Schneider National, Inc. (SNDR) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 21, 2026 8:35 AM EDT
Company Participants
Mark Rourke – CEO, President & Director
Darrell Campbell – Executive VP & CFO
Conference Call Participants
Scott Group – Wolfe Research, LLC
Presentation
Scott Group
Wolfe Research, LLC
Right. We’re going to get going with our next session with Schneider National. Really happy to have Mark Rourke, President and CEO; and Darrell Campbell, CFO. This is going to be certainly Mark’s last appearance at our conference, but maybe one of his last appearances at the conference where Mark is going to become Executive Chairman. So I appreciate you making the trip and good to see you, Darrell., as well. So there’s — you guys touch truck, Intermodal, Logistics. There’s a lot to talk about sort of in all three of the businesses. We had a lot of trucking companies here earlier in the week, brokers here earlier in the week. And clearly, the positivity around rate is tremendous, right?
Question-and-Answer Session
Scott Group
Wolfe Research, LLC
So I don’t know, just help us sort of open-ended, high-level question, sort of frame the environment that we’re in and as you see it across the three different businesses, then we’ll get into all the specifics.
Mark Rourke
CEO, President & Director
Yes. Yes, Scott, you’re absolutely right. Obviously, we’re exposed across really three platforms: truck, asset-based Intermodal and then $1.5 billion or so on the brokerage and logistics front. There’s lots of news across really all three of those. But I think obviously, it starts with what we’ve been talking about for several quarters, the capacity levels, the shadow capacity that really explain now that we get more visibility to really the depth of that, what it really explained a 3- or 4-year “freight recession”. And a great credit to the administration who has really dug in
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