Schneider National, Inc. · NYSE:SNDR
Schneider National — Q1 2026 Earnings Presentation
29 slides from Schneider National's earnings presentation, Apr 30, 2026
Slide 1: Investor Presentation First Quarter 2026
Investor Presentation FIRST QUARTER 2026
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements Special Note Regarding Forward-Looking Statements This presentation and certain information that management may discuss in connection with this presentation, may include “forward-looking statements,” as defined in the Private Securities Litigation Reform Act
Slide 3: Business Overview
Business Overview WHO WE ARE 3
Slide 4: Schneider: by the numbers
SCHNEIDER: by the numbers 9.6 MILLION freight miles per day” 390 number of times Schneider loads Circle the globe por day"* As -Z 99.99% 10 theftfre loads! MILLION ey 280 24% 91 properties associates yearsin worldwide” J with business military (founded ‘experience’ in 19357" ALL THIS COULDN'T BE DON
Slide 5: Experienced leadership, committed to growth and delivering shareholder value
Experienced leadership, committed to growth and delivering shareholder value. Mark Rourke • President and Chief Executive Officer since 2019, previously serving as Executive Vice President and Chief Operating Officer. • Started at Schneider in 1987 as a Service Team Leader. • Has held a variety of l
Slide 6: Our multimodal platform, comprised of three reportable segments
Our multimodal platform, comprised of three reportable segments, allows us to deliver scalable capacity and creative solutions for our customers and value for our shareholders. Truckload Segment Over the road North America freight transportation via dry van, bulk, temperature-controlled and flat-bed
Slide 7: Schneider has an expansive North American footprint with industry-leading safety
Schneider has an expansive North American footprint with industry-leading safety, culture and performance. Mission • Safe, courteous, hustling associates delivering superior experiences that excite our customers. Vision • Driven by our uncompromising values to deliver the goods that enhance the live
Slide 8: As a responsible company, Schneider lives out its core values daily
As a responsible company, Schneider lives out its core values daily. Safety. Robust, ongoing safety training and protocols, and trucks with some of the most advanced safety technology in the industry. Respect. Schneider Foundation donations exceeded $9 million in the last five years, strengthening c
Slide 9: Our diversity of customers and end-markets served supports resiliency
Our diversity of customers and end-markets served supports resiliency through business cycles. As of December 2025, Schneider offered its services to approximately 7,400 customers, including approximately 135 Fortune 500 companies. 22 of Schneider’s top 25 customers used services from all three repo
Slide 10: Our portfolio shaping is built on diligent capital allocation
Our portfolio shaping is built on diligent capital allocation, pursuit of profitable growth and delivering stakeholder value. Dollars in millions. See Appendix for non-GAAP reconciliations. 10
Slide 11: Differentiators
Differentiators WHAT SETS US APART 11
Slide 12: Enterprise differentiation from the synergistic value of our multimodal portfolio
Enterprise differentiation from the synergistic value of our multimodal portfolio of services. Our unique strengths drive customer and shareholder value. Size and scale of complementary multimodal services provide optionality and flexibility of customer solutions, industry-leading service and growin
Slide 13: Truckload consists primarily of dedicated contract configurations
Truckload consists primarily of dedicated contract configurations, complemented by a trailer-centric network operation. Dedicated • Contracted, reliable and flexible capacity through freight cycles, including specialty services and equipment. • Multi-year contracts with over 90% renewal rates, servi
Slide 14: Intermodal delivers sustainable transportation with company-owned containers and chassis
Intermodal delivers sustainable transportation by leveraging company-owned containers and chassis, company dray drivers and strategic rail relationships. • Experienced, scaled and reliable; one of the largest publicly-held intermodal carriers in North America. • Approximately 26,400 company-owned co
Slide 15: Logistics integrates all aspects of customer supply chains
Logistics integrates all aspects of customer supply chains to manage performance, minimize risk and maximize efficiencies. • Innovative technology and digital connectivity between our vast carrier and shipper networks for increased efficiency and visibility. • Resolving customers’ capacity needs thr
Slide 16: Continually enhancing our technology and digital solutions
Continually enhancing our technology and digital solutions to stay flexible and ahead of the evolving needs of our customers, shippers and associates. • Our proprietary Schneider FreightPower® platform drives growth by advancing and simplifying core business processes, eliminating complexity in deci
Slide 17: Our Strategy
Our Strategy WHERE WE ARE GOING 17
Slide 18: Our strategy centers around delivering a superior portfolio of services
Our strategy centers around delivering a superior portfolio of services, driving sustainable growth in revenue and earnings and long-term shareholder value. Strategic framework Optimize capital allocation across our strategic growth priorities of Dedicated, Intermodal and Logistics. Includes both or
Slide 19: Schneider's strategic growth drivers are Dedicated, Intermodal and Logistics
Schneider’s strategic growth drivers are Dedicated, Intermodal and Logistics. We have purposefully reshaped our multimodal portfolio since our April 2017 IPO to enable resiliency through cycles. 19
Slide 20: Schneider's use-of-cash strategy is a balanced approach
Schneider’s use-of-cash strategy is a balanced approach to drive growth, shareholder returns and resilient financial performance. Dollars in millions. See Appendix for non-GAAP reconciliations. * Net debt leverage is used by the Company for debt covenant purposes which are in filed agreements with t
Slide 21: Committed to disciplined capital deployment and delivering long-term shareholder value
Our Acquisitions Committed to disciplined capital deployment As of March 31, 2026* and delivering long-term shareholder value. • Repurchased approximately 4.4 million Class B shares for approximately $110 million under the prior authorization. • Announced a new $150 million, 3-year share repurchase
Slide 22: Why invest in SNDR?
Why invest in SNDR? Positioned for value creation and growth at the forefront of the transportation industry. Multi-modal portfolio enables multiple ways to win with a focus on growth through differentiation. • Cross-sell and sole-source opportunities with scale across Truckload, Intermodal and Logi
Slide 23: Current Results and Outlook
Current Results and Outlook HOW WE DELIVER 23
Slide 24: Current Results
Current Results In the first quarter, we saw the impact of structural supply rationalization which is driving the market to more normal conditions. Strong execution on our cost and productivity actions, as well as the benefits of operating a diverse, nimble portfolio, allowed us to capitalize on opp
Slide 25: 1Q26 Enterprise Quarterly Review
1Q26 Enterprise Quarterly Review 25
Slide 26: 1Q26 Enterprise Highlights
1Q26 Enterprise Highlights • Strong execution on commercial opportunities in the quarter drove first quarter results inline with our expectations, mitigating challenges from disruptive weather and fuel volatility. • Yield management actions are gaining traction, and spot rate was accretive to overal
Slide 27: Outlook
Outlook First quarter results ended in-line with our expectations despite some challenges in the form of fuel volatility and weather disruption. As market conditions improve, we continue to be focused on executing on our long-term strategic priorities. The actions already taken have positioned us to
Slide 28: Appendix
Appendix
Slide 29: Non-GAAP Reconciliations
Non-GAAP Recon—Revenues Excluding Fuel Surcharge1 Non-GAAP Recon—Adjusted Income from Operations1 ($M) FY17 1Q25 1Q26 FY25 ($M) 1Q25 1Q26 Operating revenues $4,384 $1,402 $1,399 $5,674 Income from operations $42 $33 Less: fuel surcharge revenues 386 144 155 580 Amortization of intangible assets2 2 2