Schneider National, Inc. Class B (SNDR)

Schneider National's stock has been affected by several events in the past six months. Q3 2025 earnings missed expectations, leading to a lowered full-year EPS guidance. Q4 2025 earnings also fell short of estimates, attributed to a softer peak shipping season and cost pressures, causing a stock drop. The company authorized a $150 million stock repurchase program. Analyst ratings have been mixed, with downgrades from Stifel Nicolaus and Citigroup, but a reiterated "Buy" rating from Benchmark.

Demand for Schneider National's services, particularly in the Truckload segment, is subject to seasonality. The Q4 2025 earnings report indicated a truncated peak season with softer market conditions. While demand improved in late December, it was insufficient to offset broader challenges. Analysts have noted risks from softer freight demand and seasonal truckload pressure. The company's focus on dedicated truckload services aims to provide a more resilient revenue base.

Schneider National, Inc. is a North American transportation and logistics services company operating in the Industrials sector. It offers multimodal surface transportation and logistics solutions through three segments: Truckload, Intermodal, and Logistics. The Truckload segment provides regional and long-haul services, with a focus on dedicated contracts. The Intermodal segment offers rail intermodal and drayage services. The Logistics segment includes freight brokerage, supply chain management, and warehousing services, utilizing the Schneider FreightPower® digital marketplace.

Schneider National, Inc. provides surface transportation and logistics solutions across North America, including the United States, Canada, and Mexico. The company is headquartered in Green Bay, Wisconsin, United States. Schneider also has an area served that includes China and Central America.

Schneider National has maintained a positive brand reputation, being included in TIME's World's Best Companies list in December 2023. This recognition was based on associate satisfaction, revenue growth, and ESG data. The company was highlighted for its sustainability efforts, DEI progress, and community reinvestment. Schneider operates an efficient fleet and is investing in electrification, including a large BEV fleet, hauling over one million zero-emission miles in 2023.

Schneider National, Inc. has 573 institutional owners and shareholders holding 68,490,478 shares. Major shareholders include BlackRock, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc. Institutional investors hold 31.82% of the company, while public/retail investors hold 44.49%, and insiders hold 23.69%. The Schneider family and key executives maintain a substantial stake.