Certain acronyms and terms used throughout this Annual Report are specific to our Company, commonly used in our industry, or are otherwise frequently used throughout our document. Definitions for these acronyms and terms are provided in the “Glossary of Terms” available at the front of this document. References to “Notes” are to the notes to consolidated financial statements included in this Annual Report on Form 10-K. Company Overview Schneider National, Inc. and its subsidiaries (collectively “Schneider,” the “Company,” “we,” “us,” or “our”) are among North America’s leading providers of multimodal transportation and logistics solutions. Our comprehensive and diverse portfolio spans truckload, intermodal, and logistics services, delivering flexible options to meet the needs of a broad customer base across the U.S., Canada, and Mexico.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 5.7B | 5.7B | 5.3B | 5.5B | 6.6B | 5.6B |
| Net Income | 104M | 104M | 117M | 239M | 458M | 405M |
| EPS | $0.59 | $0.59 | $0.66 | $1.34 | $2.56 | $2.28 |
| Free Cash Flow | 216M | 216M | 212M | -85M | 216M | 75M |
| ROIC | 3.8% | 3.8% | 3.9% | 8.0% | 17.9% | 18.2% |
| Gross Margin | 64.1% | 64.1% | 61.6% | 59.6% | 53.1% | 55.1% |
| Debt/Equity | 0.16 | 0.16 | 0.20 | 0.13 | 0.10 | 0.14 |
| Dividends/Share | $0.38 | $0.38 | $0.38 | $0.36 | $0.32 | $0.28 |
| Operating Income | 169M | 169M | 165M | 296M | 600M | 534M |
| Operating Margin | 3.0% | 3.0% | 3.1% | 5.4% | 9.1% | 9.5% |
| ROE | 3.4% | 3.4% | 3.9% | 8.2% | 17.4% | 18.1% |
| Shares Outstanding | 176M | 176M | 177M | 178M | 179M | 178M |
Schneider National, Inc. passes 4 of 9 quality checks, suggesting mixed fundamentals.
Schneider National, Inc. trades at 47.7x trailing earnings, compared to its 15-year median P/E of 18.6x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 8.2x vs a median of 20.5x. The company's 5-year average ROIC is 10.4% with a gross margin of 58.7%. Total shareholder yield (dividends + buybacks) is 1.6%. At current prices, the estimated annualized return to fair value is +6.2%.
Schneider National, Inc. (SNDR) has a current P/E ratio of 47.7, compared to its historical median P/E of 18.6. The stock is currently considered Expensive based on its historical valuation range.
Schneider National, Inc. (SNDR) has a 5-year average return on invested capital (ROIC) of 10.4%. This indicates solid capital allocation.
Schneider National, Inc. (SNDR) has a market capitalization of $4.9B. It is classified as a mid-cap stock.
Yes, Schneider National, Inc. (SNDR) pays a dividend with a trailing twelve-month yield of 1.35%. The company also returns capital through share buybacks, with a buyback yield of 0.30%.
Based on historical P/E analysis, Schneider National, Inc. (SNDR) appears expensive. The current P/E of 47.7 is 157% above its historical median of 18.6. The estimated fair value CAGR (P/E method) is -0.4%.
Schneider National, Inc. (SNDR) operates in the Trucking (No Local) industry, within the Industrials sector.
Schneider National, Inc. (SNDR) reported annual revenue of $5.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
Schneider National, Inc. (SNDR) has a net profit margin of 1.8%. This is a modest margin.
Schneider National, Inc. (SNDR) generated $216 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Schneider National, Inc. (SNDR) has a debt-to-equity ratio of 0.16. This indicates a conservatively financed balance sheet.
Schneider National, Inc. (SNDR) reported earnings per share (EPS) of $0.59 in its most recent fiscal year.
Schneider National, Inc. (SNDR) has a return on equity (ROE) of 3.4%. This indicates moderate shareholder returns.
Schneider National, Inc. (SNDR) has a 5-year average gross margin of 58.7%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 11 years of financial data for Schneider National, Inc. (SNDR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Schneider National, Inc. (SNDR) has a book value per share of $17.23, based on its most recent annual SEC filing.