Schneider National, Inc.
NYSE•SNDR
CEO: Mr. Mark B. Rourke
セクター: Industrials
業種: Trucking
上場日: 2017-04-06
Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations. The Intermodal segment provides door-to-door container on flat car services through a combination of rail and dray transportation using company-owned containers, chassis, and trucks. The Logistics segment offers asset-light freight brokerage, supply chain, warehousing, and import/export services to manage and move its customers' freight. The company leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
連絡先情報
時価総額
$4.79B
PER (TTM)
46.2
80.3
配当利回り
1.4%
52週高値
$30.98
52週安値
$20.11
52週レンジ
順位41Top 44.9%
4.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$1.40B+4.52%
直近4四半期の推移
EPS
$0.13-31.58%
直近4四半期の推移
フリーCF
$295.80M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Revenue Growth Strong Revenues excluding fuel surcharge increased 8% to $5,093.9M, driven by Truckload Dedicated volume and Network rates.
Operating Income Rises Adjusted income from operations grew 3% to $177.6M, reflecting volume increases across segments despite rising operating costs.
Cash Flow Improves Free Cash Flow increased 14% to $348.2M, supported by lower net capital expenditures compared to 2024 spending.
Cowan Acquisition Impact Truckload Dedicated revenue saw a $299.7M increase, primarily due to integrating Cowan's operations starting Q4 2024.
リスク要因
Driver Shortages Pressure Industry faces persistent shortages; inability to retain drivers requires higher compensation, potentially reducing profitability.
Fuel Cost Recovery Lag Fuel surcharge recovery lags diesel price changes, potentially failing to fully offset cost increases impacting margins.
High Claims Exposure Claims accruals rose to $320.8M; adverse litigation verdicts could exceed insurance coverage limits, causing losses.
Governance Concentration Risk Dual class stock structure grants Voting Trust 94% voting power, limiting shareholder influence on corporate actions.
見通し
Strategic Capital Deployment Strategy emphasizes disciplined capital deployment across fleet modernization, technology upgrades, and safety enhancements.
Technology Transformation Focus Continued investment in digital tools and AI solutions expected to streamline operations and improve network performance.
Talent Retention Initiatives Focus remains on differentiating driver experience through better home-time balance, training, and technology tools.
New Share Repurchase New three-year, $150.0M share repurchase program authorized in January 2026 to offset equity grant dilution.
同業比較
売上高 (TTM)
$5.67B
$4.75B
$4.06B
粗利益率 (最新四半期)
60.9%
50.6%
46.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| POWL | $6.11B | 32.5 | 30.6% | 0.1% |
| AGX | $5.97B | 49.6 | 31.4% | 0.3% |
| LSTR | $5.43B | 47.5 | 13.0% | 1.7% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.1%
横ばい
4四半期純利益CAGR
-5.4%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月23日
EPS:$0.11
|売上高:$1.40B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし