Schneider National Baird 2026 Global Industrial Conference 2026
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Is this also on the left, if that's okay?
Or stage right. Where do you want us?
Or whatever it is. Yeah.
All right. Stage left. Yeah.
Yeah. Stage left, exactly. Okay.
Stage left. Whatever it is.
These are back-to-back. Sometimes the analyst is nearly a minute late. I think I am on time this time. It is good to have everybody here. My name is Dan Moore. I am the Senior Transportation Analyst here at Baird. Very pleased to be joined by senior management of Schneider National, Jim Filter. We have also got Darrell Campbell, so CEO and CFO, Steve in the audience, I have known for many years, both personally and professionally. Thank you for being here.
Well, thank you for having us.
Thanks for having us. Yeah.
It's been good. A lot of good information here, I think, today and yesterday, and a unique cycle, right?
I mean, it seems like I open up all of these to some extent saying the same thing, but it's been a very unique cycle. It's been a supply-led cycle. I remember when we were either in this room or another one a year ago, and wow, how much things have changed in a year. It's been pretty extraordinary. Curious, maybe just kind of opening remarks, how are you guys thinking about this cycle? How do you feel about the market today relative to three and six months ago? Obviously, again, supply-driven, rate seems to be a tremendous focus on the part of everyone, margin repair, that sort of thing. Stop right there. Yeah. Yeah.
Well, let me just start with, you're right, it's primarily supply-led.
Yeah. That's what we've experienced up to this point.
Demand has been stable, but nothing terribly exciting. What we are experiencing right now is what I would call a typical peak season, which probably last time I could say that was probably 2016, because either we're in a situation where- We'll take it.
Yeah. We're in a situation where the incremental cost for some of the project-type work that happens during this time of year, customers just weren't willing to pay that price. Then we had a couple years where they were willing to pay an excess of that rate- Right to be able to extract capacity.
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