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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
HEARTLAND EXPRESS INC is the larger business by last-quarter revenue ($179.4M vs $159.0M, roughly 1.1× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs -10.8%, a 63.0% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% 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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
HTLD vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $159.0M |
| Net Profit | $-19.4M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | -12.7% | — |
| Net Margin | -10.8% | 52.2% |
| Revenue YoY | -26.1% | — |
| Net Profit YoY | -949.2% | 31.2% |
| EPS (diluted) | $-0.24 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $179.4M | $162.2M | ||
| Q3 25 | $196.5M | $136.3M | ||
| Q2 25 | $210.4M | $132.1M | ||
| Q1 25 | $219.4M | $131.8M | ||
| Q4 24 | $242.6M | $131.9M | ||
| Q3 24 | $259.9M | $123.7M | ||
| Q2 24 | $274.8M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $-19.4M | $86.4M | ||
| Q3 25 | $-8.3M | $65.6M | ||
| Q2 25 | $-10.9M | $61.4M | ||
| Q1 25 | $-13.9M | $63.2M | ||
| Q4 24 | $-1.9M | $65.2M | ||
| Q3 24 | $-9.3M | $59.9M | ||
| Q2 24 | $-3.5M | $52.1M |
| Q1 26 | — | — | ||
| Q4 25 | -12.7% | 66.3% | ||
| Q3 25 | -3.7% | 57.8% | ||
| Q2 25 | -5.9% | 58.0% | ||
| Q1 25 | -6.8% | 60.0% | ||
| Q4 24 | 0.4% | 60.2% | ||
| Q3 24 | -2.7% | 58.5% | ||
| Q2 24 | 0.1% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | -10.8% | 59.0% | ||
| Q3 25 | -4.2% | 48.1% | ||
| Q2 25 | -5.2% | 46.5% | ||
| Q1 25 | -6.3% | 48.0% | ||
| Q4 24 | -0.8% | 52.9% | ||
| Q3 24 | -3.6% | 48.4% | ||
| Q2 24 | -1.3% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $-0.24 | $1.58 | ||
| Q3 25 | $-0.11 | $1.20 | ||
| Q2 25 | $-0.14 | $1.12 | ||
| Q1 25 | $-0.18 | $1.16 | ||
| Q4 24 | $-0.03 | $1.19 | ||
| Q3 24 | $-0.12 | $1.10 | ||
| Q2 24 | $-0.04 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | $154.1M | — |
| Stockholders' EquityBook value | $755.3M | $1.9B |
| Total Assets | $1.2B | $18.2B |
| Debt / EquityLower = less leverage | 0.20× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $18.5M | — | ||
| Q3 25 | $32.7M | — | ||
| Q2 25 | $22.9M | — | ||
| Q1 25 | $23.9M | — | ||
| Q4 24 | $12.8M | — | ||
| Q3 24 | $30.7M | — | ||
| Q2 24 | $23.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | $154.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $755.3M | $1.8B | ||
| Q3 25 | $775.6M | $1.8B | ||
| Q2 25 | $786.7M | $1.7B | ||
| Q1 25 | $807.7M | $1.7B | ||
| Q4 24 | $822.6M | $1.6B | ||
| Q3 24 | $825.7M | $1.6B | ||
| Q2 24 | $836.8M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.2B | $17.7B | ||
| Q3 25 | $1.3B | $17.6B | ||
| Q2 25 | $1.3B | $17.4B | ||
| Q1 25 | $1.3B | $18.6B | ||
| Q4 24 | $1.3B | $17.4B | ||
| Q3 24 | $1.4B | $16.4B | ||
| Q2 24 | $1.4B | $16.0B |
| 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 | — |
| Free Cash FlowOCF − Capex | $-44.2M | — |
| FCF MarginFCF / Revenue | -24.6% | — |
| Capex IntensityCapex / Revenue | 33.0% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | $355.2M | ||
| Q3 25 | $27.5M | $140.9M | ||
| Q2 25 | $21.0M | $67.6M | ||
| Q1 25 | $25.8M | $48.0M | ||
| Q4 24 | $37.8M | $252.9M | ||
| Q3 24 | $35.6M | $84.0M | ||
| Q2 24 | $40.0M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-44.2M | — | ||
| Q3 25 | $-12.2M | — | ||
| Q2 25 | $-12.8M | — | ||
| Q1 25 | $2.3M | — | ||
| Q4 24 | $-45.5M | — | ||
| Q3 24 | $24.6M | — | ||
| Q2 24 | $29.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | -24.6% | — | ||
| Q3 25 | -6.2% | — | ||
| Q2 25 | -6.1% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | -18.8% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.0% | — | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 16.1% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 4.2% | — | ||
| Q2 24 | 3.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.11× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTLD
Segment breakdown not available.
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
