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Side-by-side financial comparison of EPAM Systems (EPAM) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
EPAM Systems is the larger business by last-quarter revenue ($1.4B vs $1.4B, roughly 1.0× Schneider National, Inc.). EPAM Systems runs the higher net margin — 7.8% vs 1.6%, a 6.2% gap on every dollar of revenue. On growth, EPAM Systems posted the faster year-over-year revenue change (12.8% vs 4.5%). EPAM Systems produced more free cash flow last quarter ($268.1M vs $145.5M). Over the past eight quarters, EPAM Systems's revenue compounded faster (9.9% CAGR vs 3.0%).
EPAM Systems, Inc. is an American company that specializes in software engineering services, digital platform engineering, and digital product design, operating out of Newtown, Pennsylvania. EPAM is a founding member of the MACH Alliance.
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.
EPAM vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $109.4M | $22.1M |
| Gross Margin | 30.1% | — |
| Operating Margin | 10.6% | 2.6% |
| Net Margin | 7.8% | 1.6% |
| Revenue YoY | 12.8% | 4.5% |
| Net Profit YoY | 5.9% | -32.2% |
| EPS (diluted) | $1.97 | $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.
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.2B | $1.3B |
| Q4 25 | $109.4M | $22.1M | ||
| Q3 25 | $106.8M | $19.4M | ||
| Q2 25 | $88.0M | $36.0M | ||
| Q1 25 | $73.5M | $26.1M | ||
| Q4 24 | $103.3M | $32.6M | ||
| Q3 24 | $136.3M | $30.6M | ||
| Q2 24 | $98.6M | $35.3M | ||
| Q1 24 | $116.2M | $18.5M |
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | 29.3% | — | ||
| Q1 24 | 28.4% | — |
| Q4 25 | 10.6% | 2.6% | ||
| Q3 25 | 10.4% | 2.4% | ||
| Q2 25 | 9.3% | 3.9% | ||
| Q1 25 | 7.6% | 3.0% | ||
| Q4 24 | 10.9% | 3.2% | ||
| Q3 24 | 15.2% | 3.3% | ||
| Q2 24 | 10.5% | 3.9% | ||
| Q1 24 | 9.5% | 2.2% |
| Q4 25 | 7.8% | 1.6% | ||
| Q3 25 | 7.7% | 1.3% | ||
| Q2 25 | 6.5% | 2.5% | ||
| Q1 25 | 5.6% | 1.9% | ||
| Q4 24 | 8.3% | 2.4% | ||
| Q3 24 | 11.7% | 2.3% | ||
| Q2 24 | 8.6% | 2.7% | ||
| Q1 24 | 10.0% | 1.4% |
| Q4 25 | $1.97 | $0.13 | ||
| Q3 25 | $1.91 | $0.11 | ||
| Q2 25 | $1.56 | $0.20 | ||
| Q1 25 | $1.28 | $0.15 | ||
| Q4 24 | $1.80 | $0.19 | ||
| Q3 24 | $2.37 | $0.17 | ||
| Q2 24 | $1.70 | $0.20 | ||
| Q1 24 | $1.97 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $41.8M |
| Total DebtLower is stronger | — | $390.9M |
| Stockholders' EquityBook value | $3.7B | $3.0B |
| Total Assets | $4.9B | $4.8B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $41.8M | ||
| Q3 25 | $1.2B | $235.7M | ||
| Q2 25 | $1.0B | $205.1M | ||
| Q1 25 | $1.2B | $154.3M | ||
| Q4 24 | $1.3B | $165.5M | ||
| Q3 24 | $2.1B | $231.6M | ||
| Q2 24 | $1.8B | $157.2M | ||
| Q1 24 | $2.0B | $124.2M |
| 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 24 | — | $96.6M |
| Q4 25 | $3.7B | $3.0B | ||
| Q3 25 | $3.7B | $3.0B | ||
| Q2 25 | $3.7B | $3.0B | ||
| Q1 25 | $3.6B | $3.0B | ||
| Q4 24 | $3.6B | $3.0B | ||
| Q3 24 | $3.6B | $3.0B | ||
| Q2 24 | $3.4B | $3.0B | ||
| Q1 24 | $3.5B | $2.9B |
| Q4 25 | $4.9B | $4.8B | ||
| Q3 25 | $4.8B | $5.0B | ||
| Q2 25 | $4.7B | $5.0B | ||
| Q1 25 | $4.7B | $5.0B | ||
| Q4 24 | $4.8B | $4.9B | ||
| Q3 24 | $4.5B | $4.6B | ||
| Q2 24 | $4.2B | $4.5B | ||
| Q1 24 | $4.4B | $4.6B |
| 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× | ||
| Q1 24 | — | 0.03× |
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 | $282.9M | $186.0M |
| Free Cash FlowOCF − Capex | $268.1M | $145.5M |
| FCF MarginFCF / Revenue | 19.0% | 10.4% |
| Capex IntensityCapex / Revenue | 1.1% | 2.9% |
| Cash ConversionOCF / Net Profit | 2.59× | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $612.7M | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $282.9M | $186.0M | ||
| Q3 25 | $294.7M | $184.2M | ||
| Q2 25 | $53.2M | $175.5M | ||
| Q1 25 | $24.2M | $91.7M | ||
| Q4 24 | $130.3M | $199.5M | ||
| Q3 24 | $242.0M | $206.4M | ||
| Q2 24 | $57.0M | $182.6M | ||
| Q1 24 | $129.9M | $97.6M |
| Q4 25 | $268.1M | $145.5M | ||
| Q3 25 | $286.4M | $56.2M | ||
| Q2 25 | $43.4M | $106.4M | ||
| Q1 25 | $14.8M | $-22.7M | ||
| Q4 24 | $114.5M | $113.6M | ||
| Q3 24 | $237.0M | $98.7M | ||
| Q2 24 | $52.3M | $85.5M | ||
| Q1 24 | $123.2M | $-25.7M |
| Q4 25 | 19.0% | 10.4% | ||
| Q3 25 | 20.5% | 3.9% | ||
| Q2 25 | 3.2% | 7.5% | ||
| Q1 25 | 1.1% | -1.6% | ||
| Q4 24 | 9.2% | 8.5% | ||
| Q3 24 | 20.3% | 7.5% | ||
| Q2 24 | 4.6% | 6.5% | ||
| Q1 24 | 10.6% | -1.9% |
| Q4 25 | 1.1% | 2.9% | ||
| Q3 25 | 0.6% | 8.8% | ||
| Q2 25 | 0.7% | 4.9% | ||
| Q1 25 | 0.7% | 8.2% | ||
| Q4 24 | 1.3% | 6.4% | ||
| Q3 24 | 0.4% | 8.2% | ||
| Q2 24 | 0.4% | 7.4% | ||
| Q1 24 | 0.6% | 9.3% |
| Q4 25 | 2.59× | 8.42× | ||
| Q3 25 | 2.76× | 9.49× | ||
| Q2 25 | 0.60× | 4.88× | ||
| Q1 25 | 0.33× | 3.51× | ||
| Q4 24 | 1.26× | 6.12× | ||
| Q3 24 | 1.77× | 6.75× | ||
| Q2 24 | 0.58× | 5.17× | ||
| Q1 24 | 1.12× | 5.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPAM
Segment breakdown not available.
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
