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Schneider National SNDR Business Segments

TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Operating revenues by Business
Intermodal$1.24B-0.4%$1.25B-0.5%$1.26B+1.5%$1.24B+0.5%$1.23B+0.5%
Logistics$1.32B-1.5%$1.34B+0.4%$1.33B+1.4%$1.32B+1.6%$1.3B+0.6%
Truckload$2.89B+0.5%$2.87B+2.1%$2.81B+3.9%$2.71B+2.9%$2.63B+2.7%
Segment Reporting, Other Segment Item, Amount by Business
Intermodal$91.7M+0.2%$91.5M-2.2%$93.6M+1.5%$92.2M+2.0%$90.4M-0.6%
Logistics$80.3M-2.1%$82M+1.2%$81M+1.0%$80.2M+0.5%$79.8M+1.9%
Truckload$379.4M+0.5%$377.7M-0.5%$379.6M+6.8%$355.3M+4.1%$341.2M+2.6%
Revenues excluding fuel surcharge by Business
Intermodal$1.07B-0.6%$1.08B-0.7%$1.08B+1.6%$1.07B+1.1%$1.05B+1.3%
Logistics$1.31B-1.5%$1.33B+0.4%$1.33B+1.4%$1.31B+1.6%$1.29B+0.6%
Truckload$2.47B+0.2%$2.47B+2.1%$2.42B+4.0%$2.33B+3.6%$2.25B+3.5%
Operating supplies and expenses—net by Business
Intermodal$69.6M-0.6%$70M-1.3%$70.9M+1.7%$69.7M+4.8%$66.5M+1.4%
Logistics$61.4M+2.5%$59.9M+4.2%$57.5M+8.1%$53.2M+9.7%$48.5M+7.3%
Truckload$341.4M+1.8%$335.3M+4.5%$321M+6.4%$301.7M+6.3%$283.7M+7.3%
Income from operations by Business
Intermodal$61.8M-4.5%$64.7M+1.3%$63.9M+1.8%$62.8M+2.4%$61.3M+12.5%
Logistics$23.4M-6.4%$25M-19.1%$30.9M-3.7%$32.1M-9.3%$35.4M+8.3%
Truckload$103.1M-4.5%$108M+3.1%$104.8M-3.6%$108.7M+9.5%$99.3M+11.4%
Compensation Expense, Excluding Cost of Good and Service Sold by Business
Intermodal$174.3M-0.7%$175.5M-0.7%$176.7M+0.2%$176.3M+0.1%$176.1M-0.1%
Logistics$107.9M-4.5%$113M-0.2%$113.2M+2.4%$110.6M+6.0%$104.3M+3.8%
Truckload$1.08B0.0%$1.08B+2.9%$1.05B+4.4%$1.01B+3.5%$976M+3.7%
Fuel Surcharge Revenue by Business
Intermodal$175.6M+0.7%$174.3M+1.1%$172.4M+0.9%$170.8M-3.3%$176.7M-3.8%
Logistics$5.8M-1.7%$5.9M-6.3%$6.3M-3.1%$6.5M-3.0%$6.7M0.0%
Truckload$414.7M+2.5%$404.4M+2.6%$394M+3.4%$380.9M-1.3%$386M-1.6%
Purchased transportation, fuel, and fuel taxes by Business
Intermodal$794M-0.1%$795.1M-0.3%$797.7M+1.8%$783.4M-0.1%$783.8M-0.1%
Logistics$1.05B-1.2%$1.06B+0.7%$1.05B+1.1%$1.04B+1.2%$1.03B-0.4%
Truckload$641.7M+1.9%$629.5M+1.4%$620.7M+1.7%$610.2M-1.3%$618.3M-2.1%
Depreciation, Depletion and Amortization by Business
Intermodal$52.4M-0.4%$52.6M-0.2%$52.7M-0.2%$52.8M-0.4%$53M-0.6%
Logistics$1M-9.1%$1.1M+37.5%$800K+33.3%$600K+100%$300K+200%
Truckload$339.1M-0.2%$339.9M+1.6%$334.7M+3.5%$323.5M+3.1%$313.8M+3.2%
Goodwill by Business
Logistics$56.8M0.0%$56.8M0.0%$56.8M0.0%$56.8M0.0%$56.8M0.0%
Truckload$1.3B-0.2%$1.3B-3.0%$1.34B+0.5%$1.33B+0.5%$1.32B+0.6%
Operating revenues by Product
Logistics Management$222.8M+4.0%$214.2M-0.5%$215.3M+0.2%$214.8M+1.5%$211.6M+1.5%
Other$222.6M+3.1%$215.9M-5.6%$228.6M+7.2%$213.3M+0.3%$212.7M-1.0%
Transportation$5.23B-0.3%$5.24B+1.2%$5.18B+2.8%$5.04B+2.0%$4.95B+1.6%
Remaining Performance Obligation by Product
Logistics Management$76.4M-8.3%$83.3M+0.8%$82.6M+5.8%$78.1M+9.5%$71.3M+17.1%
Transportation$554.7M+19.1%$465.7M+29.7%$359.1M+45.8%$246.3M+59.2%$154.7M+4.1%

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Questions, answered.

How does Schneider National break its business down?
Schneider National (SNDR) reports operating revenues by business across 3 parts — Intermodal, Logistics and Truckload. Each is extracted from the segment footnotes and tracked over time.
Where does Schneider National's segment data come from?
Segment breakdowns are pulled from the segment footnotes in Schneider National's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.