Schneider National, Inc. (SNDR) Stock Analysis
Industrials · Trucking
Sell if holding. Engine safety override at $37.02: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 12%; Elevated put/call ratio: 9.54; Below-average business quality.
Schneider National is a leading North American multimodal transportation and logistics provider with three segments: Truckload, Intermodal, and Logistics. The company serves approximately 7,400 customers including 136 Fortune 500 companies and managed approximately $2.2B of... Read more
Sell if holding. Engine safety override at $37.02: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 12%; Elevated put/call ratio: 9.54; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.9/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Schneider National, Inc.
About Schneider National, Inc.
Schneider National's fleet as of December 31, 2025 comprised 7,800 over-the-road sleeper cab tractors, 4,100 day cab tractors, 52,000 trailers, 26,800 containers, and 23,900 chassis, operated across Truckload, Intermodal, and Logistics segments by approximately 19,000 associates—70% of whom are drivers. Owner-operators provided 13% of driver capacity. The company served 7,400 customers in fiscal 2025, including 136 Fortune 500 companies, and the Logistics segment managed approximately $2.2 billion of third-party freight through over 14,000 carrier relationships.
Schneider generates revenue through three reportable segments. Truckload encompasses company-employed drivers and owner-operators in both dedicated long-term contracts and over-the-road network operations across dry van, bulk, temperature-controlled, and flat-bed configurations. Intermodal delivers container-on-flat-car services using Schneider-owned containers and company drayage drivers via agreements with Class I railroads including CSX Transportation, the UP, and the CPKC. Logistics provides asset-light brokerage (including Power Only services using a nationwide company-owned trailer pool), 3PL warehousing, and import/export services. Dedicated operations carry long-term contracts that are nonetheless subject to cancellation. Fuel is the primary variable cost; Schneider made 99% of fuel purchases through negotiated volume discounts in 2025 and uses fuel surcharge programs to partially recover diesel price increases, though surcharges historically have not protected against the full effect of rising prices. The company acquired Cowan, a dedicated and logistics carrier serving retail and food-and-beverage customers, in December 2024.
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Schneider's Intermodal segment faces a structural dependency on a small number of Class I railroad partners—currently CSX Transportation, the UP, and the CPKC. In July 2025, the UP announced a merger agreement to acquire Norfolk Southern Railroad; if approved by shareholders and the Surface Transportation Board, the combined entity would control over 50,000 miles of track, potentially resulting in less favorable contract terms, extended post-merger integration disruptions, and reduced competitive tension in intermodal lane pricing that could weigh on Intermodal segment profitability.
See also: Industrials · Trucking
From Schneider National, Inc.'s most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-17Recent Developments — Schneider National, Inc.
Latest news
- NEWS Amazon Supply Chain Services Announces U.S. Expansion Of Less-Than-Truckload Freight To Any Type Of Destination, Includi — benzinga Jun 10, 2026 neutral
- NEWS Wells Fargo Maintains Equal-Weight on Schneider National, Raises Price Target to $38 — benzinga Jun 5, 2026 positive
- NEWS Susquehanna Maintains Neutral on Schneider National, Raises Price Target to $36 — benzinga Jun 2, 2026 positive
- NEWS S&P 500 Hits Record 7,500, Dow Crosses 50,000 As Cisco, Nvidia Power AI Rally: Stock Market Today — benzinga May 14, 2026 positive
- NEWS UBS Maintains Neutral on Schneider National, Raises Price Target to $27 — benzinga May 13, 2026 positive
Generated 2026-06-17T09:02:27Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-05-01Item 5.02LOWShareholders approved the amended and restated 2017 Omnibus Incentive Plan at the April 30, 2026 annual meeting, increasing shares authorized by 19,900,000. Routine compensatory arrangement approval.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $37.02: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 12%; Elevated put/call ratio: 9.54; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $34.43. Score 4.9/10, moderate confidence.
Take-profit target: $38.39 (+3.7% upside). Prior stop was $34.43. Stop-loss: $34.43.
Target reached (-21.6% upside); Quality below floor (3.7 < 4.0).
Schneider National, Inc. trades at a P/E of 67.3 (forward 24.2). TrendMatrix value score: 5.8/10. Verdict: Sell.
22 analysts cover SNDR with a consensus score of 3.7/5. Average price target: $33.
What does Schneider National, Inc. do?Schneider National is a leading North American multimodal transportation and logistics provider with three segments:...
Schneider National is a leading North American multimodal transportation and logistics provider with three segments: Truckload, Intermodal, and Logistics. The company serves approximately 7,400 customers including 136 Fortune 500 companies and managed approximately $2.2B of third-party freight through its logistics segment in 2025.