Schneider National's Earnings Estimates Slide: Time to Sell?

Schneider National's EPS estimates have been revised downward for Q1 2026, Q2 2026, and FY 2026, and the full-year 2027 estimate has also been projected downward. The company is facing headwinds such as increased capacity costs, unplanned auto production shutdowns, and raised healthcare costs. Schneider's logistics segment is being hurt by lower legacy brokerage volume and market volatility is challenging the company's growth and earnings. The stock has gained 14.8% over the past six months but has underperformed compared to other industry players. Schneider looks expensive from a valuation standpoint with a forward 12-month P/E-F12M ratio of 25.06X compared to the industry's 18.68X.