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.
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Investor presentation
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