Schneider National, Inc.
schneider.comWhat Do They Do?
Moves freight for businesses through truckload, intermodal, and logistics services.
10-K for FY2025, filed Feb 20, 2026
How Do They Make Money?
Schneider earns transportation charges as it moves freight under negotiated, generally short-term orders; customers are billed once a load is delivered. It also earns fees under longer-term freight-management contracts as those services are provided.
10-K for FY2025, filed Feb 20, 2026We recognize revenue during the delivery period based on relative transit time in each reporting period, in accordance with ASC 606, with…View ↗
In the Transportation portfolio, our service obligations to customers are satisfied over time. We do not believe there is a significant…View ↗
Transportation orders are short-term in nature generally having terms of significantly less than one year. They do not include significant…View ↗
Under ASC 606, we recognize revenue over the period transportation services are provided to the customer, including service performed as of…View ↗
The “contracts” in our Logistics Management portfolio are negotiated agreements, which contain both fixed and variable components. The…View ↗
Under ASC 606, we have elected to use the right to invoice practical expedient, which reflects the fact that a customer obtains the benefit…View ↗
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10-K for FY2025, filed Feb 20, 2026
FY2025 revenue by product or service ↗
$5.7B
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10-K for FY2025, filed Feb 20, 2026
$5.7B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Transportation
Sold outright
10-K for FY2025, filed Feb 20, 2026 |
92%
FY2022: 93%
|
Transportation, FY2025
$5.2B Sources
|
Sold outright |
|
Logistics Management
Recurring
10-K for FY2025, filed Feb 20, 2026 |
3.8%
FY2022: 4.2%
|
Logistics Management, FY2025
$214.2M Sources
|
Recurring |
|
Other
|
3.8%
FY2022: 3.2%
|
Other, FY2025
$215.9M Sources
|
Who Are Their Customers?
Serves businesses across consumer products, retail, and other end markets. Its top customers use services across all three reportable segments.
10-K for FY2025, filed Feb 20, 2026
Do Revenues Turn Into Profits?
Yes. It kept 2 cents of every revenue dollar as net income in FY2025 and turned 5 cents into free cash flow.
10-K for FY2025, filed Feb 20, 2026
$168.9MView ↗
10-K for FY2025, filed Feb 20, 2026
$103.6MView ↗
10-K for FY2025, filed Feb 20, 2026
$285.4MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Jul 31, 2026
Open tableView ↗
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Jul 30, 2026
Gave full-year adjusted earnings and net capital expenditure guidance
Its 2026 adjusted diluted earnings per share guidance was $0.90 - $1.10; net capital expenditure guidance was $350 - $400 million.
Sources
8-K, filed Jul 30, 2026
Operating Revenues $1.6 billion; $1.4 billion in 2025 Income from Operations $71.4 million; $55.0 million in 2025 Diluted Earnings per…View ↗
Flat. Revenue was $5.7B in FY2025, about the same as the $5.6B of FY2021.
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