Schneider National, Inc. (SNNR): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique des transports et de la logistique, Schneider National, Inc. (SNRT) est un phare d'innovation et d'efficacité, transformant la façon dont les entreprises déplacent des biens à travers l'Amérique du Nord. Avec un modèle commercial sophistiqué qui mélange la technologie de pointe, les partenariats stratégiques et les offres de services complètes, ce leader de l'industrie a creusé un créneau remarquable dans l'écosystème du transport complexe. De la fabrication au commerce électronique, Schneider National offre plus que le fret - ils fournissent des solutions intelligentes et durables qui maintiennent la chaîne d'approvisionnement mondiale en mouvement avec une précision et une fiabilité sans précédent.

Schneider National, Inc. (SNNT) - Modèle d'entreprise: partenariats clés

Alliances stratégiques avec les grandes sociétés d'expédition et de logistique

Schneider National entretient des partenariats stratégiques avec les principales compagnies de logistique et maritimes suivantes:

Entreprise partenaire	Type de partenariat	Valeur annuelle estimée
Amazon Logistics	Transport de marchandises	125 millions de dollars
Transport de Walmart	Solutions de chaîne d'approvisionnement	98 millions de dollars
Target Corporation	Transport dédié	76 millions de dollars

Partenariats avec les fournisseurs de technologies pour les solutions de gestion de flotte

Schneider National collabore avec les fournisseurs de technologies de pointe:

• Trimble Transport - Solutions de gestion de la télématique et de la flotte
• Samsara - IoT et Connected Fleet Technologies
• Peoplenet (Trimble) - Systèmes de communication de la flotte

Fournisseur de technologie	Focus technologique	Investissement annuel
Transport Trimble	Suivi GPS et optimisation de l'itinéraire	12,5 millions de dollars
Samsara	Surveillance de la flotte IoT	8,3 millions de dollars

Collaboration avec les fabricants de camions

Les partenariats de fabrication de camions clés comprennent:

• Volvo Trucks Amérique du Nord
• Kenworth Truck Company
• Peterbilt Motors Company

Fabricant de camions	Focus de partenariat	Valeur d'achat annuelle
Camions Volvo	Technologies de véhicules électriques et autonomes avancés	95 millions de dollars
Kenworth	Acquisition de la flotte de camions long-courrier	82 millions de dollars

Relations avec les fournisseurs de carburant et les fournisseurs de services de maintenance

Schneider National s'associe aux fournisseurs de carburant et d'entretien suivants:

• Shell Oil Company
• Pilote volant j
• Les arrêts de voyage de l'amour

Fournisseur de services	Type de service	Dépenses annuelles
Shell Oil Company	Alimentation en carburant et gestion du carburant de la flotte	145 millions de dollars
Pilote volant j	Services de carburant et de maintenance	67 millions de dollars

Schneider National, Inc. (SNNT) - Modèle d'entreprise: Activités clés

Services de camionnage et de transport à travers l'Amérique du Nord

En 2024, Schneider National exploite une flotte d'environ 11 500 camions et 19 000 remorques. La société génère un chiffre d'affaires annuel de 3,1 milliards de dollars avec un chiffre d'affaires total de service de transport de 5,4 milliards de dollars.

Métrique de la flotte	Quantité
Camions totaux	11,500
Randonnées totales	19,000
Revenus annuels de chargement de camions	3,1 milliards de dollars

Gestion de la logistique et de la chaîne d'approvisionnement

Schneider National fournit des solutions logistiques complètes avec services de transport dédiés dans plusieurs industries.

• Transport dédié aux secteurs automobile, alimentaire, de vente au détail et manufacturier
• Services de transport gérés couvrant 96% des marchés nord-américains
• Revenu logistique annuel de 1,8 milliard de dollars

Développement de la technologie de courtage et de transport des marchandises

Investissement technologique	Montant
Dépenses de R&D de la technologie annuelle	42 millions de dollars
Transactions de plate-forme numérique	Plus de 500 000 matchs de fret annuels

Solutions de transport spécialisées

Schneider National dessert plusieurs industries avec des solutions de transport sur mesure, générant des sources de revenus diversifiées.

• Services de logistique automobile
• Transport réfrigéré et à température contrôlée
• Capacités de transport intermodales et transfrontalières

Schneider National, Inc. (SNNT) - Modèle d'entreprise: Ressources clés

Une vaste flotte de camions et de remorques

En 2023, Schneider National exploite une flotte d'environ 16 500 camions et 48 000 remorques. La composition de la flotte de l'entreprise comprend:

Type de véhicule	Quantité	Pourcentage de flotte
Camions	16,500	100%
Bandes-bandes	48,000	100%

Logiciel avancé de gestion des transports et plateformes numériques

Schneider National investit considérablement dans l'infrastructure technologique, avec un investissement technologique annuel d'environ 100 millions de dollars en 2023.

• Système de gestion des transports propriétaires
• Plates-formes de suivi en temps réel
• Technologies de correspondance de fret numérique
• Logiciel avancé d'optimisation des routes

Main-d'œuvre qualifiée

Schneider National emploie environ 19 000 associés en 2023, avec une rupture de main-d'œuvre, notamment:

Catégorie des employés	Nombre d'employés
Moteurs professionnels	12,500
Experts en logistique	3,500
Personnel de soutien	3,000

Réseau de terminaux et centres de distribution

Schneider National maintient un réseau logistique complet avec:

• Plus de 400 installations appartenant à l'entreprise et exploitées
• Emplacements stratégiques à travers les États-Unis
• Centres de services intermodaux et de camions intégrés

Capital financier

Ressources financières au quatrième trimestre 2023:

Métrique financière	Montant
Actif total	3,2 milliards de dollars
Revenus annuels	6,8 milliards de dollars
Budget d'investissement de la flotte	250 millions de dollars par an

Schneider National, Inc. (SNNT) - Modèle d'entreprise: propositions de valeur

Solutions de transport et de logistique fiables et efficaces

Schneider National exploite une flotte de 16 300 camions et 16 700 remorques en 2023. La société génère un chiffre d'affaires annuel de camion d'environ 2,9 milliards de dollars avec un chiffre d'affaires total de 7,4 milliards de dollars en 2022.

Métriques de la flotte	Quantité
Camions totaux	16,300
Randonnées totales	16,700
Revenus annuels de chargement de camions	2,9 milliards de dollars

Services complets de gestion de la chaîne d'approvisionnement

Schneider National fournit des solutions de chaîne d'approvisionnement de bout en bout dans plusieurs segments de transport.

• Services de transport de charges de camion
• Transport intermodal
• Solutions logistiques et d'entreposage
• Services de transport dédiés

Suivi et optimisation des transports axés sur la technologie avancée

La société investit environ 200 millions de dollars par an dans les initiatives technologiques et de transformation numérique. Leur plate-forme numérique traite plus de 500 000 expéditions par jour avec des capacités de suivi en temps réel.

Solutions de transport personnalisées pour divers besoins de l'industrie

Segment de l'industrie	Offres de services
Automobile	Gestion spécialisée du fret
Biens de consommation	Réseaux de transport dédiés
Fabrication industrielle	Solutions logistiques complexes

Options de transport durables et soucieuses de l'environnement

Schneider National s'est engagé à réduire les émissions de carbone de 25% d'ici 2030. La société exploite 350 véhicules à carburant alternatifs et a mis en œuvre des technologies avancées d'optimisation des itinéraires pour minimiser l'impact environnemental.

• 350 véhicules à carburant alternatifs
• 25% cible de réduction des émissions de carbone d'ici 2030
• Technologies d'optimisation avancées

Schneider National, Inc. (SNNT) - Modèle d'entreprise: relations avec les clients

Relations à long terme basées sur les contrats avec les clients d'entreprise

Schneider National maintient 92 contrats de logistique au niveau de l'entreprise au T2 2023, avec une durée moyenne de contrat de 3,7 ans. La valeur totale du contrat pour ces relations d'entreprise est de 1,24 milliard de dollars.

Type de contrat	Nombre de contrats	Valeur du contrat moyen
Logistique de transport	47	18,3 millions de dollars
Transport dédié	35	22,6 millions de dollars
Services intermodaux	10	12,4 millions de dollars

Équipes de gestion des comptes dédiés

Schneider National emploie 276 professionnels de la gestion des comptes dédiés à partir de 2024, avec un portefeuille client moyen de 3,4 clients d'entreprise par gestionnaire de compte.

• Tiration moyenne du gestionnaire de compte: 6,2 ans
• Taux de rétention de la clientèle: 87,5%
• Temps de réponse moyen aux demandes des clients: 2,1 heures

Plates-formes de service client numérique et suivi en temps réel

Métriques d'utilisation de la plate-forme numérique pour 2024:

Fonctionnalité de plate-forme	Engagement des utilisateurs
Suivi d'expédition en temps réel	92% des clients d'entreprise
Tableau de tableau de bord en ligne	88% des clients d'entreprise
Utilisation des applications mobiles	76% des clients d'entreprise

Conseil en logistique personnalisé et soutien

Schneider National fournit 1 247 interventions de conseil en logistique personnalisées en 2024, avec une valeur d'engagement de consultation moyenne de 156 000 $.

• Conseil des domaines de mise au point:
• Optimisation de la chaîne d'approvisionnement
• Conception du réseau de transport
• Intégration technologique
• Stratégies de réduction des coûts

Mécanismes d'amélioration et de rétroaction continus

Données de rétroaction des clients pour 2024:

Métrique de rétroaction	Score de performance
Indice de satisfaction client	8.7/10
Score de promoteur net	+62
Enquêtes de rétroaction des clients annuels	1 876 réponses

Schneider National, Inc. (SNNT) - Modèle d'entreprise: canaux

Équipe de vente directe

Schneider National exploite une équipe de vente directe d'environ 180 professionnels des ventes dévoués à partir de 2023. L'équipe génère environ 4,2 milliards de dollars de revenus annuels de transport et de logistique grâce à l'engagement client direct.

Métrique du canal de vente	2023 données
Représentants totaux des ventes directes	180
Revenus annuels des ventes directes	4,2 milliards de dollars
Coût moyen d'acquisition des clients	$37,500

Plateformes de gestion des transports en ligne

Schneider National utilise des plates-formes numériques avancées qui traitent plus de 500 000 transactions de fret tous les mois avec un taux de précision des transactions numériques de 99,2%.

• Plateforme numérique Volume de transaction mensuelle: 500 000+
• Taux de précision des transactions numériques: 99,2%
• Capacité d'intégration de la plate-forme: 250+ clients d'entreprise

Systèmes de réservation et de suivi de fret numérique

Le système de réservation de fret numérique de la société gère environ 75 000 expéditions chaque semaine avec des capacités de suivi en temps réel.

Métrique de suivi du fret	Performance de 2023
Les expéditions hebdomadaires gérées	75,000
Couverture de suivi en temps réel	98.5%
Taux d'achèvement de la réservation numérique	94.3%

Salons et conférences de l'industrie

Schneider National participe à 22 grandes conférences de transport et de logistique chaque année, représentant un investissement marketing d'environ 1,2 million de dollars.

• Participation annuelle de la conférence: 22
• Investissement marketing dans les salons commerciaux: 1,2 million de dollars
• Génération de leads par conférence: 150 clients potentiels en moyenne

Site Web d'entreprise et canaux de marketing numérique

L'écosystème de marketing numérique de l'entreprise génère 3,2 millions de visites de sites Web par an avec un taux de conversion de 4,7% pour les prospects commerciaux potentiels.

Métrique du marketing numérique	Performance de 2023
Visites annuelles sur le site Web	3,2 millions
Taux de conversion de plomb	4.7%
Budget de marketing numérique	5,3 millions de dollars

Schneider National, Inc. (SNNT) - Modèle d'entreprise: segments de clientèle

Entreprises manufacturières

Schneider National dessert les entreprises de fabrication avec des solutions spécialisées de transport et de logistique.

Segment de clientèle	Contribution annuelle des revenus	Volume de fret
Fabrication automobile	287 millions de dollars	42 500 camions par an
Fabrication d'équipements industriels	214 millions de dollars	35 200 camions par an

Entreprises de vente au détail et de commerce électronique

Schneider National fournit des solutions logistiques complètes pour les secteurs de la vente au détail et du commerce électronique.

• Des services de réalisation du commerce électronique couvrant 98% de la population américaine
• Volume moyen d'expédition quotidien: 17 600 unités
• Espace d'entreposage dédié: 2,4 millions de pieds carrés

Industrie automobile

Services de transport spécialisés pour les constructeurs et fournisseurs automobiles.

Type de client automobile	Valeur du contrat annuel	Couverture géographique
Fabricants d'équipements d'origine	412 millions de dollars	48 États
Fournisseurs de pièces automobiles	186 millions de dollars	37 États

Fabricants de biens de consommation

Solutions logistiques complètes pour les sociétés de produits de consommation emballés.

• Revenus annuels du segment des biens de consommation: 329 millions de dollars
• Capacités de transport contrôlées par température
• Réseau de distribution à l'échelle nationale

Clients de fret industriels et spécialisés

Solutions logistiques personnalisées pour les exigences complexes de fret industriel.

Catégorie de fret	Revenus annuels	Services spécialisés
Matériel lourd	267 millions de dollars	Transport de charges surdimensionné
Matières chimiques / dangereuses	193 millions de dollars	Transport certifié Hazmat

Schneider National, Inc. (SNNT) - Modèle d'entreprise: Structure des coûts

Dépenses de carburant

Pour l'exercice 2022, Schneider National a déclaré des frais de carburant totaux de 786,4 millions de dollars. La société a consommé environ 184 millions de gallons de carburant diesel dans sa flotte de transport.

Catégorie de dépenses de carburant	Coût annuel
Diesel Fuel Procurement	786,4 millions de dollars
Consommation de carburant	184 millions de gallons

Salaire et avantages sociaux du conducteur

En 2022, les coûts totaux de la main-d'œuvre de Schneider National pour les conducteurs étaient de 1,2 milliard de dollars, ce qui représente environ 42% des dépenses d'exploitation totales de la société.

Catégorie de coût de la main-d'œuvre	Montant annuel
Total des salaires du conducteur	1,2 milliard de dollars
Salaire moyen du conducteur	68 000 $ par an

Entretien des véhicules et mises à niveau de la flotte

Schneider National a investi 245,6 millions de dollars dans l'entretien des flotte et les améliorations des véhicules au cours de l'exercice 2022.

• Taille de la flotte: 16 200 camions
• Cycle de remplacement moyen des véhicules: 5-7 ans
• Budget annuel de maintenance de la flotte: 245,6 millions de dollars

Technologie et développement de logiciels

La société a alloué 89,3 millions de dollars à la technologie et au développement de logiciels en 2022.

Catégorie d'investissement technologique	Dépenses annuelles
Développement de logiciels	52,4 millions de dollars
Infrastructure technologique	36,9 millions de dollars

Frais d'assurance et de conformité

Les dépenses totales d'assurance et de conformité de Schneider National pour 2022 étaient de 174,2 millions de dollars.

• Assurance automobile commerciale: 112,6 millions de dollars
• Responsabilité et rémunération des travailleurs: 61,6 millions de dollars

Schneider National, Inc. (SNNT) - Modèle d'entreprise: Strots de revenus

Services de transport de charges de camion

Les services de transport de camions de Schneider National ont généré 2,185 milliards de dollars de revenus pour l'exercice 2022. La société exploite une flotte d'environ 10 700 tracteurs et 37 500 remorques.

Catégorie de service	Revenus annuels (2022)	Pourcentage du total des revenus
Camion de camionnette sèche	1,42 milliard de dollars	65%
Camion dédié	765 millions de dollars	35%

Frais de gestion de la logistique et de la chaîne d'approvisionnement

Logistics Services a contribué à 1,075 milliard de dollars de revenus pour l'exercice 2022.

• Services de transport gérés
• Solutions d'entreposage
• Conseil de chaîne d'approvisionnement

Commissions de courtage de fret

Le segment de courtage de fret a généré 412 millions de dollars de revenus pour 2022.

Service de courtage	Revenus de commission annuelle
Correspondance de fret numérique	187 millions de dollars
Courtage traditionnel	225 millions de dollars

Licence de technologie et de logiciels

Les services technologiques ont généré 98 millions de dollars de revenus de licence et de logiciels pour 2022.

• Systèmes de gestion des transports
• Plates-formes de suivi logistique
• Logiciel de gestion de la flotte

Solutions de transport spécialisées

Les services de transport spécialisés ont contribué 215 millions de dollars de revenus pour l'exercice 2022.

Service spécialisé	Revenus annuels
Transport intermodal	112 millions de dollars
Expédition accélérée	103 millions de dollars

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.