Schneider National, Inc. SNDR

Zacks Investment Research 6 nov

Schneider National (SNDR) reported Q3 adjusted EPS of 29 cents, surging 141.7% year-over-year, with revenues rising 9.1% to $1.59 billion. Operating income jumped 76% driven by pricing, productivity gains, and cost reductions. The company raised its 2026 EPS guidance to $1.00-$1.10 and lowered capex forecasts. However, the stock declined 4.1% following the earnings release. Truckload and Intermodal segments showed strong performance, while Logistics profitability weakened.

Zacks Investment Research 5 nov

Schneider National and Norfolk Southern have formed a strategic partnership to expand domestic intermodal transportation capacity across the United States. Schneider brings 23,900 chassis, 26,800 containers, and 60+ intermodal rail hubs, while Norfolk Southern contributes its extensive eastern U.S. network and infrastructure investments. The alliance aims to improve service reliability, reduce costs, and shift freight from truckload to intermodal transportation.

Zacks Investment Research 30 oct

Schneider National (SNDR), a leading transportation and logistics services company, is highlighted as a stock to watch with a #3 (Hold) Zacks Rank and an A VGM Score. The company demonstrates strong growth potential with a Growth Style Score of A and forecasted year-over-year earnings growth of 65.1% for the current fiscal year.

Zacks Investment Research 29 oct

Schneider National reported Q3 2026 revenue of $1.59 billion, up 9.2% year-over-year, with EPS of $0.29 compared to $0.12 a year ago. The company slightly beat revenue estimates but met EPS expectations. However, several operational metrics missed analyst estimates, including a consolidated operating ratio of 96.1% versus 96.1% estimate and a concerning Logistics operating ratio of 100% versus 96.7% estimate. The stock has underperformed the broader market, declining 6.7% over the past month, and carries a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 29 oct

Schneider National reported Q3 2026 earnings of $0.29 per share, matching consensus estimates, with revenues of $1.59 billion slightly exceeding expectations. However, the stock has underperformed the S&P 500 year-to-date, gaining 12% versus the market's 13.1%. The company holds a Zacks Rank #3 (Hold) rating with mixed estimate revisions, and operates in the Transportation-Services industry which ranks in the bottom 20% of Zacks industries.