Schneider National Inc (FRA:SNIA)

€ 19.9 -0.1 (-0.5%) Market Cap: 3.63 Bil Enterprise Value: 3.80 Bil PE Ratio: 25.26 PB Ratio: 1.33 GF Score: 88/100

Schneider National Inc at Morgan Stanley Laguna Conference Transcript

Sep 12, 2023 / 07:50PM GMT

Release Date Price: €25.6

Transcript

Ravi Shanker

Morgan Stanley, Research Division - Executive Director

All right. And so straight in from the airport, always on time, of course. We have Schneider National with us. And CFO, Stephen Bruffett; and Jim Filter, EVP, Group President of Transportation & Logistics. Gentleman, thanks so much for joining us.

Stephen L. Bruffett

Schneider National, Inc. - Executive VP & CFO

Thank you very much.

Questions & Answers

Ravi Shanker

Morgan Stanley, Research Division - Executive Director

And again, research disclosures, please see them. So yes, look, I think today has been trucking day. We had a bunch of TLs -- bunch of LTLs on stage and told all of them that we are all on cycle watch. So would love to get your update on what you're seeing out there, kind of any signs of -- I think it's sort of now a debate that we have probably bottomed. The question is kind of are you seeing any lift off the bottom? And while there might be a little birdie or 2 that kind of picks up, I don't think there's much.

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