SNDRSchneider National, Inc.
Trucking (no Local)
- Revenue
- $5.7B
- 7.3% YoY
- Operating margin
- 3.0%
- 4.7% YoY
- EBITDA
- $619M
- 6.9% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $64M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear615% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear13% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.6B | $6.6B | $5.5B | $5.3B | $5.7B | 7.3% |
| Operating income | $534M | $600M | $296M | $165M | $169M | 2.2% |
| Net income | $405M | $458M | $239M | $117M | $104M | 11% |
| Operating cash flow | $566M | $856M | $680M | $686M | $637M | 7.1% |
| Capex | $399M | $535M | $660M | $414M | $352M | 15% |
| Stock-based comp | $14M | $17M | $16M | $13M | $17M | 36% |
| Buybacks | $0 | $0 | $67M | $30M | $15M | 51% |
| Dividends | $50M | $56M | $64M | $67M | $67M | 0.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $173K · 1
- Net
- −$173K
Pay vs performance
No pay-versus-performance disclosure yet.