Seasonal demand

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Schneider National, Inc. (SNDR) Morgan Stanley's 13th Annual Laguna Conference Transcript
Seeking Alphaยท 2025-09-12 03:20
Question-and-Answer SessionSo yes. So let's just kick off with the state of the world as we see it. I think, obviously, we've been up here for literally -- I've been here 2 days. And the -- we still really haven't settled the view on has there been pull forward in 2Q? What does 2Q, 3Q seasonality look like? What does 4Q seasonality look like? So help us resolve that.Mark RourkeCEO, President & Director So I'll help us resolve that? Good. Well, Ravi, as we were sitting here earlier in the year, we expected m ...