Schneider National, Inc.
SNDR · Trucking (No Local) · 178.2M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $51M (gross $67M, SBC $16M)
Grade
C63Scaled multimodal trucking/logistics carrier with a strong balance sheet but mid-pack, freight-recession-pressured returns.
Strengths
- Strong liquidity (current 2.1, 100th pct), low leverage (D/E 0.13), $285M FCF (88th pct)
- Diversified truckload/intermodal/logistics portfolio with 22 of top-25 customers retained
Risks
- Thin, median returns (ROE 3.4%, net margin 1.8%) and net income down 11%
- Highly competitive, cyclical freight market with customer concentration and rate pressure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
3.0%
Net margin
1.8%
Return on equity
3.4%
Return on assets
2.1%
ROIC
3.9%
Revenue growth (QoQ)
-0.1%
Net-income growth
-11.5%
Debt / equity
0.1×
Current ratio
2.1×
Free cash flow
$285M
EBITDA
$619M
Tangible book value
$2.6B
Stock comp / revenue
0.3%
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-01 | Exec/director change5.03Shareholder voteExhibits | filing ↗ |
| 2026-04-30 | OtherExhibits | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-01-29 | ResultsExhibits | filing ↗ |
| 2026-01-28 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-01-28 | OtherExhibits | filing ↗ |
| 2025-10-30 | ResultsExhibits | filing ↗ |
| 2025-10-29 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-01 | 2026-04-30 | 0001692063-26-000022 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001692063-26-000025 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0001692063-26-000018 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001692063-26-000020 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001692063-26-000013 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001692063-26-000008 ↗ |
| 8-K | 2026-01-28 | 2026-01-26 | 0001193125-26-027211 ↗ |
| 8-K | 2026-01-28 | 2026-01-26 | 0001692063-26-000004 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001692063-25-000065 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001692063-25-000068 ↗ |
| 8-K | 2025-10-29 | 2025-10-27 | 0001692063-25-000060 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0001692063-25-000054 ↗ |