Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Schneider National, Inc.
Next earnings Jul 29, 2026 · consensus $0.23 EPS, $1.54B rev
Last earnings +2.4% on 2026-04-30
Quality multimodal trucker stuck in the freight-recession trough; strong balance sheet, but earnings depressed and the multiple optical.
Sources: SEC EDGAR (CIK 0001692063, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:55:51 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~88% above fair value) leave little margin of safety — a wait-and-see.
Schneider National is one of North America's largest multimodal transportation and logistics providers, spanning Truckload, Intermodal and asset-light Logistics/brokerage. The franchise is high-quality and conservatively run, but the financials sit at a cyclical bottom. FY2025 net income was just $104M (down 11.5%) with a 3.0% operating margin and 3.4% ROE — a far cry from the $458M earned in the FY2022 freight peak. This is a freight-recession trough, not a structural impairment: revenue actually rose 7.3% to $5.67B, an early sign of stabilizing volumes and pricing.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.61B | $6.60B | $5.50B | $5.29B | $5.67B |
| Gross profit | — | — | — | — | — |
| Operating income | $534M | $600M | $296M | $165M | $169M |
| Net income | $405M | $458M | $239M | $117M | $104M |
| Diluted EPS | $2.28 | $2.56 | $1.34 | $0.66 | $0.59 |
| Net margin | 7.2% | 6.9% | 4.3% | 2.2% | 1.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
2 sells · 2 members · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 5 sales
| 2026-06-10 | Jackson Thomas G EVP - General Counsel | Exercise | 20.3K @ $25.91 | $525K |
| 2026-06-10 | Jackson Thomas G EVP - General Counsel | Sell | 20.3K @ $37.15 | $753K |
| 2026-06-08 | Devgun Shaleen EVP-Chief Innovation, Tech | Exercise | 8.35K @ $24.81 | $207K |
| 2026-06-08 | Devgun Shaleen EVP-Chief Innovation, Tech | Sell | 8.35K @ $38.59 | $322K |
| 2026-05-27 | DePrey Mary P. Director | Gift | 25.2K | |
| 2026-05-06 | Dumas Magnin Shelly A VP and Corporate Controller | Sell | 2.42K @ $30.90 | $74.9K |
| 2026-05-05 | Fish Angela M EVP Human Resources | Exercise | 8.48K @ $25.91 | $220K |
| 2026-05-05 | Fish Angela M EVP Human Resources | Sell | 7.87K @ $30.43 | $239K |
| 2026-05-04 | Fish Angela M EVP Human Resources | Exercise | 6.72K @ $25.91 | $174K |
| 2026-05-04 | Fish Angela M EVP Human Resources | Sell | 6.25K @ $30.01 | $188K |
| 2026-05-01 | Fish Angela M EVP Human Resources | Award | 636.00 | |
| 2026-04-30 | Ramirez Austin M Director | Award | 5.47K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.