vs
Side-by-side financial comparison of Dexcom (DXCM) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.3B, roughly 1.1× Dexcom). Dexcom runs the higher net margin — 21.2% vs 1.6%, a 19.6% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 4.5%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs 3.0%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
DXCM vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.4B |
| Net Profit | $267.3M | $22.1M |
| Gross Margin | 62.9% | — |
| Operating Margin | 25.6% | 2.6% |
| Net Margin | 21.2% | 1.6% |
| Revenue YoY | 21.6% | 4.5% |
| Net Profit YoY | 153.6% | -32.2% |
| EPS (diluted) | $0.67 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $994.2M | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $22.1M | ||
| Q3 25 | $283.8M | $19.4M | ||
| Q2 25 | $179.8M | $36.0M | ||
| Q1 25 | $105.4M | $26.1M | ||
| Q4 24 | $151.7M | $32.6M | ||
| Q3 24 | $134.6M | $30.6M | ||
| Q2 24 | $143.5M | $35.3M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | — | ||
| Q2 24 | 62.4% | — |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 2.6% | ||
| Q3 25 | 20.1% | 2.4% | ||
| Q2 25 | 18.4% | 3.9% | ||
| Q1 25 | 12.9% | 3.0% | ||
| Q4 24 | 17.0% | 3.2% | ||
| Q3 24 | 15.3% | 3.3% | ||
| Q2 24 | 15.7% | 3.9% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 1.6% | ||
| Q3 25 | 23.5% | 1.3% | ||
| Q2 25 | 15.5% | 2.5% | ||
| Q1 25 | 10.2% | 1.9% | ||
| Q4 24 | 13.6% | 2.4% | ||
| Q3 24 | 13.5% | 2.3% | ||
| Q2 24 | 14.3% | 2.7% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.13 | ||
| Q3 25 | $0.70 | $0.11 | ||
| Q2 25 | $0.45 | $0.20 | ||
| Q1 25 | $0.27 | $0.15 | ||
| Q4 24 | $0.37 | $0.19 | ||
| Q3 24 | $0.34 | $0.17 | ||
| Q2 24 | $0.35 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $917.7M | $41.8M |
| Total DebtLower is stronger | — | $390.9M |
| Stockholders' EquityBook value | $2.7B | $3.0B |
| Total Assets | $6.3B | $4.8B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $41.8M | ||
| Q3 25 | $1.8B | $235.7M | ||
| Q2 25 | $1.2B | $205.1M | ||
| Q1 25 | $904.9M | $154.3M | ||
| Q4 24 | $606.1M | $165.5M | ||
| Q3 24 | $621.2M | $231.6M | ||
| Q2 24 | $939.2M | $157.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.3B | $3.0B | ||
| Q4 24 | $2.1B | $3.0B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $2.4B | $3.0B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $7.5B | $5.0B | ||
| Q2 25 | $7.3B | $5.0B | ||
| Q1 25 | $6.8B | $5.0B | ||
| Q4 24 | $6.5B | $4.9B | ||
| Q3 24 | $6.4B | $4.6B | ||
| Q2 24 | $6.8B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $186.0M |
| Free Cash FlowOCF − Capex | — | $145.5M |
| FCF MarginFCF / Revenue | — | 10.4% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | — | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $186.0M | ||
| Q3 25 | $659.9M | $184.2M | ||
| Q2 25 | $303.0M | $175.5M | ||
| Q1 25 | $183.8M | $91.7M | ||
| Q4 24 | $301.4M | $199.5M | ||
| Q3 24 | $199.5M | $206.4M | ||
| Q2 24 | $279.4M | $182.6M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $145.5M | ||
| Q3 25 | $579.4M | $56.2M | ||
| Q2 25 | $208.9M | $106.4M | ||
| Q1 25 | $96.8M | $-22.7M | ||
| Q4 24 | $176.8M | $113.6M | ||
| Q3 24 | $88.3M | $98.7M | ||
| Q2 24 | $213.3M | $85.5M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 10.4% | ||
| Q3 25 | 47.9% | 3.9% | ||
| Q2 25 | 18.1% | 7.5% | ||
| Q1 25 | 9.3% | -1.6% | ||
| Q4 24 | 15.9% | 8.5% | ||
| Q3 24 | 8.9% | 7.5% | ||
| Q2 24 | 21.2% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 2.9% | ||
| Q3 25 | 6.7% | 8.8% | ||
| Q2 25 | 8.1% | 4.9% | ||
| Q1 25 | 8.4% | 8.2% | ||
| Q4 24 | 11.2% | 6.4% | ||
| Q3 24 | 11.2% | 8.2% | ||
| Q2 24 | 6.6% | 7.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 8.42× | ||
| Q3 25 | 2.33× | 9.49× | ||
| Q2 25 | 1.69× | 4.88× | ||
| Q1 25 | 1.74× | 3.51× | ||
| Q4 24 | 1.99× | 6.12× | ||
| Q3 24 | 1.48× | 6.75× | ||
| Q2 24 | 1.95× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
