Schneider National (SNDR)
NYSEIndustrialsTruckingSnapshot 2026-11-04
$29.81+0.88%
Close 2026-11-04 · 1-day change
NYSEIndustrialsTruckingSnapshot 2026-11-04
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 2026-11-04.
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 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
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.
“Disciplined revenue management, productivity gains, and cost reductions are improving our operating leverage, while our diversified multimodal platform gives us the agility to respond as customer ne…
Stated in 4 of 4 supplied quarters. Management reported: ““Disciplined revenue management, productivity gains, and cost reductions are improving our operating leverage, while our diversified multimodal platform gives us the agility to respond as customer needs and freight flows evolve.”” “Having achieved our 2025 cost savings target, we will look to make continued strides in 2026 with another $40 million in targeted cost savings.” Operating income was $62.100 million in 2026-Q3.
““Disciplined revenue management, productivity gains, and cost reductions are improving our operating leverage, while our diversified multimodal platform gives us the agility to respond as customer ne…”
““As the market shifts, our multimodal approach enables us to remain nimble while advancing our strategic priorities, including earning customer loyalty through consistent execution, growing profitabl…”
““Strong execution on our cost and productivity actions, as well as the benefits of operating a diverse, nimble portfolio, allowed us to capitalize on opportunities and effectively navigate a quarter…”
“Having achieved our 2025 cost savings target, we will look to make continued strides in 2026 with another $40 million in targeted cost savings.”
“Based on our year-to-date performance and expectations for the remainder of the year, we are raising our full-year adjusted diluted earnings per share guidance to $1.00 to $1.10 and now expect net c…
Stated in 4 of 4 supplied quarters. Management reported: ““Based on our year-to-date performance and expectations for the remainder of the year, we are raising our full-year adjusted diluted earnings per share guidance to $1.00 to $1.10 and now expect net capital expenditures to be in a range of $325 million to $350 million,” Campbell added.” “Our full year net capital expenditures are expected to be $350-400 million, compared to our previous expectations of $400-$450 million, primarily related to lower expenditures on trailing equipment.””
“We announced a new agreement with Norfolk Southern today and this is a strong example of that approach in action, further differentiating our Intermodal offering while enhancing service and supporti…
Stated in 4 of 4 supplied quarters. Management reported: ““We announced a new agreement with Norfolk Southern today and this is a strong example of that approach in action, further differentiating our Intermodal offering while enhancing service and supporting profitable growth.”” ““We will continue to grow specialty dedicated and intermodal volumes, especially in Mexico, and leverage our multi-modal platform to be nimble to evolving market conditions.” Revenue was $1.585 billion in 2026-Q3.
Return capital to shareholders through recurring quarterly cash dividends.
Continue regular quarterly cash dividends to shareholders as part of the company's capital-return approach.
Over the trailing year it converted 5.15x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.
““Based on our year-to-date performance and expectations for the remainder of the year, we are raising our full-year adjusted diluted earnings per share guidance to $1.00 to $1.10 and now expect net c…”
“Our full year net capital expenditures are expected to be $350-400 million, compared to our previous expectations of $400-$450 million, primarily related to lower expenditures on trailing equipment.””
“Our full year net capital expenditures are expected to remain at approximately $400-450 million.””
“Our full year net capital expenditures are expected to be approximately $400-450 million which consists primarily of replacement capital.””
““We announced a new agreement with Norfolk Southern today and this is a strong example of that approach in action, further differentiating our Intermodal offering while enhancing service and supporti…”
““As the market shifts, our multimodal approach enables us to remain nimble while advancing our strategic priorities, including earning customer loyalty through consistent execution, growing profitabl…”
“These efforts are now being complemented by measures we are taking to capitalize on early cycle tailwinds, such as leveraging our elevated spot exposure in Truckload Network and Logistics, maintainin…”
““We will continue to grow specialty dedicated and intermodal volumes, especially in Mexico, and leverage our multi-modal platform to be nimble to evolving market conditions.”