Schneider National, Inc. Class B (SNDR)

Over the past six months, Schneider National's stock has increased by 16.0% since the start of the year, with a stock price of $30.12 per share as of April 23, 2026. Q3 2025 operating revenues were $1.5 billion, with diluted earnings per share of $0.11, while Q4 2025 saw intermodal segment profits up 5%. Q1 2026 reported $0.12 earnings per share, exceeding estimates, but revenue missed estimates by 1.4%. In November 2024, Schneider acquired Cowan Systems, LLC. A fourth-quarter dividend of $0.10 was announced. Analyst ratings average a "Hold," with price target adjustments from Citigroup and TD Cowen. The company noted supply-led truckload recovery potential alongside ongoing demand and seasonality risks.

Schneider National's products and services experience demand seasonality. Peak season surcharges have been implemented for its intermodal business, sometimes earlier than usual, in response to demand trends and global trade complexities. There can be periods of sub-seasonal softness, and the company noted "early cycle tailwinds" in Q1 2026.

Schneider National, Inc. is an American transportation and logistics company operating in the Industrials sector, specifically the Trucking and Logistics industry. It provides multimodal surface transportation and logistics solutions across North America, with core services in Truckload, Intermodal, and Logistics. The Truckload segment offers over-the-road freight transportation using various trailer types. The Intermodal segment combines rail and dray transportation, utilizing company-owned containers and trucks. The Logistics segment encompasses freight brokerage, supply chain management, and other value-added logistics solutions. Schneider National also leases equipment and provides insurance, serving diverse customers across various sectors.

Schneider National's operations primarily span North America, including the United States, Canada, and Mexico. The company also has a presence in China and Central America. In the United States, Schneider National operates 60 locations across 24 states, with the largest concentrations in Texas, Wisconsin, and Georgia.

Schneider National has demonstrated a strong commitment to sustainability, safety, and innovation. They launched an all-electric fleet and became the first major carrier to surpass 10 million zero-emission miles. Schneider has consistently earned the highest EPA SmartWay Performance Rankings and received the EPA SmartWay Excellence Award multiple times. In 2023, Schneider National received the National Safety Council's Green Cross for Safety Advocate Award.

Schneider National, Inc. has a diverse ownership structure, with approximately 39.43% held by institutional shareholders, 23.73% by insiders, and 36.84% by retail investors. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and Dimensional Fund Advisors LP. Key individual insider shareholders include Therese A. Koller, Kathleen M. Zimmermann, Thomas J. Schneider, and Paul J. Schneider.