Schneider National SNDR Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Operating revenues by Business | ||||||
| Intermodal | $297.2M-1.8% | $313.2M-1.9% | $327.9M+5.9% | $305.5M+2.0% | $302.8M+2.1% | |
| Logistics | $313.7M-5.9% | $330.8M+1.5% | $333.6M+5.8% | $341M+6.4% | $333.5M+2.2% | |
| Truckload | $729.1M+2.0% | $710M+9.3% | $730.4M+16.9% | $719.9M+11.9% | $714.5M+10.8% | |
| Segment Reporting, Other Segment Item, Amount by Business | ||||||
| Intermodal | $22.9M+0.9% | $22.5M-8.5% | $24.1M+6.2% | $22.2M+8.8% | $22.7M-2.2% | |
| Logistics | $19.3M-8.1% | $21.4M+4.9% | $20.4M+4.1% | $19.2M+2.1% | $21M+7.7% | |
| Truckload | $93.4M+1.9% | $89.4M-2.1% | $104M+30.5% | $92.6M+18.0% | $91.7M+10.5% | |
| Revenues excluding fuel surcharge by Business | ||||||
| Intermodal | $253.5M-2.6% | $268.2M-2.9% | $281.4M+6.3% | $265.1M+4.7% | $260.4M+5.3% | |
| Logistics | $312.3M-5.9% | $329.3M+1.7% | $332.1M+5.9% | $339.6M+6.5% | $332M+2.2% | |
| Truckload | $618M+0.7% | $610M+8.9% | $624.5M+17.3% | $622.2M+15.2% | $613.7M+14.0% | |
| Operating supplies and expenses—net by Business | ||||||
| Intermodal | $16.8M-2.3% | $16.3M-5.2% | $17.5M+7.4% | $19M+20.3% | $17.2M+5.5% | |
| Logistics | $15.4M+10.8% | $15.7M+18.0% | $15.3M+39.1% | $15M+45.6% | $13.9M+31.1% | |
| Truckload | $88.5M+7.4% | $86.5M+19.8% | $86.5M+28.7% | $79.9M+29.1% | $82.4M+30.4% | |
| Income from operations by Business | ||||||
| Intermodal | $10.9M-21.0% | $18M+4.7% | $16.8M+7.0% | $16.1M+10.3% | $13.8M+97.1% | |
| Logistics | $6.5M-19.8% | $2.6M-69.4% | $6.4M-15.8% | $7.9M-29.5% | $8.1M+50.0% | |
| Truckload | $20.2M-19.5% | $23M+16.2% | $19.8M-16.5% | $40.1M+30.6% | $25.1M+68.5% | |
| Compensation Expense, Excluding Cost of Good and Service Sold by Business | ||||||
| Intermodal | $42.3M-2.8% | $43.6M-2.7% | $44M+0.9% | $44.4M+0.5% | $43.5M-0.5% | |
| Logistics | $24.6M-17.2% | $26.3M-0.8% | $27.4M+10.5% | $29.6M+27.0% | $29.7M+14.7% | |
| Truckload | $269.9M+0.1% | $271.5M+12.7% | $274.8M+19.1% | $268.5M+14.4% | $269.6M+14.7% | |
| Fuel Surcharge Revenue by Business | ||||||
| Intermodal | $43.7M+3.1% | $45M+4.4% | $46.5M+3.6% | $40.4M-12.7% | $42.4M-14.2% | |
| Logistics | $1.4M-6.7% | $1.5M-21.1% | $1.5M-11.8% | $1.4M-12.5% | $1.5M0.0% | |
| Truckload | $111.1M+10.2% | $100M+11.6% | $105.9M+14.1% | $97.7M-5.0% | $100.8M-5.7% | |
| Purchased transportation, fuel, and fuel taxes by Business | ||||||
| Intermodal | $191.3M-0.6% | $199.8M-1.3% | $212.3M+7.2% | $190.6M-0.2% | $192.4M-0.3% | |
| Logistics | $247.8M-4.9% | $264.5M+2.9% | $263.8M+4.6% | $269M+4.8% | $260.6M-1.7% | |
| Truckload | $172.8M+7.6% | $155M+6.0% | $159.8M+7.0% | $154.1M-5.0% | $160.6M-7.5% | |
| Depreciation, Depletion and Amortization by Business | ||||||
| Intermodal | $13M-1.5% | $13M-0.8% | $13.2M-0.8% | $13.2M-1.5% | $13.2M-2.2% | |
| Logistics | $100K-50.0% | $300K— | $300K+200% | $300K— | $200K— | |
| Truckload | $84.3M-0.9% | $84.6M+6.5% | $85.5M+15.1% | $84.7M+12.9% | $85.1M+13.0% | |
| Goodwill by Business | ||||||
| Logistics | $14.2M0.0% | $14.2M0.0% | $14.2M0.0% | $14.2M0.0% | $14.2M0.0% | |
| Truckload | $323.2M-0.7% | $323.2M-11.1% | $324.7M+2.3% | $324.5M+2.2% | $325.4M+2.5% | |
| Operating revenues by Product | ||||||
| Logistics Management | $62.3M+16.0% | $52.3M-2.1% | $53.7M+0.9% | $54.5M+6.2% | $53.7M+6.1% | |
| Other | $29.7M+29.1% | $128.7M-9.0% | $39.2M+64.0% | $25M+2.5% | $23M-8.4% | |
| Transportation | $1.28B-1.4% | $1.3B+4.8% | $1.34B+11.7% | $1.31B+8.1% | $1.3B+6.4% | |
| Remaining Performance Obligation by Product | ||||||
| Logistics Management | $17.5M-28.3% | $19.3M+3.8% | $18.8M+31.5% | $20.8M+48.6% | $24.4M+74.3% | |
| Transportation | $129.5M+220% | $140.5M+314% | $151.7M+290% | $133M+221% | $40.5M+17.7% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →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.
