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Schneider National SNDR Logistics — Fuel Surcharge Revenue

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Other financials

Income statement

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Revenue$1.4B-0.2%
Operating income$33.4M-20.7%
Net income$20.4M-21.8%
EPS (diluted)$0.12-20.0%

Balance sheet

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Cash & equivalents$227.8M+115%
Total debt$403.5M-30.1%
Total equity$3.0B+1.1%
Total assets$4.9B-1.1%

Cash flow

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Operating cash flow$92.9M+1.3%
CapEx$40.9M-64.2%
Free cash flow$52.0M+329%

Valuation

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Market cap$6.18B+49.2%
Enterprise value$6.36B+40.9%
P/E63.1×+30.1×
P/S1.1×+0.3×

Profitability

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Gross margin57.9%
Operating margin2.8%-0.5pp
Net margin1.7%-0.6pp
FCF margin6.3%+1.2pp

Returns & leverage

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Return on equity3.3%-0.9pp
Debt / equity0.1×-0.1×
Current ratio1.9×+0.1×

Where this comes from

Reported directly by Schneider National in its filing.

Tagged under the XBRL concept sndr:FuelSurchargeRevenue.

The source filing: Schneider National’s 10-Q, filed May 1, 2026.

Filed
May 1, 2026, 2:20 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001692063-26-000025
Segment Revenues and Expenses / (in millions)Three Months Ended March 31, 2026 / TruckloadThree Months Ended March 31, 2026 / IntermodalThree Months Ended March 31, 2026 / LogisticsThree Months Ended March 31, 2026 / Total
Revenues (excluding fuel surcharge)$618.0$253.5$312.3$1,183.8
Fuel surcharge revenues111.143.71.4156.2
Segment operating revenues729.1297.2313.71,340.0
Other revenues99.6
Elimination of inter-segment revenues(40.3)
Elimination of inter-segment fuel surcharge revenues(0.8)
Operating revenues1,398.5
Salaries, wages, and benefits269.942.324.6

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Schneider National's logistics — fuel surcharge revenue?
Schneider National (SNDR) reported logistics — fuel surcharge revenue of $1.4M in Q1 2026.
How has Schneider National's logistics — fuel surcharge revenue changed year-over-year?
Schneider National's logistics — fuel surcharge revenue decreased by 6.7% year-over-year, from $1.5M to $1.4M.
What is the long-term trend for Schneider National's logistics — fuel surcharge revenue?
Over 3 years (2022 to 2025), Schneider National's logistics — fuel surcharge revenue has grown at a -28.7% compound annual growth rate (CAGR), from $16.3M to $5.9M.
What does logistics — fuel surcharge revenue mean?
Represents the revenue collected from customers specifically to offset the costs of fuel consumption during transportation services. This metric is used to track the effectiveness of fuel recovery programs and the impact of fuel price volatility on the segment's top line. It serves as a pass-through mechanism to mitigate exposure to energy market fluctuations.

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