Schneider National, Inc.

Schneider National, Inc. is a U.S.-based transportation and logistics company organized around truckload, intermodal, and logistics services. Through its operating subsidiaries, it moves freight across North America, with service coverage in the United States, Canada, and Mexico.

10,9 %

1,8 %

+7,3 %

2.13

1.95

— Schneider National, Inc.
%
Truckload45% Asset-based dry van and specialty truckload services, including network and dedicated operations.
Intermodal20% Rail-based container transportation supported by company-owned drayage and rail relationships.
Logistics25% Asset-light brokerage, supply chain management, warehousing, and import/export services.
Dedicated10% Customized fleet and route solutions for customers with recurring transportation needs.

Schneider serves a broad base of shippers across retail, food and beverage, manufacturing, and other industrial end...

  • Large enterprise shippersprimary

    Buy integrated truckload, intermodal, and logistics services for broad North American networks

  • Retail customersprimary

    Use dedicated and specialty delivery solutions for store replenishment and distribution

  • Food and beverage manufacturerssecondary

    Use customized delivery and logistics services for time-sensitive freight flows

  • Manufacturing customerssecondary

    Buy truckload, intermodal, and brokerage services to move inbound and outbound freight

  • Supply chain management clientssecondary

    Outsource third-party freight management, brokerage, and warehousing functions

Schneider’s business is concentrated in North America, with freight moving across the United States, Canada, and Mexico...

  • •Primary operating footprint is the United States
  • •Cross-border freight flows into Canada and Mexico
  • •Intermodal depends on Class I rail networks and drayage
  • •Dedicated and truckload operations serve national shipper networks
  • •Geography matters because capacity, lanes, and border flows shape utilization

Schneider’s strategy centers on integrated multimodal service, using truckload, intermodal, and logistics together to...

01
Grow through integrated multimodal sellingmedium-term

Customers value one provider that can combine truckload, intermodal, and logistics capacity

02
Improve operating efficiency with technologyshort-term

Load matching, routing, and capacity utilization are central to service quality and cost control

03
Expand dedicated and specialty capabilitiesmedium-term

Recurring customer contracts and customized fleets can deepen relationships and stabilize utilization

04
Disciplined capital deploymentlong-term

Fleet, equipment, and technology require ongoing investment to stay competitive

Schneider is exposed to freight-cycle volatility, customer concentration, and intense price competition across...

high

Freight demand and market cyclicality

Volumes and pricing depend on industrial activity, retail demand, and shipping patterns

Scope
Truckload, intermodal, logistics
Materiality
high
high

Customer concentration and contract renewal risk

A meaningful share of revenue comes from major customers and many relationships are not long-term

Scope
Dedicated and enterprise accounts
Materiality
high
high

Driver recruitment and retention

The business needs qualified drivers and owner-operators to maintain fleet capacity

Scope
Truckload and intermodal drayage
Materiality
high
high

Cybersecurity and IT disruption

Operations rely on systems for order management, tracking, and reporting

Scope
Enterprise systems and customer data
Materiality
high
medium

Unionization and labor disruption

Organizing efforts or labor disputes could raise costs or interrupt operations

Scope
Operating workforce
Materiality
medium
medium

Goodwill and intangible asset impairment

Acquisitions add goodwill and intangibles that must be tested for recoverability

Scope
Acquired businesses and reporting units
Materiality
medium
Claims accruals
Affects operating expense and earnings timing
Goodwill and intangible impairment
Can trigger noncash charges to earnings
Intangible asset amortization
Affects operating income and comparability
Fuel surcharge presentation
Affects revenue comparability across periods
Capitalized software and fleet assets
Affects operating expense and asset values

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: 29/04/2026