Schneider National (SNDR)
NYSEIndustrialsTruckingSnapshot 2026-11-05
$28.24-5.27%
Close 2026-11-05 · 1-day change
NYSEIndustrialsTruckingSnapshot 2026-11-05
QuarterlyIQ Insights · SNDR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -10.0% |
| Our one-year growth estimate | diamond | 8.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 18.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 10 industry peers · Company calendar date is not available
SNDR — earnings in line
Dated 2026-10-29
and in Exhibit 99.1 is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of Section 18, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing. Special Note Regarding Forward-Looking Statements This information contained in this Item co…
Why it matters: The board declared a quarterly payment of $0.10 per share. A change to the declared payment would break that pattern.
Watch forSchneider pays $0.10 per share on January 12, 2027, as announced.
Also watch forSchneider delays, cuts, or cancels the declared $0.10 payment.
Why it matters: Schneider raised its 2026 profit range to $1.00–$1.10. Results below $1.00 would miss the low end.
Watch forFull-year 2026 adjusted EPS is at least $1.00 and no more than $1.10.
Also watch forFull-year 2026 adjusted EPS is below $1.00.
Why it matters: Schneider cut its spending range. Spending above the new top end would undo part of that change.
Watch forFull-year 2026 net capital spending is at or below $350 million.
Also watch forFull-year 2026 net capital spending is above $350 million.
Why it matters: Truckload earnings more than doubled. But lower Network and Dedicated volume held back revenue.
Supportive ifIn the next reported quarter, Truckload income from operations is above the year-earlier level. Revenue per truck per week stays above $4,252.
Worry ifTruckload income from operations falls below last year's level, or revenue per truck per week falls below $4,252.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$115 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $333 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,695 loss on $10,000 · 27.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.