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Darrell Campbell
Notes
Darrell Campbell
Chief Financial Officer of schneider-national.
What he has said
On the Q2 2026 call (2026-07-30), he supplied the quantified side of the truckload rate inflection and the admitted risk that keeps its beneficiary step at partial:
- Network revenue per truck per week up 16% year-over-year.
- 2026 EPS guidance raised to $0.90–$1.10 from $0.70–$1.00.
- Net capital expenditures guidance reduced to $350–400M from $400–450M — the combination (raise earnings, cut capex) is what signals the carrier is not adding capacity into the tightness.
- Falsifier, volunteered: "We're anticipating the loss of a large dedicated customer, which will be more evident in the second half."
(From 2026-08-13-autoresearch-truckload-capacity-structural-exit-and-broker-liability)
Related
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