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Schneider National, Inc.

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
3101 South Packerland Drive, Green Bay, WI, 54313, United States
920-592-2000
schneider.com
時価総額
$5.23B
PER (TTM)
50.4
74.1
配当利回り
1.3%
52週高値
$30.98
52週安値
$20.11
52週レンジ
89%
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 Q3 決算ハイライト

主なハイライト

Operating Revenue Growth Operating revenues reached $1,452.4M for the quarter, showing 10.4% growth versus prior year period.
Truckload Revenue Surge Truckload revenues (excl. fuel surcharge) increased $92.3M (17%) driven by Cowan acquisition volume.
Intermodal Volume Increase Intermodal revenues (excl. fuel surcharge) grew 6% due to 10% increase in delivered rail orders.
Cash Position Improvement Cash and cash equivalents increased to $194.1M by period end, up $76.5M since year-end 2024.

リスク要因

Quarterly Net Income Decline Quarterly net income fell 36.6% to $19.4M due to higher operating costs and expenses.
Insurance Cost Escalation Insurance costs rose 65% ($23.7M increase) driven by premiums and prior year claims development.
Increased Interest Expense Total other expenses increased $5.1M, driven by $5.9M higher interest expense related to Cowan debt.
Logistics Operating Squeeze Logistics income from operations decreased 16% ($1.2M) due to higher headcount costs and lower brokerage volume.

見通し

Cowan Integration Progress Goodwill allocation finalized; intangible assets amortization scheduled over 15.0 years average period.
Debt Repayment Activity Company repaid $70.0M outstanding balance on Receivables Purchase Agreement using cash on hand in October.
New Tax Legislation Review Evaluating impact of enacted OBBBA tax law changes, effective for periods beginning after December 15, 2024.
Sufficient Future Liquidity Anticipate cash flow and credit facilities sufficient to meet foreseeable long-term liquidity needs.

同業比較

売上高 (TTM)

Schneider National, Inc.SNDR
$5.67B
+7.3%
Landstar System, Inc.LSTR
$4.75B
-1.7%
SkyWest, Inc.SKYW
$4.06B
+15.0%

粗利益率 (最新四半期)

MDU Resources Group, Inc.MDU
190.7%
+0.7pp
SkyWest, Inc.SKYW
60.9%
+37.8pp
Brady CorporationBRC
51.5%
+1.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
POWL$6.92B36.930.6%0.1%
LSTR$5.58B48.313.0%1.7%
SNDR$5.23B50.43.4%8.3%

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29日
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EPS:-
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月30日|
    売上高: $1.45B+10.4%
    |
    EPS: $0.11-35.3%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月31日|
    売上高: $1.42B+7.9%
    |
    EPS: $0.21+5.0%
    予想通り
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $1.40B+6.3%
    |
    EPS: $0.15+36.4%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月21日|
    売上高: $5.29B-3.8%
    |
    EPS: $0.67-50.4%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月6日|
    売上高: $1.32B-2.7%
    |
    EPS: $0.17-15.0%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $1.32B-2.2%
    |
    EPS: $0.20-54.5%
    予想を上回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $1.32B-7.7%
    |
    EPS: $0.11-80.0%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月23日|
    売上高: $5.50B-16.7%
    |
    EPS: $1.35-47.5%
    予想を下回る