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Schneider National (SNDR) investor relations material
Schneider National Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Market and demand trends
Second quarter did not see the expected pull forward in demand; July started slow but ended above seasonal expectations, while August was steady but slightly sub-seasonal.
Intermodal peak season may ramp down earlier than usual, with inventory location influencing inland moves.
Contractual truckload rates remain in the mid-single-digit increase range, with more flexibility in the spot market for Q4 opportunities.
Project business and demand pockets are similar to last year, with potential to outperform depending on total demand.
Strategic customer discussions for 2026 are ongoing, focusing on goals and expectations rather than pricing or allocation.
Business strategy and operations
Dedicated trucking is the long-term focus, with 70% of trucks in dedicated configurations under three- to five-year contracts.
Dedicated segment has experienced higher churn this year, mainly from customers shifting to network solutions for price advantages.
Despite churn, retention rates in dedicated remain above 90%, and the pipeline for new business is strong, indicating a return to growth.
Private fleet growth has slowed, with more opportunities for dedicated conversions or augmentations as insurance and operational pressures mount.
Focus is on durable, value-added dedicated solutions rather than generic offerings.
Industry capacity and regulatory environment
Enforcement of existing rules, especially regarding B1 drivers and English language requirements, is reducing capacity and deterring shadow operators.
New truck orders have been below replacement levels, signaling tightening supply.
Barriers to entry remain low, but enforcement and industry initiatives, such as attracting more female drivers, are changing dynamics.
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