SNDR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03

Price $32.89

P/E (TTM) 51.4

EPS (TTM) $0.64

Revenue (TTM) $5.82B

ROE (TTM) 3.7%

Debt/Equity (MRQ) 0.1

52W Range $20–$39

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04

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About Schneider National, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.

History

Founded in 1935 when Al Schneider sold the family car to buy his first truck. Schneider is headquartered in Green Bay, Wisconsin. Don Schneider, Al's oldest son, succeeded Al as president on February 9, 1976, and served in that role for 27 years. In 2002, Christopher Lofgren was named the company's third president and CEO. Mark Rourke succeeded Chris Lofgren as President and CEO of Schneider in 2019. In 2026, Jim Filter succeeded Mark Rourke as President and CEO. Mark Rourke becomes Executive Chairman of the Board.

Schneider began trading on the New York Stock Exchange on April 6, 2017; company management rang the opening bell. The stock had an initial public offering of $19.50 per share.

In January 2022, Schneider acquired Midwest Logistics Systems (MLS), with MLS continuing to operate as a standalone subsidiary.

In 2023, Schneider National launched an all-electric fleet composed of 92 Freightliner eCascadias, described by the Green Bay Press-Gazette as "one of the largest EV truck fleets in the nation". The fleet is supported by an electric charging depot at Schneider's South El Monte Operations Center in Southern California, capable of charging 32 trucks simultaneously. The company received the Deloitte Wisconsin 75 sustainability award for reducing carbon emissions.

On April 21, 2023, Schneider signed its shipping contract with the seven-day-old Canadian Pacific Kansas City.

Schneider acquired M&M Transport Services in August of 2023. M&M is based out of Bridgewater, Massachusetts.

In September 2023, Darrell Campbell was announced as the Executive Vice President and Chief Financial Officer.

Also in 2023, Schneider National received the National Safety Council’s Green Cross for Safety Advocate Award for its pioneering work piloting technology to combat impaired driving.

In November 2024, Schneider announced its acquisition of Cowan Systems, LLC expanding its operations across the Eastern and Mid-Atlantic U.S. regions.

Market

Schneider hauls 9,100,000 freight miles per day, with 19,400 associates, 12,500 company trucks and 54,400 trailers on the road.

10-Year Performance Revenue, net income, margins and EPS trends

06

Revenue$5.67B

2016-12-31 → 2025-12-31

EPS$0.59

2016-12-31 → 2025-12-31

Free Cash Flow$285M

2017-12-31 → 2025-12-31

Net margin1.9%

2017-12-31 → 2025-12-31

Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric	5Y trend	SNDR	5Y avg	Peer Median	Verdict
P/E (TTM)		51.45Y avg ≈25.9	≈25.9	54.2	Overvalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric	SNDR	5Y avg	Peer Median	Verdict
Operating Margin (TTM)	3.0%5Y avg ≈6.0%	≈6.0%	4.6%	Weak
EBITDA Margin	3.0%5Y avg ≈6.0%	≈6.0%	4.8%	Weak
Pretax Margin (TTM)	2.6%5Y avg ≈5.9%	≈5.9%	4.4%	In line
Net Profit Margin (TTM)	1.9%5Y avg ≈4.5%	≈4.5%	3.3%	In line
ROA (TTM)	2.2%5Y avg ≈6.4%	≈6.4%	2.3%	In line
ROE (TTM)	3.7%5Y avg ≈9.8%	≈9.8%	4.0%	In line
ROIC	3.7%5Y avg ≈9.4%	≈9.4%	4.2%	Weak

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric	SNDR	5Y avg	Peer Median	Verdict
Debt / Equity (MRQ)	0.15Y avg ≈0.1	≈0.1	0.1	In line
Current Ratio (MRQ)	2.05Y avg ≈1.9	≈1.9	1.4	Strong liquidity
Quick Ratio (MRQ)	1.55Y avg ≈1.2	≈1.2	1.2	Strong liquidity
Long-Term Debt / Equity (MRQ)	0.15Y avg ≈0.1	≈0.1	0.1	High debt

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric	SNDR	5Y avg	Peer Median	Verdict
Revenue YoY	7.2%5Y avg ≈5.5%	≈5.5%	·	·
Revenue CAGR 3Y	-4.9%5Y avg ≈-0.12%	≈-0.12%	·	·
Revenue CAGR 5Y	4.5%	·	·	·
EPS YoY	-10.6%5Y avg ≈-1.0%	≈-1.0%	·	·
Net Income YoY	-11.5%5Y avg ≈-1.2%	≈-1.2%	·	·
EPS CAGR 3Y	-38.7%5Y avg ≈-22.8%	≈-22.8%	·	·
EPS CAGR 5Y	-13.1%	·	·	·
Net Income CAGR 3Y	-39.1%5Y avg ≈-23.0%	≈-23.0%	·	·
Net Income CAGR 5Y	-13.3%	·	·	·

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric	SNDR	5Y avg	Peer Median	Verdict
EPS (Diluted)	$0.595Y avg ≈$1.49	≈$1.49	·	·
Revenue / Share	$32.265Y avg ≈$32.32	≈$32.32	·	·
Cash Flow / Share	$3.625Y avg ≈$3.86	≈$3.86	·	·

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric	SNDR	5Y avg	Peer Median	Verdict
Asset Turnover	1.25Y avg ≈1.3	≈1.3	1.0	Top tier
Receivables Turnover	9.65Y avg ≈9.3	≈9.3	9.6	In line
Revenue / Employee	≈$298.6K	·	·	·

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13

Payout Ratio64.7%

Annualized Payout≈$0.40Paid quarterly

5Y Div CAGR≈7.9%Per share, split-adjusted

Ex-date	Amount	Currency	Yield
Sep 11, 2026	$0.10	USD	≈1.2%
Jun 12, 2026	$0.10	USD	≈1.0%
Mar 13, 2026	$0.10	USD	≈1.6%
Dec 12, 2025	$0.10	USD	≈1.4%
Sep 12, 2025	$0.10	USD	≈1.6%
Jun 13, 2025	$0.10	USD	≈1.6%
Mar 14, 2025	$0.10	USD	≈1.6%
Dec 13, 2024	$0.10	USD	≈1.2%
Sep 13, 2024	$0.10	USD	≈1.4%
Jun 7, 2024	$0.10	USD	≈1.6%
Mar 7, 2024	$0.10	USD	≈1.6%
Dec 7, 2023	$0.09	USD	≈1.5%
Sep 7, 2023	$0.09	USD	≈1.3%
Jun 8, 2023	$0.09	USD	≈1.3%
Mar 9, 2023	$0.09	USD	≈1.2%
Dec 8, 2022	$0.08	USD	≈1.3%
Sep 8, 2022	$0.08	USD	≈1.4%
Jun 9, 2022	$0.08	USD	≈1.3%
Mar 10, 2022	$0.08	USD	≈1.1%
Dec 9, 2021	$0.07	USD	≈1.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14

Avg Surprise 4.9%

Next Report Oct 28, 2026

Period	Report	EPS Actual	EPS Est	Surprise
June 30, 2026	Jul 29, 2026	$0.29	$0.24	22.5%
March 31, 2026		$0.12	$0.10	17.9%
Dec. 31, 2025		$0.12	$0.10	17.9%
Sept. 30, 2025		$0.12	$0.21	-43.3%
June 30, 2025		$0.21	$0.21	1.5%
March 31, 2025		$0.16	$0.14	12.9%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15

Income Statement 14

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$5.67B	$5.29B	$5.50B	$6.60B	$5.61B	$4.55B	$4.75B	$4.98B	$4.38B	$4.05B	$3.96B
Cost of Revenue	·	·	·	·	·	·	$2.00B	$1.97B	$1.61B	$1.47B	$1.43B
Operating Expenses	$5.51B	$5.13B	$5.20B	$6.00B	$5.08B	$4.27B	$4.54B	$4.60B	$4.10B	$3.76B	$3.70B
Operating Income	$169M	$165M	$296M	$600M	$534M	$287M	$208M	$376M	$280M	$290M	$260M
Interest Expense	·	·	$14M	$10M	$12M	$14M	$17M	$17M	$19M	$21M	$19M
Other Non-op	$-3M	$-700.0K	$17M	$10M	$19M	$6M	$-2M	$1M	$500.0K	$-3M	$-3M
Pretax Income	$138M	$152M	$306M	$604M	$542M	$283M	$198M	$365M	$263M	$266M	$239M
Income Tax	$34M	$35M	$68M	$146M	$137M	$71M	$51M	$96M	$-126M	$109M	$98M
Net Income	$104M	$117M	$238M	$458M	$405M	$212M	$147M	$269M	$390M	$157M	$141M
EPS (Basic)	$0.59	$0.67	$1.35	$2.57	$2.28	$1.19	$0.83	$1.52	$2.28	$1.00	$0.91
EPS (Diluted)	$0.59	$0.66	$1.34	$2.56	$2.28	$1.19	$0.83	$1.52	$2.28	$1.00	$0.91
Shares (Basic)	175,200,000	175,500,000	177,300,000	177,900,000	177,600,000	177,300,000	177,100,000	177,000,000	171,100,000	156,600,000	155,300,000
Shares (Diluted)	175,900,000	176,100,000	178,200,000	178,800,000	178,100,000	177,600,000	177,300,000	177,200,000	171,300,000	156,800,000	155,600,000
EBITDA	$169M	$165M	$296M	$600M	$534M	$287M	$208M	$376M	$280M	·	·

Balance Sheet 26

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$202M	$118M	$102M	$386M	$245M	$396M	$552M	$379M	$238M	$131M	$161M
Short-term Investments	$42M	$48M	$57M	$46M	$49M	$47M	$48M	$51M	$42M	$52M	·
Receivables	$578M	$600M	$576M	$644M	$705M	$538M	$466M	$593M	$528M	$444M	·
Inventory	$100M	$90M	$118M	$53M	$27M	$45M	$72M	$61M	$83M	$74M	·
Prepaid Expense	$108M	$120M	$102M	$90M	$75M	$78M	$118M	$80M	$76M	$80M	·
Current Assets	$1.18B	$1.12B	$1.11B	$1.35B	$1.25B	$1.22B	$1.41B	$1.32B	$1.09B	$924M	·
PP&E (Net)	$2.72B	$2.87B	$2.58B	$2.28B	$2.05B	$1.83B	$1.85B	$1.92B	$1.86B	$1.76B	·
PP&E (Gross)	$4.56B	$4.54B	$4.19B	$3.80B	$3.45B	$3.25B	$3.15B	$3.23B	$3.13B	$2.97B	·
Accum. Depreciation	$1.84B	$1.67B	$1.61B	$1.52B	$1.40B	$1.42B	$1.30B	$1.31B	$1.27B	$1.21B	·
Goodwill	$337M	$378M	$332M	$228M	$240M	$128M	$128M	$162M	$165M	$164M	·
Intangibles	$73M	$51M	$56M	$9M	·	·	$0	$7M	$9M	·	·
Other Non-current Assets	$470M	$438M	$403M	$297M	$237M	$204M	$166M	$83M	$75M	$77M	·
Total Assets	$4.84B	$4.93B	$4.56B	$4.32B	$3.94B	$3.52B	$3.66B	$3.62B	$3.33B	$3.05B	·
Current Liabilities	$556M	$704M	$606M	$637M	$690M	$535M	$465M	$523M	$462M	$677M	·
Capital Leases	$64M	$52M	$58M	$42M	$50M	·	·	$200.0K	$7M	$11M	·
Deferred Tax	$594M	$566M	$596M	$538M	$451M	$450M	$449M	$451M	$387M	$539M	·
Other Non-current Liabilities	$105M	$105M	$108M	$69M	$75M	$79M	$85M	$46M	$69M	$101M	·
Total Liabilities	$1.82B	$1.95B	$1.60B	$1.48B	$1.51B	$1.46B	$1.42B	$1.49B	·	·	·
Long-term Debt	$397M	$515M	$290M	$205M	·	$305M	$360M	$405M	$430M	$684M	·
Total Debt	$397M	$515M	$290M	·	·	·	$360M	$404M	$429M	·	·
Paid-in Capital	$1.62B	$1.61B	$1.60B	$1.58B	$1.57B	$1.55B	$1.54B	$1.54B	$1.53B	$0	·
Retained Earnings	$1.52B	$1.48B	$1.43B	$1.26B	$858M	$502M	$694M	$589M	$356M	$0	·
Treasury Stock	$111M	$96M	$67M	$0	·	·	·	·	·	·	·
AOCI	$-2M	$-4M	$-3M	$-5M	$0	$800.0K	$100.0K	$-1M	$0	$0	·
Stockholders' Equity	$3.02B	$2.99B	$2.96B	$2.84B	$2.42B	$2.06B	$2.24B	$2.13B	$1.89B	$0	$0
Liabilities + Equity	$4.84B	$4.93B	$4.56B	$4.32B	$3.94B	$3.52B	$3.66B	$3.62B	$3.33B	$3.05B	·

Cash Flow 18

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D&A	$450M	$414M	$382M	$350M	$296M	$290M	$293M	$291M	$279M	$266M	$236M
Stock-based Comp	$17M	$13M	$16M	$16M	$14M	$9M	$-4M	$23M	$17M	$18M	$17M
Deferred Tax	$-3M	$4M	$56M	$83M	$2M	$2M	$-200.0K	$62M	$-152M	$76M	$87M
Amort. of Intangibles	$7M	$5M	$3M	$1M	·	·	$700.0K	$1M	$2M	$900.0K	$400.0K
Restructuring	·	·	·	$0	$0	$1M	$64M	$0	$0	·	·
Operating Cash Flow	$637M	$686M	$680M	$856M	$566M	$618M	$636M	$566M	$461M	$455M	$486M
CapEx	$352M	$414M	$660M	$535M	$399M	$275M	$335M	$385M	$388M	$422M	$442M
Investing Cash Flow	$-346M	$-792M	$-908M	$-599M	$-626M	$-319M	$-350M	$-338M	$-390M	$-513M	$-483M
Debt Issued	$100M	$300M	$50M	$0	$0	·	·	·	·	·	·
Net Debt Issued	$100M	$300M	$50M	·	·	·	·	·	·	·	·
Stock Repurchased	$15M	$30M	$67M	$0	$0	·	·	·	·	·	·
Net Stock Activity	$-15M	$-30M	$-67M	·	·	·	·	·	·	·	·
Dividends Paid	$67M	$67M	$64M	$56M	$50M	$400M	$42M	$41M	$26M	$31M	$25M
Financing Cash Flow	$-207M	$121M	$-56M	$-117M	$-90M	$-456M	$-113M	$-89M	$37M	$28M	$8M
Net Change in Cash	$84M	$15M	$-283M	$141M	$-151M	$-156M	$173M	$140M	$108M	$-30M	$11M
Taxes Paid	$4M	$-200.0K	$68M	$53M	$146M	$62M	$52M	$39M	$-4M	$5M	$30M
Free Cash Flow	$285M	$272M	$20M	$321M	$167M	$343M	$301M	$181M	$73M	·	·
Levered FCF	·	·	$9M	$314M	$157M	$333M	$289M	$172M	$47M	·	·

Profitability 7

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Operating Margin	3.0%	3.1%	5.4%	9.1%	9.5%	6.3%	4.4%	7.5%	6.4%	·	·
Net Margin	1.8%	2.2%	4.3%	6.9%	7.2%	4.7%	3.1%	5.4%	8.9%	·	·
Pretax Margin	2.4%	2.9%	5.6%	9.2%	9.7%	6.2%	4.2%	7.3%	6.0%	·	·
EBITDA Margin	3.0%	3.1%	5.4%	9.1%	9.5%	6.3%	4.4%	7.5%	6.4%	·	·
ROA	2.1%	2.5%	5.4%	11.1%	10.9%	5.9%	4.0%	7.7%	12.2%	·	·
ROE	3.4%	3.9%	8.1%	16.4%	17.2%	9.6%	6.6%	12.8%	41.2%	·	·
ROIC	3.7%	3.6%	7.1%	16.0%	16.5%	10.4%	5.9%	10.9%	17.9%	·	·

Liquidity & Solvency 5

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	2.1	1.6	1.8	2.1	1.8	2.3	3.0	2.5	2.4	·	·
Quick Ratio	1.1	0.9	1.0	1.7	1.4	1.8	2.3	2.0	1.7	·	·
Debt / Equity	0.1	0.2	0.1	·	·	·	0.2	0.2	0.2	·	·
LT Debt / Equity	0.1	0.1	0.1	·	·	·	0.1	0.2	0.2	·	·
Interest Coverage	·	·	20.9	62.5	42.7	21.1	12.5	30.1	16.1	·	·

Efficiency 3

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	1.2	1.1	1.2	1.6	1.5	1.3	1.3	1.4	1.4	·	·
Inventory Turnover	·	·	·	·	·	·	30.1	27.3	20.4	·	·
Receivables Turnover	9.6	9.0	9.0	9.8	9.0	9.1	9.0	8.9	9.0	·	·

Per Share 4

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue / Share	$32.26	$30.04	$30.86	$36.94	$31.49	$25.64	$26.77	$28.09	$25.59	·	·
Cash Flow / Share	$3.62	$3.90	$3.82	$4.79	$3.18	$3.48	$3.59	$3.20	$2.69	·	·
Dividend / Share	$0.38	$0.38	$0.36	$0.32	$0.28	$2.26	$0.24	$0.24	$0.20	$0.20	$0.16
EPS (TTM)	$0.59	$0.66	$1.34	$2.56	$2.28	$1.19	$0.83	$1.52	$2.28	·	·

Growth Rates 10

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	7.2%	-3.8%	-16.7%	17.8%	23.2%	·	·	·	·	·	·
Revenue CAGR 3Y	-4.9%	-1.9%	6.5%	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	4.5%	·	·	·	·	·	·	·	·	·	·
EPS YoY	-10.6%	-50.7%	-47.7%	12.3%	91.6%	·	·	·	·	·	·
EPS CAGR 3Y	-38.7%	-33.9%	4.0%	·	·	·	·	·	·	·	·
EPS CAGR 5Y	-13.1%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	-11.5%	-50.9%	-47.9%	12.9%	91.5%	·	·	·	·	·	·
Net Income CAGR 3Y	-39.1%	-33.9%	4.0%	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	-13.3%	·	·	·	·	·	·	·	·	·	·
Dividends Paid CAGR 5Y	-30.0%	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 6

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$5.67B	$5.29B	$5.50B	$6.60B	$5.61B	$4.55B	$4.75B	$4.98B	$4.38B	·	·
Net Income TTM	$104M	$117M	$238M	$458M	$405M	$212M	$147M	$269M	$390M	·	·
P/E	45.0	44.4	19.0	9.1	11.8	17.4	26.3	12.3	12.5	·	·
Earnings Yield	2.2%	2.2%	5.3%	10.9%	8.5%	5.8%	3.8%	8.1%	8.0%	·	·
Payout Ratio	64.7%	56.9%	26.7%	12.2%	12.2%	188.9%	28.9%	15.1%	6.5%	·	·
Annual Payout	$67M	$67M	$64M	$56M	$50M	$400M	$42M	$41M	$26M	·	·

Income Statement 13

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$1.57B	$1.40B	$1.40B	$1.45B	$1.42B	$1.40B	$1.34B	$1.32B	$1.32B	$1.32B	$1.37B	$1.35B	$1.35B	$1.43B	$1.56B	$1.68B
Operating Expenses	$1.50B	$1.37B	$1.36B	$1.42B	$1.37B	$1.36B	$1.30B	$1.27B	$1.27B	$1.29B	$1.34B	$1.31B	$1.24B	$1.31B	$1.42B	$1.53B
Operating Income	$71M	$33M	$36M	$35M	$55M	$42M	$42M	$43M	$51M	$29M	$31M	$47M	$104M	$115M	$143M	$145M
Interest Expense	·	·	·	·	·	·	·	·	$4M	$4M	·	$3M	$2M	$4M	·	$2M
Other Non-op	$-900.0K	$-700.0K	$-700.0K	$-700.0K	$-500.0K	$-1M	$2M	$-1M	$-600.0K	$-800.0K	$-400.0K	$1M	$-800.0K	$17M	$-2M	$24M
Pretax Income	$66M	$27M	$29M	$26M	$47M	$35M	$41M	$39M	$47M	$25M	$28M	$46M	$103M	$129M	$140M	$168M
Income Tax	$16M	$7M	$7M	$7M	$11M	$9M	$9M	$9M	$12M	$6M	$100.0K	$10M	$26M	$31M	$30M	$42M
Net Income	$50M	$20M	$22M	$19M	$36M	$26M	$33M	$31M	$35M	$18M	$27M	$36M	$78M	$98M	$110M	$126M
EPS (Basic)	$0.28	$0.12	$0.12	$0.11	$0.21	$0.15	$0.19	$0.17	$0.20	$0.11	$0.16	$0.20	$0.44	$0.55	$0.61	$0.71
EPS (Diluted)	$0.28	$0.12	$0.13	$0.11	$0.20	$0.15	$0.19	$0.17	$0.20	$0.10	$0.16	$0.20	$0.43	$0.55	$0.61	$0.70
Shares (Basic)	175,200,000	175,100,000	·	175,300,000	175,200,000	175,300,000	·	175,200,000	175,500,000	176,000,000	·	176,900,000	178,100,000	178,200,000	·	178,000,000
Shares (Diluted)	176,000,000	175,900,000	·	175,900,000	175,700,000	176,000,000	·	175,900,000	175,800,000	176,600,000	·	177,700,000	178,700,000	179,100,000	·	178,700,000
EBITDA	$71M	$33M	·	$35M	$55M	$42M	·	$43M	$51M	$29M	·	$47M	$104M	$115M	·	$145M

Balance Sheet 26

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$293M	$228M	·	$194M	$161M	$106M	·	$179M	$103M	$67M	·	$58M	$249M	$390M	·	$350M
Short-term Investments	$34M	$37M	$42M	$42M	$44M	$48M	$48M	$53M	$54M	$57M	·	$56M	$55M	$53M	·	$45M
Receivables	$694M	$640M	$578M	$612M	$604M	$622M	$600M	$541M	$552M	$574M	·	$612M	$611M	$592M	·	$730M
Inventory	$63M	$78M	$100M	$101M	$82M	$94M	$90M	$83M	$91M	$92M	·	$114M	$85M	$60M	·	$43M
Prepaid Expense	$134M	$148M	$108M	$131M	$138M	$151M	$120M	$113M	$124M	$144M	·	$131M	$141M	$139M	·	$97M
Current Assets	$1.42B	$1.33B	$1.18B	$1.22B	$1.17B	$1.17B	$1.12B	$1.09B	$1.05B	$1.07B	·	$1.15B	$1.30B	$1.37B	·	$1.41B
PP&E (Net)	$2.66B	$2.70B	$2.72B	$2.81B	$2.85B	$2.88B	$2.87B	$2.58B	$2.59B	$2.64B	·	$2.56B	$2.43B	$2.38B	·	$2.20B
PP&E (Gross)	$4.57B	$4.60B	$4.56B	$4.59B	$4.60B	$4.58B	$4.54B	$4.27B	$4.26B	$4.29B	·	$4.11B	$3.95B	$3.89B	·	$3.74B
Accum. Depreciation	$1.91B	$1.90B	$1.84B	$1.78B	$1.75B	$1.70B	$1.67B	$1.69B	$1.67B	$1.65B	·	$1.56B	$1.52B	$1.52B	·	$1.54B
Goodwill	$337M	$337M	$337M	$339M	$339M	$340M	$378M	$332M	$332M	$332M	$332M	$333M	$228M	$228M	$228M	$228M
Intangibles	$70M	$71M	$73M	$75M	$76M	$78M	$51M	$52M	$54M	$55M	·	$57M	·	·	·	·
Other Non-current Assets	$432M	$421M	$470M	$466M	$467M	$464M	$438M	$431M	$443M	$401M	·	$401M	$341M	$336M	·	$299M
Total Assets	$5.00B	$4.92B	$4.84B	$4.98B	$4.96B	$4.98B	$4.93B	$4.57B	$4.55B	$4.58B	·	$4.58B	$4.45B	$4.47B	·	$4.31B
Current Liabilities	$697M	$682M	$556M	$580M	$610M	$614M	$704M	$657M	$659M	$744M	·	$611M	$594M	$666M	·	$734M
Capital Leases	·	·	$64M	·	·	·	·	·	·	·	·	·	·	·	·	·
Deferred Tax	$598M	$594M	$594M	$590M	$555M	$560M	$566M	$569M	$577M	$587M	·	$590M	$568M	$557M	·	$529M
Other Non-current Liabilities	$128M	$107M	$105M	$98M	$95M	$100M	$105M	$97M	$104M	$107M	·	$107M	$105M	$89M	·	$70M
Total Liabilities	$1.94B	$1.90B	$1.82B	$1.96B	$1.94B	$1.99B	$1.95B	$1.61B	$1.60B	$1.64B	·	$1.62B	$1.50B	$1.55B	·	$1.57B
Long-term Debt	$392M	$394M	$397M	$517M	$519M	$569M	$515M	·	·	·	·	$185M	·	·	·	·
Total Debt	$392M	$394M	·	$517M	$519M	$569M	·	·	·	·	·	·	·	·	·	·
Paid-in Capital	$1.62B	$1.62B	$1.62B	$1.62B	$1.61B	$1.61B	$1.61B	$1.60B	$1.60B	$1.59B	·	$1.59B	$1.59B	$1.58B	·	$1.58B
Retained Earnings	$1.55B	$1.52B	$1.52B	$1.51B	$1.51B	$1.49B	$1.48B	$1.47B	$1.45B	$1.43B	·	$1.42B	$1.40B	$1.34B	·	$1.16B
Treasury Stock	$116M	$116M	$111M	$105M	$105M	$105M	$96M	$96M	$93M	$80M	·	$51M	$36M	·	·	·
AOCI	$-2M	$-2M	$-2M	$-2M	$-3M	$-3M	$-4M	$-3M	$-4M	$-4M	·	$-5M	$-4M	$-4M	·	$-4M
Stockholders' Equity	$3.06B	$3.02B	$3.02B	$3.02B	$3.01B	$2.99B	$2.99B	$2.97B	$2.95B	$2.94B	$2.96B	$2.96B	$2.95B	$2.92B	$2.84B	$2.74B
Liabilities + Equity	$5.00B	$4.92B	$4.84B	$4.98B	$4.96B	$4.98B	$4.93B	$4.57B	$4.55B	$4.58B	·	$4.58B	$4.45B	$4.47B	·	$4.31B

Cash Flow 17

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$110M	$111M	$111M	$113M	$112M	$114M	$106M	$102M	$102M	$103M	$101M	$97M	$93M	$92M	$92M	$88M
Stock-based Comp	$4M	$4M	$4M	$4M	$5M	$5M	$3M	$4M	$4M	$1M	$2M	$4M	$4M	$5M	$4M	$4M
Deferred Tax	$4M	$300.0K	$-8M	$19M	$-7M	$-8M	$31M	$-9M	$-10M	$-8M	$4M	$22M	$11M	$19M	$11M	$30M
Amort. of Intangibles	$2M	$2M	$2M	$2M	$2M	$2M	$1M	$1M	$1M	$1M	·	$900.0K	$200.0K	$300.0K	·	$200.0K
Operating Cash Flow	$171M	$93M	$186M	$184M	$176M	$92M	$200M	$206M	$183M	$98M	$194M	$183M	$120M	$183M	$278M	$225M
CapEx	$113M	$41M	$40M	$128M	$69M	$114M	$86M	$108M	$97M	$123M	$160M	$156M	$201M	$143M	$214M	$162M
Investing Cash Flow	$-87M	$-35M	$-35M	$-132M	$-53M	$-127M	$-504M	$-109M	$-76M	$-102M	$-131M	$-413M	$-208M	$-156M	$-227M	$-191M
Debt Issued	$0	$0	$0	$0	$0	$100M	$300M	$0	$0	$0	$0	·	·	·	$0	·
Net Debt Issued	·	$0	·	·	·	$100M	·	·	·	·	·	·	·	·	·	·
Stock Repurchased	$0	$5M	$6M	$0	$0	$8M	$0	$4M	$13M	$13M	$16M	$15M	$36M	$0	$0	$0
Net Stock Activity	·	$-5M	·	·	·	$-8M	·	·	·	$-13M	·	·	·	·	·	·
Dividends Paid	$18M	$17M	$17M	$17M	$17M	$17M	$17M	$17M	$17M	$16M	$16M	$16M	$16M	$16M	$14M	$14M
Financing Cash Flow	$-19M	$-32M	$-144M	$-19M	$-68M	$24M	$244M	$-22M	$-71M	$-31M	$-19M	$39M	$-53M	$-22M	$-15M	$-15M
Net Change in Cash	$65M	$26M	$7M	$33M	$54M	$-11M	$-61M	$76M	$36M	$-35M	$44M	$-191M	$-141M	$4M	$36M	$19M
Taxes Paid	$3M	$600.0K	$-600.0K	$2M	$3M	$200.0K	$2M	$1M	$-4M	$500.0K	$2M	$16M	$47M	$2M	$15M	$69M
Free Cash Flow	·	$52M	·	·	·	$-23M	·	·	·	$-26M	·	·	·	$40M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$-29M	·	·	·	$37M	·	·

Profitability 7

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Operating Margin	4.5%	2.4%	·	2.4%	3.9%	3.0%	·	3.3%	3.9%	2.2%	·	3.5%	7.7%	8.0%	·	8.7%
Net Margin	3.2%	1.5%	·	1.3%	2.5%	1.9%	·	2.3%	2.7%	1.4%	·	2.6%	5.8%	6.9%	·	7.5%
Pretax Margin	4.2%	1.9%	·	1.8%	3.3%	2.5%	·	3.0%	3.6%	1.9%	·	3.4%	7.7%	9.0%	·	10.0%
EBITDA Margin	4.5%	2.4%	·	2.4%	3.9%	3.0%	·	3.3%	3.9%	2.2%	·	3.5%	7.7%	8.0%	·	8.7%
ROA	1.0%	0.41%	·	0.41%	0.76%	0.55%	·	0.67%	0.78%	0.41%	·	0.80%	1.8%	2.3%	·	3.1%
ROE	1.6%	0.68%	·	0.65%	1.2%	0.88%	·	1.0%	1.2%	0.63%	·	1.2%	2.8%	3.6%	·	5.0%
ROIC	1.6%	0.73%	·	0.73%	1.2%	0.89%	·	1.1%	1.3%	0.73%	·	1.2%	2.6%	3.0%	·	4.0%

Liquidity & Solvency 5

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	2.0	1.9	·	2.1	1.9	1.9	·	1.7	1.6	1.4	·	1.9	2.2	2.0	·	1.9
Quick Ratio	1.5	1.3	·	1.5	1.3	1.3	·	1.2	1.1	0.9	·	1.2	1.5	1.6	·	1.5
Debt / Equity	0.1	0.1	·	0.2	0.2	0.2	·	·	·	·	·	·	·	·	·	·
LT Debt / Equity	0.1	0.1	·	0.2	0.2	0.2	·	·	·	·	·	·	·	·	·	·
Interest Coverage	·	·	·	·	·	·	·	·	11.9	7.2	·	14.2	43.2	26.0	·	69.2

Efficiency 2

Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.3	·	0.3	0.3	0.3	·	0.4
Receivables Turnover		2.4	2.2	·	2.5	2.5	2.3	·	2.3	2.3	2.3	·	2.0	1.9	2.1	·	2.4

Per Share 3

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue / Share	$8.91	$7.95	·	$8.26	$8.08	$7.96	·	$7.48	$7.49	$7.47	·	$7.61	$7.54	$7.98	·	$9.37
Cash Flow / Share	·	$0.53	·	·	·	$0.52	·	·	·	$0.55	·	·	·	$1.02	·	·
EPS (TTM)	$0.64	$0.56	·	$0.65	$0.71	$0.71	·	$0.63	$0.66	$0.89	·	$1.79	$2.29	$2.59	·	$2.70

Valuation (TTM) 6

Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$5.82B	$5.67B	·	$5.61B	$5.48B	$5.37B	·	$5.32B	$5.36B	$5.39B	·	$5.69B	$6.01B	$6.41B	·	$6.62B
Net Income TTM	$112M	$98M	·	$114M	$125M	$125M	·	$112M	$117M	$159M	·	$321M	$411M	$464M	·	$482M
P/E	57.1	47.1	·	32.6	34.0	32.2	·	45.3	36.6	25.4	·	15.5	12.5	10.3	·	7.5
Earnings Yield	1.8%	2.1%	·	3.1%	2.9%	3.1%	·	2.2%	2.7%	3.9%	·	6.5%	8.0%	9.7%	·	13.3%
Payout Ratio	·	83.8%	·	·	·	65.1%	·	·	·	89.2%	·	·	·	16.0%	·	·
Annual Payout	$68M	$67M	·	$67M	$67M	$67M	·	$66M	$65M	$64M	·	$62M	$60M	$58M	·	$54M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$5.67B	$5.29B	$5.50B	$6.60B	$5.61B
Operating Margin %	3.0%	3.1%	5.4%	9.1%	9.5%
Net Income	$104M	$117M	$238M	$458M	$405M
Diluted EPS	$0.59	$0.66	$1.34	$2.56	$2.28

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	0.1	0.2	0.1	·	·
Current Ratio	2.1	1.6	1.8	2.1	1.8
Quick Ratio	1.1	0.9	1.0	1.7	1.4

Metric	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$285M	$272M	$20M	$321M	$167M

Institutional owners (13F) 358 filers · $2.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 358

Value held $2.6B

New positions 83

Exited positions 34

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
83 (+25 vs prior Q)	34 (-3 vs prior Q)	112 (-8 vs prior Q)	100 (+23 vs prior Q)	+75K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
BlackRock, Inc.	$259,046,911	7,091,347	9.90%	Shares
Blueprint Investment Partners LLC	$221,933,997	6,075,390	8.48%	Shares
Blueprint Financial Advisors LLC	$221,933,997	6,075,390	8.48%	Shares
DIMENSIONAL FUND ADVISORS LP	$187,814,527	5,141,299	7.18%	Shares
VANGUARD GROUP INC	$119,513,140	4,504,830	4.57%	Shares
AQR CAPITAL MANAGEMENT LLC	$100,860,277	2,767,845	3.85%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$90,019,856	2,464,272	3.44%	Shares
EARNEST PARTNERS LLC	$74,242,878	2,032,381	2.84%	Shares
AMERICAN CENTURY COMPANIES INC	$73,199,801	2,003,827	2.80%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$72,124,065	1,974,379	2.76%	Shares
DEPRINCE RACE & ZOLLO INC	$71,446,543	1,955,832	2.73%	Shares
Quantinno Capital Management LP	$71,115,790	1,946,777	2.72%	Shares
Hood River Capital Management LLC	$70,308,086	1,924,667	2.69%	Shares
STATE STREET CORP	$68,872,243	1,880,316	2.63%	Shares
MORGAN STANLEY	$48,331,631	1,323,064	1.85%	Shares
Invesco Ltd.	$41,770,665	1,143,462	1.60%	Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$39,320,271	1,076,383	1.50%	Shares
NEW YORK STATE COMMON RETIREMENT FUND	$35,778,432	979,426	1.37%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$33,712,000	922,613	1.29%	Shares
BANK OF AMERICA CORP /DE/	$31,072,655	850,607	1.19%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$30,682,826	839,935	1.17%	Shares
SCHMIDT P J INVESTMENT MANAGEMENT INC	$29,744,516	814,249	1.14%	Shares
MILLENNIUM MANAGEMENT LLC	$26,494,917	725,292	1.01%	Shares
JACOBS LEVY EQUITY MANAGEMENT, INC	$25,423,711	695,968	0.97%	Shares
Gotham Asset Management, LLC	$24,942,319	682,790	0.95%	Shares
FMR LLC	$20,543,740	562,380	0.78%	Shares
GOLDMAN SACHS GROUP INC	$20,295,344	555,580	0.78%	Shares
Bank of New York Mellon Corp	$19,495,544	533,686	0.74%	Shares
UBS Group AG	$19,216,351	526,043	0.73%	Shares
SEI INVESTMENTS CO	$17,822,574	487,880	0.68%	Shares
Russell Investments Group, Ltd.	$17,000,276	465,378	0.65%	Shares
Nuveen, LLC	$14,708,037	402,629	0.56%	Shares
CITADEL ADVISORS LLC	$14,461,752	395,887	0.55%	Shares
FIRST TRUST ADVISORS LP	$14,232,009	389,611	0.54%	Shares
D. E. Shaw & Co., Inc.	$12,760,623	349,319	0.49%	Shares
Lighthouse Investment Partners, LLC	$12,010,699	328,790	0.46%	Shares
ENVESTNET ASSET MANAGEMENT INC	$11,860,088	324,667	0.45%	Shares
VANGUARD FIDUCIARY TRUST CO	$11,284,300	308,905	0.43%	Shares
WELLS FARGO & COMPANY/MN	$10,901,729	298,433	0.42%	Shares
NORTHERN TRUST CORP	$10,695,399	292,784	0.41%	Shares
US BANCORP \DE\	$10,419,745	285,238	0.40%	Shares
Corient Private Wealth LP	$10,391,465	284,461	0.40%	Shares
Cubist Systematic Strategies, LLC	$10,058,579	475,358	0.38%	Shares
Ceredex Value Advisors LLC	$9,256,703	253,400	0.35%	Shares
Qube Research & Technologies Ltd	$9,159,496	250,739	0.35%	Shares
PRINCIPAL FINANCIAL GROUP INC	$8,762,780	239,879	0.33%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$8,323,068	227,842	0.32%	Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$7,752,762	212,230	0.30%	Shares
RAYMOND JAMES FINANCIAL INC	$7,240,809	198,215	0.28%	Shares
Edgestream Partners, L.P.	$7,190,054	196,826	0.27%	Shares

Show all 358 institutional owners →

Activists & 5%+ owners 9 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Schneider Paul J., Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider, Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider ×3 filings	Feb. 3, 2026	16.80%	Amendment	·	SEC
Zimmermann Kathleen M., Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann, Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann ×3 filings	Feb. 3, 2026	18.10%	Amendment	·	SEC
Koller Therese A., Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller, Donald J. Schneider 2000 Trust f/b/o Therese A. Koller ×3 filings	Feb. 3, 2026	19.90%	Amendment	·	SEC
DePrey Mary P., Donald J. Schneider Children's Trust #2 f/b/o Mary P. DePrey, Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey ×3 filings	Feb. 3, 2026	17.50%	Amendment	·	SEC
Donald J. Schneider Childrens Trust #2 f/b/o Mary P. DePrey 2), Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey 2), Mary P. DePrey 2) ×6 filings	Feb. 13, 2023	·	Initial filing	·	SEC
Donald J. Schneider Childrens Trust #2 f/b/o Paul J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider 2), Paul J. Schneider 2) ×6 filings	Feb. 10, 2023	·	Initial filing	·	SEC
Donald J. Schneider Childrens Trust #2 f/b/o Therese A. Koller 2), Donald J. Schneider 2000 Trust f/b/o Therese A. Koller 2), Therese A. Koller 2) ×7 filings	Feb. 10, 2023	·	Initial filing	·	SEC
Donald J. Schneider Childrens Trust #2 f/b/o Kathleen M. Zimmermann 2), Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann 2), Kathleen M. Zimmermann 2) ×7 filings	Feb. 10, 2023	·	Initial filing	·	SEC
Donald J. Schneider Childrens Trust #2 f/b/o Thomas J. Schneider 2), Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider 2), Thomas J. Schneider 2)	April 21, 2017	·	Initial filing	Passive investment	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 39 insiders · 15 officers · 17 directors

19

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
James Scott Filter	President & CEO	July 1, 2026 A	205,926	0	$0
Christopher B Lofgren	CEO & President	Jan. 2, 2019 F	1,161,345	0	$0
Darrell George Campbell	EVP - CFO	Feb. 19, 2026 S	66,275	1	$-173,340
Stephen L Bruffett	EVP and CFO	March 15, 2023 F	107,036	0	$0
Lori A. Lutey	EVP & CFO	March 15, 2018 F	512,009	0	$0
Mark B. Rourke	Executive Chair	Aug. 4, 2026 M	221,522	4	$-2,608,152
Thomas G Jackson	EVP - General Counsel	June 10, 2026 M	77,174	1	$-753,068
Shaleen Devgun	EVP-Chief Innovation, Tech	June 8, 2026 M	38,619	1	$-322,304
Magnin Shelly A Dumas	VP and Corporate Controller	May 6, 2026 S	24,697	1	$-74,932
Angela M Fish	EVP Human Resources	May 5, 2026 M	58,095	2	$-427,016
Robert M Reich JR	EVP - CAO	Feb. 15, 2026 F	166,036	0	$0
David L Geyer	EVP, Pres. Transp. & Log.	April 1, 2022 S	100,096	0	$0
Amy G Schilling	Vice President and Controller	Nov. 4, 2019 S	8,271	0	$0
Steven J. Matheys	Chief Admin Officer	Jan. 2, 2019 F	751,127	0	$0
Paul J. Kardish	EVP & General Counsel	Jan. 1, 2019 F	213,742	0	$0
Paul J. Schneider	Director	Sept. 18, 2026 G	430,719	0	$0
James R Giertz	Director	July 10, 2026 A	67,225	0	$0
Mary P. Deprey	Director	May 27, 2026 G	589,373	0	$0
Julie K Streich	Director	April 30, 2026 A	25,620	0	$0
Jyoti Chopra	Director	April 30, 2026 A	41,471	0	$0
Austin M Ramirez	Director	April 30, 2026 A	5,468	0	$0
Robert M Knight JR	Director	April 30, 2026 A	46,275	0	$0
James L Welch	Director	April 30, 2026 A	57,703	0	$0
Kathleen M. Zimmermann	Director	Jan. 14, 2026 G	620,594	0	$0
Robert W Grubbs	Director	April 29, 2025 A	332,522	0	$0
Adam P Godfrey	Director	July 3, 2023 A	669,851	0	$0
Daniel J Sullivan	Director	April 8, 2021 A	490,564	0	$0
Norman E Johnson	Director	April 1, 2020 A	580,536	0	$0
Thomas A. Gannon	Director	April 8, 2019 A	721,432	0	$0
Scott R Trumbull	Director	Jan. 2, 2018 A	153,147	0	$0
Koller Therese A.	10% owner	Jan. 14, 2026 G	1,821,861	0	$0
Donald J. Schneider 2000 Trust f/b/o Paul J. Schneider	10% owner	Feb. 17, 2020 G	1,282,410	0	$0
Donald J. Schneider 2000 Trust f/b/o Kathleen M. Zimmermann	10% owner	Jan. 17, 2019 G	2,361,185	0	$0
Donald J. Schneider Children's Trust #2	10% owner	April 11, 2017 J	·	0	$0
Thomas J Schneider	10% owner	April 11, 2017 J	1,449,320	0	$0
Donald J. Schneider 2000 Trust f/b/o Thomas J. Schneider	10% owner	April 5, 2017 S	1,365,410	0	$0
Donald J. Schneider 2000 Trust f/b/o Therese A. Koller	10% owner	April 5, 2017 S	2,945,410	0	$0
Donald J. Schneider 2000 Trust f/b/o Mary P. DePrey	10% owner	April 5, 2017 S	723,190	0	$0
John A Swainson	·	April 30, 2026 A	52,231	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 68 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
ADPV · Series Portfolios Trust	3.24%	161,828 NS	July 31, 2026	N-PORT
FMTM · EA Series Trust	3.20%	225,569 NS	July 31, 2026	N-PORT
EPSV · Harbor ETF Trust	1.57%	2,668 NS	July 31, 2026	N-PORT
EPMV · Harbor ETF Trust	1.33%	1,740 NS	July 31, 2026	N-PORT
LSEQ · Harbor ETF Trust	0.84%	3,598 NS	July 31, 2026	N-PORT
FXR · First Trust Exchange-Traded AlphaDE…	0.66%	136,493 NS	July 31, 2026	N-PORT
PSCI · Invesco Exchange-Traded Fund Trust …	0.53%	43,541 SH	Oct. 2, 2026	Daily
ROSC · Lattice Strategies Trust	0.40%	6,934 NS	July 31, 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0.36%	218,731 SH	Oct. 2, 2026	Daily
RZV · Invesco Exchange-Traded Fund Trust	0.34%	29,318 SH	Oct. 2, 2026	Daily
DFSV · Dimensional ETF Trust	0.23%	520,584 NS	July 31, 2026	N-PORT
IYT · iShares Trust	0.22%	132,436 SH	Sept. 11, 2026	Daily
SMDX · Tidal Trust III	0.19%	7,026 NS	July 31, 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0.19%	105,526 SH	Aug. 19, 2026	Daily
SHPP · Pacer Funds Trust	0.17%	98 NS	July 31, 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0.16%	128,392 SH	Oct. 2, 2026	Daily
DFAT · Dimensional ETF Trust	0.15%	606,036 NS	July 31, 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0.12%	47,760 NS	July 31, 2026	N-PORT
FYT · First Trust Exchange-Traded AlphaDE…	0.12%	6,419 NS	July 31, 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0.11%	7,674 SH	Oct. 2, 2026	Daily
TPOR · Direxion Shares ETF Trust	0.10%	493 NS	July 31, 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0.10%	174,053 SH	Aug. 19, 2026	Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0.09%	20,752 NS	July 31, 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0.08%	58,512 NS	July 31, 2026	N-PORT
DFAS · Dimensional ETF Trust	0.07%	291,967 NS	July 31, 2026	N-PORT
ESML · iShares Trust	0.07%	55,168 SH	Sept. 11, 2026	Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0.07%	12,828 NS	July 31, 2026	N-PORT
NUSC · Nushares ETF Trust	0.06%	23,051 NS	July 31, 2026	N-PORT
BKSE · BNY Mellon ETF Trust	0.06%	1,388 NS	July 31, 2026	N-PORT
ISCG · iShares Trust	0.05%	14,737 SH	Sept. 11, 2026	Daily
EQAL · Invesco Exchange-Traded Fund Trust …	0.04%	10,328 SH	Oct. 2, 2026	Daily
VBR · VANGUARD INDEX FUNDS	0.03%	603,862 SH	Aug. 19, 2026	Daily
FIDU · FIDELITY COVINGTON TRUST	0.03%	16,652 NS	July 31, 2026	N-PORT
SMMD · iShares Trust	0.02%	27,270 SH	Sept. 11, 2026	Daily
FAB · First Trust Exchange-Traded AlphaDE…	0.02%	1,111 NS	July 31, 2026	N-PORT
IYJ · iShares Trust	0.02%	12,142 SH	Sept. 11, 2026	Daily
VXF · VANGUARD INDEX FUNDS	0.02%	571,080 SH	Aug. 19, 2026	Daily
VB · VANGUARD INDEX FUNDS	0.02%	952,582 SH	Aug. 19, 2026	Daily
VFMF · VANGUARD WELLINGTON FUND	0.02%	3,779 SH	Aug. 19, 2026	Daily
VIS · VANGUARD WORLD FUND	0.02%	61,740 SH	Aug. 19, 2026	Daily
IWS · iShares Trust	0.02%	76,421 SH	Sept. 11, 2026	Daily
WSML · iShares Trust	0.02%	3,321 SH	Sept. 11, 2026	Daily
DFUV · Dimensional ETF Trust	0.02%	71,249 NS	July 31, 2026	N-PORT
DFAC · Dimensional ETF Trust	0.01%	197,545 NS	July 31, 2026	N-PORT
DXUV · Dimensional ETF Trust	0.01%	2,040 NS	July 31, 2026	N-PORT
IWR · iShares Trust	0.01%	209,195 SH	Sept. 11, 2026	Daily
VYM · VANGUARD WHITEHALL FUNDS	0.01%	204,744 SH	Aug. 19, 2026	Daily
VONV · VANGUARD SCOTTSDALE FUNDS	0.01%	31,148 SH	Aug. 19, 2026	Daily
OMFL · Invesco Exchange-Traded Self-Indexe…	0.01%	12,541 SH	Oct. 2, 2026	Daily
DFSU · Dimensional ETF Trust	0.01%	5,254 NS	July 31, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.01%	7,639 NS	July 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.01%	21,573 NS	July 31, 2026	N-PORT
IWD · iShares Trust	0.00%	116,863 SH	Sept. 11, 2026	Daily
TILT · FlexShares Trust	0.00%	1,907 NS	July 31, 2026	N-PORT
DFUS · Dimensional ETF Trust	0.00%	18,190 NS	July 31, 2026	N-PORT
IWV · iShares Trust	0.00%	15,210 SH	Sept. 11, 2026	Daily
IWB · iShares Trust	0.00%	32,599 SH	Sept. 11, 2026	Daily
ITOT · iShares Trust	0.00%	57,993 SH	Sept. 11, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.00%	1,321,352 SH	Aug. 19, 2026	Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.00%	39,424 SH	Aug. 19, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	0.00%	8,054 SH	Aug. 19, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	4,371 SH	Aug. 19, 2026	Daily
ESGV · VANGUARD WORLD FUND	0.00%	11,676 SH	Aug. 19, 2026	Daily
IJR · iShares Trust	·	3,036,359 SH	Sept. 10, 2026	Daily
IJS · iShares Trust	·	443,375 SH	Sept. 8, 2026	Daily
XJR · iShares Trust	·	6,877 SH	Aug. 31, 2026	Daily
ISCB · iShares Trust	·	2,153 SH	Sept. 11, 2026	Daily
SMMV · iShares Trust	·	21,520 SH	Sept. 1, 2026	Daily

SNDR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21

rating · 22 analysts BUY

Median target $37.00 +12.5%

4 18.2% Strong Buy

7 31.8% Buy

11 50.0% Hold

0 0.0% Sell

0 0.0% Strong Sell

12-Month Price Target

14 analysts · 2026-09-29

Mean target $37.50 +14.0%

Now Current price $32.89

Low$32.00 Mean$37.50 High$45.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
SNDR	·	45.0	7.2%	1.8%	3.4%	·
KNX	$8.49B	127.5	0.80%	0.88%	0.93%	·
UHAL	·	·	3.6%	1.4%	1.1%	·
SAIA	$8.70B	34.3	0.79%	7.9%	10.2%	·
R	$7.54B	16.0	0.23%	3.9%	16.3%	·
LSTR	·	44.1	-1.6%	2.4%	13.0%	·
RXO	$2.07B	-21.4	26.2%	-1.7%	-6.4%	·
ARCB	·	28.3	-4.0%	1.5%	4.6%	·
WERN	$1.80B	-125.0	-1.8%	-0.48%	-1.0%	·
MRTN	$928M	54.2	-8.3%	2.0%	2.3%	·
HTLD	$699M	-13.5	-23.1%	-6.5%	-6.8%	·

Latest News Recent headlines mentioning this company

23

SNDR Crosses Above Average Analyst Target Nasdaq · 4 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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SNDR Schneider National, Inc. Common Stock