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Schneider National, Inc. Executive Chair Mark B. Rourke exercised employee stock options and sold the resulting Class B common stock on August 3–4, 2026. He exercised options covering 72,994 shares at adjusted exercise prices of $24.81 and $20.96 per share, then sold 72,994 shares in open‑market transactions at weighted average prices of $35.1764, $36.1243, $35.9795 and $35.5759 per share, each executed in multiple trades within stated ranges. Footnotes explain that the Compensation Committee approved $2.00 per share equitable reductions to these exercise prices to reflect a November 9, 2020 special dividend on the company’s common stock. Following the reported transactions, 943,108 shares of Class B common stock were held indirectly by a trust.
Schneider National Inc. (SNDR) reports that an affiliate plans to sell common stock under Rule 144. The notice lists 52,682 common shares to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of $1,893,615.24, and identifies the NYSE as the exchange.
The filing also reports that 20,312 common shares were sold on 08/03/2026 for $714,503.04 by Mark Rourke, indicating recent insider-related selling activity in addition to the planned stock option exercise–related sale.
Schneider National, Inc. reported Q2 2026 operating revenues of $1,568.7 million, up from $1,420.5 million a year earlier. Net income was $49.7 million versus $36.0 million, with diluted EPS of $0.28 compared with $0.20.
Revenue growth reflected higher fuel surcharge revenues from increased fuel prices, stronger Logistics revenue per order, and improved Truckload Network rates and productivity, partly offset by lower Intermodal revenue per order. The GAAP operating ratio improved to 95.4%, and adjusted EBITDA reached $180.0 million. For the first half of 2026, revenue was $2,967.2 million and net income $70.1 million. Cash and cash equivalents were $292.7 million and total debt $396.5 million at June 30, 2026, with free cash flow of $136.0 million for the six-month period.
Schneider National reported stronger second-quarter 2026 results, with operating revenues of $1.57 billion, up 10% from 2025, and net income of $49.7 million, up 38%. Income from operations rose to $71.4 million and adjusted EBITDA to $180.0 million. Diluted EPS increased to $0.28 and adjusted diluted EPS to $0.29. The adjusted operating ratio improved to 94.5% from 95.6%.
Truckload, Intermodal, and Logistics all expanded profitability, led by Truckload operating income of $51.4 million and Logistics up 53% to $12.1 million. As of June 30, cash and cash equivalents were $292.7 million against $396.5 million of total debt and finance lease obligations. Year-to-date free cash flow was $136.0 million, while the company returned $34.6 million via dividends and repurchased 0.2 million shares for $5.2 million. Management raised full-year 2026 adjusted diluted EPS guidance to $0.90–$1.10 and lowered net capital expenditures guidance to $350–$400 million.
Schneider National, Inc. insider Paul J. Schneider, a director and ten percent owner, made a bona fide gift of 3,665 shares of Class B Common Stock on June 24, 2026. After this gift, he held 433,719 Class B shares directly and 1,279,870 Class B shares indirectly through trusts.
Schneider National, Inc. executive Steven A. Wells, EVP Truckload, filed a Form 3 reporting his beneficial ownership of company stock. He reports direct ownership of 9,290 shares of Class B Common Stock as of 2026-07-27, reflecting a holding position rather than a new trade.
Schneider National, Inc. executive Michael J. Baumgardt, EVP Intermodal & Logistics, reported initial beneficial ownership of 24,335.4600 shares of Class B Common Stock held directly. The insider report lists his position but shows no reported purchases or sales in this disclosure.
Schneider National, Inc. expanded its Board of Directors from ten to eleven members and appointed President and Chief Executive Officer James S. Filter as a director, effective July 27, 2026. He will not serve on any Board committees, has no related-party transactions requiring disclosure, and will not receive additional compensation for his Board service.
The Board also declared a quarterly cash dividend of $0.10 per share for the third quarter of 2026 on the company’s Class A and Class B common stock. The dividend is payable to shareholders of record as of September 11, 2026 and is expected to be paid on October 9, 2026.
Schneider National, Inc. director James R. Giertz acquired 11.9 deferred stock units tied to Class B common stock on July 10, 2026. The award was made through a dividend reinvestment feature of the Director Deferred Compensation Program, and he now holds 67,225.12 shares directly.