SNDRNYSETrucking (No Local)

Schneider National, Inc. (SNDR) earnings date, market-implied expected move, and options open interest by expiry

29.26

−0.19 · −0.64%

post 29.26 0.00%

Closed16:00 ET

Open29.38Volume1.2MMkt cap$5.1BP/E36.58EPS0.80Div yield1.35%

Day29.03 – 29.4852%52-wk19.84 – 39.1349%

SNDR

Schneider National, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Jan 28

after close · in 89 days

est.Q4 FY26

Calendar

Next report

Last report

−0.75%

vs ±10.2% implied · ×0.07

shaded = implied · ▲▼ = realized

Oct 29 '26 · confirmed

Implied vs realized

Linked news

1dWNC · supplierWabash National posts nine-month net loss of $88,810 thousand, Q3 net loss $20,748 thousand
9dCSX · supplierCSX Corp. Announces Third Quarter 2026 Results

News

Largest filed tie

13F top-10 QoQ

−0.87%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

338 managers

Top fund weight

0.00%

SNDR weight · VTI

N-PORTJun 30 '26

2 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Schneider National (SNDR) is expected to report on Jan 28 after close (estimated date).

Implied vs realized

2 reports

—≥ implied

Q2 FY26Jul 30 '26confirmed—▲+4.69%—

Q3 FY26Oct 29 '26confirmed±10.2%▼−0.75%×0.07

quarterimplied−15%0+15%realized×

Q3 FY26±10.2%▼−0.75%×0.07

Q2 FY26—▲+4.69%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 2 expiries · Oct 28 close

0.00OI · 2 expiries · Oct 28 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

2—Nov 2020d539+277%

430%Jan 1576d0.076240%0.07

ExpiryPutsCallsP/C

Nov 2020d2—539+277%0.00

Jan 1576d430%6240%0.07

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

3.12%as filednet margin · revenue +1.06% QoQ · +9.15% YoY

Revenue

$1.6B+1.06% QoQ

Gross profit

$434M−1.32% QoQ

27.37% margin

Operating income

$62M−13.03% QoQ

3.92% margin

Pre-tax income

$66M0.00% QoQ

Net income

$50M−0.40% QoQ

3.12% margin

Cost of revenue

$1.2B+1.98% QoQ

Operating expenses

$372M+0.95% QoQ

SG&A $215M

Depreciation $108M

Marketing $49M

Tax

$16M+1.26% QoQ

Other income

$4M+160.34% QoQ

Revenue$1.6B+1.06%

Gross profit

$434M−1.32%

27.37% margin

Operating income

$62M−13.03%

3.92% margin

Pre-tax income

$66M0.00%

Net income

$50M−0.40%

3.12% margin

Cost of revenue

$1.2B+1.98%

Operating expenses

$372M+0.95%

SG&A $215M

Depreciation $108M

Marketing $49M

Other income$4M+160.34%

Tax$16M+1.26%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

PPI ×1.37· ±2.1% vs ±1.5% · 10 releases

eventrelease day|move|up · n×base

PPIproducer prices±2.1%7 of 10×1.37

NFPjobs report±1.7%6 of 10×1.15

FOMCrate decision±1.7%11 of 24×1.12

PCEpersonal income & outlays±1.4%11 of 19×0.95

CPIconsumer prices±1.4%7 of 10×0.94

GDPgross domestic product±1.4%11 of 19×0.91

CPROFcorporate profits±1.1%7 of 12×0.76

Bar = avg |move| to ±3% · tick = ±1.5% avg day · ×base = |move| ÷ ±1.5% · min 6 releases

Earnings history

EPS 0.28 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Oct 29 '26 · confirmed	0.28	—
Q2 FY26	Jul 30 '26 · confirmed	0.28	—
Q1 FY26	—	0.12	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod