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Jon Chappell

Senior Managing Director at Evercore ISI

Jon Chappell is a Senior Managing Director at Evercore ISI, specializing in equity research coverage of surface and marine transportation companies including major names like Werner Enterprises, United Parcel Service, Landstar System, Norfolk Southern, and Saia. Renowned for his stock-picking and earnings estimation skills, he maintains a 62.24% success rate with an average return of 6.9% across 168 total ratings, and has consistently ranked No. 1 in shipping sector research by Institutional Investor and the Wall Street Journal. Chappell began his analyst career in 1996, previously worked at Value Line and J.P. Morgan as an executive director before joining Evercore ISI as a Managing Director in 2011, and has remained a leader in his field since. He holds a B.S. in Management-Finance from Binghamton University, is a CFA charterholder, and has earned frequent industry recognition for stock selection and estimate accuracy.

Jon Chappell's questions to Schneider National (SNDR) leadership

Jon Chappell's questions to Schneider National (SNDR) leadership • Q4 2024

Question

Jon Chappell noted the meaningful sequential increase in intermodal revenue per load and asked what drove the improvement and if this represents a new baseline for 2025.

Answer

EVP and Group President Jim Filter attributed the strong Q4 revenue per load to high demand in headhaul markets and specific project work. He advised against viewing it as a new baseline, suggesting it should be considered part of normal seasonality for the Intermodal segment.

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