Schneider National, Inc.
Schneider National, Inc. is classed by the SEC under Trucking (No Local) (industry code 4213), based in Green Bay, WI. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $5.7 billion and a profit of $104 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a usage business: prior from its industry code (SEC 4213, Trucking (No Local)); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.2 out of ten, 9 of 9 metrics filed: past 5.7 out of ten, present 5.7 out of ten, future 7.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.7 out of ten. No warning events in its filings since 2017. 77th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.8 out of ten. +3.8% a year over 10 filed years; profitable in 10 of 10. 48th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 4.6 out of ten. Share count shrank 0.5% a year. 15% of cash flow returned. Insiders: 10 sales, 0 purchases. 46th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 5.3 out of ten. ROE 3%: 3¢ of profit per shareholder dollar. Leverage 38%: owes 38¢ per asset dollar. 53rd percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.5 out of ten. top 35% of 13 in its family; net margin 1.8%. 65th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.7 out of ten. bottom 47% of 13 in its family for leadership; chief executive since 2026. 47th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.5 out of ten. top 35% of 13 in its family for room to expand. 65th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 7.2 out of ten. top 28% of 13 in its family for growth drivers. 72nd percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 7.6 out of ten. top 24% of 13 in its family for expectations against reality. 76th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-20 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form 8-K, 2026-10-02. Filings on record since 2016. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Transportation 92%, Other 4%, Logistics Management 4%. As tagged in its annual report (Form 10-K, filed 2026-02-20).
Who runs it
Filter, James Scott (President & CEO); Rourke, Mark B. (Executive Chair); Campbell, Darrell George (EVP - CFO); Devgun, Shaleen (EVP-Chief Innovation, Tech); Baumgardt, Michael J (EVP Intermodal & Logistics); Wells, Steven A (EVP Truckload); Jackson, Thomas G (EVP - General Counsel); Dumas, Magnin Shelly A (VP and Corporate Controller); Fish, Angela M (EVP Human Resources); Reich, Robert M Jr (EVP - CAO); and 11 more. 21 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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