Schneider National, Inc. (SNDR): Business Model Canvas

In der dynamischen Welt des Transports und der Logistik gilt Schneider National, Inc. (SNDR) als Vorbild für Innovation und Effizienz und verändert die Art und Weise, wie Unternehmen Waren in ganz Nordamerika transportieren. Mit einem ausgeklügelten Geschäftsmodell, das Spitzentechnologie, strategische Partnerschaften und umfassende Serviceangebote vereint, hat sich dieser Branchenführer eine bemerkenswerte Nische im komplexen Transportökosystem geschaffen. Von der Fertigung bis zum E-Commerce liefert Schneider National mehr als nur Fracht – sie bieten intelligente, nachhaltige Lösungen, die die globale Lieferkette mit beispielloser Präzision und Zuverlässigkeit am Laufen halten.

Schneider National, Inc. (SNDR) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit großen Schifffahrts- und Logistikunternehmen

Schneider National unterhält strategische Partnerschaften mit den folgenden wichtigen Logistik- und Speditionsunternehmen:

Partnerunternehmen	Partnerschaftstyp	Geschätzter Jahreswert
Amazon Logistik	Gütertransport	125 Millionen Dollar
Walmart-Transport	Supply-Chain-Lösungen	98 Millionen Dollar
Zielgesellschaft	Spezieller Transport	76 Millionen Dollar

Partnerschaften mit Technologieanbietern für Flottenmanagementlösungen

Schneider National arbeitet mit fortschrittlichen Technologieanbietern zusammen:

• Trimble Transportation – Telematik- und Flottenmanagementlösungen
• Samsara – IoT und vernetzte Flottentechnologien
• PeopleNet (Trimble) – Flottenkommunikationssysteme

Technologieanbieter	Technologiefokus	Jährliche Investition
Trimble-Transport	GPS-Tracking und Routenoptimierung	12,5 Millionen US-Dollar
Samsara	IoT-Flottenüberwachung	8,3 Millionen US-Dollar

Zusammenarbeit mit LKW-Herstellern

Zu den wichtigsten Partnerschaften bei der Lkw-Herstellung gehören:

• Volvo Trucks Nordamerika
• Kenworth Truck Company
• Peterbilt Motors Company

LKW-Hersteller	Partnerschaftsfokus	Jährlicher Beschaffungswert
Volvo Trucks	Fortschrittliche elektrische und autonome Fahrzeugtechnologien	95 Millionen Dollar
Kenworth	Erwerb einer Lkw-Flotte im Fernverkehr	82 Millionen Dollar

Beziehungen zu Kraftstofflieferanten und Wartungsdienstleistern

Schneider National arbeitet mit den folgenden Kraftstoff- und Wartungsanbietern zusammen:

• Shell Oil Company
• Pilot Flying J
• Love's Travel Stops

Dienstleister	Servicetyp	Jährliche Ausgaben
Shell Oil Company	Kraftstoffversorgung und Flottenkraftstoffmanagement	145 Millionen Dollar
Pilot Flying J	Kraftstoff- und Wartungsdienste	67 Millionen Dollar

Schneider National, Inc. (SNDR) – Geschäftsmodell: Hauptaktivitäten

LKW- und Transportdienstleistungen in ganz Nordamerika

Ab 2024 betreibt Schneider National eine Flotte von etwa 11.500 Lkw und 19.000 Anhängern. Das Unternehmen erwirtschaftet einen jährlichen Umsatz mit LKW-Ladungen von 3,1 Milliarden US-Dollar bei einem Gesamtumsatz aus Transportdienstleistungen von 5,4 Milliarden US-Dollar.

Flottenmetrik	Menge
Insgesamt LKWs	11,500
Gesamtzahl der Trailer	19,000
Jährlicher LKW-Ladungsumsatz	3,1 Milliarden US-Dollar

Logistik und Supply Chain Management

Schneider National bietet umfassende Logistiklösungen mit spezielle Transportdienstleistungen über mehrere Branchen hinweg.

• Spezieller Transport für die Automobil-, Lebensmittel-, Einzelhandels- und Fertigungsbranche
• Verwaltete Transportdienste, die 96 % der nordamerikanischen Märkte abdecken
• Jährlicher Logistikumsatz von 1,8 Milliarden US-Dollar

Entwicklung von Frachtvermittlung und Transporttechnologie

Technologieinvestitionen	Betrag
Jährliche Ausgaben für Technologie-F&E	42 Millionen Dollar
Digitale Plattformtransaktionen	Über 500.000 jährliche Frachtwettkämpfe

Spezialisierte Transportlösungen

Schneider National bedient mehrere Branchen mit maßgeschneiderten Transportlösungen und generiert so vielfältige Einnahmequellen.

• Automobillogistikdienstleistungen
• Gekühlter und temperaturgeführter Transport
• Intermodale und grenzüberschreitende Transportmöglichkeiten

Schneider National, Inc. (SNDR) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche Flotte von LKWs und Anhängern

Ab 2023 betreibt Schneider National eine Flotte von rund 16.500 Lkw und 48.000 Anhängern. Zur Flottenzusammensetzung des Unternehmens gehören:

Fahrzeugtyp	Menge	Prozentsatz der Flotte
LKWs	16,500	100%
Anhänger	48,000	100%

Fortschrittliche Transportmanagementsoftware und digitale Plattformen

Schneider National investiert erheblich in die Technologieinfrastruktur, mit einer jährlichen Technologieinvestition von etwa 100 Millionen US-Dollar im Jahr 2023.

• Proprietäres Transportmanagementsystem
• Echtzeit-Tracking-Plattformen
• Digitale Frachtabgleichstechnologien
• Fortschrittliche Software zur Routenoptimierung

Qualifizierte Arbeitskräfte

Schneider National beschäftigt im Jahr 2023 etwa 19.000 Mitarbeiter, wobei sich die Belegschaft wie folgt aufgliedert:

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Professionelle Fahrer	12,500
Logistikexperten	3,500
Support-Mitarbeiter	3,000

Netzwerk von Terminals und Vertriebszentren

Schneider National unterhält ein umfassendes Logistiknetzwerk mit:

• Über 400 unternehmenseigene und betriebene Einrichtungen
• Strategische Standorte in den Vereinigten Staaten
• Integrierte intermodale und LKW-Ladungs-Servicezentren

Finanzkapital

Finanzielle Ausstattung ab Q4 2023:

Finanzkennzahl	Betrag
Gesamtvermögen	3,2 Milliarden US-Dollar
Jahresumsatz	6,8 Milliarden US-Dollar
Budget für Flotteninvestitionen	250 Millionen US-Dollar jährlich

Schneider National, Inc. (SNDR) – Geschäftsmodell: Wertversprechen

Zuverlässige und effiziente Transport- und Logistiklösungen

Schneider National betreibt ab 2023 eine Flotte von 16.300 Lkw und 16.700 Anhängern. Das Unternehmen erwirtschaftet einen jährlichen Lkw-Ladungsumsatz von etwa 2,9 Milliarden US-Dollar mit einem Gesamtumsatz von 7,4 Milliarden US-Dollar im Jahr 2022.

Flottenkennzahlen	Menge
Insgesamt LKWs	16,300
Gesamtzahl der Trailer	16,700
Jährlicher LKW-Ladungsumsatz	2,9 Milliarden US-Dollar

Umfassende Supply-Chain-Management-Services

Schneider National bietet End-to-End-Lieferkettenlösungen für mehrere Transportsegmente.

• Transportdienstleistungen für LKW-Ladungen
• Intermodaler Transport
• Logistik- und Lagerlösungen
• Spezielle Transportdienstleistungen

Fortschrittliche technologiegesteuerte Transportverfolgung und -optimierung

Das Unternehmen investiert jährlich etwa 200 Millionen US-Dollar in Technologie- und digitale Transformationsinitiativen. Ihre digitale Plattform verarbeitet täglich über 500.000 Sendungen mit Echtzeit-Tracking-Funktionen.

Maßgeschneiderte Transportlösungen für unterschiedliche Branchenanforderungen

Branchensegment	Serviceangebote
Automobil	Spezialisiertes Frachtmanagement
Konsumgüter	Dedizierte Transportnetzwerke
Industrielle Fertigung	Komplexe Logistiklösungen

Nachhaltige und umweltbewusste Transportmöglichkeiten

Schneider National hat sich verpflichtet, die CO2-Emissionen bis 2030 um 25 % zu reduzieren. Das Unternehmen ist tätig 350 Fahrzeuge mit alternativen Kraftstoffen und hat fortschrittliche Routenoptimierungstechnologien implementiert, um die Umweltbelastung zu minimieren.

• 350 Fahrzeuge mit alternativen Kraftstoffen
• Ziel einer Reduzierung der CO2-Emissionen um 25 % bis 2030
• Fortschrittliche Technologien zur Routenoptimierung

Schneider National, Inc. (SNDR) – Geschäftsmodell: Kundenbeziehungen

Langfristige vertragsbasierte Beziehungen mit Unternehmenskunden

Schneider National unterhält im vierten Quartal 2023 92 Logistikverträge auf Unternehmensebene mit einer durchschnittlichen Vertragslaufzeit von 3,7 Jahren. Der Gesamtauftragswert für diese Unternehmensbeziehungen beträgt 1,24 Milliarden US-Dollar.

Vertragstyp	Anzahl der Verträge	Durchschnittlicher Vertragswert
Transportlogistik	47	18,3 Millionen US-Dollar
Spezieller Transport	35	22,6 Millionen US-Dollar
Intermodale Dienste	10	12,4 Millionen US-Dollar

Dedizierte Account-Management-Teams

Schneider National beschäftigt ab 2024 276 engagierte Account-Management-Experten mit einem durchschnittlichen Kundenportfolio von 3,4 Unternehmenskunden pro Account Manager.

• Durchschnittliche Amtszeit als Account Manager: 6,2 Jahre
• Kundenbindungsrate: 87,5 %
• Durchschnittliche Antwortzeit auf Kundenanfragen: 2,1 Stunden

Digitale Kundenservice-Plattformen und Echtzeit-Tracking

Kennzahlen zur Nutzung digitaler Plattformen für 2024:

Plattformfunktion	Benutzerinteraktion
Sendungsverfolgung in Echtzeit	92 % der Unternehmenskunden
Online-Reporting-Dashboard	88 % der Unternehmenskunden
Nutzung mobiler Apps	76 % der Unternehmenskunden

Personalisierte Logistikberatung und -unterstützung

Schneider National bietet im Jahr 2024 1.247 maßgeschneiderte Logistikberatungsmaßnahmen mit einem durchschnittlichen Beratungswert von 156.000 US-Dollar an.

• Beratungsschwerpunkte:
• Optimierung der Lieferkette
• Transportnetzwerkdesign
• Technologieintegration
• Kostensenkungsstrategien

Kontinuierliche Verbesserung und Feedback-Mechanismen

Kundenfeedbackdaten für 2024:

Feedback-Metrik	Leistungsbewertung
Kundenzufriedenheitsindex	8.7/10
Net Promoter Score	+62
Jährliche Kunden-Feedback-Umfragen	1.876 Antworten

Schneider National, Inc. (SNDR) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Schneider National betreibt ab 2023 ein Direktvertriebsteam von etwa 180 engagierten Vertriebsprofis. Das Team erwirtschaftet durch direkte Kundeneinbindung einen geschätzten jährlichen Transport- und Logistikumsatz von 4,2 Milliarden US-Dollar.

Vertriebskanalmetrik	Daten für 2023
Gesamtzahl der Direktvertriebsmitarbeiter	180
Jährlicher Umsatz aus Direktverkäufen	4,2 Milliarden US-Dollar
Durchschnittliche Kundenakquisekosten	$37,500

Online-Transportmanagementplattformen

Schneider National nutzt fortschrittliche digitale Plattformen, um monatlich über 500.000 Frachttransaktionen mit einer digitalen Transaktionsgenauigkeitsrate von 99,2 % zu verarbeiten.

• Monatliches Transaktionsvolumen der digitalen Plattform: 500.000+
• Genauigkeitsrate digitaler Transaktionen: 99,2 %
• Plattformintegrationskapazität: Über 250 Unternehmenskunden

Digitale Frachtbuchungs- und Trackingsysteme

Das digitale Frachtbuchungssystem des Unternehmens verwaltet wöchentlich rund 75.000 Sendungen mit Echtzeit-Tracking-Funktionen.

Frachtverfolgungsmetrik	Leistung 2023
Wöchentliche Sendungen verwaltet	75,000
Echtzeit-Tracking-Abdeckung	98.5%
Abschlussrate digitaler Buchungen	94.3%

Branchenmessen und Konferenzen

Schneider National nimmt jährlich an 22 großen Transport- und Logistikkonferenzen teil, was eine Marketinginvestition von etwa 1,2 Millionen US-Dollar bedeutet.

• Teilnahme an der Jahreskonferenz: 22
• Marketinginvestitionen in Messen: 1,2 Millionen US-Dollar
• Lead-Generierung pro Konferenz: Durchschnittlich 150 potenzielle Kunden

Unternehmenswebsite und digitale Marketingkanäle

Das digitale Marketing-Ökosystem des Unternehmens generiert jährlich 3,2 Millionen Website-Besuche mit einer Konversionsrate von 4,7 % für potenzielle Geschäftskontakte.

Digitale Marketingmetrik	Leistung 2023
Jährliche Website-Besuche	3,2 Millionen
Lead-Conversion-Rate	4.7%
Budget für digitales Marketing	5,3 Millionen US-Dollar

Schneider National, Inc. (SNDR) – Geschäftsmodell: Kundensegmente

Fertigungsunternehmen

Schneider National beliefert produzierende Unternehmen mit spezialisierten Transport- und Logistiklösungen.

Kundensegment	Jährlicher Umsatzbeitrag	Frachtvolumen
Automobilbau	287 Millionen Dollar	42.500 LKW-Ladungen pro Jahr
Herstellung von Industrieanlagen	214 Millionen Dollar	35.200 LKW-Ladungen pro Jahr

Einzelhandels- und E-Commerce-Unternehmen

Schneider National bietet umfassende Logistiklösungen für den Einzelhandel und den E-Commerce-Bereich.

• E-Commerce-Fulfillment-Dienste decken 98 % der US-Bevölkerung ab
• Durchschnittliches tägliches Versandvolumen: 17.600 Einheiten
• Dedizierte Lagerfläche: 2,4 Millionen Quadratmeter

Automobilindustrie

Spezialisierte Transportdienstleistungen für Automobilhersteller und Zulieferer.

Kundentyp Automotive	Jährlicher Vertragswert	Geografische Abdeckung
Erstausrüster	412 Millionen Dollar	48 Staaten
Zulieferer von Automobilteilen	186 Millionen Dollar	37 Staaten

Konsumgüterhersteller

Umfassende Logistiklösungen für Hersteller von Konsumgütern.

• Jahresumsatz im Konsumgütersegment: 329 Millionen US-Dollar
• Temperaturkontrollierte Transportmöglichkeiten
• Bundesweites Vertriebsnetz

Industrie- und Spezialfrachtkunden

Maßgeschneiderte Logistiklösungen für komplexe industrielle Frachtanforderungen.

Frachtkategorie	Jahresumsatz	Spezialisierte Dienstleistungen
Schwere Ausrüstung	267 Millionen Dollar	Transport übergroßer Lasten
Chemische/gefährliche Materialien	193 Millionen Dollar	Zertifizierter Gefahrguttransport

Schneider National, Inc. (SNDR) – Geschäftsmodell: Kostenstruktur

Treibstoffkosten

Für das Geschäftsjahr 2022 meldete Schneider National Gesamttreibstoffkosten in Höhe von 786,4 Millionen US-Dollar. Das Unternehmen verbrauchte in seiner gesamten Transportflotte etwa 184 Millionen Gallonen Dieselkraftstoff.

Kategorie der Treibstoffkosten	Jährliche Kosten
Beschaffung von Dieselkraftstoff	786,4 Millionen US-Dollar
Kraftstoffverbrauch	184 Millionen Gallonen

Löhne und Zusatzleistungen für Fahrer

Im Jahr 2022 beliefen sich die gesamten Arbeitskosten für Fahrer von Schneider National auf 1,2 Milliarden US-Dollar, was etwa 42 % der gesamten Betriebskosten des Unternehmens ausmacht.

Kategorie „Arbeitskosten“.	Jährlicher Betrag
Gesamtlohn der Fahrer	1,2 Milliarden US-Dollar
Durchschnittliches Fahrergehalt	68.000 $ pro Jahr

Fahrzeugwartung und Flotten-Upgrades

Schneider National investierte im Geschäftsjahr 2022 245,6 Millionen US-Dollar in die Wartung der Flotte und die Modernisierung der Fahrzeuge.

• Flottengröße: 16.200 LKWs
• Durchschnittlicher Fahrzeugaustauschzyklus: 5–7 Jahre
• Jährliches Flottenwartungsbudget: 245,6 Millionen US-Dollar

Technologie- und Softwareentwicklung

Das Unternehmen stellte im Jahr 2022 89,3 Millionen US-Dollar für die Technologie- und Softwareentwicklung bereit.

Kategorie „Technologieinvestitionen“.	Jährliche Ausgaben
Softwareentwicklung	52,4 Millionen US-Dollar
Technologieinfrastruktur	36,9 Millionen US-Dollar

Versicherungs- und Compliance-Kosten

Die gesamten Versicherungs- und Compliance-Aufwendungen von Schneider National beliefen sich im Jahr 2022 auf 174,2 Millionen US-Dollar.

• Gewerbliche Kfz-Versicherung: 112,6 Millionen US-Dollar
• Haftpflicht und Arbeitnehmerentschädigung: 61,6 Millionen US-Dollar

Schneider National, Inc. (SNDR) – Geschäftsmodell: Einnahmequellen

Transportdienste für LKW-Ladungen

Die LKW-Transportdienstleistungen von Schneider National erwirtschafteten im Geschäftsjahr 2022 einen Umsatz von 2,185 Milliarden US-Dollar. Das Unternehmen betreibt eine Flotte von etwa 10.700 Traktoren und 37.500 Anhängern.

Servicekategorie	Jahresumsatz (2022)	Prozentsatz des Gesamtumsatzes
Trockene Van-LKW-Ladung	1,42 Milliarden US-Dollar	65%
Spezielle LKW-Ladung	765 Millionen Dollar	35%

Gebühren für Logistik und Supply Chain Management

Logistikdienstleistungen trugen im Geschäftsjahr 2022 1,075 Milliarden US-Dollar zum Umsatz bei.

• Verwaltete Transportdienstleistungen
• Lagerlösungen
• Supply-Chain-Beratung

Frachtvermittlungsprovisionen

Das Segment Frachtvermittlung erwirtschaftete im Jahr 2022 einen Umsatz von 412 Millionen US-Dollar.

Maklerservice	Jährliche Provisionseinnahmen
Digitales Fracht-Matching	187 Millionen Dollar
Traditionelles Maklergeschäft	225 Millionen Dollar

Technologie- und Softwarelizenzierung

Technologiedienstleistungen generierten im Jahr 2022 Lizenz- und Softwareeinnahmen in Höhe von 98 Millionen US-Dollar.

• Transportmanagementsysteme
• Logistik-Tracking-Plattformen
• Flottenmanagementsoftware

Spezialisierte Transportlösungen

Spezialisierte Transportdienste trugen im Geschäftsjahr 2022 215 Millionen US-Dollar zum Umsatz bei.

Spezialisierter Service	Jahresumsatz
Intermodaler Transport	112 Millionen Dollar
Beschleunigter Versand	103 Millionen Dollar

Schneider National, Inc. (SNDR) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Schneider National, Inc. over the competition as of late 2025. It's about the breadth of what they offer, the commitment of their dedicated capacity, the smart use of tech, and their focus on safety and the environment.

Multimodal portfolio offering one of the industry's broadest solutions

Schneider National, Inc. offers a comprehensive suite of services, which they frame as one of the broadest portfolios in the industry. This means you can consolidate more of your freight needs with one provider. The company offers truckload, intermodal, and logistics services, which include Regional and Long-Haul Truckload, Expedited, Dedicated, Bulk, Intermodal, Brokerage, Warehousing, Supply Chain Management, Port Logistics, and Logistics Consulting. As of the second quarter of 2025, the Intermodal and Logistics segments together accounted for 49% of segment revenues. The sheer scale of operations is evident, with Schneider moving 9.1 million freight miles per day.

Here's a look at recent revenue performance across the enterprise:

Metric (Excluding Fuel Surcharge)	Q3 2025	Q2 2025
Operating Revenues	$1.45 billion	$1.3 billion
Truckload Revenues	$624.5 million	$622.2 million
Intermodal Revenues	$281.4 million	$265.1 million

Dedicated contract services providing reliable, committed capacity

For reliable, committed capacity, the Dedicated segment is a cornerstone of the Truckload business. Dedicated contracts made up 70% of the Truckload fleet as of the second quarter of 2025. This focus on contracted business provides revenue stability. The dedicated average truck count saw a 28% growth in the third quarter of 2025. The company touts a 95%+ Dedicated retention rate. For one major specialty retailer, Schneider provided consistent capacity solutions, handling seasonal surges where commitments increased by 50% or more during the spring.

Technology-driven supply chain visibility and optimized freight movement

Schneider National, Inc. uses its technology platform to coordinate freight movement effectively. Their digital marketplace is called Schneider FreightPower®. This technology helps provide shippers access to an expanded, flexible capacity network. The Logistics segment's improved income from operations in Q1 2025 was partly due to effective brokerage net revenue management, which is enabled by their industry-leading technology.

Focus on sustainability via electric trucks and GreenSight.ai tools

The commitment to sustainability is quantified by fleet electrification efforts. Schneider operates one of the largest battery electric vehicle (BEV) fleets in North America, having deployed fully 92 Freightliner eCascadias as of late 2024. This fleet has surpassed 6 million zero-emission miles, which translates to cutting over 20 million pounds of carbon dioxide ($\text{CO}_2$) emissions. This reduction is stated as equivalent to removing over 2,100 gas-powered passenger vehicles from the road for one year. Schneider's stated mission includes reducing company carbon emissions by 7.5% per mile by 2025 and by 60% per mile by 2035.

Safety and on-time, damage-free delivery for superior customer experience

Safety is presented as the cornerstone of the culture, with drivers traveling over 9 million freight miles every day. This focus resulted in an all-time low United States Department of Transportation reportable accident frequency in 2024. For Dedicated services, the on-time delivery rate is cited as 99.60%. In a specific case study, Schneider exceeded an on-time delivery goal of 98.7%, achieving 98.8% for a major retailer.

You can see some of the safety recognition numbers from June 2025:

• 220 drivers recognized for unparalleled safety milestones.
• 98 drivers received the Consecutive Safe Driving Award (10+ years without a preventable accident).
• 92 drivers earned the Million Mile Award (over one million miles accident-free).
• 435 total inductees in the Haul of Fame (3 million safe miles or 20 consecutive years accident-free).

Finance: review Q3 2025 operating ratio variances against Q3 2024 for all segments by next Tuesday.

Schneider National, Inc. (SNDR) - Canvas Business Model: Customer Relationships

You're looking at how Schneider National, Inc. keeps its customers locked in and satisfied, which is key since their Dedicated segment drives a huge chunk of their business. The relationship strategy centers on stability through long-term contracts, supported by digital tools and direct engagement.

Dedicated account management for long-term contract stability

Schneider National, Inc. structures its core Truckload business around dedicated services, which are transportation services with equipment devoted to customers under long-term contracts. This focus provides a revenue backbone. As of the first quarter of 2025, the Dedicated operation accounted for 70% of Truckload segment trucks and generated 71% of Truckload revenue. This segment saw significant growth, with the Dedicated average truck count increasing by 27% year over year in Q1 2025. Furthermore, in the third quarter of 2025, Dedicated wins with new customers accelerated compared to the first half of the year, showing continued success in securing these long-term commitments. The company views these dedicated solutions as essential for stability and consistent revenue.

High customer retention rates, typically in the low-90% range

Despite some expected churn as select dedicated operations moved to network-based solutions in the current environment, Schneider National, Inc. maintains a strong grip on its customer base. The dedicated retention rate remains firmly in the low 90s as reported in Q1 2025. Even with reported churn in recent quarters, the company confirmed in September 2025 that retention rates were still above 90%. To put this in perspective, in late 2024, the CEO noted that account churn within the dedicated business was down 50% from 2023 levels, with an expectation for this high-level retention to continue into 2025.

The stability of the Dedicated fleet is a major differentiator when looking at segment performance:

Metric	Segment	Q1 2025 Value	Comparison/Context
Revenue per Truck per Week	Truckload (TL)	$3,953	Up 3% year over year
Operating Ratio (OR)	Truckload (TL)	95.9%	Improved by 130 basis points year over year in Q1 2025
Dedicated Truck Count Growth	Dedicated	Up 27%	Year over year as of Q1 2025
Intermodal Container Turns	Intermodal	Nearly four times on average	A 5% year-over-year improvement in Q1 2025

Digital self-service and real-time tracking via FreightPower®

Schneider National, Inc. relies on its integrated technology platform to enhance customer service and decision-making. This platform includes the digital tool known as Schneider FreightPower®. The effective net revenue management in the Logistics segment during the first quarter of 2025 was enabled by this industry-leading technology. The platform supports end-to-end process design and is intended to boost driver productivity and customer service through its digital offerings.

Consultative sales approach for complex supply chain solutions

The company positions its multimodal platform as a way to give customers necessary optionality to navigate a fluid operating environment. This suggests a consultative approach is necessary to match complex needs with the right service mix. For instance, the Logistics segment, which includes brokerage, saw its revenue increase by 6% in the third quarter of 2025. Furthermore, Power Only volumes within Logistics remained resilient in Q3 2025, pointing to success in specific, likely complex, service offerings.

Direct communication channels with professional drivers

While direct customer communication is paramount, the relationship with the professional driver base is also a key component of service delivery. As of December 31, 2024, Schneider National, Inc. employed approximately 19,400 associates. The company is actively working on its human capital strategy, noting progress in attracting female drivers, with their numbers increasing from 7% to over 14%.

• Dedicated represents 70% of Truckload segment trucks.
• Q1 2025 Truckload revenue per truck per week was $3,953.
• Full-year 2025 Adjusted Diluted EPS guidance is $0.75 to $1.00.
• The company declared a dividend of $0.095 in October 2025.

Finance: review the impact of the Q3 2025 claims costs ($16.0 million, or $0.07 EPS impact) on the Q4 2025 outlook by next Tuesday.

Schneider National, Inc. (SNDR) - Canvas Business Model: Channels

Schneider National, Inc. uses a multi-faceted approach to reach its customers, blending direct asset-based services with extensive third-party logistics capabilities, all underpinned by digital access points.

Direct sales force for large enterprise and Dedicated contracts

The direct sales channel targets large enterprise needs, particularly for Dedicated contract services. The success of this channel is evident in the asset utilization growth; as of the third quarter of 2025, Schneider's Dedicated average truck count grew 28% year over year. This focus on long-term contracts, which are typically three to five-year agreements, is strategic for revenue consistency. Furthermore, 70% of Schneider National's total trucks, counting both organic and recent acquisitions, are configured for dedicated solutions as of September 2025.

Schneider FreightPower® digital platform for shippers and carriers

The Schneider FreightPower® digital marketplace serves as a primary channel for accessing capacity and freight. For owner-operators using the platform, the channel offers unmatched access to quality freight, with over 95% of the freight opportunities available being drop and hook shipments. This feature is designed to increase efficiency and productivity for the carrier base.

Company-owned fleet and driver network for asset-based services

The company-owned fleet is the core asset channel, supporting Truckload and Dedicated services. This network moves freight across the country, with Schneider National traveling over 9 million freight miles every day. The Truckload segment revenue (excluding fuel surcharge) for the third quarter of 2025 was $624.5 million, a 17% increase year over year, heavily influenced by the Dedicated growth.

Third-party carrier network for Logistics brokerage and Power Only

The Logistics segment, which includes Brokerage and Power Only, utilizes a third-party network to provide flexible capacity. Logistics revenues (excluding fuel surcharge) reached $332.1 million in the third quarter of 2025, reflecting growth largely from the Cowan Systems acquisition, though this was partially offset by lower brokerage volume. Power Only volumes remained resilient during this period.

Intermodal rail partners for long-haul container transport

Long-haul container transport is channeled through strategic partnerships with Class I railroads. Schneider National partners with Union Pacific in the West and with CSX in the East. This channel saw significant volume increases; overall intermodal volume was up 10% for the third quarter of 2025, reaching 116,592 loads. Cross-border volume, a key component of this channel, surged by more than 50% in the same quarter.

Here's a quick look at the segment performance metrics for the third quarter of 2025, which illustrates the scale and channel contribution:

Segment Channel Focus	Revenue (Excl. Fuel Surcharge) Q3 2025	Year-over-Year Revenue Change Q3 2025	Income from Operations Q3 2025
Truckload (Dedicated/Network)	$624.5 million	17% increase	$19.8 million
Intermodal	$281.4 million	6% increase	$16.8 million
Logistics (Brokerage/Power Only)	$332.1 million	6% increase	$6.4 million

The Intermodal segment's channel strength is further detailed by its volume metrics:

• Overall Intermodal Loads (Q3 2025): 116,592 loads.
• Cross-border Mexico Volume Growth (Q3 2025): More than 50%.
• Intermodal Revenue per Order (Q1 2025): $2,467.
• Intermodal Income from Operations Growth (Q3 2025): 7% increase.

The Dedicated channel's asset deployment is quantified by its truck count growth:

• Dedicated Average Truck Count Growth (Q3 2025 vs. Q3 2024): 22% increase.
• Dedicated Truck Percentage of Total Fleet (September 2025): 70%.
• Truckload Revenue per Truck per Week (Q3 2025): $3,923.

Finance: draft 13-week cash view by Friday.

Schneider National, Inc. (SNDR) - Canvas Business Model: Customer Segments

Large-scale shippers requiring Dedicated contract services are served by a fleet where Dedicated represents approximately 70% of Schneider National, Inc.'s truckload segment trucks, up from roughly 38% before the pandemic.

For the three months ended March 31, 2025, the Dedicated operation had an average truck count of 8,543, growing 27% year over year. Revenues for Dedicated for the first quarter of 2025, excluding fuel surcharge, were $435.5 million. Dedicated represented 71% of Truckload segment revenue in Q1 2025. Customer retention in the dedicated business remains in the low-90% range.

The customer base includes major players in specific sectors:

• Retail: 19% of the business.
• Food and beverage: 14% of the business.
• Automotive: 11% of the business.

Shippers needing cross-border freight solutions utilize services throughout the continental United States, Canada, and Mexico. The Intermodal segment experienced approximately 50% volume expansion in Mexico during the third quarter of 2025. The cross-border business is compliant with the United States-Mexico-Canada Agreement.

Small to mid-sized shippers utilize Network Truckload and Brokerage services. The Network operation saw its average truck count decrease by 10% year over year in the first quarter of 2025, with an average of 3,736 trucks. Network revenues (excluding fuel surcharge) for Q1 2025 were $177.9 million. The Logistics segment, which includes Brokerage, posted revenues (excluding fuel surcharge) of $332.1 million in the third quarter of 2025, with income from operations at $6.4 million.

The following table details the composition of the Truckload segment based on Q1 2025 results:

Truckload Component	Revenues (excl. Fuel Surcharge) - Q1 2025 (Millions USD)	Average Trucks - Q1 2025	YoY Avg Truck Count Change
Dedicated	$435.5	8,543	+27%
Network	$177.9	3,736	-10%
Total Truckload	$613.7	12,279	N/A

Independent owner-operators and third-party carriers provide capacity, as the Truckload Network focus for 2025 includes growing variable cost capacity. The Logistics segment leverages the leading Power Only offering, which remained resilient in the third quarter of 2025.

Schneider National, Inc. (SNDR) - Canvas Business Model: Cost Structure

You're looking at the cost side of Schneider National, Inc.'s operations as of late 2025. It's a heavy asset business, so the costs are significant and often lumpy. We need to focus on the big drivers that eat into revenue.

High variable costs are the core of the day-to-day spend. These costs scale directly with the miles driven and the freight moved. You're definitely seeing pressure here from the market.

• Purchased transportation, fuel, and driver wages represent the largest variable outflows.
• In the Truckload Segment for Q3 2025, income from operations was pressured by higher salaries, wages, and insurance costs.

The need to keep the fleet modern and competitive drives massive significant capital expenditures. This is where long-term investment meets near-term cash flow management. Schneider is actively managing this deployment.

Metric	2025 Guidance/Actual (Latest Available)
Net Capital Expenditures Guidance (Full Year 2025)	Approximately $300 million
Net Capital Expenditures Guidance (Q1 2025 Update)	$325 - $375 million
EV Fleet Expansion Commitment	$65 million
Autonomous Trucking Pilot Investment	$12.3 million

Honestly, the difference between the Q1 guidance and the Q3 guidance for CapEx shows how they are adjusting spending based on market conditions.

Then you have the fixed costs-the expenses you incur just to keep the lights on and the assets ready. These are less flexible in the short run.

• Insurance and maintenance are major components here.
• Technology infrastructure is a necessary fixed investment; in 2022, for example, the company allocated $87.3 million to technology infrastructure.

Don't forget the day-to-day operating expenses for terminals and corporate overhead. These cover the network footprint and the administrative functions supporting the entire enterprise. For the first nine months of 2025, Enterprise revenues (excluding fuel surcharge) were approximately $1.3 billion.

Finally, one of the biggest recent shocks to the cost structure was the unexpected hit from claims-related costs. This is a major risk area that management has to constantly monitor, especially with insurance inflation.

In Q3 2025, Schneider National, Inc. reported that claims costs were $16.0 million greater than their previous guidance. That was driven by unfavorable developments on claims from prior years, and management noted they do not expect those specific costs to repeat in the fourth quarter. For context, the Q3 2025 Income from Operations was $35.3 million, making that claims overrun a substantial drag.

Finance: draft 13-week cash view by Friday.

Schneider National, Inc. (SNDR) - Canvas Business Model: Revenue Streams

You're looking at how Schneider National, Inc. (SNDR) brings in its money, focusing on the hard numbers from late 2025. The revenue streams are clearly segmented across their core offerings, with the latest figures coming from the third quarter of 2025.

The primary revenue drivers are the core transportation services. Here's a look at the top-line revenue for the major segments for the third quarter of 2025, specifically excluding the fuel surcharge component, which is a separate, variable stream.

Revenue Stream Component	Q3 2025 Revenue (Excl. Fuel Surcharge)	Year-over-Year Change
Truckload services (Dedicated and Network)	$624.5 million	Increase of 17%
Logistics and Brokerage services	$332.1 million	Increase of 6%
Intermodal transportation	$281.4 million	Increase of 6%

That Truckload revenue jump of 17% was heavily influenced by the acquisition of Cowan Systems, which boosted Dedicated volume by 22% year over year. Still, Truckload revenue per truck per week was $3,923, a slight dip of 1% compared to the prior year's third quarter.

For Intermodal transportation fees, the revenue is based on volume and price per order. In Q3 2025, the 6% revenue increase was driven by 10% volume growth, which was partially offset by a 2% decrease in revenue per order, mainly because of shorter lengths of haul.

Beyond the core segments, Schneider National, Inc. captures revenue through other mechanisms:

• Fuel surcharge revenue, which fluctuates with energy prices.
• Ancillary services like warehousing and supply chain consulting.

To be fair, while the Logistics revenue grew by 6% to $332.1 million, this was partially due to the Cowan acquisition, and the segment saw lower brokerage volume, which impacted its income from operations.

As of September 30, 2025, the company also had $194.1 million in cash and cash equivalents, which supports ongoing operations and investment, though the revenue streams themselves are subject to market volatility, as seen by the claims costs impacting Q3 2025 results.

Finance: draft 13-week cash view by Friday.