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Side-by-side financial comparison of Global-E Online Ltd. (GLBE) 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 ($1.2B vs $625.5M, roughly 2.0× Global-E Online Ltd.). Schneider National, Inc. runs the higher net margin — 1.6% vs 0.9%, a 0.7% gap on every dollar of revenue.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
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.
GLBE vs SNDR — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $625.5M | $1.2B |
| Net Profit | $5.8M | $20.4M |
| Gross Margin | 45.0% | — |
| Operating Margin | 1.3% | 2.7% |
| Net Margin | 0.9% | 1.6% |
| Revenue YoY | — | -1.2% |
| Net Profit YoY | — | -21.8% |
| EPS (diluted) | — | $0.12 |
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 | — | $1.2B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $625.5M | $1.5B | ||
| Q2 25 | $404.8M | $1.4B | ||
| Q1 25 | $189.9M | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $489.9M | $1.3B | ||
| Q2 24 | $313.9M | $1.3B |
| Q1 26 | — | $20.4M | ||
| Q4 25 | — | $22.1M | ||
| Q3 25 | $5.8M | $19.4M | ||
| Q2 25 | $-7.4M | $36.0M | ||
| Q1 25 | — | $26.1M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | $-77.1M | $30.6M | ||
| Q2 24 | $-54.5M | $35.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 45.0% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.1% | — | ||
| Q2 24 | 44.8% | — |
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 1.3% | 2.4% | ||
| Q2 25 | -2.1% | 3.9% | ||
| Q1 25 | -10.1% | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | -14.9% | 3.3% | ||
| Q2 24 | -16.6% | 3.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | -1.8% | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | -15.7% | 2.3% | ||
| Q2 24 | -17.4% | 2.7% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | — | $0.20 | ||
| Q1 25 | — | $0.15 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $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 | $251.4M | $227.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $933.0M | $3.0B |
| Total Assets | $1.3B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.8M | ||
| Q4 25 | — | $41.8M | ||
| Q3 25 | $251.4M | $235.7M | ||
| Q2 25 | $205.2M | $205.1M | ||
| Q1 25 | $207.7M | $154.3M | ||
| Q4 24 | — | $165.5M | ||
| Q3 24 | $207.3M | $231.6M | ||
| Q2 24 | $229.8M | $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 | — | $3.0B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $933.0M | $3.0B | ||
| Q2 25 | $909.1M | $3.0B | ||
| Q1 25 | $884.3M | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | $869.4M | $3.0B | ||
| Q2 24 | $878.7M | $3.0B |
| Q1 26 | — | $4.9B | ||
| Q4 25 | — | $4.8B | ||
| Q3 25 | $1.3B | $5.0B | ||
| Q2 25 | $1.2B | $5.0B | ||
| Q1 25 | $1.2B | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | $1.2B | $4.6B | ||
| Q2 24 | $1.1B | $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 | — | $92.9M |
| Free Cash FlowOCF − Capex | — | $48.1M |
| FCF MarginFCF / Revenue | — | 3.9% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | — | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | — | $186.0M | ||
| Q3 25 | — | $184.2M | ||
| Q2 25 | — | $175.5M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | — | $199.5M | ||
| Q3 24 | — | $206.4M | ||
| Q2 24 | — | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | — | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | — | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | — | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.