Avantor Set to Join S&P MidCap 400; QuidelOrtho & Schneider National to Join S&P SmallCap 600
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 23 2024
0mins
Source: Newsfilter
Index Changes Announced: S&P Dow Jones Indices will replace QuidelOrtho Corp. with Avantor Inc. in the S&P MidCap 400 and Hibbett Inc. with QuidelOrtho in the S&P SmallCap 600, effective July 26, 2024. Additionally, Schneider National Inc. will replace U.S. Silica Holdings in the S&P SmallCap 600 on July 31, 2024.
Acquisitions Underway: JD Sports Fashion Plc is acquiring Hibbett, while Apollo Global Management Inc. is acquiring U.S. Silica Holdings, both pending final closing conditions.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SNDR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SNDR
Wall Street analysts forecast SNDR stock price to fall
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 33.340
Low
28.00
Averages
30.55
High
36.00
Current: 33.340
Low
28.00
Averages
30.55
High
36.00
About SNDR
Schneider National, Inc. is a provider of multimodal transportation and logistics solutions. The Company provides truckload, intermodal, and logistics services. It offers customized freight solutions including specialized equipment, multiple pickups and deliveries, local distribution, and freight network optimization. Its logistics services include warehousing, distribution, and transloading services. Its segments include Truckload, Intermodal, and Logistics. The Truckload segment provides over-the-road freight transportation via dry van, bulk, temperature-controlled, lightweight, and flat-bed trailers across dedicated or network configurations. The Intermodal segment provides door-to-door containers on flat car service through a combination of rail and dray transportation, in association with our rail providers. Its intermodal business uses company-owned containers, chassis, and trucks with primarily company dray drivers, augmented by third-party dray capacity.
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.
Analysis of Investment Opportunities and Risks in Small-Cap Stocks
- ChargePoint Performance Decline: ChargePoint (CHPT), with a market cap of $156.5 million, has experienced a 9.9% annual sales decline over the past two years, indicating significant challenges in the EV charging market that may affect its future competitiveness.
- Cash Flow Risks: Due to ongoing losses, ChargePoint may require additional dilutive financing, which will increase its financial pressure, especially if the credit environment tightens, further impacting shareholder value.
- Schneider Profitability Erosion: Schneider (SNDR), with a market cap of $5.23 billion, has seen only 2.6% annual revenue growth over the past two years, and its earnings per share have contracted by 14.9% over the last five years, suggesting that its profitability is being eroded in a highly competitive market.
- CECO Environmental Growth Potential: CECO Environmental (CECO), with a market cap of $2.92 billion, achieved a remarkable 19.9% annual revenue growth over the past two years, and is projected to accelerate growth over the next 12 months, indicating an expanding market share in the environmental technology sector.
See More
Schneider National to Participate in Global Transportation Investment Conference
- Investment Conference Participation: Schneider National will participate in the Wolfe Research Annual Global Transportation & Industrials Conference on May 21, 2026, with CEO Mark Rourke and CFO Darrell Campbell showcasing the company's leadership in transportation and logistics.
- Fireside Chat Schedule: The fireside chat is scheduled to begin at 8:35 a.m. Eastern Time, expected to attract investor attention and enhance Schneider's image and trust among investors.
- Webcast Availability: A webcast will be available during the event on Schneider's Investor Relations website, ensuring that investors who cannot attend live can access the information for a limited time after the conference.
- Company Background: 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 National Celebrates 35 Years of Intermodal Innovation
- Cross-Border Growth: Schneider has achieved a zero hand-off, single-rail cross-border route through its partnership with CPKC, boasting a cargo security rating of 99.98%, which enhances transport efficiency and builds customer trust in their services.
- Fast Track Service Launch: The introduction of Schneider's Fast Track service, which combines priority rail placement and proactive control tower management, significantly boosts the efficiency of time-sensitive freight, likely attracting more high-value customers and solidifying market position.
- Company Asset Advantage: With approximately 23,900 chassis and 26,800 containers, Schneider's strategic investment in company-owned assets provides customers with greater control and consistency during transport, thereby enhancing overall operational efficiency.
- Electric Fleet Development: Schneider is building one of the largest battery electric vehicle (BEV) fleets in the industry to support intermodal operations in California, aligning with environmental trends and enhancing the company's competitiveness in sustainable transportation.
See More
Schneider National Q1 2026 Earnings Call Insights
- Revenue Performance: Schneider National reported enterprise revenues of $1.2 billion for Q1, down 1% year-over-year, demonstrating resilience in a challenging environment as the company mitigated headwinds from weather and fuel volatility through cost-saving measures and productivity enhancements.
- Operational Efficiency: Adjusted operating income stood at $35 million with adjusted earnings per share at $0.12, as management highlighted progress on their $40 million cost savings initiatives, indicating strong execution on Cowan Systems integration.
- Market Dynamics: Network pricing renewals reached their highest level since 2021, with expectations for 2026 renewals to remain in the mid to high single digits, particularly for the most transactional customers, reflecting a robust rebound in market demand.
- Outlook: The company maintains its 2026 EPS guidance of $0.70 to $1, despite increased macro uncertainty, while management expresses growing confidence in supply attrition, indicating a cautiously optimistic view of future market conditions.
See More
Schneider National Declares Quarterly Dividend of $0.10 per Share
- Quarterly Dividend Announcement: Schneider National (SNDR) has declared a quarterly dividend of $0.10 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Dividend Yield: The forward yield of 1.32% reflects the company's attractiveness in the current market environment, potentially drawing in more income-focused investors seeking reliable returns.
- Shareholder Record Date: The dividend will be payable on July 10, with a record date of June 12 and an ex-dividend date also set for June 12, ensuring shareholders receive their payouts promptly.
- Market Reaction: While Schneider National's dividend announcement comes amid a sell-off in mid-cap industrial stocks, which may impact short-term investor confidence, the stable dividend policy is likely to support long-term investor loyalty.
See More
Schneider National to Announce Q1 Earnings on April 30
- Earnings Announcement: Schneider National (SNDR) is set to release its Q1 2023 earnings on April 30 after market close, with consensus EPS estimate at $0.10, reflecting a significant 37.5% year-over-year decline, which could negatively impact investor sentiment.
- Revenue Expectations: The anticipated revenue for Q1 is $1.42 billion, representing a modest 1.4% year-over-year growth, indicating some resilience in the company's market position, which may attract investor interest despite the limited growth.
- Earnings Forecast Revisions: Over the past three months, EPS estimates have seen no upward revisions and 11 downward adjustments, highlighting market concerns regarding Schneider's future profitability, which could exert downward pressure on its stock price.
- Revenue Estimate Changes: While there has been one upward revision in revenue estimates, there have also been seven downward revisions, reflecting a cautious market outlook on Schneider's performance in the current economic climate, potentially affecting shareholder confidence.
See More
Analysis of Investment Opportunities and Risks in Small-Cap Stocks
- ChargePoint Performance Decline: ChargePoint (CHPT), with a market cap of $156.5 million, has experienced a 9.9% annual sales decline over the past two years, indicating significant challenges in the EV charging market that may affect its future competitiveness.
- Cash Flow Risks: Due to ongoing losses, ChargePoint may require additional dilutive financing, which will increase its financial pressure, especially if the credit environment tightens, further impacting shareholder value.
- Schneider Profitability Erosion: Schneider (SNDR), with a market cap of $5.23 billion, has seen only 2.6% annual revenue growth over the past two years, and its earnings per share have contracted by 14.9% over the last five years, suggesting that its profitability is being eroded in a highly competitive market.
- CECO Environmental Growth Potential: CECO Environmental (CECO), with a market cap of $2.92 billion, achieved a remarkable 19.9% annual revenue growth over the past two years, and is projected to accelerate growth over the next 12 months, indicating an expanding market share in the environmental technology sector.
See More
Schneider National to Participate in Global Transportation Investment Conference
- Investment Conference Participation: Schneider National will participate in the Wolfe Research Annual Global Transportation & Industrials Conference on May 21, 2026, with CEO Mark Rourke and CFO Darrell Campbell showcasing the company's leadership in transportation and logistics.
- Fireside Chat Schedule: The fireside chat is scheduled to begin at 8:35 a.m. Eastern Time, expected to attract investor attention and enhance Schneider's image and trust among investors.
- Webcast Availability: A webcast will be available during the event on Schneider's Investor Relations website, ensuring that investors who cannot attend live can access the information for a limited time after the conference.
- Company Background: 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 National Celebrates 35 Years of Intermodal Innovation
- Cross-Border Growth: Schneider has achieved a zero hand-off, single-rail cross-border route through its partnership with CPKC, boasting a cargo security rating of 99.98%, which enhances transport efficiency and builds customer trust in their services.
- Fast Track Service Launch: The introduction of Schneider's Fast Track service, which combines priority rail placement and proactive control tower management, significantly boosts the efficiency of time-sensitive freight, likely attracting more high-value customers and solidifying market position.
- Company Asset Advantage: With approximately 23,900 chassis and 26,800 containers, Schneider's strategic investment in company-owned assets provides customers with greater control and consistency during transport, thereby enhancing overall operational efficiency.
- Electric Fleet Development: Schneider is building one of the largest battery electric vehicle (BEV) fleets in the industry to support intermodal operations in California, aligning with environmental trends and enhancing the company's competitiveness in sustainable transportation.
See More
Schneider National Q1 2026 Earnings Call Insights
- Revenue Performance: Schneider National reported enterprise revenues of $1.2 billion for Q1, down 1% year-over-year, demonstrating resilience in a challenging environment as the company mitigated headwinds from weather and fuel volatility through cost-saving measures and productivity enhancements.
- Operational Efficiency: Adjusted operating income stood at $35 million with adjusted earnings per share at $0.12, as management highlighted progress on their $40 million cost savings initiatives, indicating strong execution on Cowan Systems integration.
- Market Dynamics: Network pricing renewals reached their highest level since 2021, with expectations for 2026 renewals to remain in the mid to high single digits, particularly for the most transactional customers, reflecting a robust rebound in market demand.
- Outlook: The company maintains its 2026 EPS guidance of $0.70 to $1, despite increased macro uncertainty, while management expresses growing confidence in supply attrition, indicating a cautiously optimistic view of future market conditions.
See More
Schneider National Declares Quarterly Dividend of $0.10 per Share
- Quarterly Dividend Announcement: Schneider National (SNDR) has declared a quarterly dividend of $0.10 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Dividend Yield: The forward yield of 1.32% reflects the company's attractiveness in the current market environment, potentially drawing in more income-focused investors seeking reliable returns.
- Shareholder Record Date: The dividend will be payable on July 10, with a record date of June 12 and an ex-dividend date also set for June 12, ensuring shareholders receive their payouts promptly.
- Market Reaction: While Schneider National's dividend announcement comes amid a sell-off in mid-cap industrial stocks, which may impact short-term investor confidence, the stable dividend policy is likely to support long-term investor loyalty.
See More
Schneider National to Announce Q1 Earnings on April 30
- Earnings Announcement: Schneider National (SNDR) is set to release its Q1 2023 earnings on April 30 after market close, with consensus EPS estimate at $0.10, reflecting a significant 37.5% year-over-year decline, which could negatively impact investor sentiment.
- Revenue Expectations: The anticipated revenue for Q1 is $1.42 billion, representing a modest 1.4% year-over-year growth, indicating some resilience in the company's market position, which may attract investor interest despite the limited growth.
- Earnings Forecast Revisions: Over the past three months, EPS estimates have seen no upward revisions and 11 downward adjustments, highlighting market concerns regarding Schneider's future profitability, which could exert downward pressure on its stock price.
- Revenue Estimate Changes: While there has been one upward revision in revenue estimates, there have also been seven downward revisions, reflecting a cautious market outlook on Schneider's performance in the current economic climate, potentially affecting shareholder confidence.
See More
