Schneider National Trades at 0.86x P/S, Guides Up to $1.00 EPS
Schneider National trades at 0.86x forward 12-month P/S versus the industry’s 1.37x and guides 2026 adjusted EPS of $0.70-$1.00, up from $0.63 in 2025. It held $201.5M cash against $11.1M debt at Q4 2025, approved a new $150M share repurchase and has risen 34% over three months.
1. Valuation and Guidance
Schneider trades at a forward 12-month P/S of 0.86x versus 1.37x for the industry and guides to adjusted 2026 EPS of $0.70-$1.00, up from $0.63 in 2025, driven by $40 million in cost savings initiatives. Analyst consensus stands at $0.84 per share.
2. Balance Sheet and Shareholder Returns
At Q4 2025, cash and equivalents totaled $201.5 million against $11.1 million in short-term debt and $390.9 million in long-term debt. The board authorized a new $150 million share repurchase program following $110.1 million bought back, and paid $67 million in dividends during 2025.
3. Stock Performance
Shares have gained 34% over the past three months, significantly outperforming the transportation-services industry’s 12.4% rise and peers Expeditors International and C.H. Robinson.
4. Risks and Outlook
Schneider faces rising third-party carrier costs, unplanned auto production shutdowns and higher healthcare expenses, while net capex is forecast at $400–$450 million for 2026 versus $289.2 million in 2025. Inflationary pressures and supply-chain disruptions have prompted recent downward revisions to earnings estimates.