Chief Executive Officer, President & Director, Schneider National
Search every verified Mark Rourke interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. Mark Rourke, CEO of Schneider National, discussed the company's 90th anniversary in 2025, attributing its longevity to the foresight of founders Al and Don Schneider and the company's ability to adapt to change. He stated that the company has been resilient through recessions, a depression, and global events, and emphasized the importance of embracing technology and safety advancements to remain relevant. Rourke noted that Schneider is diversified across truckload, intermodal, and logistics platforms, and said the company is focused on positioning itself for the future by bringing these services together for customers. Rourke highlighted Schneider's investment in nearshoring and Mexico, describing it as a "no-brainer" due to the CPKC railroad's service from Mexico to the Midwest and Southeast, where Schneider is the anchor provider. He also discussed the company's progress with battery-electric trucks, noting that Schneider reached one million zero-emission miles with its eCascadia trucks, and described the main challenge as building charging infrastructure. Regarding market conditions, Rourke said that tariff policies have led shippers to bring goods forward or pull back, and he expressed optimism about a potential bottoming in freight demand, though he noted it depends on the category and customer.
“One of the things I just reflect on regularly is really the foresight of Al and Don Schneider who really embraced change. The reason that you're around nine decades is that you didn't fight where the world was going.”
“How you stay relevant is that you're adapting and changing β technology, the safety technology, all the things that are happening. It just makes the company better and your ability to stand for the long haul.”
“We assessed what's the long-term trend of where products will be sourced. Coming out of the COVID era, the long supply chains coming across the whole globe was a problem and the ability to respond and be nimble β nearshoring and Mexico we thought would be a big winner long term.”
“We've been in Mexico for 30 years, but with the CPKC having the first service that doesn't have any handoffs that goes right from Mexico to the Midwest, now Mexico into the Southeast, and as the anchor provider on that railroad, we think we have the best solution. To us, it was a no-brainer.”
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Mark Rourke, Schneider National CEO, joins 'Squawk on the Street' to discuss how one of largest trucking companies in the U.S. is seeing the impact of slowing supply chains. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi Β» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision Β» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Β» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwidβ¦
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