| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 50 | 53.4x | 17.8x | Around median | |
Growth | 48 | 6.2% | 7.1% | Around median | |
Quality | 44 | 3.9% | 4.5% | Around median | |
Safety | 82 | 0.3x | 2.6x | Top tier | |
Capital Return | 26 | 1.13% | 2.12% | Bottom tier | |
Momentum | 82 | 43.6% | 2.9% | Top tier | |
Sentiment | 82 | 11 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Schneider National operates through a multimodal transportation platform that combines truckload, dedicated transportation under multiyear contracts, intermodal rail transportation, and logistics and brokerage services. The company generates revenue by operating its fleet and servicing dedicated contracts, converting over-the-road shipments to rail, and managing shipments through a network of third-party carriers; in fiscal Q2 2026, revenue excluding fuel surcharges was $628 million for Truckload, $262 million for Intermodal, and $376 million for Logistics.
According to EDGAR data, Schneider National recorded revenue of $1.6 billion, net income of $49.7 million, and earnings per share of $0.28 in fiscal Q2 2026, equivalent to a calculated net income margin of approximately 3.1%. On the adjusted measures presented by management on July 30, 2026, revenue excluding fuel surcharges was $1.3 billion, up 4%, adjusted operating income rose 29% to $73 million, the adjusted operating ratio improved by 110 basis points, and adjusted earnings per share were $0.29 versus $0.21 in fiscal Q2 2025.
The improvement was broad-based across segments: Truckload operating income rose 28% to $51 million with a 91.8% operating ratio, Intermodal income rose 14% to $18 million despite a 1% decline in revenue, while Logistics income reached $12 million after segment revenue grew 11% to $376 million. Earnings also more than doubled compared with fiscal Q1 2026, when EDGAR data showed net income of $20.4 million and earnings per share of $0.12, illustrating the impact of pricing, productivity, and the $40 million cost-reduction program.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on SNDR is Neutral, with an average target of $38.5 and an extremely narrow range between $38 and $39, indicating convergence of estimates more than broad bullish conviction. The average target is less than 2% from the 52-week range high of $39.27, while the range extends to a low of $20.11, so the valuation rationale rests on achieving fiscal 2026 guided earnings per share of $0.90–$1.10 and a continued recovery in freight rates despite demand, driver, and major-customer-loss risks.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
On July 30, 2026, management raised its fiscal 2026 earnings-per-share guidance to $0.90–$1.10 from $0.70–$1.00. The revision followed a 29% increase in adjusted operating income in fiscal Q2 2026 and an improvement in adjusted earnings per share to $0.29 from $0.21. The outlook is also based on continued capacity exits from the market and progress on the $40 million cost-reduction program, while incorporating different scenarios for demand and driver availability.
The Truckload segment generated the highest operating income, reaching $51 million, up 28%, while the operating ratio improved to 91.8%. Within the segment, network revenue excluding fuel surcharges rose 8%, and weekly revenue per truck increased 16%. At the same time, Logistics achieved the fastest revenue growth at 11% to $376 million, supported by premium projects and greater exposure to the spot market.
Management said on July 30, 2026, that spot rates were approximately 15% above contract rates and that network rate renewals achieved average double-digit increases during fiscal Q2 2026. The company uses spot-market exposure, mini-bids, and freight-selection technology to capture rate increases. The impact can extend to Dedicated and Intermodal through contract renewals and freight-allocation decisions in the second half of fiscal 2026.
Management stated on July 30, 2026, that the loss of a major Dedicated transportation customer would become more apparent in the second half of fiscal 2026. The company did not provide a numerical value for the impact, but confirmed that it was included in the $0.90–$1.10 earnings-per-share guidance range. Schneider National is working to improve the quality of its contract portfolio and reallocate resources toward higher-return opportunities, after selling solutions involving more than 500 trucks from the beginning of fiscal 2026 through the end of the second quarter.
As of June 30, 2026, debt and lease obligations totaled $397 million, compared with $293 million in cash and cash equivalents, and net debt leverage was 0.2 times. The company returned approximately $35 million to shareholders in the form of distributions from the beginning of fiscal 2026 through the end of the second quarter. It also guided to net capital expenditures of between $350 million and $400 million for fiscal 2026 to improve the age of its tractor fleet and invest in local drayage capacity and specialized equipment.
Local drayage capacity became the main constraint on Intermodal in fiscal Q2 2026, despite nine consecutive quarters of order growth. The company declined to pursue growth that would have required the use of expensive external capacity without pricing that generated an appropriate return, so segment revenue declined 1% to $262 million. Nevertheless, operating income rose 14% to $18 million, and rate renewals are moving from a low-single-digit to a mid-single-digit percentage, which may support additional capacity.
