Schneider National (SNDR)
NYSEIndustrialsTruckingSnapshot 2026-09-04
$35.04+2.91%
Close 2026-09-04 · 1-day change
NYSEIndustrialsTruckingSnapshot 2026-09-04
QuarterlyIQ Insights · SNDR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks SNDR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to improve earnings by managing costs and enhancing productivity across operations.
Stated as a priority in 4 of last 4 quarters. Income from operations increased from $33.4 million in 2026-Q1 to $71.4 million in 2026-Q2, with operating ratio improving from 97.6% to 95.4%. Management consistently emphasized cost discipline and productivity as key drivers, and the financial results show delivering progress.
“Disciplined revenue management, cost reduction, and productivity actions enabled strong earnings improvement.”
“Strong execution on our cost and productivity actions allowed us to capitalize on opportunities.”
“Taking momentum from our cost savings program and earnings improvement efforts into this year.”
“Focus on driving structural improvement in our business through cost discipline.”
Manage capital expenditures within guided ranges and maintain disciplined capital allocation.
Stated as a priority in 4 of last 4 quarters. Management lowered full year 2026 capex guidance from $400-450 million to $350-400 million. Actual net capital expenditures totaled $128.3 million in first half 2026, consistent with disciplined capital allocation. The trajectory shows management maintaining control over capex spending.
Continue returning capital to shareholders through consistent quarterly dividends of $0.10 per share.
Stated as a priority in 4 of last 4 quarters. The Board consistently declared and paid quarterly dividends of $0.10 per share in 2026-Q1 and Q2, with $34.6 million returned to shareholders year to date. Management is delivering on this capital return commitment.
Expand profitable growth by utilizing multimodal services and enhancing customer loyalty.
Stated as a priority in 3 of last 4 quarters. Operating revenues grew from $1.42 billion in 2025-Q2 to $1.57 billion in 2026-Q2, with Logistics revenues up 11% year over year. Management emphasizes leveraging the multimodal platform and customer loyalty to grow profitably, and revenue growth supports progress on this priority.
Maintain disciplined capital expenditures with full year net capital expenditures expected to be approximately $400-450 million in 2026.
Over the trailing year it converted 5.15x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates, the US dollar (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Full year net capital expenditures expected to be $350-400 million, compared to previous $400-450 million.”
“Full year net capital expenditures expected to remain at approximately $400-450 million.”
“Full year net capital expenditures expected to be approximately $400-450 million.”
“Full year net capital expenditure guidance remains $325 to $375 million.”
“Board approved a quarterly cash dividend of $0.10 per share payable July 10, 2026.”
“Board declared a $0.10 dividend payable April 8, 2026.”
“Board declared a $0.10 dividend payable March 13, 2026.”
“Board declared a $0.095 dividend payable January 12, 2026.”
“Multimodal approach enables nimbleness while advancing strategic priorities including growing profitably.”
“Leverage elevated spot exposure and grow over-the-road conversion opportunities for Intermodal.”
“Grow specialty dedicated and intermodal volumes, especially in Mexico, leveraging multi-modal platform.”