Schneider National to Announce Q4 Earnings on January 29

Written by Emily J. Thompson, Senior Investment Analyst

SNDR-1.66%

Source: seekingalpha

Updated: 1d ago

0mins

Source: seekingalpha

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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SNDR

$29.71+Infinity%1D

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

BofA

Neutral -> Buy

upgrade

$32

2026-01-09

Reason

BofA

Price Target

$32

AI Analysis

2026-01-09

upgrade

Neutral -> Buy

Reason

BofA upgraded Schneider National to Buy from Neutral with a $32 price target. The firm looks to expand its exposure to cyclical Transport stocks into 2026, with a focus on cost conscious AI-enabled share gainers, the analyst tells investors in a year-ahead note on the sector. Demand should be aided by the Big Beautiful Bill's benefits of bonus depreciation, leading to infrastructure investments, $1.4 trillion in expected expenditures over the next three years on data centers and power supply, lower interest rates and potential flow through to the housing and forest product segments, the analyst says.

Susquehanna

Bascome Majors

Neutral

maintain

$19 -> $30

2026-01-08

Reason

Susquehanna

Bascome Majors

Price Target

$19 -> $30

2026-01-08

maintain

Neutral

Reason

Susquehanna analyst Bascome Majors raised the firm's price target on Schneider National to $30 from $19 and keeps a Neutral rating on the shares. The firm adjusted ratings and price targets in the logistics and trucking group as part of its 2026 outlook. The truckload recovery is taking place on the supply side, and Susquehanna is "shifting to a bullish valuation framework with some nearer-term caution toward chasing shares into softer seasonality," the analyst tells investors in a research note.

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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.