Schneider National, Inc.(SNDR)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,384 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SNDR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Schneider National, Inc. (SNDR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores SNDR at 51.5/100 on a 32-signal composite quality model, placing it at rank #1,384 of 2,879 stocks — the top half of the AI-ranked universe. SNDR scores in the top quartile across revenue scale (79.7). Areas of concern include earnings quality (10.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Schneider National, Inc. reports quarterly revenue of $1.4B, net income of $20.4M, an operating margin of 2.4%. Top institutional holders of SNDR by reported 13-F value include BlackRock,, Blueprint Financial Advisors, Blueprint Investment Partners, based on the most recent SEC filings. SNDR trades on the NYSE exchange and files with the SEC under CIK 1692063. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SNDR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Schneider National, Inc. directly from SEC EDGAR. Schneider National, Inc.'s 13F Pro composite quality score has ranged between 8 and 68 since 2021, currently 51.5 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.4B
Net Income
Q1 2026
$20.4M
Free Cash Flow
Q1 2026
$52.0M
Operating Margin
Q1 2026
2.4%
ROIC
Q1 2026
1.0%
D/E Ratio
Q1 2026
0.13
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.2% YoYNet Income
-56.6% YoYOperating Income
-43.0% YoYEPS (Diluted)
-56.0% YoYTotal Assets
+6.2% YoYTotal Debt
+37.1% YoYOp. Cash Flow
-6.3% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $5.67B +3.2% | $5.50B -16.7% | $6.60B +17.8% | $5.61B +23.2% | $4.55B -4.1% | $4.75B |
| Net Income | $103.6M -56.6% | $238.5M -47.9% | $457.8M +12.9% | $405.4M +91.5% | $211.7M +44.0% | $147.0M |
| Operating Income | $168.9M -43.0% | $296.4M -50.6% | $600.4M +12.5% | $533.7M +86.2% | $286.7M +38.0% | $207.8M |
| EPS (Diluted) | $0.59 -56.0% | $1.34 -47.7% | $2.56 +12.3% | $2.28 +91.6% | $1.19 +43.4% | $0.83 |
| Total Assets | $4.84B +6.2% | $4.56B +5.5% | $4.32B +9.7% | $3.94B +12.0% | $3.52B -3.9% | $3.66B |
| Total Debt | $397.5M +37.1% | $290.0M +41.5% | $205.0M -24.2% | $270.3M -21.7% | $345.4M -26.6% | $470.5M |
| Operating Cash Flow | $637.4M -6.3% | $680.0M -20.6% | $856.4M +51.3% | $566.1M -8.4% | $618.2M -2.8% | $636.3M |
AI Insight: SNDR Financial Trends
Revenue grew 6% year-over-year to $1,398M in Q1 2026, but operating income and net income both declined sharply from prior-year levels.
• Revenue expanded from $1,317M in Q2 2024 to $1,398M in Q1 2026, a 6.2% gain over 22 months.
• Operating income compressed from $51M in Q2 2024 to $33M in Q1 2026, a 35% decline despite revenue growth.
• Total debt fell to $395M in Q1 2026 from $515M in Q4 2024, improving leverage profile.
⚠ Net income collapsed to $20M in Q1 2026 from $35M in Q2 2024; margins eroded even as sales grew.
⚠ Operating cash flow halved to $93M in Q1 2026 from $183M in Q2 2024, signaling working capital or operational stress.
AI Insight: SNDR Ratio Trends
Schneider National's profitability has collapsed across all metrics, with operating margin down 150bp and ROIC down 250bp since Q2 2024.
• Operating margin fell from 3.9% in Q2 2024 to 2.4% in Q1 2026, a sustained decline over four quarters with no recovery.
• ROIC deteriorated from 6.4% in Q2 2024 to 3.9% in Q1 2026, indicating sharply diminished capital productivity.
• Debt-to-equity ratio rose from 0.09 in Q2–Q3 2024 to 0.13–0.19 range in recent quarters, suggesting leverage creep.
⚠ Q3 2025 marked the worst quarter: OpMargin 2.4%, NPM 1.3%, ROIC 4.0%—watch for stabilization signs.
⚠ Q1 2026 shows no rebound; all profitability metrics remain at or near 18-month lows despite leverage stabilizing.
Get alerted when SNDR's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Schneider National, Inc. including:
Top Institutional Holders of SNDR
BlackRock, Inc.
$181.0M6,868,176 shBlueprint Financial Advisors LLC
$160.8M6,100,413 shBlueprint Investment Partners LLC
$160.8M6,100,413 shDIMENSIONAL FUND ADVISORS LP
$132.2M5,015,141 shVANGUARD PORTFOLIO MANAGEMENT LLC
$78.1M2,963,897 shAQR CAPITAL MANAGEMENT LLC
$64.8M2,469,727 shVANGUARD CAPITAL MANAGEMENT LLC
$63.3M2,402,218 shFIRST TRUST ADVISORS LP
$60.0M2,277,720 shDEPRINCE RACE & ZOLLO INC
$56.9M2,160,106 shEARNEST PARTNERS LLC
$54.8M2,077,769 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $181.0M | 6,868,176 |
| Blueprint Financial Advisors LLC | $160.8M | 6,100,413 |
| Blueprint Investment Partners LLC | $160.8M | 6,100,413 |
| DIMENSIONAL FUND ADVISORS LP | $132.2M | 5,015,141 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $78.1M | 2,963,897 |
| AQR CAPITAL MANAGEMENT LLC | $64.8M | 2,469,727 |
| VANGUARD CAPITAL MANAGEMENT LLC | $63.3M | 2,402,218 |
| FIRST TRUST ADVISORS LP | $60.0M | 2,277,720 |
| DEPRINCE RACE & ZOLLO INC | $56.9M | 2,160,106 |
| EARNEST PARTNERS LLC | $54.8M | 2,077,769 |
More Industrials Companies
View all Industrials →Put SNDR on your watchlist
Track score changes the day Schneider National, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is SNDR a good stock to buy?
13F Pro's AI-powered analysis of Schneider National, Inc. (SNDR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SNDR are available on the SNDR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SNDR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SNDR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Schneider National, Inc.'s investment landscape.