Schneider Nationwide, Inc. (SNDR) Wolfe Analysis nineteenth Annual International Transportation & Industrials Convention Could 21, 2026 8:35 AM EDT
Firm Contributors
Mark Rourke – CEO, President & Director
Darrell Campbell – Government VP & CFO
Convention Name Contributors
Scott Group – Wolfe Analysis, LLC
Presentation
Scott Group
Wolfe Analysis, LLC
Proper. We will get going with our subsequent session with Schneider Nationwide. Actually completely satisfied to have Mark Rourke, President and CEO; and Darrell Campbell, CFO. That is going to be actually Mark’s final look at our convention, however perhaps certainly one of his final appearances on the convention the place Mark goes to turn into Government Chairman. So I recognize you making the journey and good to see you, Darrell., as properly. So there’s — you guys contact truck, Intermodal, Logistics. There’s so much to speak about kind of in all three of the companies. We had lots of trucking firms right here earlier within the week, brokers right here earlier within the week. And clearly, the positivity round price is super, proper?
Query-and-Reply Session
Scott Group
Wolfe Analysis, LLC
So I do not know, simply assist us kind of open-ended, high-level query, kind of body the atmosphere that we’re in and as you see it throughout the three totally different companies, then we’ll get into all of the specifics.
Mark Rourke
CEO, President & Director
Sure. Sure, Scott, you are completely proper. Clearly, we’re uncovered throughout actually three platforms: truck, asset-based Intermodal after which $1.5 billion or so on the brokerage and logistics entrance. There’s a number of information throughout actually all three of these. However I feel clearly, it begins with what we have been speaking about for a number of quarters, the capability ranges, the shadow capability that basically clarify now that we get extra visibility to essentially the depth of that, what it actually defined a 3- or 4-year “freight recession”. And an awesome credit score to the administration who has actually dug in
