Schneider National, Inc.
Simply Wall St reports Schneider National’s Q2 2026 results showed higher sales, net income and EPS, alongside a Zacks Rank and operational improvement progress. The stock trades at $36.10, with YTD return of 33.85% and 1-year total shareholder return of 49.76%. A fair-value narrative cites $36.57 (about 1.3% undervalued) versus an SWS DCF cash-flow value of $109.24.
Schneider National (SNDR) reported Q2 2026 results and raised full-year 2026 adjusted EPS guidance to $0.90 to $1.10 from $0.70 to $1.00, above the Zacks consensus of $1.02. The outlook cites cost reductions and productivity gains, plus $40 million targeted cost savings in 2026. Cash was $292.7M and debt $10.5M. A $150M buyback was approved.
Schneider National said it will launch an Ohio Valley to Kansas City intermodal container service starting June 5 with CSX Intermodal, Kansas City Southern, and the Marion Industrial Center. Schneider will run the Marion ramp, drayage, and dedicated train operations, while CSX and KCS will run four trains on the 700-mile route. The firm plans expansion to Dallas and Mexico later in 2006.
Over the past 7 days, alphai's AI scored 2 news stories mentioning SNDR (Schneider National, Inc.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent SNDR coverage spans earnings, financial news and technology.
In the last 30 days, SNDR insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($2.6M). The most active reporter was Rourke Mark B., Executive Chair, with 4 filings.
The piece frames SNDR as modestly undervalued after the earnings-driven rerating, but it provides no new guidance or deal terms beyond the reported Q2 results.
Guidance upside and cost-savings targets are the core catalyst for SNDR, supporting a bullish bias but with valuation still flagged as relatively cheap.
New intermodal service offering could shift volumes and margins for Schneider on a defined route, with expansion plans to Dallas and Mexico later in 2026.
SNDR is associated with the electrical infrastructure buildout, which could support order momentum in data-center power equipment tied to AI capacity expansion.
Guidance raise plus improving operating income suggests stronger demand and operating leverage, supporting near-term upside bias.
alphai scores every news story that mentions SNDR with an AI model for sentiment and relevance, and aggregates insider trades from Schneider National, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Simply Wall St reports Schneider National’s Q2 2026 results showed higher sales, net income and EPS, alongside a Zacks Rank and operational improvement progress. The stock trades at $36.10, with YTD return of 33.85% and 1-year total shareholder return of 49.76%. A fair-value narrative cites $36.57 (about 1.3% undervalued) versus an SWS DCF cash-flow value of $109.24.
5 min readSchneider National (SNDR) reported Q2 2026 results and raised full-year 2026 adjusted EPS guidance to $0.90 to $1.10 from $0.70 to $1.00, above the Zacks consensus of $1.02. The outlook cites cost reductions and productivity gains, plus $40 million targeted cost savings in 2026. Cash was $292.7M and debt $10.5M. A $150M buyback was approved.
6 min readSchneider National said it will launch an Ohio Valley to Kansas City intermodal container service starting June 5 with CSX Intermodal, Kansas City Southern, and the Marion Industrial Center. Schneider will run the Marion ramp, drayage, and dedicated train operations, while CSX and KCS will run four trains on the 700-mile route. The firm plans expansion to Dallas and Mexico later in 2006.
4 min readFirebird launched an AI “factory” in Armenia, with officials from Armenia and Kazakhstan attending. The facility uses NVIDIA accelerated computing and Dell Technologies infrastructure, with plans to deploy over 70,000 NVIDIA Rubin and Blackwell GPUs and 300 MW by end-2027. NVIDIA plans to invest in Firebird, following CoreWeave’s earlier investment. Power and cooling are provided by Schneider Electric and Vertiv.
3 min readSchneider National reported Q2 revenue up 10% year over year to $1.57 billion, and operating income up 30% to $71.4 million, according to its July 30 earnings release. CEO Jim Filter attributed results to productivity and efficiency gains. The company raised 2026 EPS guidance to 90 cents to $1.10 and cited capacity exits and a $40 million cost-savings target.
4 min readRourke Mark B. (Executive Chair) sold 72,994 shares of Schneider National, Inc. (SNDR) at an average of $35.73 ($35.18–$36.12, $2.61M total) across 4 trades over 2026-08-03 to 2026-08-04.
1 min readSchneider National (NYSE: SNDR) reported unaudited Q2 2026 results for the three months ended June 30, 2026. Enterprise operating income rose to $71.4M (+30% Y/Y) and diluted EPS was $0.28. Truckload and intermodal operating ratios improved. Cash: $396.5M debt, $292.7M cash. It raised FY 2026 adjusted diluted EPS guidance to $0.90-$1.10 and cut capex to $350-$400M.
6 min readSchneider Electric and AMD announced a jointly validated reference design for AMD’s Helios rackscale AI solution, aimed at faster, lower-risk deployment of high-density AI data centers. The design uses AMD Instinct MI455X GPUs, 6th Gen EPYC CPUs, Pensando Vulcano NICs and ROCm. It targets up to 10.4 MW IT capacity per cluster and 246 kW per rack, with liquid cooling and tools for power and thermal modeling.
4 min readThe article says U.S. trucking may face a driver capacity shortfall as regulators tighten enforcement on cabotage, English-language proficiency, and drug and alcohol compliance, according to executives at J.B. Hunt, Schneider National, and Werner Enterprises. It cites that in 2025 mega-carriers spent about 30% of operating revenue on compensation versus 25% in 2021-22.
7 min readSchneider National (SNDR) held its Q2 earnings call, reporting enterprise revenue excluding fuel surcharge of $1.3B (+4% YoY). Adjusted income from operations rose to $73M (+29%), and adjusted diluted EPS was $0.29 (+38%). The company raised 2026 EPS guidance to $0.90-$1.10 from $0.70-$1.00 and lowered net CapEx to $350-$400M.
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