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Schneider National SNDR Q3 2026 earnings

Reported October 29, 2026 · After market close

Revenue$1.6BBeat by $3.1M
EPS$0.29Miss by $0.01
Revenue estimate$1.6B
EPS estimate$0.30
“Our third-quarter performance demonstrates how our strategy has positioned the enterprise to convert improving market conditions into stronger earnings and margins. Disciplined revenue management, productivity gains, and cost reductions are improving our operating leverage, while our diversified multimodal platform gives us the agility to respond as customer needs and freight flows evolve.”
Jim Filter

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$1.6B+9.2%
Operating income$62.1M+75.9%
Net income$49.5M+155%
EPS (diluted)$0.28+155%

Balance sheet

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Cash & equivalents$326.2M+68.1%
Total debt$393.2M-25.4%
Total equity$3.1B+2.5%
Total assets$5.0B+0.4%

Cash flow

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Operating cash flow$138.9M-24.6%
CapEx$136.6M+6.7%
Free cash flow$2.3M-95.9%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$5.16B+45.5%
Enterprise value$5.23B+34.7%
P/E36.4×+5.3×
P/S0.9×+0.2×

Profitability

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Operating margin3.4%+0.3pp
Net margin2.4%+0.3pp
FCF margin4.3%-0.2pp

Returns & leverage

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Return on equity4.6%+0.8pp
Debt / equity0.1×0.0×
Current ratio2.1×0.0×

Segments

By product

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Transportation$1.5B+9.0%
Logistics Management$68.2M+27.0%
Other$39.0M-0.5%

By segment

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Truckload$786.3M+7.7%
Logistics$376.1M+12.7%

FAQ

When did Schneider National report Q3 2026 earnings?
Schneider National (SNDR) reported Q3 2026 earnings on October 29, 2026 after market close.
What were Schneider National's Q3 2026 revenue and EPS?
Schneider National reported revenue of $1.6B and eps of $0.29 for Q3 2026.
Did Schneider National beat estimates in Q3 2026?
Revenue beat the consensus estimate of $1.6B by $3.1M. EPS missed the consensus estimate of $0.30 by $0.01.
How did Schneider National's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 9.2% from $1.5B a year earlier and eps grew 141.7% from $0.12.
Where can I find Schneider National's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001692063-26-000054) and the 10-Q periodic report (0001692063-26-000062) directly on SEC EDGAR. The filing index links above go to sec.gov.