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Schneider National, Inc. (SNDR) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
Seeking Alpha· 2025-09-12 03:20
Group 1 - The company has not yet settled on the view regarding the pull forward in Q2 and the seasonality for Q2, Q3, and Q4 [1] - The CEO indicated that the anticipated pull forward in Q2 did not materialize as expected, with a slow start in July but finishing above seasonal expectations in terms of volume [2] - Volumes have remained steady, but August was characterized as somewhat subseasonal, indicating a tight band of demand without significant fluctuations [3]