“Total Other Expenses-Net Total other expenses decreased $2.9 million, approximately 19%, in the six months ended June 30, 2026, compared to the same period in 2025, largely due to a $2.5 million decrease in interest expense.”10-Q · Jul 31, 2026 ↗
Schneider National, Inc.
SNDR
Market read
Schneider National, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- Net capital expenditures for the six months ended June 30, 2026 were $128.3M, a $21.3M decrease vs. 2025, driven by lower transportation equipment purchases and higher proceeds from sales.
- Total other expenses fell for the six months ended June 30, 2026 largely because interest expense decreased by $2.5M versus the same period in 2025.
Invalidation: The isolated read changes if SNDR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Net capital expenditures for the six months ended June 30, 2026 were $128.3M, a $21.3M decrease vs. 2025, driven by lower transportation equipment purchases and higher proceeds from sales.
- Total other expenses fell for the six months ended June 30, 2026 largely because interest expense decreased by $2.5M versus the same period in 2025.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +7.3% year over year.
- Operating cash flow covered net income at 6.15x in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- P/E is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
34.02Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Investing Activities Net cash used in investing activities increased $24.4 million, approximately 8%, in the first nine months of 2025 compared to the same period in 2024 primarily related to increased purchases of lease equipment, decreased proceeds from sal…”10-Q · Oct 30, 2025 ↗
“Purchased transportation costs increased $67.1 million, or 7%, primarily due to higher third-party carrier costs within Logistics consistent with increased revenue per order, increased purchased transportation costs within Intermodal resulting from higher fue…”10-Q · Jul 31, 2026 ↗
“As a result of this incident, we were required to rely on manual processes to book freight, execute loads, and pay carriers for two business days and otherwise execute our business continuity plans.”10-K · Feb 20, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.1× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 13:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SNDR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SNDR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SNDR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
TSPHFiling-linked nameinvesteeMay 1, 2026 ▾
“Upon completion of its initial public offering in April 2021, our investment in TuSimple was converted into Class A common shares and is being accounted for under ASC 321, Investments - Equity Securities .”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SNDR is currently a Early Follower in the organic co-movement group Trucking & Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.