Schneider National Trades at 0.86x P/S vs. Industry 1.37x, Forecasts $0.70–$1.00 EPS
Schneider National’s forward 12-month P/S ratio is 0.86x versus 1.37x for its industry, and management forecasts 2026 adjusted EPS of $0.70–$1.00, up from $0.63 in 2025. The company ended Q4 2025 with $201.5M cash versus $11.1M debt, supporting its financial flexibility.
1. Valuation and Guidance
Schneider National trades at a forward 12-month P/S ratio of 0.86x versus 1.37x for its industry and expects fiscal-year 2026 adjusted EPS of $0.70–$1.00, up from $0.63 in 2025, driven by $40 million in cost savings and productivity initiatives.
2. Balance Sheet Strength
The company closed the fourth quarter of 2025 with $201.5 million in cash, $11.1 million in short-term debt, long-term debt down to $390.9 million and a current ratio of 2.23, bolstering its liquidity and reducing default risk.
3. Shareholder Returns
Schneider distributed $67 million in dividends during 2025 and has repurchased $110.1 million of Class B shares under its newly authorized $150 million buyback program approved in January 2026.
4. Headwinds and Risks
Rising third-party carrier capacity costs, healthcare expenses and unplanned auto production shutdowns, alongside an expected $400–$450 million in 2026 capital expenditures and downward earnings revisions, may pressure margins and cash flow.