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+3.99%
Close of 9 Nov 2026, in USD
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About Schneider National
From its filings with the US Securities and Exchange Commission
Schneider National is based in Green Bay, Wisconsin and is incorporated in Wisconsin. Its shares trade on NYSE under the ticker SNDR. The SEC classifies its business as trucking (no local). In the fiscal year to 31 December 2025, it reported revenue of $5.67bn and net income of $103.6m. At that date it held total assets of $4.84bn and shareholders' equity of $3.02bn. By business, Transportation brought in 92.4% of revenue, followed by Other at 3.8% and Logistics Management at 3.8%.
Schneider National, Inc. and its subsidiaries (collectively “Schneider,” the “Company,” “we,” “us,” or “our”) are among North America’s leading providers of multimodal transportation and logistics solutions. Our comprehensive and diverse portfolio spans truckload, intermodal, and logistics services, delivering flexible options to meet the needs of a broad customer base across the U.S., Canada, and Mexico. Leveraging advanced technologies, including agentic AI, data science, and predictive analytics, we create innovative, data-driven solutions designed to ensure the safe, efficient, and timely movement of goods. Founded in 1935 and publicly traded on the NYSE under the ticker symbol “SNDR,” Schneider continues to drive industry leadership through scale, innovation, and operational excellence. In July 2024, we were added to the S&P SmallCap 600 Index.
Consistent with the transportation industry, our business can be seasonal across each of our segments, which generally translates to our reported revenues and operating expenses being the lowest in the first quarter and highest in the fourth quarter. Operating expenses tend to be higher in the winter months, primarily due to colder weather, which causes higher maintenance expense and fuel consumption from increased idle time.
Quoted from its 10-K, filed 20 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Industrials
- Industry
- Road & Rail
- Listed since
- 6 Apr 2017
- Employees
- 19,000
- Website
- schneider.com ↗
- Head office
- 3101 SOUTH PACKERLAND DRIVE, GREEN BAY, WI, 54313
- Incorporated in
- WI
- Classification
- Trucking (No Local)
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. James WelchIndependent Chairman of the Board$375,015
- Mr. Mark RourkePresident, Chief Executive Officer, Director$9.3m
- Mr. Darrell CampbellChief Financial Officer, Executive Vice President$1.8m
- Mr. Shaleen DevgunExecutive Vice President and Chief Innovation and Technology Officer$1.8m
- Mr. Robert ReichExecutive Vice President, Chief Administrative Officer$2.0m
- Mr. Thomas JacksonExecutive Vice President, General Counsel, Corporate Secretary$1.5m
- Ms. Angela FishExecutive Vice President - Human Resources
- Mr. James FilterExecutive Vice President, Group President of Transportation and Logistics$2.3m
- Ms. Mary DePreyDirector$252,044
- Mr. Robert KnightDirector$275,015
- Ms. Kathleen ZimmermannDirector$291,031
- Ms. Jyoti ChopraIndependent Director$275,015
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 46
- Environment
- 27
- Social
- 78
- Governance
- 33
- Direct emissions (scope 1)
- 955,368 t
- Energy emissions (scope 2)
- 9,531 t
- Women in the workforce
- 22.6%
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Schneider National Inc. has several strengths that contribute to its competitive advantage in the market. The company has a strong brand image and a long-standing reputation for providing reliable and efficient transportation and logistics services. With over 80 years of experience in the industry, Schneider National has built a robust network of customers and partners. Another strength of Schneider National is its extensive fleet of trucks and trailers, allowing the company to offer a wide range of transportation solutions to meet customer needs. The company also emphasizes on technological advancements, using innovative systems and software to optimize its operations and improve customer satisfaction. Schneider National has a highly skilled workforce, including experienced drivers and a knowledgeable management team. The company invests in training and development programs to ensure the expertise of its employees. Additionally, Schneider National's strong financial position provides stability and resources for future growth and expansion.
Weaknesses
- While Schneider National enjoys many strengths, it is not without its weaknesses. One of the weaknesses is its dependence on fuel prices, as fluctuations in fuel costs can impact the company's profitability. Additionally, Schneider National faces intense competition in the transportation and logistics industry, which can put pressure on pricing and margins. Another weakness is the company's heavy reliance on third-party carriers to meet customer demand during peak seasons. This dependency can create challenges in maintaining consistent service levels and may result in higher costs or potential disruptions in operations. Schneider National also faces regulatory and compliance risks, as the transportation industry is subject to various laws and regulations. Adhering to these regulations and ensuring compliance can be demanding, especially with changing industry standards and environmental regulations.
Opportunities
- Schneider National has several opportunities to capitalize on in the market. The increasing demand for e-commerce and online shopping presents a growth opportunity for the company's logistics services. By offering efficient last-mile delivery solutions and leveraging its technology capabilities, Schneider National can expand its customer base in the e-commerce sector. Furthermore, the growing trend towards sustainable transportation provides an opportunity for Schneider National to develop and promote eco-friendly initiatives. By investing in alternative fuels, electric vehicles, and implementing sustainable practices, the company can position itself as an environmentally responsible transportation provider. The acquisition or strategic partnerships with regional or international logistics companies can also offer opportunities for Schneider National to expand its presence in new markets and diversify its service offerings.
Threats
- Schneider National faces various threats in the market that can potentially impact its business. One major threat is the volatility in fuel prices, as sudden increases can lead to higher operating costs and put pressure on profitability. Economic downturns and fluctuations in customer demand can also pose challenges for the company. The emergence of new technologies and disruptive business models in the transportation and logistics industry is another threat for Schneider National. The rise of autonomous vehicles, drone deliveries, and digital platforms could potentially disrupt traditional transportation methods and reshape the industry dynamics. In addition, intensifying competition from both established players and new entrants poses a threat to Schneider National's market share and profitability. Competitors may offer similar services at lower prices or adopt advanced technologies, making it essential for Schneider National to continuously innovate and differentiate itself from competitors.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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