Business Overview

CURRENT RESULTS AND OUTLOOK 4Q23 Intermodal Results • Revenues decreased YoY primarily due to 17% lower revenue per order. Volumes decreased 1% YoY though increased sequentially throughout the quarter. Earnings were lower YoY due to lower pricing and volumes, as well as increased empty repositioning and claims cost. Revenues excluding fuel surcharge Income from operations $316 $261 $53 4022 4022 4023 4023 Margin Containers 23 23 Long term margin target 10-14% 16.7% 2.4% 4022 4023 28,035 26,991 4022 4023 Revenue and income from operations in millions. See Appendix for non-GAAP reconciliations. SCHNEIDER

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