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Schneider National SNDR Logistics — Operating supplies and expenses—net

Other segment segments

Truckload
$88.5M+7.4%
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$16.3M-5.2%

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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$6.4B+47.1%
Enterprise value$6.58B+39.3%
P/E65.4×+30.7×
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 us-gaap:OperatingCostsAndExpenses.

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
Salaries, wages, and benefits269.942.324.6
Purchased transportation, fuel, and fuel taxes172.8191.3247.8
Depreciation and amortization84.313.00.1
Operating supplies and expenses-net88.516.815.4
Other segment expenses(1)93.422.919.3
Segment income from operations$20.2$10.9$6.537.6
Corporate and other loss from operations—net(4.2)
Income from operations33.4

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Schneider National's logistics — operating supplies and expenses—net?
Schneider National (SNDR) reported logistics — operating supplies and expenses—net of $15.4M in Q1 2026.
How has Schneider National's logistics — operating supplies and expenses—net changed year-over-year?
Schneider National's logistics — operating supplies and expenses—net increased by 10.8% year-over-year, from $13.9M to $15.4M.
What is the long-term trend for Schneider National's logistics — operating supplies and expenses—net?
Over 3 years (2022 to 2025), Schneider National's logistics — operating supplies and expenses—net has grown at a -14.8% compound annual growth rate (CAGR), from $96.7M to $59.9M.
What does logistics — operating supplies and expenses—net mean?
Includes the net costs of various operational supplies and miscellaneous expenses required to support the daily activities of the logistics segment. This category captures the day-to-day overhead that is not directly tied to labor or purchased transportation. Tracking this helps identify trends in operational discipline and the management of indirect costs.

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