Schneider National
Connects shippers across North America through truckload, intermodal, and logistics services.
Something off on this page? Send us feedback.
Profile
Provides North American truckload, intermodal, and logistics services for customers in the United States, Canada, and Mexico. Its multimodal platform combines a long-established carrier business with Dedicated operations expanded through recent acquisitions.
Moves freight through truckload, intermodal, and logistics services that support shippers across North America. The business spans the United States, Canada, and Mexico, bringing those lines together in a multimodal transportation and logistics platform.
The operating model grew from a carrier into a broader portfolio that includes Dedicated operations. A public listing and recent dedicated-carrier acquisitions further expanded that portfolio.
Safety and operating discipline are central to the company’s stated values. Digital tools, including the FreightPower portal, support the current platform, while its structure depends on coordinating the three service lines across its network.
Company facts
Categories
Key statistics
Year to date +27.8% · Average volume (30d) 699.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | National Bank | Target | $40 | $38 | ||
| Jul 16, 2026 | National Bank | Target | $39 | $40 | ||
| Jul 14, 2026 | Susquehanna | Reiterate | Neutral | $27 | $39 | |
| Jul 9, 2026 | National Bank | Target | $35 | $39 | ||
| Jun 17, 2026 | Robert W. Baird | Target | $39 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.23 | $0.29 | +25.3% | $1.52B | $1.57B | +2.9% | +4.69% |
| Apr 30, 2026Q1 FY26 | $0.11 | $0.12 | +9.1% | $1.42B | $1.40B | −1.5% | +1.22% |
| Jan 29, 2026Q4 FY25 | $0.21 | $0.13 | −38.1% | $1.45B | $1.40B | −3.7% | −9.66% |
| Oct 30, 2025Q3 FY25 | $0.21 | $0.12 | −41.5% | $1.43B | $1.45B | +1.4% | +5.53% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.40B | $1.42B | $1.45B | $1.40B | $1.40B | $1.57B | |
| Gross profit | $116.4M | $132.3M | $128.4M | $509.4M | $62.8M | $103.9M | |
| Operating income | $42.1M | $55.0M | $35.3M | $36.5M | $33.4M | $71.4M | |
| Net income | $26.1M | $36.0M | $19.4M | $22.1M | $20.4M | $49.7M | |
| Diluted EPS | $0.15 | $0.20 | $0.11 | $0.13 | $0.12 | $0.28 | |
| Gross margin | 8.3% | 9.3% | 8.8% | 36.4% | 4.5% | 6.6% | |
| Operating margin | 3.0% | 3.9% | 2.4% | 2.6% | 2.4% | 4.6% |
Fiscal years (4-quarter sums)FY21 $5.61B · FY22 $6.60B · FY23 $5.50B · FY24 $5.29B · FY25 $5.67B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $327.1M · Total debt $396.1M · Total assets $5.00B · Shareholders' equity $3.06B
Dividends
Raised for 7 straight years — most recently to $0.10 from $0.095 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 12, 2026 | Jun 12 | Jul 10 | $0.10 | |
| Mar 13, 2026 | Mar 13 | Apr 8 | $0.10 | raised from $0.095 |
| Dec 12, 2025 | Dec 12 | Jan 12 | $0.095 | |
| Sep 12, 2025 | Sep 12 | Oct 9 | $0.095 | |
| Jun 13, 2025 | Jun 13 | Jul 10 | $0.095 | |
| Mar 14, 2025 | Mar 14 | Apr 9 | $0.095 | |
| Dec 13, 2024 | Dec 13 | Jan 8 | $0.095 | |
| Sep 13, 2024 | Sep 13 | Oct 8 | $0.095 |
Ownership
Shares outstanding 175.15M · Float 97.89M · 55.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Klimpel Joan D. | 112.39M | 64.10% | 13G | Feb 6, 2026 |
| BlackRock, Inc. | 7.09M | 4.05% | 13F | Aug 7, 2026 |
| Blueprint Investment Partners LLC | 6.08M | 3.47% | 13F | Aug 4, 2026 |
| Blueprint Financial Advisors LLC | 6.08M | 3.47% | 13F | Aug 14, 2026 |
| Gannon Thomas A. | 5.70M | 6.20% | 13G | Feb 10, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Mark B. Rourke | director, officer: Executive Chair | −52,682 | $35.94 |
| Aug 3, 2026 | Mark B. Rourke | director, officer: Executive Chair | −20,312 | $35.18 |
| Jun 10, 2026 | Thomas G. Jackson | officer: EVP - General Counsel | −20,271 | $37.15 |
| Jun 8, 2026 | Shaleen Devgun | officer: EVP-Chief Innovation, Tech | −8,352 | $38.59 |
| May 6, 2026 | Magnin Shelly A. Dumas | officer: VP and Corporate Controller | −2,425 | $30.90 |
Peers
- J.B. Hunt
Closest public peer across intermodal, dedicated fleets, and brokerage
- Knight-Swift Transportation
Large North American truckload and dedicated carrier with logistics overlap
- Hub Group
Multimodal, dedicated-trucking, brokerage, and managed-logistics provider
- Werner Enterprises
Truckload, rail, brokerage, and supply-chain logistics provider
- C.H. Robinson Worldwide
Large freight-brokerage and managed-supply-chain platform
- RXO
Digital freight brokerage and managed-transportation platform
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Schneider National | $34.44 | −0.04% | $6.03B | 53.8 | 25.6 | 1.0 | +10.4% |
| J.B. Hunt | $261.03 | −0.02% | $24.51B | 37.0 | 29.5 | 1.9 | +19.4% |
| Knight-Swift Transportation | $67.00 | −0.36% | $10.94B | 260.3 | 20.7 | 1.4 | +12.6% |
| Hub Group | $39.61 | −0.01% | $2.40B | 29.5 | 37.0 | 0.9 | −1.0% |
| Werner Enterprises | $38.42 | +0.03% | $2.30B | — | 22.2 | 0.7 | +24.0% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| RXO | $21.91 | +0.05% | $3.61B | — | 64.3 | 0.6 | +25.0% |
| Median | 33.2 | 25.9 | 1.0 | +19.3% |