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SNDR

Schneider National, Inc.

SNDR

Schneider National, Inc. • NYSE
$22.61 ▲ 0.36% (+0.08)
Market Cap $3.96 B
52w High $33.58
52w Low $20.11
Dividend Yield 0.38%
P/E 35.33
Volume 316.72K
Outstanding Shares 175.27M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $1.452B ▲ $93.1M ▲ $19.4M ▼ 1.336% ▼ $0.11 ▼ $148.8M ▼
Q2-2025 $1.421B ▲ $77.3M ▲ $36M ▲ 2.534% ▲ $0.21 ▲ $168.3M ▲
Q1-2025 $1.402B ▲ $74.3M ▼ $26.1M ▼ 1.862% ▼ $0.15 ▼ $156.2M ▲
Q4-2024 $1.339B ▲ $85.6M ▲ $32.6M ▲ 2.434% ▲ $0.19 ▲ $152.4M ▲
Q3-2024 $1.316B $68.2M $30.6M 2.326% $0.17 $144.8M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $235.7M ▲ $4.979B ▲ $1.958B ▲ $3.021B ▲
Q2-2025 $205.1M ▲ $4.956B ▼ $1.944B ▼ $3.013B ▲
Q1-2025 $154.3M ▼ $4.979B ▲ $1.99B ▲ $2.988B ▲
Q4-2024 $165.5M ▼ $4.934B ▲ $1.947B ▲ $2.987B ▲
Q3-2024 $231.6M $4.575B $1.607B $2.967B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $19.4M ▼ $184.2M ▲ $-131.5M ▼ $-19.3M ▲ $33.4M ▼ $15.2M ▼
Q2-2025 $36M ▲ $175.5M ▲ $-53.3M ▲ $-67.7M ▼ $54.5M ▲ $89.3M ▲
Q1-2025 $0 ▼ $91.7M ▼ $-126.7M ▲ $23.6M ▼ $-11.4M ▲ $-52.1M ▼
Q4-2024 $32.6M ▲ $199.5M ▼ $-504.4M ▼ $243.5M ▲ $-61.4M ▼ $61.6M ▼
Q3-2024 $30.6M $206.4M $-109M $-21.6M $75.8M $65.7M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Logistics Management
Logistics Management
 $50.00M ▲$50.00M ▲$50.00M ▲$50.00M ▲
Other
Other
 $40.00M ▲$50.00M ▲$60.00M ▲$60.00M ▲
Transportation
Transportation
 $1.24Bn ▲$1.30Bn ▲$1.31Bn ▲$1.34Bn ▲

Five-Year Company Overview

Income Statement

Income Statement Revenue has slipped from its peak a few years ago and has softened again in the most recent year, reflecting a weaker freight market and pricing pressure. Profitability has compressed more sharply than sales, with operating and net income now running at roughly a fraction of the levels reached during the strong 2021–2022 period. The business is still clearly profitable, but margins have come down, highlighting the cyclicality of trucking and the impact of a tougher rate environment and higher costs.

Balance Sheet

Balance Sheet The balance sheet looks solid and has steadily grown over time, with shareholders’ equity increasing year after year. Debt has ticked up recently but remains moderate compared with the company’s equity base, suggesting financial leverage is relatively conservative. Cash on hand is not large but appears adequate when viewed alongside consistent earnings power and available borrowing capacity.

Cash Flow

Cash Flow Cash generated from day‑to‑day operations has been steady and resilient, even as profits have come down, which is a positive sign for the underlying cash economics of the business. Free cash flow has been more volatile because Schneider is consistently spending heavily on new equipment and technology, which at times has pushed free cash flow close to or below zero. This pattern points to a capital‑intensive model where management is prioritizing long‑term investment over near‑term cash maximization.

Competitive Edge

Competitive Edge Schneider holds a strong position as one of the larger players in North American trucking and intermodal, with a broad network and a long‑established brand that appeals to big, recurring shippers. Its mix of truckload, intermodal, and logistics solutions provides diversification across market segments and customer needs, helping smooth out some of the industry’s volatility. At the same time, the company faces intense competition from other large carriers, rail‑truck intermodal providers, and rapidly evolving digital freight platforms, making continuous execution and cost control critical.

Innovation and R&D

Innovation and R&D The company is clearly leaning into technology to differentiate itself, with proprietary platforms for digital freight matching, network optimization, and driver tools that aim to boost efficiency and service quality. It is experimenting aggressively with next‑generation areas such as autonomous trucking pilots, electric truck deployments, and AI‑driven sustainability tools, as well as venture investments in logistics startups. These efforts could strengthen Schneider’s long‑term moat and margin profile, but they also carry execution risk and require ongoing spending in an already capital‑intensive business.

Summary

Schneider is navigating a down cycle: revenue has eased from prior highs and profits have compressed considerably, but the company remains solidly profitable and cash‑generative at the operating level. The balance sheet appears healthy, with growing equity and manageable debt, giving it room to keep investing through the cycle. Its scale, diversified service mix, and deep technology push provide meaningful strategic strengths, especially in intermodal, cross‑border, and sustainable logistics. The main watchpoints are the sensitivity to freight cycles, the payoff from heavy capital and tech investment, and the company’s ability to maintain pricing power and efficiency in a very competitive market.

NEWS

November 10, 2025 · 2:00 PM UTC

Schneider launches Fast Track: reliability and speed for time-sensitive intermodal freight

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November 4, 2025 · 4:01 PM UTC

Schneider National, Inc. announces participation in upcoming conference

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October 30, 2025 · 9:00 AM UTC

Schneider National, Inc. Announces Third Quarter 2025 Results

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October 29, 2025 · 9:00 AM UTC

Schneider National, Inc. announces quarterly dividend

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September 10, 2025 · 4:02 PM UTC

Schneider Logistics customers realize incredible savings, averaging 107% ROI

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