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Schneider National SNDR Transportation — Operating revenues

Other product segments

Logistics Management
$62.3M+16.0%
Other
$29.7M+29.1%

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$51.15M+2.3%

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:Revenues.

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
Disaggregated Revenues (in millions)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
Transportation$1,277.7$1,295.6
Logistics management62.353.7
Other58.552.5
Total operating revenues$1,398.5$1,401.8

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Schneider National's transportation — operating revenues?
Schneider National (SNDR) reported transportation — operating revenues of $1.28B in Q1 2026.
How has Schneider National's transportation — operating revenues changed year-over-year?
Schneider National's transportation — operating revenues decreased by 1.4% year-over-year, from $1.3B to $1.28B.
What is the long-term trend for Schneider National's transportation — operating revenues?
Over 4 years (2021 to 2025), Schneider National's transportation — operating revenues has grown at a 0.4% compound annual growth rate (CAGR), from $5.17B to $5.24B.
What does transportation — operating revenues mean?
This metric represents the total gross revenue generated by the transportation segment from the provision of freight and logistics services to customers. It reflects the top-line performance of the core shipping operations, excluding inter-segment eliminations. Monitoring this figure helps investors assess the segment's market demand, pricing power, and overall scale within the broader logistics network.

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