Seeking Alpha·Sep 16, 2026
Schneider National, Inc. (SNDR) Presents at Morgan Stanley's 14th Annual Laguna Conference TranscriptSchneider National, Inc. (SNDR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Schneider National is emerging from a freight recession with 10.4% revenue growth in 2026Q2, yet gross margins remain compressed at 6.6%, well below the anomalous 36.4% in 2025Q4, indicating fragile pricing power. The balance sheet is conservative with debt-to...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 10.4% year-over-year to $1.6B in 2026Q2, but gross margin of 6.6% remains below the 9.3% in 2025Q2, reflecting ongoing pricing pressure.
Analyst upgrades driven by regulatory shifts could positively impact Schneider National's stock performance.
Schneider's expertise in energy management and automation positions it as a leader in innovative solutions for multiple markets.
The company offers advanced supply chain solutions and services, providing shippers with reliable capacity and control.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.29+25.3% vs $0.23 | $1.6B+2.9% vs $1.5B |
Q2 2026 Apr 30, 2026 | $0.12+9.1% vs $0.11 | $1.4B-1.5% vs $1.4B |
Q1 2026 Jan 29, 2026 | $0.13-38.1% vs $0.21 | $1.4B-3.7% vs $1.5B |
Q4 2025 Oct 30, 2025 | $0.12-41.5% vs $0.20 | $1.5B+1.4% vs $1.4B |
Schneider National, Inc. (SNDR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
VLO, SNDR and OSCR made it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 15th, 2026.
The Zacks Transportation-Services industry is benefiting from the brightening freight scenario and improving efficiencies. We believe stocks like EXPD, MATX and SNDR are worth buying amid the sunny backdrop.
With SNDR shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Benchmark SNDR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Schneider National, Inc. (SNDR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.22 | $5.64B | 54.61 | 7.25% | 1.83% | 3.45% | 1.18% | |
| $67.17 | $10.91B | 163.83 | 0.8% | 0.56% | 0.61% | — | |
| $34.41 | $2.06B | -143.38 | -1.84% | -1.42% | -3.31% | — | |
| $11.68 | $905.08M | -17.43 | -23.08% | -2.98% | -2.89% | — | |
| $13.17 | $1.07B | 62.71 | -8.31% | 1.47% | 1.65% | — | |
| $234.63 | $22.13B | 38.34 | -0.73% | 5.31% | 18.75% | — |
Schneider National, Inc. (SNDR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Schneider National, Inc. (SNDR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 29, 2026·SEC
May 1, 2026·SEC
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Schneider National, Inc. (SNDR) stock FAQ — growth, dividends, profitability & financials explained
Schneider National, Inc. (SNDR) reported $5.82B in revenue for fiscal year 2025. This represents a 48% increase from $3.94B in 2014.
Schneider National, Inc. (SNDR) grew revenue by 7.3% over the past year. This is steady growth.
Yes, Schneider National, Inc. (SNDR) is profitable, generating $111.6M in net income for fiscal year 2025 (1.8% net margin).
Yes, Schneider National, Inc. (SNDR) pays a dividend with a yield of 1.18%. This makes it attractive for income-focused investors.
Schneider National, Inc. (SNDR) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.
Schneider National, Inc. (SNDR) generated $409.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
