Schneider National Inc at Evercore ISI Travel & Transport Conference Transcript

Feb 11, 2024

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Feb 08, 2023 / 05:45PM GMT
Jonathan B. Chappell - Evercore ISI Institutional Equities, Research Division - Senior MD

Thanks, everyone. Carrying on with our transport fireside chats, again, for the new people in the room for this one, I'm John Chappell, the senior transport analyst at Evercore ISI. Joined this afternoon by Schneider National, and we have Mark Rourke, President and -- CEO, sorry; and Stephen Bruffett, Executive Vice President and CFO. So the run of the business here is I'm going to ask the questions I've prepared. I welcome any questions from the room. What I found so far is people like to be shy, so I can carry this if I have to, but please feel free to raise your hand if you have any questions.

Questions and Answers:

Jonathan B. Chappell - Evercore ISI Institutional Equities, Research Division - Senior MD

So Mark, just to kick things off, I think kind of a bit of a state of the union, just a broad update on the current frame environment, namely, we're still in this freight recession, I think, so to speak, but timing for emergence, how this cycle has been vastly

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