Schneider National, Inc. (SNDR): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico de transporte e logística, a Schneider National, Inc. (SNDR) é um farol de inovação e eficiência, transformando como as empresas movem mercadorias na América do Norte. Com um modelo de negócios sofisticado que combina tecnologia de ponta, parcerias estratégicas e ofertas abrangentes de serviços, esse líder da indústria criou um nicho notável no complexo ecossistema de transporte. Desde a fabricação ao comércio eletrônico, a Schneider National oferece mais do que apenas frete-eles fornecem soluções inteligentes e sustentáveis ​​que mantêm a cadeia de suprimentos global em movimento com precisão e confiabilidade sem precedentes.

Schneider National, Inc. (SNDR) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com grandes empresas de remessa e logística

A Schneider National mantém parcerias estratégicas com as seguintes empresas de logística e navegação seguintes:

Empresa parceira	Tipo de parceria	Valor anual estimado
Amazon Logistics	Transporte de carga	US $ 125 milhões
Transporte do Walmart	Soluções da cadeia de suprimentos	US $ 98 milhões
Corporação Target	Transporte dedicado	US $ 76 milhões

Parcerias com provedores de tecnologia para soluções de gerenciamento de frota

A Schneider National colabora com fornecedores avançados de tecnologia:

• Trimble Transporte - soluções de gerenciamento de telemáticas e frotas
• Samsara - IoT e tecnologias de frota conectadas
• Peoplenet (Trimble) - Sistemas de comunicação de frota

Provedor de tecnologia	Foco em tecnologia	Investimento anual
Transporte Trimble	Rastreamento GPS e otimização de rota	US $ 12,5 milhões
Samsara	IoT Monitoramento da frota	US $ 8,3 milhões

Colaboração com fabricantes de caminhões

As parcerias de fabricação de caminhões -chave incluem:

• Volvo Trucks North America
• Kenworth Truck Company
• Peterbilt Motors Company

Fabricante de caminhões	Foco em parceria	Valor anual de compras
Volvo Trucks	Tecnologias avançadas de veículos elétricos e autônomos	US $ 95 milhões
Kenworth	Aquisição de frota de caminhões de longo curso	US $ 82 milhões

Relacionamentos com fornecedores de combustível e provedores de serviços de manutenção

A Schneider National faz parceria com os seguintes provedores de combustível e manutenção:

• Shell Oil Company
• Piloto voando j
• As paradas de viagem do amor

Provedor de serviços	Tipo de serviço	Gasto anual
Shell Oil Company	Fornecimento de combustível e gerenciamento de combustível de frota	US $ 145 milhões
Piloto voando j	Serviços de combustível e manutenção	US $ 67 milhões

Schneider National, Inc. (SNDR) - Modelo de negócios: Atividades -chave

Serviços de caminhões e transporte em toda a América do Norte

Em 2024, a Schneider National opera uma frota de aproximadamente 11.500 caminhões e 19.000 reboques. A empresa gera receita anual de US $ 3,1 bilhões com uma receita total do serviço de transporte de US $ 5,4 bilhões.

Métrica da frota	Quantidade
Total de caminhões	11,500
Total de reboques	19,000
Receita anual de carga de caminhão	US $ 3,1 bilhões

Gerenciamento de logística e cadeia de suprimentos

Schneider National fornece soluções de logística abrangentes com Serviços de transporte dedicados em vários setores.

• Transporte dedicado para setores automotivo, de alimentos, varejo e manufatura
• Serviços de transporte gerenciados cobrindo 96% dos mercados norte -americanos
• Receita logística anual de US $ 1,8 bilhão

Corretagem de frete e desenvolvimento de tecnologia de transporte

Investimento em tecnologia	Quantia
Gastos anuais de P&D de tecnologia	US $ 42 milhões
Transações da plataforma digital	Mais de 500.000 partidas anuais de frete

Soluções de transporte especializadas

A Schneider National atende a vários setores com soluções de transporte personalizadas, gerando fluxos de receita diversificados.

• Serviços de logística automotiva
• Transporte refrigerado e controlado por temperatura
• Capacidades de transporte intermodal e transfronteiriço

Schneider National, Inc. (SNDR) - Modelo de negócios: Recursos -chave

Extensa frota de caminhões e reboques

A partir de 2023, a Schneider National opera uma frota de aproximadamente 16.500 caminhões e 48.000 reboques. A composição da frota da empresa inclui:

Tipo de veículo	Quantidade	Porcentagem de frota
Caminhões	16,500	100%
Reboques	48,000	100%

Software de gerenciamento de transporte avançado e plataformas digitais

A Schneider National investe significativamente na infraestrutura tecnológica, com um investimento anual de tecnologia de aproximadamente US $ 100 milhões em 2023.

• Sistema de gerenciamento de transporte proprietário
• Plataformas de rastreamento em tempo real
• Tecnologias de correspondência de frete digital
• Software de otimização de rota avançada

Força de trabalho qualificada

A Schneider National emprega aproximadamente 19.000 associados a partir de 2023, com uma quebra da força de trabalho, incluindo:

Categoria de funcionários	Número de funcionários
Motoristas profissionais	12,500
Especialistas em logística	3,500
Equipe de apoio	3,000

Rede de terminais e centros de distribuição

Schneider National mantém uma rede de logística abrangente com:

• Mais de 400 instalações de propriedade e operação da empresa
• Locais estratégicos nos Estados Unidos
• Centros de serviço intermodais e de carga integrada

Capital financeiro

Recursos Financeiros a partir do quarto trimestre 2023:

Métrica financeira	Quantia
Total de ativos	US $ 3,2 bilhões
Receita anual	US $ 6,8 bilhões
Orçamento de investimento da frota	US $ 250 milhões anualmente

Schneider National, Inc. (SNDR) - Modelo de negócios: proposições de valor

Soluções de transporte e logística confiáveis ​​e eficientes

A Schneider National opera uma frota de 16.300 caminhões e 16.700 reboques a partir de 2023. A empresa gera receita anual de carga de caminhão de aproximadamente US $ 2,9 bilhões, com uma receita total de US $ 7,4 bilhões em 2022.

Métricas de frota	Quantidade
Total de caminhões	16,300
Total de reboques	16,700
Receita anual de carga de caminhão	US $ 2,9 bilhões

Serviços abrangentes de gerenciamento da cadeia de suprimentos

A Schneider National fornece soluções de cadeia de suprimentos de ponta a ponta em vários segmentos de transporte.

• Serviços de transporte de caminhão
• Transporte intermodal
• Soluções de logística e armazenamento
• Serviços de transporte dedicados

Rastreamento e otimização avançados de transporte de tecnologia orientados

A empresa investe aproximadamente US $ 200 milhões anualmente em iniciativas de tecnologia e transformação digital. Sua plataforma digital processa mais de 500.000 remessas diariamente com recursos de rastreamento em tempo real.

Soluções de transporte personalizadas para diversas necessidades da indústria

Segmento da indústria	Ofertas de serviço
Automotivo	Gerenciamento especializado em frete
Bens de consumo	Redes de transporte dedicadas
Fabricação industrial	Soluções de logística complexas

Opções de transporte sustentáveis ​​e ambientalmente conscientes

A Schneider National se comprometeu a reduzir as emissões de carbono em 25% até 2030. A empresa opera 350 veículos de combustível alternativos e implementou tecnologias avançadas de otimização de rotas para minimizar o impacto ambiental.

• 350 veículos de combustível alternativos
• Alvo de redução de emissão de carbono de 25% até 2030
• Tecnologias avançadas de otimização de rota

Schneider National, Inc. (SNDR) - Modelo de Negócios: Relacionamentos do Cliente

Relacionamentos baseados em contratos de longo prazo com clientes corporativos

A Schneider National mantém 92 contratos de logística em nível corporativo a partir do quarto trimestre 2023, com uma duração média de contrato de 3,7 anos. O valor total do contrato para essas relações corporativas é de US $ 1,24 bilhão.

Tipo de contrato	Número de contratos	Valor médio do contrato
Logística de transporte	47	US $ 18,3 milhões
Transporte dedicado	35	US $ 22,6 milhões
Serviços intermodais	10	US $ 12,4 milhões

Equipes de gerenciamento de contas dedicadas

A Schneider National emprega 276 profissionais de gerenciamento de contas dedicados a partir de 2024, com um portfólio médio de clientes de 3,4 clientes corporativos por gerente de contas.

• Posse média do gerente de contas: 6,2 anos
• Taxa de retenção de clientes: 87,5%
• Tempo médio de resposta às consultas do cliente: 2,1 horas

Plataformas de atendimento ao cliente digital e rastreamento em tempo real

Métricas de uso da plataforma digital para 2024:

Recurso da plataforma	Engajamento do usuário
Rastreamento de remessa em tempo real	92% dos clientes corporativos
Painel de relatórios on -line	88% dos clientes corporativos
Uso do aplicativo móvel	76% dos clientes corporativos

Consultoria de logística personalizada e suporte

A Schneider National fornece 1.247 intervenções de consultoria de logística personalizadas em 2024, com um valor médio de engajamento de consultoria de US $ 156.000.

• Consultoria de áreas de foco:
• Otimização da cadeia de suprimentos
• Design da rede de transporte
• Integração de tecnologia
• Estratégias de redução de custos

Mecanismos contínuos de melhoria e feedback

Dados de feedback do cliente para 2024:

Métrica de feedback	Pontuação de desempenho
Índice de satisfação do cliente	8.7/10
Pontuação do promotor líquido	+62
Pesquisas anuais de feedback do cliente	1.876 respostas

Schneider National, Inc. (SNDR) - Modelo de Negócios: Canais

Equipe de vendas diretas

A Schneider National opera uma equipe de vendas direta de aproximadamente 180 profissionais de vendas dedicados a partir de 2023. A equipe gera cerca de US $ 4,2 bilhões em receita anual de transporte e logística através do envolvimento direto do cliente.

Métrica do canal de vendas	2023 dados
Total de representantes de vendas diretas	180
Receita anual de vendas diretas	US $ 4,2 bilhões
Custo médio de aquisição de clientes	$37,500

Plataformas de gerenciamento de transporte on -line

A Schneider National utiliza plataformas digitais avançadas processando mais de 500.000 transações de frete mensalmente com uma taxa de precisão de transação digital de 99,2%.

• Plataforma digital Volume mensal de transação: 500.000+
• Taxa de precisão da transação digital: 99,2%
• Capacidade de integração da plataforma: mais de 250 clientes corporativos

Sistemas de reserva e rastreamento de frete digital

O sistema de reserva de frete digital da empresa gerencia aproximadamente 75.000 remessas semanalmente com recursos de rastreamento em tempo real.

Métrica de rastreamento de frete	2023 desempenho
Remessas semanais gerenciadas	75,000
Cobertura de rastreamento em tempo real	98.5%
Taxa de conclusão de reserva digital	94.3%

Feiras e conferências do setor

A Schneider National participa de 22 principais conferências de transporte e logística anualmente, representando um investimento de marketing de aproximadamente US $ 1,2 milhão.

• Participação anual da conferência: 22
• Investimento de marketing em feiras de comércio: US $ 1,2 milhão
• Geração de leads por conferência: média 150 clientes em potencial

Site corporativo e canais de marketing digital

O ecossistema de marketing digital da empresa gera 3,2 milhões de visitas ao site anualmente com uma taxa de conversão de 4,7% para possíveis leads de negócios.

Métrica de marketing digital	2023 desempenho
Visitas anuais ao site	3,2 milhões
Taxa de conversão de chumbo	4.7%
Orçamento de marketing digital	US $ 5,3 milhões

Schneider National, Inc. (SNDR) - Modelo de negócios: segmentos de clientes

Empresas de manufatura

A Schneider National serve empresas de manufatura com soluções especializadas em transporte e logística.

Segmento de clientes	Contribuição anual da receita	Volume de frete
Fabricação automotiva	US $ 287 milhões	42.500 caminhões por ano
Fabricação de equipamentos industriais	US $ 214 milhões	35.200 caminhões por ano

Negócios de varejo e comércio eletrônico

A Schneider National fornece soluções de logística abrangentes para os setores de varejo e comércio eletrônico.

• Serviços de atendimento ao comércio eletrônico, cobrindo 98% da população dos EUA
• Volume médio de remessa diária: 17.600 unidades
• Espaço de armazenamento dedicado: 2,4 milhões de pés quadrados

Indústria automotiva

Serviços de transporte especializados para fabricantes e fornecedores automotivos.

Tipo de cliente automotivo	Valor anual do contrato	Cobertura geográfica
Fabricantes de equipamentos originais	US $ 412 milhões	48 estados
Fornecedores de peças automotivas	US $ 186 milhões	37 estados

Fabricantes de bens de consumo

Soluções de logística abrangentes para empresas de bens embalados de consumidores.

• Receita anual do segmento de bens de consumo: US $ 329 milhões
• Capacidades de transporte controlado por temperatura
• Rede de distribuição nacional

Clientes de frete industriais e especializados

Soluções de logística personalizadas para requisitos complexos de frete industrial.

Categoria de frete	Receita anual	Serviços especializados
Equipamento pesado	US $ 267 milhões	Transporte de carga de grandes dimensões
Materiais químicos/perigosos	US $ 193 milhões	Transporte de Hazmat certificado

Schneider National, Inc. (SNDR) - Modelo de negócios: estrutura de custos

Despesas de combustível

Para o ano fiscal de 2022, a Schneider National registrou despesas totais de combustível de US $ 786,4 milhões. A empresa consumiu aproximadamente 184 milhões de galões de combustível a diesel em sua frota de transporte.

Categoria de despesa de combustível	Custo anual
Aquisição de combustível a diesel	US $ 786,4 milhões
Consumo de combustível	184 milhões de galões

Salários e benefícios do motorista

Em 2022, os custos totais de mão -de -obra da Schneider National para motoristas foram de US $ 1,2 bilhão, representando aproximadamente 42% do total de despesas operacionais da empresa.

Categoria de custo de mão -de -obra	Valor anual
Salários totais do motorista	US $ 1,2 bilhão
Salário médio do motorista	US $ 68.000 por ano

Manutenção de veículos e atualizações de frota

A Schneider National investiu US $ 245,6 milhões em atualizações de manutenção e veículos de frota durante o ano fiscal de 2022.

• Tamanho da frota: 16.200 caminhões
• Ciclo médio de reposição de veículos: 5-7 anos
• Orçamento anual de manutenção da frota: US $ 245,6 milhões

Tecnologia e desenvolvimento de software

A empresa alocou US $ 89,3 milhões para o desenvolvimento de tecnologia e software em 2022.

Categoria de investimento em tecnologia	Despesas anuais
Desenvolvimento de software	US $ 52,4 milhões
Infraestrutura de tecnologia	US $ 36,9 milhões

Custos de seguro e conformidade

As despesas totais de seguro e conformidade da Schneider National em 2022 foram de US $ 174,2 milhões.

• Seguro de automóveis comerciais: US $ 112,6 milhões
• Responsabilidade e compensação dos trabalhadores: US $ 61,6 milhões

Schneider National, Inc. (SNDR) - Modelo de negócios: fluxos de receita

Serviços de transporte de caminhão

Os serviços de transporte de caminhões da Schneider National geraram US $ 2,185 bilhões em receita para o ano fiscal de 2022. A empresa opera uma frota de aproximadamente 10.700 tratores e 37.500 trailers.

Categoria de serviço	Receita anual (2022)	Porcentagem da receita total
Dry Van Truckload	US $ 1,42 bilhão	65%
Carga de caminhão dedicado	US $ 765 milhões	35%

Taxas de gerenciamento de logística e cadeia de suprimentos

A Logistics Services contribuiu com US $ 1,075 bilhão em receita para o ano fiscal de 2022.

• Serviços de transporte gerenciados
• Soluções de armazenamento
• Consultoria da cadeia de suprimentos

Comissões de corretagem de frete

O segmento de corretagem de frete gerou US $ 412 milhões em receita para 2022.

Serviço de corretagem	Receita anual da Comissão
Correspondência de frete digital	US $ 187 milhões
Correta tradicional	US $ 225 milhões

Licenciamento de tecnologia e software

Os serviços de tecnologia geraram US $ 98 milhões em licenciamento e receita de software para 2022.

• Sistemas de gerenciamento de transporte
• Plataformas de rastreamento de logística
• Software de gerenciamento de frota

Soluções de transporte especializadas

Os serviços de transporte especializados contribuíram com US $ 215 milhões em receita para o ano fiscal de 2022.

Serviço especializado	Receita anual
Transporte intermodal	US $ 112 milhões
Envio acelerado	US $ 103 milhões

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.