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Schneider National SNDR Truckload — Revenues excluding fuel surcharge

Other segment segments

Logistics
$312.3M-5.9%
Intermodal
$268.2M-2.9%

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JBHTService Excluding Fuel Surcharge — Revenue (Gross)
$2.85B+10.8%

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

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

Returns & leverage

See full
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:Revenuesexcludingfuelsurcharge.

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 truckload — revenues excluding fuel surcharge?
Schneider National (SNDR) reported truckload — revenues excluding fuel surcharge of $618M in Q1 2026.
How has Schneider National's truckload — revenues excluding fuel surcharge changed year-over-year?
Schneider National's truckload — revenues excluding fuel surcharge increased by 0.7% year-over-year, from $613.7M to $618M.
What is the long-term trend for Schneider National's truckload — revenues excluding fuel surcharge?
Over 4 years (2021 to 2025), Schneider National's truckload — revenues excluding fuel surcharge has grown at a 6.3% compound annual growth rate (CAGR), from $1.93B to $2.47B.
What does truckload — revenues excluding fuel surcharge mean?
This metric measures the core revenue generated by the Truckload segment, stripping out the volatile pass-through costs associated with fuel surcharges. By isolating base freight rates, it provides a clearer view of underlying demand and pricing power within the core transportation business. This is a primary indicator of organic growth and operational performance independent of fuel price fluctuations.

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