Company Analysis

Schneider National, Inc. (SNDR)

NYSE: SNDR · Trucking (No Local) · Green Bay, WI · filing with the SEC since 2016
Grade6.2
◀ Past 5.7● Present 5.8▶ Future 7.2

The grade of Schneider National, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past5.730% of the headline
● Present5.840% of the headline
▶ Future7.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.7/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.7/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 77th percentile among 13 sector filers · read for itself

From the record

Schneider National, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.8/10

What has it actually done, year after year?

+3.8% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 48th percentile among 13 sector filers · read for its customers

From the record

Schneider National, Inc.'s 10 filed years say what it did: revenue went from $4.0 billion in fiscal 2016 to $5.7 billion in fiscal 2025, up 3.8% a year; it rose in 5 of 9 years; the deepest fall was 20% from fiscal 2022 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span3.8%bottom 35% of its family
  • the share of years revenue rosebottom 38% of its family
  • the share of filed years with a profittop 31% of its family
  • the deepest fall from a revenue peak19.9%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.6/10

How has it treated the people who own it?

Share count shrank 0.5% a year. 15% of cash flow returned. Insiders: 10 sales, 0 purchases.

weight 22% of this tense · 46th percentile among 13 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Schneider National, Inc.'s diluted share count shrank about 0.5% a year, and dividends and buybacks returned about 15% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 10 sales and 0 purchases of their own stock on the open market in the year to 2026-10-13 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 42% of its family
  • cash returned against operating cash flowtop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.8/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.3/10

Is it financially healthy right now?

ROE 3%: 3¢ of profit per shareholder dollar. Leverage 38%: owes 38¢ per asset dollar.

weight 33% of this tense · 53rd percentile among 13 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Schneider National, Inc. earned about 3 cents of profit for every dollar of shareholders' money. Leverage: it owed about 38 cents per dollar of assets, and net share issuance: its share count shrank 0.1% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 35% of its family
  • return on equitytop 42% of its family
  • the share count against the year beforebottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.5/10

How strong is its position in its industry?

top 35% of 13 in its family; net margin 1.8%.

weight 45% of this tense · 65th percentile among 13 sector filers · read for its customers

From the record

Schneider National, Inc.'s standing among 13 graded names in its industry family: revenue of $5.7 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 1.8% ranks in the top 42%; revenue growth of -4.9% a year over the last 3 filed years ranks in the top 42% (its annual reports).

What it rests on

  • revenue against the family$5.67Btop 19% of its family
  • net margin1.8%top 42% of its family
  • three-year revenue growth-4.9%top 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.0/10

What are the people in charge doing?

top 50% of 13 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 50th percentile among 13 sector filers · read for its shareholders

From the record

Schneider National, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Filter, James Scott (President & CEO, as filed), filing under that title since 2026-07-06, 4 months (bottom 4% of its family); the 21 officers and directors filing in the last fifteen months have been on the record a median of 7.3 years (top 50%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 21 people in charge now (top 4%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 21 peopletop 4% of its family
  • the median years the people in charge have filed7.3 yearstop 50% of its family
  • the chief executive's years on the record5 monthsbottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

7.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.5/10

How much room does it have to grow?

top 35% of 13 in its family for room to expand.

weight 22% of this tense · 65th percentile among 13 sector filers · read for itself

From the record

Schneider National, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $202 million against debt of $391 million leaves -3.9% of its assets as net cash, top 35% of its family; cash from operations less capital spending is 5% of revenue (top 35%) (its annual report).

What it rests on

  • cash less debt against assets-3.9%top 35% of its family
  • cash from operations less capital spending against revenue5.0%top 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.2/10

What could actually drive growth from here?

top 28% of 13 in its family for growth drivers.

weight 45% of this tense · 72nd percentile among 13 sector filers · read for its customers

From the record

Schneider National, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -4.9% a year over the last three filed years against 3.8% over all 10, slowing (top 27% of its family); the newest year grew 7.3% (top 4%); capital spending grew -13% a year (bottom 46%) (its annual reports). Schneider National, Inc. reported 3 product lines in fiscal 2025: Transportation at $5.2 billion (92%), Other at $216 million (4%), Logistics Management at $214 million (4%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-8.8 points a yeartop 27% of its family
  • the newest year's revenue growth7.3%top 4% of its family
  • three-year growth of capital spending-13.0%bottom 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.6/10

Did its newest year beat what its own record pointed to?

top 24% of 13 in its family for expectations against reality.

weight 33% of this tense · 76th percentile among 13 sector filers · read for its shareholders

From the record

Schneider National, Inc.'s newest year against its own record: revenue of $5.7 billion in fiscal 2025 came in 19.8% above the $4.7 billion its prior three years' pace pointed to (top 12% of its family); net income of $104 million against a prior three-year average of $271 million (top 35%); a net margin of 1.8% against 4.5% before (top 27%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace19.8%top 12% of its family
  • net income against the prior three years' average-62%top 35% of its family
  • net margin against its prior average-2.7 pointstop 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SNDR · research, not advice