Schneider National Past Earnings Performance
Past criteria checks 1/6
Schneider National's earnings have been declining at an average annual rate of -26.5%, while the Transportation industry saw earnings growing at 0.4% annually. Revenues have been declining at an average rate of 0.3% per year. Schneider National's return on equity is 3.2%, and it has net margins of 1.7%.
Key information
-26.50%
Earnings growth rate
-26.30%
EPS growth rate
| Transportation Industry Growth | 15.63% |
| Revenue growth rate | -0.26% |
| Return on equity | 3.24% |
| Net Margin | 1.73% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Analysis Article • 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 AlphaNarrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • Jul 21
Should 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...Analysis Article • Jun 30
Schneider National, Inc.'s (NYSE:SNDR) Share Price Matching Investor Opinion
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...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
New Narrative • Aug 30
Strategic 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.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Schneider National makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 5,671 | 98 | 316 | 0 |
| 31 Dec 25 | 5,674 | 104 | 320 | 0 |
| 30 Sep 25 | 5,614 | 114 | 328 | 0 |
| 30 Jun 25 | 5,477 | 125 | 303 | 0 |
| 31 Mar 25 | 5,373 | 125 | 286 | 0 |
| 31 Dec 24 | 5,291 | 117 | 274 | 0 |
| 30 Sep 24 | 5,323 | 112 | 263 | 0 |
| 30 Jun 24 | 5,359 | 117 | 269 | 0 |
| 31 Mar 24 | 5,389 | 159 | 264 | 0 |
| 31 Dec 23 | 5,499 | 239 | 263 | 0 |
| 30 Sep 23 | 5,689 | 321 | 253 | 0 |
| 30 Jun 23 | 6,012 | 411 | 247 | 0 |
| 31 Mar 23 | 6,413 | 464 | 258 | 0 |
| 31 Dec 22 | 6,604 | 458 | 263 | 0 |
| 30 Sep 22 | 6,618 | 482 | 256 | 0 |
| 30 Jun 22 | 6,387 | 466 | 244 | 0 |
| 31 Mar 22 | 6,001 | 443 | 227 | 0 |
| 31 Dec 21 | 5,609 | 405 | 215 | 0 |
| 30 Sep 21 | 5,299 | 348 | 198 | 0 |
| 30 Jun 21 | 4,990 | 283 | 187 | 0 |
| 31 Mar 21 | 4,662 | 223 | 188 | 0 |
| 31 Dec 20 | 4,553 | 212 | 193 | 0 |
| 30 Sep 20 | 4,444 | 191 | 210 | 0 |
| 30 Jun 20 | 4,492 | 166 | 219 | 0 |
| 31 Mar 20 | 4,672 | 154 | 221 | 0 |
| 31 Dec 19 | 4,747 | 147 | 226 | 0 |
| 30 Sep 19 | 4,912 | 176 | 233 | 0 |
| 30 Jun 19 | 5,009 | 227 | 241 | 0 |
| 31 Mar 19 | 5,032 | 258 | 244 | 0 |
| 31 Dec 18 | 4,977 | 269 | 247 | 0 |
| 30 Sep 18 | 4,847 | 468 | 232 | 0 |
| 30 Jun 18 | 4,677 | 434 | 226 | 0 |
| 31 Mar 18 | 4,516 | 415 | 219 | 0 |
| 31 Dec 17 | 4,384 | 390 | 196 | 0 |
| 30 Sep 17 | 4,262 | 154 | 211 | 0 |
| 30 Jun 17 | 4,205 | 154 | 203 | 0 |
| 31 Mar 17 | 4,124 | 151 | 196 | 0 |
| 31 Dec 16 | 4,046 | 157 | 190 | 0 |
| 30 Sep 16 | 4,002 | 157 | 183 | 0 |
| 31 Dec 15 | 3,959 | 141 | 207 | 0 |
Quality Earnings: SNDR has high quality earnings.
Growing Profit Margin: SNDR's current net profit margins (1.7%) are lower than last year (2.3%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: SNDR's earnings have declined by 26.5% per year over the past 5 years.
Accelerating Growth: SNDR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: SNDR had negative earnings growth (-21.4%) over the past year, making it difficult to compare to the Transportation industry average (-12.3%).
Return on Equity
High ROE: SNDR's Return on Equity (3.2%) is considered low.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/15 23:32 |
| End of Day Share Price | 2026/06/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Schneider National, Inc. is covered by 19 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Moore | Baird |
| Christopher Kuhn | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |