Equity Profile

SNDR

Schneider National, Inc.

IndustrialsCargo Ground Transportation$6.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Schneider National, Inc. (SNDR) is a major player in the cargo ground transportation sector, providing logistics and freight services across North America....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential to understand how well Schneider is capturing market demand in a competitive environment.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SNDR Q2-2026 Earnings Preview

Context

Company Snapshot

Schneider National, Inc. (SNDR) is a major player in the cargo ground transportation sector, providing logistics and freight services across North America. With a market cap of $6 billion, the company plays a crucial role in the supply chain, benefiting from trends in e-commerce and consumer spending.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-7.87%

Avg Stock Reaction

+0.25%

Last Quarter Recap

In Q1-2026, Schneider reported an EPS of $0.12, beating expectations slightly. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautious as Schneider has had mixed earnings surprises in recent quarters, with a 50% beat rate. The upcoming earnings report is expected to provide clearer insights into the company's trajectory.

Bull Case

If Schneider can deliver strong earnings and show solid revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor confidence.

Bear Case

Conversely, if Schneider misses earnings expectations again or fails to provide clear guidance, it could raise concerns about its competitiveness and market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining whether Schneider is on a recovery path or facing ongoing challenges.

How does management view revenue growth in the current economic climate?

Understanding management's perspective on revenue growth will provide insights into their strategy and market outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Schneider's ability to capitalize on increased freight demand as e-commerce continues to grow, despite recent mixed results.

Supporting Evidence

Options are pricing a 20.66% move, indicating expectations of volatility that may not align with historical performance.

The company's past performance shows a tendency to rebound after earnings surprises, suggesting potential for a positive outcome.

Key Risk

If EPS comes in above $0.15, it could challenge the current cautious sentiment and shift the narrative around Schneider's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Schneider can sustain growth amid economic pressures.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±20.66%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±20.7% while SNDR has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

49.7%

Calls (14K)P/C Ratio: 0.02Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Schneider beats expectations, history suggests a potential stock increase of around +2.03%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement.

Miss

A miss could result in a decline of about -1.53%, reflecting ongoing concerns about the company's performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-NJJosh GottheimerRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on freight demand trends and how they are impacting revenue.
2Management's commentary on operational efficiencies and cost management.
3Insights into competitive pressures in the cargo transportation sector.
4Details on any new contracts or partnerships that could drive growth.
5Guidance on expected performance for the next quarter.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Schneider National, Inc. (SNDR) is a major player in the cargo ground transportation sector, providing logistics and freight services across North America....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential to understand how well Schneider is capturing market demand in a competitive environment.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SNDR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-7.87%

Avg Stock Reaction

+0.25%

Last Quarter Recap

In Q1-2026, Schneider reported an EPS of $0.12, beating expectations slightly. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Schneider can deliver strong earnings and show solid revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor confidence.

Bear Case

Conversely, if Schneider misses earnings expectations again or fails to provide clear guidance, it could raise concerns about its competitiveness and market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining whether Schneider is on a recovery path or facing ongoing challenges.

How does management view revenue growth in the current economic climate?

Understanding management's perspective on revenue growth will provide insights into their strategy and market outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Schneider's ability to capitalize on increased freight demand as e-commerce continues to grow, despite recent mixed results.

Supporting Evidence

Options are pricing a 20.66% move, indicating expectations of volatility that may not align with historical performance.

The company's past performance shows a tendency to rebound after earnings surprises, suggesting potential for a positive outcome.

Key Risk

If EPS comes in above $0.15, it could challenge the current cautious sentiment and shift the narrative around Schneider's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Schneider can sustain growth amid economic pressures.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±20.66%

Historical Avg

±3.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±20.7% while SNDR has averaged ±3.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

49.7%

Calls (14K)P/C Ratio: 0.02Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Schneider beats expectations, history suggests a potential stock increase of around +2.03%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement.

Miss

A miss could result in a decline of about -1.53%, reflecting ongoing concerns about the company's performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-NJJosh GottheimerRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on freight demand trends and how they are impacting revenue.
2Management's commentary on operational efficiencies and cost management.
3Insights into competitive pressures in the cargo transportation sector.
4Details on any new contracts or partnerships that could drive growth.
5Guidance on expected performance for the next quarter.