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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $179.4M, roughly 1.1× HEARTLAND EXPRESS INC). ROGERS CORP runs the higher net margin — 2.2% vs -10.8%, a 13.1% gap on every dollar of revenue. On growth, ROGERS CORP posted the faster year-over-year revenue change (5.2% vs -26.1%). ROGERS CORP produced more free cash flow last quarter ($1.1M vs $-44.2M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% 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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
HTLD vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $200.5M |
| Net Profit | $-19.4M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | -12.7% | — |
| Net Margin | -10.8% | 2.2% |
| Revenue YoY | -26.1% | 5.2% |
| Net Profit YoY | -949.2% | 421.4% |
| EPS (diluted) | $-0.24 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $179.4M | $201.5M | ||
| Q3 25 | $196.5M | $216.0M | ||
| Q2 25 | $210.4M | $202.8M | ||
| Q1 25 | $219.4M | $190.5M | ||
| Q4 24 | $242.6M | $192.2M | ||
| Q3 24 | $259.9M | $210.3M | ||
| Q2 24 | $274.8M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-19.4M | $4.6M | ||
| Q3 25 | $-8.3M | $8.6M | ||
| Q2 25 | $-10.9M | $-73.6M | ||
| Q1 25 | $-13.9M | $-1.4M | ||
| Q4 24 | $-1.9M | $-500.0K | ||
| Q3 24 | $-9.3M | $10.7M | ||
| Q2 24 | $-3.5M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -12.7% | 3.5% | ||
| Q3 25 | -3.7% | 7.3% | ||
| Q2 25 | -5.9% | -33.3% | ||
| Q1 25 | -6.8% | -0.2% | ||
| Q4 24 | 0.4% | -6.6% | ||
| Q3 24 | -2.7% | 6.9% | ||
| Q2 24 | 0.1% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -10.8% | 2.3% | ||
| Q3 25 | -4.2% | 4.0% | ||
| Q2 25 | -5.2% | -36.3% | ||
| Q1 25 | -6.3% | -0.7% | ||
| Q4 24 | -0.8% | -0.3% | ||
| Q3 24 | -3.6% | 5.1% | ||
| Q2 24 | -1.3% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.24 | $0.20 | ||
| Q3 25 | $-0.11 | $0.48 | ||
| Q2 25 | $-0.14 | $-4.00 | ||
| Q1 25 | $-0.18 | $-0.08 | ||
| Q4 24 | $-0.03 | $-0.04 | ||
| Q3 24 | $-0.12 | $0.58 | ||
| Q2 24 | $-0.04 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | $1.2B |
| Total Assets | $1.2B | $1.4B |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $18.5M | $197.0M | ||
| Q3 25 | $32.7M | $167.8M | ||
| Q2 25 | $22.9M | $157.2M | ||
| Q1 25 | $23.9M | $175.6M | ||
| Q4 24 | $12.8M | $159.8M | ||
| Q3 24 | $30.7M | $146.4M | ||
| Q2 24 | $23.9M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $755.3M | $1.2B | ||
| Q3 25 | $775.6M | $1.2B | ||
| Q2 25 | $786.7M | $1.2B | ||
| Q1 25 | $807.7M | $1.3B | ||
| Q4 24 | $822.6M | $1.3B | ||
| Q3 24 | $825.7M | $1.3B | ||
| Q2 24 | $836.8M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $-44.2M | $1.1M |
| FCF MarginFCF / Revenue | -24.6% | 0.5% |
| Capex IntensityCapex / Revenue | 33.0% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $14.9M | $46.9M | ||
| Q3 25 | $27.5M | $28.9M | ||
| Q2 25 | $21.0M | $13.7M | ||
| Q1 25 | $25.8M | $11.7M | ||
| Q4 24 | $37.8M | $33.7M | ||
| Q3 24 | $35.6M | $42.4M | ||
| Q2 24 | $40.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $-44.2M | $42.2M | ||
| Q3 25 | $-12.2M | $21.2M | ||
| Q2 25 | $-12.8M | $5.6M | ||
| Q1 25 | $2.3M | $2.1M | ||
| Q4 24 | $-45.5M | $18.3M | ||
| Q3 24 | $24.6M | $25.2M | ||
| Q2 24 | $29.4M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | -24.6% | 20.9% | ||
| Q3 25 | -6.2% | 9.8% | ||
| Q2 25 | -6.1% | 2.8% | ||
| Q1 25 | 1.0% | 1.1% | ||
| Q4 24 | -18.8% | 9.5% | ||
| Q3 24 | 9.5% | 12.0% | ||
| Q2 24 | 10.7% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 33.0% | 2.3% | ||
| Q3 25 | 20.2% | 3.6% | ||
| Q2 25 | 16.1% | 4.0% | ||
| Q1 25 | 10.7% | 5.0% | ||
| Q4 24 | 34.3% | 8.0% | ||
| Q3 24 | 4.2% | 8.2% | ||
| Q2 24 | 3.8% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
