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Schneider Investor Presentation

Diversity of customers and end-markets served supports resiliency and growth through business cycles. Diverse end-market footprint: 2021 Revenues (xFSC)¹ Retail 22% All Other 2 34% Revenues (xFSC)¹ 2017 42% Food and Beverage 13% Broadening customer base: change in customer concentration¹ 28% 51% 10% Consumer Products 9% 11% 62% 38% Home Improvement 8% Transportation 6% Auto 4% Online-only retail 4% 2021 60% 40% 58% Intermodal and Logistics ☐ Truckload Based on sum of Truckload, Intermodal and Logistics only 2011 2021 Number 1-10 Number 11-20 All others Income from Operations 31% 2017 69% Intermodal and Logistics 2021 47% 53% Truckload Based on sum of Truckload, Intermodal and Logistics only As of December 31, 2021, Schneider offered its services to approximately 8,500 customers, including nearly 200 Fortune 500 companies. Of Schneider's top 25 customers, 24 used services from all three reportable segments. Notes: 1 Based on Enterprise Revenues (excluding fuel surcharge). See Appendix for non-GAAP reconciliation. 2 "All Other" includes Apparel, Electronics, Paper, Chemical, Construction, Energy, Furniture, Medical, Metal, Plastics and other miscellaneous industries. SCHNEIDER Investor presentation 7
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