Schneider Executive Honored as 2026 Supply Chain Leader
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy SNDR?
Source: Newsfilter
- Leadership Recognition: Erin Van Zeeland, Schneider's Senior Vice President, has been named a 2026 Supply & Demand Chain Executive Pros to Know honoree, highlighting her leadership in steering complex transportation operations and enhancing performance across Schneider's services.
- Operational Efficiency Boost: Under Van Zeeland's direction, Schneider has strengthened its position as one of North America's most innovative truckload providers by optimizing core networks and enhancing dedicated operations, ensuring customers receive consistency and agility amid market fluctuations.
- Market Adaptability: Schneider aids customers in navigating shifting market conditions by optimizing backhauls, improving equipment efficiency, and eliminating empty miles, which helps provide flexible capacity during demand volatility and enhances ROI.
- Advocacy for Women Leaders: Van Zeeland has received multiple awards in the transportation sector and actively promotes women's advancement in the industry, serving on the leadership team of Schneider's Women's Network to foster a more inclusive and growth-oriented corporate culture.
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Analyst Views on SNDR
Wall Street analysts forecast SNDR stock price to rise
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 25.440
Low
28.00
Averages
30.55
High
36.00
Current: 25.440
Low
28.00
Averages
30.55
High
36.00
About SNDR
Schneider National, Inc. is a transportation and logistics services company. The Company and its subsidiaries provide multimodal surface transportation and logistics solutions in North America. The Company operates through three segments: Truckload, Intermodal and Logistics. The Truckload segments provide truckload services primarily focused on freight with consistent routes often based on long-term contracts, Van Network, which consists of irregular routes, and Bulk, which delivers key inputs for manufacturing processes, such as specialty chemicals. The Intermodal segment provides rail intermodal and drayage services to its customers. Company-owned containers, chassis, and dray tractors are used to provide these transportation services. In the Logistics segment, it provides additional sources of truck capacity, manages transportation-systems analysis requirements for individual customers, and provides transloading and warehousing services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Schneider Executive Honored as 2026 Supply Chain Leader
- Leadership Recognition: Erin Van Zeeland, Schneider's Senior Vice President, has been named a 2026 Supply & Demand Chain Executive Pros to Know honoree, highlighting her leadership in steering complex transportation operations and enhancing performance across Schneider's services.
- Operational Efficiency Boost: Under Van Zeeland's direction, Schneider has strengthened its position as one of North America's most innovative truckload providers by optimizing core networks and enhancing dedicated operations, ensuring customers receive consistency and agility amid market fluctuations.
- Market Adaptability: Schneider aids customers in navigating shifting market conditions by optimizing backhauls, improving equipment efficiency, and eliminating empty miles, which helps provide flexible capacity during demand volatility and enhances ROI.
- Advocacy for Women Leaders: Van Zeeland has received multiple awards in the transportation sector and actively promotes women's advancement in the industry, serving on the leadership team of Schneider's Women's Network to foster a more inclusive and growth-oriented corporate culture.
See More
Transportation Sell-Off: Schneider and Werner Upgraded to Neutral
- Rating Upgrade: Citi Research upgraded Schneider National (SNDR) and Werner Enterprises (WERN) from Sell to Neutral, indicating more reasonable valuations based on 2027 and 2028 earnings potential, despite ongoing weak freight demand.
- Market Environment Analysis: Analyst Ariel Rosa noted that the recent sell-off in the transport sector was driven by “overheated sentiment” and elevated valuations, particularly given the risks of demand destruction amid geopolitical uncertainty and labor market weakness.
- Earnings Potential Outlook: Despite challenges, the recent strength in flatbed rates and signs of a manufacturing recovery suggest that carriers may gain negotiating leverage against shippers for the first time in over three years, indicating potential earnings upside.
- Price Target Setting: Citi Research set a $27 price target for Schneider National, indicating a 5.3% upside, while Werner Enterprises has a target of $34, suggesting a 10% upside, reflecting market confidence in both companies' future performance.
See More
Violence Erupts in Mexico Following Drug Lord's Death
- Drug Lord Killed: The Mexican military, aided by U.S. intelligence, killed drug cartel leader Nemesio Oseguera, resulting in widespread violence across multiple states, which poses severe challenges to public safety and infrastructure.
- Trade Disruption Risk: Logistics companies warn that continued violence could dramatically impact trade between the U.S. and Mexico, particularly affecting freight operations on key transport routes, thereby straining economic relations between the two countries.
- Flight Cancellations Impact: Major U.S. airlines, including American Airlines and Southwest Airlines, canceled numerous flights due to the violence, affecting approximately 50% of air freight, which raises the risk of delays and increased costs for shipping.
- Port Operations Disrupted: The Port of Manzanillo, Mexico's busiest container port, has resumed normal operations, but ongoing road blockades due to violence continue to challenge cargo movement, impacting container traffic significantly.
See More
Schneider Surpasses 10 Million Zero Emission Miles with eCascadia Fleet
- Industry Benchmark: Schneider National, Inc. has become the first major carrier to surpass 10 million zero emission miles with its Freightliner eCascadia fleet, establishing a new standard for efficiency and responsible operations, thereby solidifying its leadership in the North American electric vehicle market.
- Environmental Achievement: Schneider's BEV fleet has reduced emissions by 33.5 million pounds of CO₂, equivalent to removing over 13,000 gasoline-powered cars from the road annually, showcasing its significant contributions to environmental sustainability while enhancing brand image among customers.
- Technological Investment: The company's continuous investments in technology, equipment, and operating practices ensure its ability to reduce emissions, conserve fuel, and eliminate waste across the supply chain, further enhancing transportation efficiency and value for customers.
- Driver Training: Schneider's driver training program, which includes simulation-based instruction and embedded best practices, saves over 335,000 gallons of fuel annually, demonstrating the company's commitment to improving driver efficiency and reducing operational costs.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Schneider National to Participate in Citi's 2026 Global Industrial Tech Conference
- Investor Conference Participation: Schneider National, Inc. will participate in Citi's 2026 Global Industrial Tech and Mobility Conference on February 18, 2026, with CEO Mark Rourke and CFO Darrell Campbell showcasing the company's leadership in transportation and logistics services.
- Fireside Chat Schedule: The fireside chat is scheduled to begin at 1:50 p.m. Eastern Time, expected to attract significant investor attention, thereby enhancing Schneider's visibility and credibility among investors.
- Webcast Availability: A webcast of the event will be available on Schneider's Investor Relations website, allowing investors to access the discussion for a limited time post-conference, which strengthens the interaction between the company and its investors.
- Company Background Overview: As a premier multimodal provider with over 90 years of experience, Schneider is committed to delivering superior customer experiences and leveraging its digital marketplace, Schneider FreightPower®, to offer flexible transportation solutions, further solidifying its market position.
See More
Schneider Executive Honored as 2026 Supply Chain Leader
- Leadership Recognition: Erin Van Zeeland, Schneider's Senior Vice President, has been named a 2026 Supply & Demand Chain Executive Pros to Know honoree, highlighting her leadership in steering complex transportation operations and enhancing performance across Schneider's services.
- Operational Efficiency Boost: Under Van Zeeland's direction, Schneider has strengthened its position as one of North America's most innovative truckload providers by optimizing core networks and enhancing dedicated operations, ensuring customers receive consistency and agility amid market fluctuations.
- Market Adaptability: Schneider aids customers in navigating shifting market conditions by optimizing backhauls, improving equipment efficiency, and eliminating empty miles, which helps provide flexible capacity during demand volatility and enhances ROI.
- Advocacy for Women Leaders: Van Zeeland has received multiple awards in the transportation sector and actively promotes women's advancement in the industry, serving on the leadership team of Schneider's Women's Network to foster a more inclusive and growth-oriented corporate culture.
See More
Transportation Sell-Off: Schneider and Werner Upgraded to Neutral
- Rating Upgrade: Citi Research upgraded Schneider National (SNDR) and Werner Enterprises (WERN) from Sell to Neutral, indicating more reasonable valuations based on 2027 and 2028 earnings potential, despite ongoing weak freight demand.
- Market Environment Analysis: Analyst Ariel Rosa noted that the recent sell-off in the transport sector was driven by “overheated sentiment” and elevated valuations, particularly given the risks of demand destruction amid geopolitical uncertainty and labor market weakness.
- Earnings Potential Outlook: Despite challenges, the recent strength in flatbed rates and signs of a manufacturing recovery suggest that carriers may gain negotiating leverage against shippers for the first time in over three years, indicating potential earnings upside.
- Price Target Setting: Citi Research set a $27 price target for Schneider National, indicating a 5.3% upside, while Werner Enterprises has a target of $34, suggesting a 10% upside, reflecting market confidence in both companies' future performance.
See More
Violence Erupts in Mexico Following Drug Lord's Death
- Drug Lord Killed: The Mexican military, aided by U.S. intelligence, killed drug cartel leader Nemesio Oseguera, resulting in widespread violence across multiple states, which poses severe challenges to public safety and infrastructure.
- Trade Disruption Risk: Logistics companies warn that continued violence could dramatically impact trade between the U.S. and Mexico, particularly affecting freight operations on key transport routes, thereby straining economic relations between the two countries.
- Flight Cancellations Impact: Major U.S. airlines, including American Airlines and Southwest Airlines, canceled numerous flights due to the violence, affecting approximately 50% of air freight, which raises the risk of delays and increased costs for shipping.
- Port Operations Disrupted: The Port of Manzanillo, Mexico's busiest container port, has resumed normal operations, but ongoing road blockades due to violence continue to challenge cargo movement, impacting container traffic significantly.
See More
Schneider Surpasses 10 Million Zero Emission Miles with eCascadia Fleet
- Industry Benchmark: Schneider National, Inc. has become the first major carrier to surpass 10 million zero emission miles with its Freightliner eCascadia fleet, establishing a new standard for efficiency and responsible operations, thereby solidifying its leadership in the North American electric vehicle market.
- Environmental Achievement: Schneider's BEV fleet has reduced emissions by 33.5 million pounds of CO₂, equivalent to removing over 13,000 gasoline-powered cars from the road annually, showcasing its significant contributions to environmental sustainability while enhancing brand image among customers.
- Technological Investment: The company's continuous investments in technology, equipment, and operating practices ensure its ability to reduce emissions, conserve fuel, and eliminate waste across the supply chain, further enhancing transportation efficiency and value for customers.
- Driver Training: Schneider's driver training program, which includes simulation-based instruction and embedded best practices, saves over 335,000 gallons of fuel annually, demonstrating the company's commitment to improving driver efficiency and reducing operational costs.
See More
Transport Stock Plummets 25% Due to Accounting Mistake.
Investor Confidence: A decline in investor confidence can lead to significant repercussions in financial markets, affecting stock prices and overall market stability.
Impact of Financial Reporting: Inaccurate or misleading financial reporting can erode trust among investors, prompting them to withdraw their investments and seek safer alternatives.
See More
Schneider National to Participate in Citi's 2026 Global Industrial Tech Conference
- Investor Conference Participation: Schneider National, Inc. will participate in Citi's 2026 Global Industrial Tech and Mobility Conference on February 18, 2026, with CEO Mark Rourke and CFO Darrell Campbell showcasing the company's leadership in transportation and logistics services.
- Fireside Chat Schedule: The fireside chat is scheduled to begin at 1:50 p.m. Eastern Time, expected to attract significant investor attention, thereby enhancing Schneider's visibility and credibility among investors.
- Webcast Availability: A webcast of the event will be available on Schneider's Investor Relations website, allowing investors to access the discussion for a limited time post-conference, which strengthens the interaction between the company and its investors.
- Company Background Overview: As a premier multimodal provider with over 90 years of experience, Schneider is committed to delivering superior customer experiences and leveraging its digital marketplace, Schneider FreightPower®, to offer flexible transportation solutions, further solidifying its market position.
See More
