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Schneider National SNDR Truckload — Purchased transportation, fuel, and fuel taxes

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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$6.17B+41.8%
Enterprise value$6.35B+34.5%
P/E63.1×+28.3×
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:PurchasedTransportationFuelAndFuelTaxes.

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
Elimination of inter-segment fuel surcharge revenues(0.8)
Operating revenues1,398.5
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

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Schneider National's truckload — purchased transportation, fuel, and fuel taxes?
Schneider National (SNDR) reported truckload — purchased transportation, fuel, and fuel taxes of $172.8M in Q1 2026.
How has Schneider National's truckload — purchased transportation, fuel, and fuel taxes changed year-over-year?
Schneider National's truckload — purchased transportation, fuel, and fuel taxes increased by 7.6% year-over-year, from $160.6M to $172.8M.
What is the long-term trend for Schneider National's truckload — purchased transportation, fuel, and fuel taxes?
Over 3 years (2022 to 2025), Schneider National's truckload — purchased transportation, fuel, and fuel taxes has grown at a -10.7% compound annual growth rate (CAGR), from $884.4M to $629.5M.
What does truckload — purchased transportation, fuel, and fuel taxes mean?
This metric captures the costs associated with outsourcing transportation capacity to third-party carriers, as well as the direct fuel and tax expenses incurred by the segment. It highlights the company's reliance on external capacity versus its own fleet and its exposure to fuel price volatility. High levels of this expense relative to revenue may indicate a shift toward an asset-light operating model.

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