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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $179.4M, roughly 1.8× HEARTLAND EXPRESS INC). Revolve Group, Inc. runs the higher net margin — 5.7% vs -10.8%, a 16.6% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs -26.1%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-44.2M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
HTLD vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $324.4M |
| Net Profit | $-19.4M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | -12.7% | 6.3% |
| Net Margin | -10.8% | 5.7% |
| Revenue YoY | -26.1% | 10.4% |
| Net Profit YoY | -949.2% | 50.4% |
| EPS (diluted) | $-0.24 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $196.5M | $295.6M | ||
| Q2 25 | $210.4M | $309.0M | ||
| Q1 25 | $219.4M | $296.7M | ||
| Q4 24 | $242.6M | $293.7M | ||
| Q3 24 | $259.9M | $283.1M | ||
| Q2 24 | $274.8M | $282.5M | ||
| Q1 24 | $270.3M | $270.6M |
| Q4 25 | $-19.4M | $18.6M | ||
| Q3 25 | $-8.3M | $21.2M | ||
| Q2 25 | $-10.9M | $10.2M | ||
| Q1 25 | $-13.9M | $11.8M | ||
| Q4 24 | $-1.9M | $12.3M | ||
| Q3 24 | $-9.3M | $11.0M | ||
| Q2 24 | $-3.5M | $15.4M | ||
| Q1 24 | $-15.1M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | -12.7% | 6.3% | ||
| Q3 25 | -3.7% | 7.1% | ||
| Q2 25 | -5.9% | 5.8% | ||
| Q1 25 | -6.8% | 5.0% | ||
| Q4 24 | 0.4% | 3.9% | ||
| Q3 24 | -2.7% | 5.0% | ||
| Q2 24 | 0.1% | 5.8% | ||
| Q1 24 | -5.3% | 3.4% |
| Q4 25 | -10.8% | 5.7% | ||
| Q3 25 | -4.2% | 7.2% | ||
| Q2 25 | -5.2% | 3.3% | ||
| Q1 25 | -6.3% | 4.0% | ||
| Q4 24 | -0.8% | 4.2% | ||
| Q3 24 | -3.6% | 3.9% | ||
| Q2 24 | -1.3% | 5.4% | ||
| Q1 24 | -5.6% | 4.0% |
| Q4 25 | $-0.24 | $0.27 | ||
| Q3 25 | $-0.11 | $0.29 | ||
| Q2 25 | $-0.14 | $0.14 | ||
| Q1 25 | $-0.18 | $0.16 | ||
| Q4 24 | $-0.03 | $0.18 | ||
| Q3 24 | $-0.12 | $0.15 | ||
| Q2 24 | $-0.04 | $0.21 | ||
| Q1 24 | $-0.19 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | $512.5M |
| Total Assets | $1.2B | $765.0M |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.5M | $292.3M | ||
| Q3 25 | $32.7M | $315.4M | ||
| Q2 25 | $22.9M | $310.7M | ||
| Q1 25 | $23.9M | $300.8M | ||
| Q4 24 | $12.8M | $256.6M | ||
| Q3 24 | $30.7M | $252.8M | ||
| Q2 24 | $23.9M | $244.7M | ||
| Q1 24 | $23.8M | $273.4M |
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $755.3M | $512.5M | ||
| Q3 25 | $775.6M | $490.2M | ||
| Q2 25 | $786.7M | $468.6M | ||
| Q1 25 | $807.7M | $453.4M | ||
| Q4 24 | $822.6M | $437.8M | ||
| Q3 24 | $825.7M | $420.8M | ||
| Q2 24 | $836.8M | $405.8M | ||
| Q1 24 | $848.8M | $389.9M |
| Q4 25 | $1.2B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.4B | $657.8M | ||
| Q1 24 | $1.5B | $650.0M |
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $-44.2M | $-13.3M |
| FCF MarginFCF / Revenue | -24.6% | -4.1% |
| Capex IntensityCapex / Revenue | 33.0% | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.9M | $-10.2M | ||
| Q3 25 | $27.5M | $11.8M | ||
| Q2 25 | $21.0M | $12.6M | ||
| Q1 25 | $25.8M | $45.1M | ||
| Q4 24 | $37.8M | $3.9M | ||
| Q3 24 | $35.6M | $9.1M | ||
| Q2 24 | $40.0M | $-24.7M | ||
| Q1 24 | $31.0M | $38.4M |
| Q4 25 | $-44.2M | $-13.3M | ||
| Q3 25 | $-12.2M | $7.5M | ||
| Q2 25 | $-12.8M | $10.4M | ||
| Q1 25 | $2.3M | $43.4M | ||
| Q4 24 | $-45.5M | $2.1M | ||
| Q3 24 | $24.6M | $8.0M | ||
| Q2 24 | $29.4M | $-25.7M | ||
| Q1 24 | $26.3M | $36.7M |
| Q4 25 | -24.6% | -4.1% | ||
| Q3 25 | -6.2% | 2.5% | ||
| Q2 25 | -6.1% | 3.4% | ||
| Q1 25 | 1.0% | 14.6% | ||
| Q4 24 | -18.8% | 0.7% | ||
| Q3 24 | 9.5% | 2.8% | ||
| Q2 24 | 10.7% | -9.1% | ||
| Q1 24 | 9.7% | 13.5% |
| Q4 25 | 33.0% | 1.0% | ||
| Q3 25 | 20.2% | 1.5% | ||
| Q2 25 | 16.1% | 0.7% | ||
| Q1 25 | 10.7% | 0.6% | ||
| Q4 24 | 34.3% | 0.6% | ||
| Q3 24 | 4.2% | 0.4% | ||
| Q2 24 | 3.8% | 0.4% | ||
| Q1 24 | 1.7% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTLD
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
