
Schneider Expects Driver Capacity to Keep Falling Through 2026
Green Bay carrier sees ongoing supply reduction through year-end as driver exits continue.
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Green Bay carrier sees ongoing supply reduction through year-end as driver exits continue.

One-way fleet captured double-digit contract increases in Q2. June spot market resembled March 2021. Schneider raised full-year EPS guidance 18%.

Green Bay carrier promotes from within as Mark Rourke moves to executive chairman. Steve Wells, who ran Cowan Systems, now leads the $2.5B truckload unit.

Green Bay truckload carrier last bought Cowan Systems for $390 million in November 2024. Executives now say they're hunting again.
Mark Rourke told investors April 30 the carrier sees sustained demand recovery: a signal that fleets may finally start releasing deferred equipment orders.

Green Bay carrier reports highest contract renewal pricing since 2021, plans double-digit increases for transactional shippers after Q1 productivity gains…