SNDR · Schneider National, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Schneider delivered strong Q2 2026 results with adjusted EPS of $0.29 (up 38% YoY) and raised full-year adjusted EPS guidance to $0.90-$1.10 from $0.70-$1.00, while lowering net capex guidance to $350-$400 million from $400-$450 million.
- + Adjusted EPS grew 38% YoY to $0.29, with adjusted income from operations up 29% and adjusted operating ratio improving 110 bps.
- + Raised full-year 2026 adjusted EPS guidance to $0.90-$1.10 from $0.70-$1.00.
- + Network revenue per truck per week surged 16% YoY to $4,421, driving Truckload segment income up 28% and operating ratio to 91.8% (strongest since Q2 2023).
- − Free cash flow declined $35 million YoY in Q2 due to higher net capex of $84 million (vs. $53 million last year) for fleet refresh.
- − Dedured revenue per truck per week saw only modest YoY improvement and truck count declined amid ongoing portfolio upgrade churn.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Trucking — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SNDR
this stock
Schneider National, Inc.
|
$5.48B | +20.5% | +7.3% | 48.8 | 3.4% |
|
ODFL
Old Dominion Freight Line, Inc.
|
$35.93B | +13.2% | -5.5% | 33.3 | 4.0% |
|
XPO
XPO, Inc.
|
$20.35B | +30.5% | +0.3% | 51.4 | 5.4% |
|
KNX
Knight-Swift Transportation Holdings Inc.
|
$10.35B | +22.8% | +0.8% | 303.2 | 8.0% |
|
TFII
TFI International Inc.
|
$9.95B | +17.9% | — | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SNDR | -1.6% | -7.3% | +12.3% | -7.3% | +20.5% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -0.4% | -7.0% | -0.7% | -7.0% | +8.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.