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Schneider Nation 8-K Filings

SNDR NYSE

Every 8-K that Schneider Nation (SNDR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow SNDR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SNDR filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Schneider National, Inc. reported results from its annual meeting and several governance changes. Shareholders approved an amended and restated 2017 Omnibus Incentive Plan that, among other changes, increases the Class B common stock authorized for issuance under the plan by 19,900,000 shares.

The Board also approved Amended and Restated Bylaws. These changes allow the lead independent director, if any, to call special Board meetings and to chair stockholder and Board meetings when the Chair is absent, unable, or refuses to act, and to serve as Chair if that office is vacant until a successor is appointed.

At the annual meeting, shareholders elected ten directors, ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, approved the amended and restated incentive plan, and supported an advisory resolution approving named executive officer compensation. Approximately 97.5% of all eligible votes were represented in person or by proxy.

Rhea-AI Summary

Schneider National, Inc. reported first quarter 2026 results with operating revenues of $1.40 billion, essentially flat versus 2025. Net income was $20.4 million compared with $26.1 million a year earlier, and diluted EPS was $0.12 versus $0.15. Adjusted diluted EPS was $0.12 versus $0.16, and adjusted EBITDA was $143.6 million, down from $154.8 million. Truckload, Intermodal, and Logistics all saw lower income from operations despite generally stable or modestly lower revenues. Cash from operations was $92.9 million and free cash flow was $48.1 million. Management reaffirmed full-year 2026 adjusted diluted EPS guidance of $0.70–$1.00 and net capital expenditures of $400–$450 million.

Rhea-AI Summary

Schneider National, Inc. reported that its Board of Directors declared a quarterly cash dividend of $0.10 per share for the second quarter of 2026 on its Class A and Class B common stock.

The dividend will be paid to shareholders of record as of June 12, 2026 and is expected to be paid on July 10, 2026.

Rhea-AI Summary

Schneider National, Inc. filed a Form 8-K to furnish a press release announcing its financial results for the three months ended December 31, 2025. The press release is attached as Exhibit 99.1 and provides the detailed quarterly figures and commentary.

The company also includes an extensive forward-looking statements section, explaining that projections and expectations are subject to risks and uncertainties. It directs readers to the risk factors in its Form 10-K and subsequent Form 10-Q filings for a fuller discussion of these risks.

Rhea-AI Summary

Schneider National, Inc. is implementing a planned leadership transition. Effective July 1, 2026, current President and Chief Executive Officer Mark B. Rourke will become Executive Chair of the Board, and James S. Filter, currently Executive Vice President and Group President of Transportation and Logistics, will become President and Chief Executive Officer.

Mr. Filter, age 54, has held senior roles at the company since 1998 and previously worked at United Parcel Service and served in the U.S. Marine Corps. His 2026 cash and equity incentives will be prorated and “topped up” to reflect time in each role. After the transition, Mr. Rourke will remain employed, focus on strategic direction and Board counsel, and his base salary will be $750,000. The Board also created a Lead Independent Director role, appointing James L. Welch effective on the Transition Date.

Rhea-AI Summary

Schneider National, Inc. reported that its Board approved a higher quarterly cash dividend for the first quarter of 2026 of $0.10 per share for both Class A and Class B common stock. Shareholders of record on March 13, 2026 are expected to receive the dividend on April 8, 2026.

The Board also approved a new share repurchase program authorizing buybacks of up to $150 million of Class A and/or Class B common stock over the next three years. This new authorization replaces a prior $150 million program under which the company repurchased 4.4 million shares for a total of $110.1 million.

Rhea-AI Summary

Schneider National (SNDR) furnished a press release announcing financial results for the three months ended September 30, 2025. The release is provided as Exhibit 99.1 and is incorporated by reference in Item 2.02.

The information is being furnished, not filed, so it is not subject to Section 18 liabilities of the Exchange Act, and it is not automatically incorporated into other filings. The company also included a forward‑looking statements caution under the Private Securities Litigation Reform Act of 1995.

Rhea-AI Summary

Schneider National, Inc. (SNDR) announced a quarterly cash dividend for the fourth quarter of 2025 of $0.095 per share on its Class A and Class B common stock.

The dividend will be paid to shareholders of record at the close of business on December 12, 2025, and is expected to be paid on January 12, 2026. This reflects ongoing return of cash to shareholders through regular dividends.

Rhea-AI Summary

Schneider National, Inc. (SNDR) filed an 8-K announcing its board approved a regular quarterly cash dividend of $0.095 per share for Q3 2025, payable on 9 Oct 2025 to shareholders of record as of 12 Sep 2025. The dividend applies equally to both Class A and Class B common shares. No additional financial results, guidance revisions, or strategic actions were disclosed in this filing.