 to reflect slightly higher discount rate assumptions, modestly adjusted long term revenue and margin expectations, and a lower projected future P/E multiple following a recent series of target cuts and downgrades alongside earlier target increases across the transport group. Analyst Commentary Recent research on Schneider National reflects a mix of caution and optimism, with several firms revising targets and ratings as they reassess truckload and logistics fundamentals, sector positioning, and valuation.
내러티브 업데이트 Feb 18

SNDR: Supply Led Recovery And Seasonality Risks Will Limit Future Upside

Narrative Update Our updated narrative price target for Schneider National moves to $25, reflecting analysts' recent mix of price target increases into the $28 to $31 range and subsequent downgrades. These highlight supply led truckload recovery potential alongside ongoing demand and seasonality risks.
내러티브 업데이트 Feb 04

SNDR: Truckload Recovery And Capacity Tightness Will Drive Earnings Upside

Analysts have trimmed their price expectations for Schneider National by about US$1 per share. This reflects slightly lower fair value estimates and more cautious assumptions for revenue growth and profit margins, even as they apply a marginally lower discount rate and a modestly higher future P/E multiple.
내러티브 업데이트 Jan 20

SNDR: Early Cycle Supply Tightness And Digital Gains Will Shape Freight Recovery Uncertainty

Analysts have lifted their average price target for Schneider National by about $4 to roughly $30.73, reflecting updated expectations around revenue growth, profit margins, and a higher future P/E multiple, while still flagging risks from softer freight demand and seasonal truckload pressure. Analyst Commentary Recent research notes on Schneider National give you a mixed but useful read on how the Street is thinking about the stock, with several firms lifting price targets while still stressing that freight conditions and seasonality keep the setup far from risk free.
내러티브 업데이트 Jan 06

SNDR: Slower Earnings Recovery And Claims Pressure Will Restrain Upside

Analysts have revised their price target on Schneider National to US$19 from US$23. This reflects updated expectations for a slower earnings recovery, softer revenue growth, and a lower future P/E multiple, despite mixed recent target moves across the Street.
분석 기사 Jan 05

At US$26.97, Is It Time To Put Schneider National, Inc. (NYSE:SNDR) On Your Watch List?

Schneider National, Inc. ( NYSE:SNDR ), is not the largest company out there, but it saw a significant share price rise...
분석 기사 Dec 18

Investors Appear Satisfied With Schneider National, Inc.'s (NYSE:SNDR) Prospects As Shares Rocket 29%

Schneider National, Inc. ( NYSE:SNDR ) shares have had a really impressive month, gaining 29% after a shaky period...
내러티브 업데이트 Dec 17

SNDR: Digital Efficiencies And Tighter Driver Rules Will Support Margins Through Prolonged Freight Slump

Analysts have nudged their fair value estimate for Schneider National higher to approximately $26.75 from about $25.42 per share, reflecting slightly stronger assumptions for long term revenue growth and margins, even as recent earnings shortfalls and muted demand keep Street price targets in a lower $19 to $23 range. Analyst Commentary Bullish analysts acknowledge that Schneider retains solid long term fundamentals, but they are tempering expectations in the face of a difficult freight backdrop.
내러티브 업데이트 Dec 03

SNDR: Tighter Driver Rules And Digital Efficiencies Will Support Truckload Margins Despite Weak Demand

Analysts have trimmed their price targets on Schneider National by a few dollars per share, reflecting recent earnings misses, lowered guidance and a lack of near term demand catalysts in a still challenging truckload and intermodal environment. Analyst Commentary Street research remains divided on Schneider National, with most firms trimming price targets but differing on the pace and magnitude of any eventual recovery in truckload and intermodal fundamentals.
내러티브 업데이트 Nov 19

SNDR: Tighter Driver Regulations Will Improve Truckload Rates Despite Demand Headwinds

Narrative Update on Schneider National Price Target Analysts have lowered their price targets for Schneider National by amounts ranging from $1 to $2 per share. This reflects weaker-than-expected earnings and ongoing demand headwinds in the truckload sector.
내러티브 업데이트 Nov 05

SNDR: Tighter Driver Regulations Will Drive Sector Recovery and Rate Upside Ahead

Schneider National's analyst price target has been revised downward by approximately $1.15 to $25.42. Analysts cite recent earnings misses and ongoing demand headwinds in the trucking sector as reasons for the revision.
내러티브 업데이트 Oct 22

Analysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious Outlook

Analysts have lowered their price target for Schneider National, with consensus estimates moving from approximately $26.86 to $26.57 per share as expectations for weaker volumes, stagnant pricing, and softer profit margins shape a more cautious outlook for the company. Analyst Commentary Recent analyst notes on Schneider National reflect a shifting outlook, highlighting both the ongoing challenges in the transportation sector and some potential for future stabilization.
내러티브 업데이트 Oct 08

Automation And Rail Partnerships Will Secure Future Logistics Success

Analysts have lowered their price target for Schneider National from $27.69 to $26.86 per share, citing ongoing challenges such as weaker volume trends and limited pricing power in the transport sector. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts regarding Schneider National’s valuation and growth prospects.
분석 기사 Sep 03

Schneider National (NYSE:SNDR) Is Reinvesting At Lower Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Mar 11

Schneider National: Buying Opportunities Despite Technical Risks

Summary Schneider National, Inc. demonstrates resilience with stable margins despite soft demand and inflation, driven by strategic pricing and operational efficiency. SNDR's liquidity is robust, with manageable debt and improved cash conversion, ensuring financial stability and growth potential. The TL market shows signs of recovery, and e-commerce growth offers additional opportunities for SNDR amid competitive pressures. Despite weak technical indicators, SNDR remains undervalued, presenting a buy opportunity with caution advised due to potential momentum risks. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Schneider National가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:SNDR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 265,8191123110
31 Mar 265,671983160
31 Dec 255,6741043200
30 Sep 255,6141143280
30 Jun 255,4771253030
31 Mar 255,3731252860
31 Dec 245,2911172740
30 Sep 245,3231122630
30 Jun 245,3591172690
31 Mar 245,3891592640
31 Dec 235,4992392630
30 Sep 235,6893212530
30 Jun 236,0124112470
31 Mar 236,4134642580
31 Dec 226,6044582630
30 Sep 226,6184822560
30 Jun 226,3874662440
31 Mar 226,0014432270
31 Dec 215,6094052150
30 Sep 215,2993481980
30 Jun 214,9902831870
31 Mar 214,6622231880
31 Dec 204,5532121930
30 Sep 204,4441912100
30 Jun 204,4921662190
31 Mar 204,6721542210
31 Dec 194,7471472260
30 Sep 194,9121762330
30 Jun 195,0092272410
31 Mar 195,0322582440
31 Dec 184,9772692470
30 Sep 184,8474682320
30 Jun 184,6774342260
31 Mar 184,5164152190
31 Dec 174,3843901960
30 Sep 174,2621542110
30 Jun 174,2051542030
31 Mar 174,1241511960
31 Dec 164,0461571900
30 Sep 164,0021571830
31 Dec 153,9591412070

양질의 수익: SNDR는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: SNDR의 현재 순 이익률 (1.9%)은 지난해 (2.3%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SNDR의 수익은 지난 5년 동안 연평균 31.1% 감소했습니다.

성장 가속화: SNDR은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: SNDR은 지난 1년 동안 수익이 감소(-10.9%)하여 Transportation 업계 평균(-3.1%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SNDR의 자본 수익률(3.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/04 12:17
종가2026/08/04 00:00
수익2026/06/30
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
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분석가 소스

Schneider 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.

분석가기관
Daniel MooreBaird
Christopher KuhnBenchmark Company
Kenneth HoexterBofA Global Research