Schneider National Business Summary

Schneider National, Inc. (SNDR) is a premier North American multimodal transportation and logistics provider that generates revenue through transaction-based freight services and long-term dedicated contracts. The company operates through three primary business segments: Truckload, which includes high-density Dedicated and flexible Network services; Intermodal, providing rail-truck container solutions; and Logistics, encompassing third-party brokerage, warehousing, and supply chain management. As of early 2026, Schneider maintains one of the industry's largest fleets, utilizing over 12,500 tractors and 54,000 trailers to serve a diverse blue-chip customer base. In the competitive landscape, Schneider contends directly with J.B. Hunt Transport Services, Knight-Swift Transportation, and Landstar System, positioning itself as a technology-forward leader with a specialized focus on asset-based intermodal and dedicated capacity. Founded in 1935 by Al Schneider, the company is currently led by President and CEO Mark B. Rourke, a 35-year veteran who has spearheaded the firm's digital transformation and expansion into dedicated carriage. In January 2026, the company announced a planned leadership transition where Rourke will become Executive Chairman on July 1, 2026, succeeded by James S. Filter, the current EVP and Group President of Transportation and Logistics. The executive team is further bolstered by EVP and CFO Darrell Campbell, formerly of Carnival Cruise Line, and EVP and Chief Innovation and Technology Officer Shaleen Devgun, who oversees the proprietary Schneider FreightPower® digital marketplace. The company is publicly traded on the NYSE and maintains significant institutional backing from major investors including BlackRock, Vanguard, and Dimensional Fund Advisors, while the Board is chaired by James L. Welch, former CEO of YRC Worldwide.