Sndr.Ns
SNDR.NS is an industrial goods company that designs, manufactures, and sells electrical components and equipment, primarily serving the machinery and industrial sectors.
Business. Schneider National Inc (NYSE: SNDR) is a ground freight and logistics provider operating within the transportation industry. The company generates service revenue through its transportation activities. Specific details regarding its operating segments and geographic mix are not available. Schneider National is headquartered in the United States and is primarily listed on the New York Stock Exchange.
Analyst recommendations
17 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressJosh Gottheimer — Schneider National, Inc. Common2026-01-26 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressLisa McClain — Schneider National, Inc. Common2025-10-14 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — Schneider National, Inc. Common2025-09-25 · Republican · MI · Purchase · $1,001 - $15,000
- CongressJosh Gottheimer — Schneider National, Inc. Common2024-07-26 · Democrat · NJ · Purchase · $1,001 - $15,000
Pre-earnings brief
Schneider National Inc (SNDR.K) has entered the analytical scope for the first time, establishing a baseline for future performance tracking. As this is the initial analysis for the ticker, there is no prior data to compute material changes or deltas, marking the start of systematic monitoring for the transportation company. The most significant recent activity involves a major modification in holder positions for investor ID 587. Data detected on June 25, 2026, indicates that this investor increased their shareholding to 2,540 shares as of March 31, 2026, representing a portfolio weight of approximately 0.000039%. This position was valued at $0.067 million at the time of the report. This increase follows a previous adjustment detected on June 20, 2026, which recorded the same investor holding 239 shares as of the same March 31, 2026 date. The sequence of data points highlights a substantial shift in the investor's stake, moving from a minimal holding of 239 shares to a significantly larger position of 2,540 shares within the same reporting period. Schneider National currently maintains a corporate structure with one officer and is followed by two analysts. The company is not a member of any major indices but has a broad base of 32 top holders, suggesting a dispersed ownership structure despite the notable concentration changes observed in specific investor accounts.
Signals & dispatch
Composite-score breakdown
Synthesis
Schneider National Inc (NYSE: SNDR) is a ground freight and logistics provider operating within the transportation industry. The company generates service revenue through its transportation activities. Specific details regarding its operating segments and geographic mix are not available. Schneider National is headquartered in the United States and is primarily listed on the New York Stock Exchange.
SNDR.NS maintains a conservative capital structure with a debt-to-equity ratio of 0.1, indicating a strong equity base relative to its liabilities. The company's liquidity position is characterized as medium, with a current ratio of 3.65, suggesting it has sufficient short-term assets to cover its short-term obligations. However, the company has a negative net cash position after subtracting total debt, which may limit its flexibility in capital deployment.
In terms of profitability, SNDR.NS reports a return on equity (ROE) of 9.1% and a return on assets (ROA) of 6.71%, both of which are key metrics for evaluating the efficiency of capital use and asset management. These figures suggest the company is generating reasonable returns relative to its equity and asset base, though a direct comparison to industry medians is required to assess relative performance.
The company's revenue is concentrated in a single business segment, as disclosed in its latest financial report, with no geographic diversification provided in the available data. This lack of segmental and geographic detail limits the ability to assess exposure to regional or product-specific risks.
Looking ahead, SNDR.NS is expected to maintain a stable growth trajectory, with no specific numeric deltas provided in the outlook for the current or next fiscal year. The company's capital expenditure of -277.88 million INR indicates a net outflow, which may reflect ongoing investments in infrastructure or equipment.
The company's risk profile is characterized by a low dilution potential, with no significant dilution events identified in the latest filings. However, the negative net cash position and the absence of detailed guidance on future capital needs may introduce some uncertainty regarding liquidity risk.
Recent filings and transcripts do not provide specific details on strategic initiatives or major events affecting the company's operations or financial performance. The absence of recent material events suggests a relatively stable operating environment, though this may also indicate a lack of innovation or expansion in the near term.
Schneider National Inc (SNDR.K) has entered the analytical scope for the first time, establishing a baseline for future performance tracking. As this is the initial analysis for the ticker, there is no prior data to compute material changes or deltas, marking the start of systematic monitoring for the transportation company. The most significant recent activity involves a major modification in holder positions for investor ID 587. Data detected on June 25, 2026, indicates that this investor increased their shareholding to 2,540 shares as of March 31, 2026, representing a portfolio weight of approximately 0.000039%. This position was valued at $0.067 million at the time of the report. This increase follows a previous adjustment detected on June 20, 2026, which recorded the same investor holding 239 shares as of the same March 31, 2026 date. The sequence of data points highlights a substantial shift in the investor's stake, moving from a minimal holding of 239 shares to a significantly larger position of 2,540 shares within the same reporting period. Schneider National currently maintains a corporate structure with one officer and is followed by two analysts. The company is not a member of any major indices but has a broad base of 32 top holders, suggesting a dispersed ownership structure despite the notable concentration changes observed in specific investor accounts.
- SNDR.NS has a strong equity base and a conservative debt structure, with a debt-to-equity ratio of 0.1.
- The company generates a ROE of 9.1% and a ROA of 6.71%, indicating efficient use of capital and assets.
- Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
- The company has a negative net cash position, which may limit its flexibility in capital deployment.
- No significant dilution events are identified, and the dilution potential is assessed as low.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Estimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- EVP - General Counsel · Employee Stock Option (Right to Buy) → Class B Common StockDisposed 20 271 @ $25,91exercise · 2026-06-10
- EVP-Chief Innovation, Tech · Employee Stock Option (Right to Buy) → Class B Common StockDisposed 8 352 @ $24,81exercise · 2026-06-08
- EVP Human Resources · Employee Stock Option (Right to Buy) → Class B Common StockDisposed 8 478 @ $25,91exercise · 2026-05-05
- EVP Human Resources · Employee Stock Option (Right to Buy) → Class B Common StockDisposed 6 725 @ $25,91exercise · 2026-05-04
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- SNDR.NS Market data — financials · 2026-05-29
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,04 %$60M
- Investment Managers · as of 2026-03-310,03 %$65M
- Investment Managers · as of 2026-03-310,03 %$132M
- Investment Managers · as of 2026-03-310,02 %$46M
- Institutional Investor · as of 2022-09-300,01 %$0M
- Institutional Investor · as of 2026-03-310,01 %$47M
- Investment Managers · as of 2026-03-310,00 %$23M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$52M
- Investment Managers · as of 2026-03-310,00 %$13M
- Investment Managers · as of 2024-12-310,00 %$7M
- Funds · as of 2026-03-310,00 %$13M
- Investment Managers · as of 2024-06-300,00 %$84M
- Investment Managers · as of 2025-12-310,00 %$120M
- Investment Managers · as of 2026-03-310,00 %$50M
- Brokerage Firms · as of 2026-03-310,00 %$8M
- Brokerage Firms · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$24M
- Investment Managers · as of 2026-03-310,00 %$8M
- Investment Managers · as of 2026-03-310,00 %$5M
- Institutional Investor · as of 2026-03-310,00 %$3M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$7M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Mark B. RourkePresident, Chief Executive Officer, Director
Insider activity
- EVP - General Counsel · Class B Common StockOther 20 271 @ $25,91$525K · 2026-06-10
- EVP - General Counsel · Class B Common StockSold 20 271 @ $37,15$753K · 2026-06-10
- EVP-Chief Innovation, Tech · Class B Common StockOther 8 352 @ $24,81$207K · 2026-06-08
- EVP-Chief Innovation, Tech · Class B Common StockSold 8 352 @ $38,59$322K · 2026-06-08
- Director, 10% owner · Class B Common StockOther 25 173 · 2026-05-27
- VP and Corporate Controller · Class B Common StockSold 2 425 @ $30,90$75K · 2026-05-06
- EVP Human Resources · Class B Common StockOther 8 478 @ $25,91$220K · 2026-05-05
- EVP Human Resources · Class B Common StockSold 7 869 @ $30,43$239K · 2026-05-05
- EVP Human Resources · Class B Common StockSold 6 250 @ $30,01$188K · 2026-05-04
- EVP Human Resources · Class B Common StockOther 6 725 @ $25,91$174K · 2026-05-04
- EVP Human Resources · Class B Common StockOther 636 · 2026-05-01
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director, 10% owner · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director, 10% owner · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 5 468 · 2026-04-30
- Director · Class B Common StockOther 15 @ $28,47$432 · 2026-04-08
- EVP-Chief Innovation, Tech · Class B Common StockOther 9 415 · 2026-02-26
- EVP - CFO · Class B Common StockSold 6 000 @ $28,89$173K · 2026-02-19
- President & CEO · Class B Common StockOther 66 918 · 2026-02-18
- EVP-Chief Innovation, Tech · Class B Common StockOther 4 146 @ $28,73$119K · 2026-02-15
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -6.7%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): -11.5%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -7.1%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 7.3%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 2.2%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -6.7%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -1.9%Derived (calculated)
- Net margin (FY 2025-12-31): 1.8%Derived (calculated)
- Return on equity (FY 2025-12-31): 3.4%Derived (calculated)
- Return on assets (FY 2025-12-31): 2.1%Derived (calculated)
- Current ratio (FY 2025-12-31): 2.13xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.60xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -15.0%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 71.3%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 1.3%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -11.9%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -10.6%Derived (calculated)
- Total liabilities (annual): USD 1.82BSEC XBRL filing
- Total assets (annual): USD 4.84BSEC XBRL filing
- Pre-tax income (annual): USD 138MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 1SEC XBRL filing
- Capex (annual): USD 352MSEC XBRL filing
- Operating income (annual): USD 168.9MSEC XBRL filing
- Cash & equivalents (annual): USD 201.5MSEC XBRL filing