Schneider National (SNDR)
Industrials · Multimodal transportation and logistics
Schneider National provides integrated multimodal transportation and logistics solutions—combining truckload, intermodal, and asset-light brokerage services—powered by AI and predictive analytics to optimize freight movement across North America.
What Schneider National does
Schneider National is a leading North American multimodal transportation and logistics provider offering truckload (full-truckload, dedicated, and regional freight), intermodal (rail-based container services), and asset-light logistics solutions including freight brokerage, 3PL, warehousing, and distribution services. The company operates through company-owned trucks with employed drivers, owner-operators, third-party carriers, and a network of over 14,000 qualified carriers, serving customers across the U.S., Canada, and Mexico.
Themes: ["Multimodal transportation","Truckload services","Intermodal logistics","Freight brokerage","3PL and supply chain","AI and predictive analytics","Dedicated transportation","Supply chain optimization"]
Fundamentals
- Price$37.05 as of 2026-07-09 close
- Market cap$6.6B as of 2026-07-10
- 1-year return+42.1% as of 2026-07-09 close
- P/E66.94 as of 2026-07-10
- Net margin+1.7% as of 2026-07-10
- Gross margin+44.2% as of 2026-07-10
- ROE+3.2% as of 2026-07-10
- Debt / equity0.13 as of 2026-07-10
- Revenue growth (YoY)+5.5% as of 2026-07-10
- Revenue CAGR (3y)-4.9% SEC XBRL
- Beta1.20 as of 2026-07-10
Dividend: yield +1.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Economic cyclicality and competitive pressures in trucking industry affecting pricing, capacity, and service demand","Driver shortage cycles and ability to attract and retain qualified drivers, owner-operators, and third-party carriers","Dependence on customer retention and vulnerability to loss of significant customers; exposure to fuel price volatility and ability to recover costs through surcharge programs"]
Competitors & peers
- J.B. Hunt Transport Services
- Knight Transportation (Knight-Swift)
- Werner Enterprises
- Heartland Express
- XPO Logistics
- C.H. Robinson
- Universal Truckload Services
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.