Schneider National Appoints New CEO, Mark Rourke to Become Executive Chairman
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Schneider National announced a planned leadership transition designed to "ensure continuity and position the company for its next phase of growth." Mark Rourke, who has served as Schneider's President and Chief Executive Officer since 2019, will assume the role of Executive Chairman of the Board of Directors effective July 1, 2026. In conjunction with this change, the Board of Directors has appointed Jim Filter, currently Executive Vice President and Group President of Transportation and Logistics, Schneider's next President and Chief Executive Officer, effective July 1, 2026. Filter is expected to be appointed to Schneider's Board of Directors at a later date, following his transition to Chief Executive Officer.
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Analyst Views on SNDR
Wall Street analysts forecast SNDR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNDR is 30.55 USD with a low forecast of 28.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 30.210
Low
28.00
Averages
30.55
High
36.00
Current: 30.210
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 National to Announce Q4 Earnings on January 29
- Earnings Announcement Date: Schneider National (SNDR) is set to release its Q4 earnings on January 29 after market close, with consensus EPS estimate at $0.20 (flat Y/Y) and revenue estimate at $1.45B (+8.2% Y/Y).
- Performance Expectation Analysis: Over the past two years, Schneider has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating volatility and adaptability in its performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw no upward revisions but 14 downward adjustments, while revenue estimates experienced 7 upward and 4 downward revisions, reflecting market caution regarding the company's future performance.
- Market Outlook: Schneider has provided a $0.70 EPS guidance for 2025, indicating confidence in future profitability as supply rationalization accelerates, despite currently facing a cyclical high and waiting for a rebound in the trucking industry.
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Schneider National Q4 Earnings Miss Expectations Amid Challenges
- Performance Review: Schneider National reported $1.3 billion in revenue for Q4, a 4% year-over-year increase, yet adjusted operating income fell to $38 million, down 15% year-over-year, reflecting severe market conditions and performance pressures.
- Strategic Shift: The company has focused on increasing dedicated services to nearly 70% of its fleet, enhancing market competitiveness through acquisitions and tech solutions, despite challenges from automotive shutdowns and adverse weather.
- Cost Savings Target: Schneider achieved $40 million in cost savings in Q4 and anticipates an additional $40 million in 2026, aiming to improve operational efficiency and profitability through structural enhancements.
- Future Outlook: Management provided adjusted EPS guidance for 2026 at $0.70 to $1, and while facing inflationary pressures and demand uncertainty, they expect gradual market recovery to drive improvements in profitability.
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