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Schneider National (SNDR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · Schneider National (SNDR) Q3 2026 earnings results →
Q3 2026 Revenue up 9% year over year to $1.6B · 3¢ of every $1 of revenue kept as net profit · operating margin 3.9%
Schneider National made $1.6B in Q3 2026 (+9% Y/Y): Transportation $1.5B, Logistics Management $68.2M, Other $59.0M. Operating margin 3.9%, net earnings $49.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.6B in Q3 2026, up 9% year over year and up 1% from the previous quarter. Transportation was the largest line at 92% of revenue. Transportation added $0.12B year over year (up 9%), 91% of the total change. Other declined 4%.
Operating profit was $0.06B, a 3.9% margin (up 1.5 points year over year). Of the extra revenue versus Q3 2025, 20% reached operating profit, above the 2% margin then. Total costs grew 7% against revenue growth of 9%. Net earnings were $0.05B, up 155% year over year. The effective tax rate was 24.5%.
Operating cash flow was $0.14B (down 25% year over year), 281% of net earnings. Non-cash charges added back $0.11B of depreciation and amortization and $4.7M of share-based compensation. Working capital and other items used $0.02B. After purchases of transportation equipment, net ($0.08B) and purchases of other property and equipment ($0.01B), free cash flow as the company reports it was $0.06B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 30, 2026 | $1.6B | +9% | 3.9% | $49.5M | $139M |
| Q2 2026 | 10-Q | Jul 31, 2026 | $1.6B | +10% | 4.6% | $49.7M | $171M |
| Q1 2026 | 10-Q | May 1, 2026 | $1.4B | -0.2% | 2.4% | $20.4M | $92.9M |
| Q4 2025 | 10-K | Feb 20, 2026 | $1.4B | +4% | 2.6% | $22.1M | $186M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $1.5B | +10% | 2.4% | $19.4M | $184M |
| Q2 2025 | 10-Q | Jul 31, 2025 | $1.4B | +8% | 3.9% | $36.0M | $176M |
| Q1 2025 | 10-Q | May 1, 2025 | $1.4B | +6% | 3.0% | $26.1M | $91.7M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Schneider National
Certain acronyms and terms used throughout this Annual Report are specific to our Company, commonly used in our industry, or are otherwise frequently used throughout our document. Definitions for these acronyms and terms are provided in the “Glossary of Terms” available at the front of this document. References to “Notes” are to the notes to consolidated financial statements included in this Annual Report on Form 10-K. Schneider National, Inc. and its subsidiaries (collectively “Schneider,” the “Company,” “we,” “us,” or “our”) are among North America’s leading providers of multimodal transportation and logistics solutions. Our comprehensive and diverse portfolio spans truckload, intermodal, and logistics services, delivering flexible options to meet the needs of a broad customer base across the U.S., Canada, and Mexico.
In its own words, from its 10-K, filed Feb 20, 2026.
Schneider National against its Trucking (No Local) peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +16%. Operating margin: 3.9% against the peers' median 6.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SNDR Schneider National | Q3 2026 | $1.6B | +9% | 3.9% |
| JBHT Hunt J B Transport Services | Q3 2026 | $3.7B | +20% | 6.7% |
| KNX Knight-Swift Transportation Holdings | Q3 2026 | $2.2B | +14% | 8.1% |
| ODFL Old Dominion Freight Line | Q3 2026 | $1.6B | +13% | 28.5% |
| LSTR Landstar System | Q3 2026 | $1.5B | +25% | 4.3% |
| ARCB Arcbest | Q3 2026 | $1.2B | +16% | 6.1% |
| SAIA Saia | Q3 2026 | $982M | +17% | 12.4% |
| WERN Werner Enterprises | Q3 2026 | $951M | +23% | 1.8% |
| ULH Universal Logistics Holdings | Q3 2026 | $394M | -0.7% | 8.3% |
Source: Schneider National 10-Q on SEC EDGAR · CIK 1692063 · Trucking (No Local)
Guidance and outlook
13F: who owns SNDR and who is buying
More on SNDR
- How Schneider National makes money: revenue by segment
- Schneider National next earnings date and what analysts expect
- Schneider National stock forecast, price target and fair value
- Who owns Schneider National stock: holders, funds and Congress trades
- Schneider National guidance and outlook
- Is Schneider National a takeover target? LBO and rumors
- Schneider National recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Schneider National guidance history: guided vs reported
- Schneider National operating margin by quarter
- Schneider National net income by quarter
- Schneider National free cash flow by quarter
- Schneider National capital expenditures by quarter
- Schneider National Transportation revenue by quarter
- Schneider National Logistics Management revenue by quarter