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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $179.4M, roughly 1.7× HEARTLAND EXPRESS INC). HEARTLAND EXPRESS INC runs the higher net margin — -10.8% vs -20.7%, a 9.9% gap on every dollar of revenue. On growth, OXFORD INDUSTRIES INC posted the faster year-over-year revenue change (-0.2% vs -26.1%). HEARTLAND EXPRESS INC produced more free cash flow last quarter ($-44.2M vs $-47.9M). Over the past eight quarters, OXFORD INDUSTRIES INC's revenue compounded faster (-3.0% CAGR vs -18.5%).
Heartland Express is an American trucking company headquartered in North Liberty, Iowa. The company offers truckload shipping services across the United States.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
HTLD vs OXM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $307.3M |
| Net Profit | $-19.4M | $-63.7M |
| Gross Margin | — | 60.3% |
| Operating Margin | -12.7% | -27.7% |
| Net Margin | -10.8% | -20.7% |
| Revenue YoY | -26.1% | -0.2% |
| Net Profit YoY | -949.2% | -1517.6% |
| EPS (diluted) | $-0.24 | $-4.28 |
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 | $179.4M | $307.3M | ||
| Q3 25 | $196.5M | $403.1M | ||
| Q2 25 | $210.4M | $392.9M | ||
| Q1 25 | $219.4M | — | ||
| Q4 24 | $242.6M | $308.0M | ||
| Q3 24 | $259.9M | $419.9M | ||
| Q2 24 | $274.8M | $398.2M | ||
| Q1 24 | $270.3M | $404.4M |
| Q4 25 | $-19.4M | $-63.7M | ||
| Q3 25 | $-8.3M | $16.7M | ||
| Q2 25 | $-10.9M | $26.2M | ||
| Q1 25 | $-13.9M | — | ||
| Q4 24 | $-1.9M | $-3.9M | ||
| Q3 24 | $-9.3M | $40.6M | ||
| Q2 24 | $-3.5M | $38.4M | ||
| Q1 24 | $-15.1M | $-60.1M |
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | — | 60.9% |
| Q4 25 | -12.7% | -27.7% | ||
| Q3 25 | -3.7% | 6.3% | ||
| Q2 25 | -5.9% | 9.2% | ||
| Q1 25 | -6.8% | — | ||
| Q4 24 | 0.4% | -2.0% | ||
| Q3 24 | -2.7% | 12.5% | ||
| Q2 24 | 0.1% | 13.2% | ||
| Q1 24 | -5.3% | -20.1% |
| Q4 25 | -10.8% | -20.7% | ||
| Q3 25 | -4.2% | 4.1% | ||
| Q2 25 | -5.2% | 6.7% | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | -0.8% | -1.3% | ||
| Q3 24 | -3.6% | 9.7% | ||
| Q2 24 | -1.3% | 9.6% | ||
| Q1 24 | -5.6% | -14.9% |
| Q4 25 | $-0.24 | $-4.28 | ||
| Q3 25 | $-0.11 | $1.12 | ||
| Q2 25 | $-0.14 | $1.70 | ||
| Q1 25 | $-0.18 | — | ||
| Q4 24 | $-0.03 | $-0.25 | ||
| Q3 24 | $-0.12 | $2.57 | ||
| Q2 24 | $-0.04 | $2.42 | ||
| Q1 24 | $-0.19 | $-3.72 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $18.5M | $8.0M |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | $528.0M |
| Total Assets | $1.2B | $1.3B |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.5M | $8.0M | ||
| Q3 25 | $32.7M | $6.9M | ||
| Q2 25 | $22.9M | $8.2M | ||
| Q1 25 | $23.9M | — | ||
| Q4 24 | $12.8M | $7.0M | ||
| Q3 24 | $30.7M | $18.4M | ||
| Q2 24 | $23.9M | $7.7M | ||
| Q1 24 | $23.8M | $7.6M |
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | $755.3M | $528.0M | ||
| Q3 25 | $775.6M | $597.1M | ||
| Q2 25 | $786.7M | $592.4M | ||
| Q1 25 | $807.7M | — | ||
| Q4 24 | $822.6M | $612.2M | ||
| Q3 24 | $825.7M | $621.6M | ||
| Q2 24 | $836.8M | $592.9M | ||
| Q1 24 | $848.8M | $560.9M |
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $14.9M | $-9.1M |
| Free Cash FlowOCF − Capex | $-44.2M | $-47.9M |
| FCF MarginFCF / Revenue | -24.6% | -15.6% |
| Capex IntensityCapex / Revenue | 33.0% | 12.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.9M | $-9.1M | ||
| Q3 25 | $27.5M | $83.5M | ||
| Q2 25 | $21.0M | $-3.9M | ||
| Q1 25 | $25.8M | — | ||
| Q4 24 | $37.8M | $-18.2M | ||
| Q3 24 | $35.6M | $88.8M | ||
| Q2 24 | $40.0M | $32.9M | ||
| Q1 24 | $31.0M | $74.9M |
| Q4 25 | $-44.2M | $-47.9M | ||
| Q3 25 | $-12.2M | $52.3M | ||
| Q2 25 | $-12.8M | $-27.4M | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $-45.5M | $-56.9M | ||
| Q3 24 | $24.6M | $47.2M | ||
| Q2 24 | $29.4M | $21.0M | ||
| Q1 24 | $26.3M | $55.3M |
| Q4 25 | -24.6% | -15.6% | ||
| Q3 25 | -6.2% | 13.0% | ||
| Q2 25 | -6.1% | -7.0% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | -18.8% | -18.5% | ||
| Q3 24 | 9.5% | 11.2% | ||
| Q2 24 | 10.7% | 5.3% | ||
| Q1 24 | 9.7% | 13.7% |
| Q4 25 | 33.0% | 12.6% | ||
| Q3 25 | 20.2% | 7.7% | ||
| Q2 25 | 16.1% | 6.0% | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 34.3% | 12.6% | ||
| Q3 24 | 4.2% | 9.9% | ||
| Q2 24 | 3.8% | 3.0% | ||
| Q1 24 | 1.7% | 4.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTLD
Segment breakdown not available.
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
