Schneider National, Inc.

Schneider National, Inc.

SNDRยทNYSE

$36.63

-0.16%
IndustrialsTrucking

Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. The company operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers standard long-haul and regional shipping services primarily through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as cross dock and customized solutions for time-sensitive loads. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers' freight; and transloading and warehousing services. It also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.

At a Glance

Live Snapshot
Market Cap$6.42B
EPS0.5900
P/E Ratio62.08
Earnings Date07/30/2026
sndr

Schneider National, Inc. Street Expectations Map

SNDR ยท NYSE

Wall Street analysts project that SNDR stock may decline over the coming 12 months. The consensus 1-year price target stands at 30.50, with estimates ranging from a low of 26.00 to a high of 35.00.

Lowest Target
26.00
-29.02%
Consensus Target
30.50
-16.73%
Highest Target
35.00
-4.45%

The consensus 1-year price target stands at 30.50, with estimates ranging from a low of 26.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

-16.7%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

29.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.15x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Schneider National, Inc. Forward Estimates of Revenue

SNDR ยท NYSE
Latest Revenue
5.67B
FY 2025
Avg Estimate
5.97B
FY 2026
Estimate Range
5.86B - 6.21B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Schneider National, Inc. Forward Estimates of Net Income

SNDR ยท NYSE
Latest Net Income
103.60M
FY 2025
Avg Estimate
154.89M
FY 2026
Estimate Range
150.29M - 186.07M
Analyst Spread

Forward Growth Analysis

Projected Growth+49.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Schneider National, Inc. Forward Estimates of EPS

SNDR ยท NYSE
Latest EPS
0.59
FY 2025
Avg Estimate
$0.92
FY 2026
Estimate Range
$0.85 - $1.06
Analyst Spread

Forward Growth Analysis

Projected Growth+55.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread22%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Schneider National, Inc. Forward Estimates of EBIT

SNDR ยท NYSE
Latest EBIT
171.80M
FY 2025
Avg Estimate
372.72M
FY 2026
Estimate Range
365.86M - 387.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+117.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Schneider National, Inc. Forward Estimates of EBITDA

SNDR ยท NYSE
Latest EBITDA
621.80M
FY 2025
Avg Estimate
771.64M
FY 2026
Estimate Range
757.42M - 802.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Schneider National, Inc. Forward Estimates of SG&A Expense

SNDR ยท NYSE
Latest SG&A Expense
133.20M
FY 2025
Avg Estimate
251.48M
FY 2026
Estimate Range
246.85M - 261.59M
Analyst Spread

Forward Growth Analysis

Projected Growth+88.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Schneider National, Inc. Insider Positioning

SNDR ยท NYSE

During the last 12 months, insiders have sold $1.16M worth of SNDR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

16.5K

501.92K

Net Activity

-502K

-$502K

3-6 Months

Bought

0

0.00

Sold

6.0K

173.34K

Net Activity

-173K

-$173K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

19.8K

481.68K

Net Activity

-482K

-$482K

Top Buyers

No buying activity

Top Sellers

1
JTG

Jackson Thomas G

Officer: Evp - General Counsel

19.8K sharesโ€ข1 transactions

$482K

2
FAM

Fish Angela M

Officer: Evp Human Resources

14.1K sharesโ€ข2 transactions

$427K

3
CDG

Campbell Darrell George

Officer: Evp - Cfo

6.0K sharesโ€ข1 transactions

$173K

4
DMSA

Dumas Magnin Shelly A

Officer: Vp And Corporate Controller

2.4K sharesโ€ข1 transactions

$75K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.16M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$502K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.