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Schneider Investor Presentation

Current quarter "Our enterprise achieved record earnings of over $530 million in 2021," said Mark Rourke, Chief Executive Officer and President of Schneider. "These results are a direct reflection of our strategic initiatives to grow across our portfolio, with an emphasis on dedicated, intermodal, and logistics. Dynamic network management, new business wins in dedicated, growth in our intermodal container fleet, and increased leverage of the Schneider Freight Power® platform were all contributors to meaningful margin expansion in the quarter and the year. I am deeply grateful to all of our associates, especially our professional driver community, for their ongoing efforts to advance our strategies." "On December 31, 2021, we acquired 100% of the equity interest in Midwest Logistics Systems, Ltd. (MLS), a leading dedicated carrier in the central United States. With the acquisition of MLS, we are on track to generate $1 billion in dedicated revenues." "As we look ahead, we anticipate that the supply and demand conditions experienced in 2021 will extend well into 2022," Rourke commented. "We expect continued capital allocation toward both organic and inorganic growth opportunities to further differentiate our platform." The path forward SCHNEIDER "In 2022, we anticipate continued excess demand conditions with gradual supply chain improvement as the year progresses," Rourke commented. "We will continue to invest in our drivers and technology, reduce our tractor age of fleet, and support our strategic initiatives to grow dedicated, intermodal, and logistics. Based on these and other market expectations, our guidance for full year 2022 adjusted diluted EPS is $2.35 $2.55 which includes MLS. We expect a full-year effective tax rate of approximately 25%, and our net capital expenditures guidance for full year 2022 is approximately $450 million." Investor presentation
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