SCHNEIDER Investor presentation Second quarter 2022 Investor relations contact information Steve Bindas, Director 920-357-SNDR investor@schneider.com Special Note Regarding Forward-Looking Statements This presentation, and certain information that management may discuss in connection with this presentation, contains forward-looking statements, within the meaning of the United States Private Securities Litigation Reform Act of 1995, which are intended to come within the safe harbor protection provided by suc ...

Schneider National, Inc. (NYSE:SNDR) Q1 2022 Results Earnings Conference Call April 28, 2022 10:30 AM ET Company Participants Steve Bindas - Director IR Mark Rourke - President & CEO Stephen Bruffett - EVP & CFO Conference Call Participants Jonathan Chappell - Evercore ISI Bert Subin - Stifel Kenneth Hoexter - BofA Securities Ravi Shanker - Morgan Stanley Jordan Alliger - Goldman Sachs Thomas Wadewitz - UBS Jack Atkins - Stephens Inc. Scott Group - Wolfe Research Christian Wetherbee - Citigroup Inc. Todd ...

Table of Contents (Exact Name of Registrant as Specified in Its Charter) _____________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________ FORM 10-Q _____________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended Ma ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________ FORM 10-K _____________________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents For the transition period from ...

Schneider National, Inc. (NYSE:SNDR) Q4 2021 Earnings Conference Call February 3, 2022 10:30 AM ET Company Participants Steve Bindas - Director IR Mark Rourke - President & CEO Jim Filter - SVP & GM of Intermodal Division Stephen Bruffett - EVP & CFO Conference Call Participants Jack Atkins - Stephens Bascome Majors - Susquehanna Ravi Shanker - Morgan Stanley Ken Hoexter - Bank of America Jon Chappell - Evercore ISI Todd Fowler - KeyBanc Capital Markets Chris Wetherbee - Citi Jason Seidl - Cowen Tom Wadewit ...

Investor 0 p 目 6 70 presentation Fourth quarter 2021 SCHNEIDER Investor relations contact information Steve Bindas, Director 920-592-SNDR investor@schneider.com Disclaimer and forwardlooking statements Special Note Regarding Forward-Looking Statements This presentation, and certain information that management may discuss in connection with this presentation, contains forward-looking statements, within the meaning of the United States Private Securities Litigation Reform Act of 1995, which are intended to co ...

Financial Data and Key Metrics Changes - The company reported a record EPS of $0.62 for Q3 2021, surpassing the previous record of $0.60 set in the prior quarter [8] - Enterprise revenues, excluding fuel surcharge, reached $1.3 billion, a 25% increase year-over-year [9] - Adjusted operating income doubled year-over-year, with truckload earnings up 87%, intermodal up 99%, and logistics up 143% [10] Business Line Data and Key Metrics Changes - Truckload segment earnings increased by 87% [10] - Intermodal segment saw a 1% growth in order count and a 20% increase in revenue per order [15] - Logistics revenue reached $475 million, only $10 million less than truck segment revenues, with improved operating ratios [18] Market Data and Key Metrics Changes - The company expects revenue excluding fuel surcharge to exceed $5 billion for the full year [11] - The operating income is projected to top $500 million [11] - The company anticipates a lower equipment gain in Q4 compared to Q3 due to reduced equipment sales [68] Company Strategy and Development Direction - The company is focused on growing its multimodal portfolio and enhancing its asset-light offerings in intermodal and logistics, which now comprise 44% of segment earnings [10] - Strategic growth offerings include dedicated truck, intermodal, and brokerage, with a focus on increasing container counts and improving operational efficiency [14][20] - The company is investing in technology to enhance customer experience and streamline operations [57] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining pricing momentum into 2022, despite potential inflationary pressures [26] - The company is optimistic about growth prospects in dedicated and intermodal services, with expectations for continued strong performance [20][26] - Management highlighted the importance of addressing supply chain challenges and maintaining a healthy demand environment [43] Other Important Information - The company has lowered its CapEx guidance to about $300 million due to higher proceeds from equipment sales and delayed deliveries [12] - Management is actively preparing for potential vaccine mandates and is encouraging vaccination among its workforce [52] Q&A Session All Questions and Answers Question: How does the company view 2022 in terms of pricing dynamics and fleet count? - Management is optimistic about pricing momentum and expects to carry that into 2022, with a focus on dedicated growth and improved asset utilization [24][26] Question: What are the expectations for truckload and intermodal pricing into next year? - Management noted that contract renewals are trending positively, with expectations for continued price increases in both segments [34] Question: What is the outlook for intermodal volume growth in 2022? - Management anticipates gradual improvement in intermodal volumes as supply chain issues are addressed, with confidence in dray performance and container builds [90] Question: How is the company addressing labor challenges in the dedicated and dray markets? - Management indicated that dedicated and intermodal configurations are more attractive to drivers, leading to better retention and recruitment [59] Question: What is the company's strategy regarding the FreightPower platform? - The company is focused on expanding its FreightPower platform to enhance service offerings and reach more customers effectively [50] Question: How does the company plan to utilize cash generated in the upcoming quarters? - The company plans to focus on organic growth in strategic areas and explore inorganic opportunities that align with its portfolio [57] Question: What are the expectations for the brokerage business and the impact of power-only services? - Management highlighted that power-only services are gaining traction but still represent a smaller portion of overall brokerage growth [94]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________ FORM 10-Q _____________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Securities registered ...

Financial Data and Key Metrics Changes - The company raised its full-year adjusted EPS guidance to a range of $1.85 to $1.95, representing a 25% increase at the midpoint compared to previous guidance [26][28] - Income from operations reached $126 million, marking the most profitable quarter in the company's history [30] - The second quarter EPS of $0.60 included an $0.08 mark-to-market gain from the investment in TuSimple [31] Business Line Data and Key Metrics Changes - Truckload and Intermodal segments showed solid sequential margin improvement, both exceeding long-term margin target ranges [11] - Logistics revenues grew by $200 million year-over-year, reaching $430 million, an 87% increase [12][23] - Truckload Network revenue per tractor per week improved by 9% sequentially and 23% year-over-year, driven entirely by yield-related increases [16] Market Data and Key Metrics Changes - Intermodal orders improved by 5% sequentially and 16% year-over-year, despite challenges in labor and ramp congestion [20] - Average unload dwell time for customers increased by 70% compared to 2019, indicating significant operational challenges [19] Company Strategy and Development Direction - The company aims to leverage its multimodal platform to transition from asset-heavy to asset-light operations, enhancing its role as a freight aggregator [13] - The focus on dedicated contract configurations in Truckload is expected to drive growth, with a goal of reaching 5,500 tractors in the network [15] - The Logistics segment is anticipated to become increasingly important, with a strategy to blend asset-heavy and asset-light services [55][106] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the labor market and its impact on operations, noting ongoing challenges but also improvements in driver recruitment efforts [49][41] - The company expects continued strength in market demand and constrained driver capacity to persist throughout the year, setting a constructive outlook for 2022 [27][62] Other Important Information - The company is lowering its net CapEx guidance to $325 million to $350 million, down from $375 million to $425 million, primarily due to higher anticipated proceeds from equipment sales [29] - The company has received 50% of its full-year replacement tractor units by mid-year, enhancing capital efficiency [18] Q&A Session Summary Question: Can you touch on the updated guidance for the back half of the year? - Management indicated that they are through most of the book renewal activity and expect continued price appreciation in the for-hire segment [36] Question: What are the headwinds and tailwinds for the rest of the year? - Management highlighted labor challenges as a significant headwind, while improvements in Intermodal flow were noted as a tailwind [50] Question: What differentiates the Logistics business from competitors? - The company emphasized its asset-light strategy and the integration of logistics and intermodal services as key differentiators [55] Question: What are the expectations for 2022 pricing? - Management believes that demand-driven events will likely shape the market conditions, with expectations for a positive rate environment [62] Question: How is the company addressing driver recruitment? - The company has reopened CDL training academies to develop new drivers, which is expected to yield benefits in the coming quarters [41] Question: What is the status of Intermodal box deliveries? - Management expressed confidence in receiving additional boxes, although they acknowledged the challenges posed by the supply chain [82] Question: How is the company preparing for peak season? - Customers are reportedly cautious about their promotional activities due to supply chain reliability issues, leading to a focus on inventory management [128]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________ FORM 10-Q _____________________________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period f ...