Schneider National's revenue has rebounded, with quarterly growth of 9.2% in 2026Q3 and 10.4% in 2026Q2 reversing a near-flat stretch, suggesting a cyclical freight recovery may be taking hold.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 9.2% year over year in 2026Q3, yet operating margin of 3.9% and net margin of 3.1% remain thin and gross margin fell to 6.1% from the 8.5% to 9.6% range seen through 2024 and 2025.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.29-2.4% vs $0.30 | $1.6B+0.2% vs $1.6B |
Q3 2026 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 |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
While the top- and bottom-line numbers for Schneider National (SNDR) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Schneider National, Inc. (SNDR) Q3 2026 Earnings Call Transcript
Schneider National (SNDR) came out with quarterly earnings of $0.29 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.12 per share a year ago.
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 |
|---|---|---|---|---|---|---|---|
| $27.81 | $4.87B | 34.60 | 7.25% | 2.38% | 4.65% | 1.37% | |
| $58.41 | $9.49B | 62.20 | 0.8% | 1.92% | 2.17% | 1.23% | |
| $26.95 | $1.62B | -85.07 | -1.84% | -0.56% | -1.39% | 2.09% | |
| $10.09 | $781.87M | -61.37 | -23.08% | -1.77% | -1.69% | 0.79% | |
| $11.74 | $957.86M | 71.94 | -8.31% | 1.55% | 1.74% | 1.53% | |
| $217.55 | $20.51B | 30.46 | -0.73% | 5.07% | 18.71% | 0.8% |
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)
Oct 29, 2026·SEC
Oct 28, 2026·SEC
Oct 2, 2026·SEC
Get notified when SNDR posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Schneider National, Inc. (SNDR) stock FAQ — growth, dividends, profitability & financials explained
Schneider National, Inc. (SNDR) reported $5.95B in revenue over the trailing twelve months. Revenue was $5.67B in fiscal year 2025. That is 44% more than the $3.94B of fiscal year 2014.
Schneider National, Inc. (SNDR) grew revenue by 6.0% over the trailing twelve months, compared with the twelve months before.
Yes. Schneider National, Inc. (SNDR) earned $141.7M in net income over the trailing twelve months (a 2.4% net margin).
Yes. Schneider National, Inc. (SNDR) pays a dividend that yields 1.37% at the current price, a moderate yield.
Schneider National, Inc. (SNDR) had a return on equity (ROE) of 4.6% over the trailing twelve months. That is below the market's typical 10-15%.
Schneider National, Inc. (SNDR) generated $201.3M in free cash flow over the trailing twelve months.
