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Schneider National SNDR Truckload — Operating supplies and expenses—net

Other segment segments

Intermodal
$16.3M-5.2%
Logistics
$15.4M+10.8%

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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 truckload — operating supplies and expenses—net?
Schneider National (SNDR) reported truckload — operating supplies and expenses—net of $88.5M in Q1 2026.
How has Schneider National's truckload — operating supplies and expenses—net changed year-over-year?
Schneider National's truckload — operating supplies and expenses—net increased by 7.4% year-over-year, from $82.4M to $88.5M.
What is the long-term trend for Schneider National's truckload — operating supplies and expenses—net?
Over 3 years (2022 to 2025), Schneider National's truckload — operating supplies and expenses—net has grown at a 15.6% compound annual growth rate (CAGR), from $216.9M to $335.3M.
What does truckload — operating supplies and expenses—net mean?
This encompasses the day-to-day operational costs required to run the Truckload segment, such as maintenance, insurance, and administrative supplies, net of any recoveries. It serves as a proxy for the overhead and variable costs necessary to sustain daily logistics operations. Tracking this helps evaluate the segment's ability to control non-labor and non-fuel operating expenses.

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