US · Industrials · Trucking
EPS came in at 0.29 against a street estimate of 0.22 — a beat of 31.8%.
Analysts rate Schneider National Inc a buy (6 buy, 10 hold, 0 sell out of 16) with an average price target of $36.07.
CONFIDENT Q2 earnings doubled sequentially on price, productivity, and cost cuts despite supply-driven market. Raised FY26 EPS guidance to $0.90–$1.10 from $0.70–$1.00. Expects sustained rate recovery as noncompliant capacity exits. Q2 2026 No geographic segments reported; Mexico called out for Intermodal strength. Analysts pressed demand sustainability, driver costs, and mix/seasonality impacts on future margins. Management emphasized supply-led recovery, multimodal flexibility, and disciplined capacity allocation as levers to drive outperformance; acknowledged Dedicated customer loss and Logistics project volatility as H2 headwinds. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 4.05% |
| Blueprint Financial Advisors LLC | 3.47% |
| Blueprint Investment Partners | 3.47% |
| Dimensional Fund Advisors, Inc. | 2.93% |
| AQR Capital Management LLC | 1.58% |
| Vanguard Portfolio Management, LLC | 1.41% |
| Earnest Partners LLC | 1.16% |
| American Century Companies Inc | 1.14% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 HEADLINE NUMBERS • Schneider National amended its secured accounts receivable facility on September 30, 2026. • Total available commitments increase | 2026-10-02 |
| Material agreement · Q3 2026 SCHNEIDER NATIONAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility: $350 million (can be increased by up to $350 million f | 2026-09-16 |
| Quarterly report · Q2 2026 SCHNEIDER NATIONAL, INC. - Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Revenue: $1,568.7 million (up 10.4% from $1,420.5 million in Q2 2025 | 2026-07-31 |
| Results announced · Q3 2026 SCHNEIDER NATIONAL, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Operating Revenues: $1,568.7 million (up 10% from $1,420.5 million in | 2026-07-30 |
| Board / officer change · Q3 2026 SCHNEIDER NATIONAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend approved at $0.10 per share for Q3 2026 • Dividend payable to | 2026-07-29 |
| Quarterly report · Q1 2026 SCHNEIDER NATIONAL, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Operating Revenues: $1,398.5 million (Q1 2026) vs. $1,401.8 million (Q1 2025) – e | 2026-05-01 |
| Board / officer change · Q2 2026 SCHNEIDER NATIONAL, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held April 30, 2026 with 97.5% of all votes represented in person or b | 2026-05-01 |
| Results announced · Q2 2026 SCHNEIDER NATIONAL, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Operating Revenues: $1,398.5 million in Q1 2026 vs. $1,401.8 million in Q1 20 | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.10 / share ex-date Sep 11, 2026 · pay Oct 9, 2026 | 2026-09-11 |
| Dividend | $0.10 / share ex-date Jun 12, 2026 · pay Jul 10, 2026 | 2026-06-12 |
| Dividend | $0.10 / share ex-date Mar 13, 2026 · pay Apr 8, 2026 | 2026-03-13 |
| Dividend | $0.10 / share ex-date Dec 12, 2025 · pay Jan 12, 2026 | 2025-12-12 |
| Dividend | $0.10 / share ex-date Sep 12, 2025 · pay Oct 9, 2025 | 2025-09-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Schneider National Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.