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Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $179.4M, roughly 1.1× HEARTLAND EXPRESS INC). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs -26.1%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $-44.2M). Over the past eight quarters, SIMMONS FIRST NATIONAL CORP's revenue compounded faster (0.6% 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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
HTLD vs SFNC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $197.3M |
| Net Profit | $-19.4M | — |
| Gross Margin | — | — |
| Operating Margin | -12.7% | — |
| Net Margin | -10.8% | — |
| Revenue YoY | -26.1% | 19.6% |
| Net Profit YoY | -949.2% | — |
| EPS (diluted) | $-0.24 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $196.5M | $186.7M | ||
| Q2 25 | $210.4M | $214.2M | ||
| Q1 25 | $219.4M | $209.6M | ||
| Q4 24 | $242.6M | $208.5M | ||
| Q3 24 | $259.9M | $174.8M | ||
| Q2 24 | $274.8M | $197.2M | ||
| Q1 24 | $270.3M | $195.1M |
| Q4 25 | $-19.4M | — | ||
| Q3 25 | $-8.3M | $-562.8M | ||
| Q2 25 | $-10.9M | $54.8M | ||
| Q1 25 | $-13.9M | $32.4M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | $-9.3M | $24.7M | ||
| Q2 24 | $-3.5M | $40.8M | ||
| Q1 24 | $-15.1M | $38.9M |
| Q4 25 | -12.7% | — | ||
| Q3 25 | -3.7% | — | ||
| Q2 25 | -5.9% | — | ||
| Q1 25 | -6.8% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | -2.7% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | -5.3% | — |
| Q4 25 | -10.8% | — | ||
| Q3 25 | -4.2% | -301.5% | ||
| Q2 25 | -5.2% | 25.6% | ||
| Q1 25 | -6.3% | 15.5% | ||
| Q4 24 | -0.8% | — | ||
| Q3 24 | -3.6% | 14.1% | ||
| Q2 24 | -1.3% | 20.7% | ||
| Q1 24 | -5.6% | 19.9% |
| Q4 25 | $-0.24 | $0.36 | ||
| Q3 25 | $-0.11 | $-4.00 | ||
| Q2 25 | $-0.14 | $0.43 | ||
| Q1 25 | $-0.18 | $0.26 | ||
| Q4 24 | $-0.03 | $0.38 | ||
| Q3 24 | $-0.12 | $0.20 | ||
| Q2 24 | $-0.04 | $0.32 | ||
| Q1 24 | $-0.19 | $0.31 |
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 | — |
| Total DebtLower is stronger | $154.1M | $620.0M |
| Stockholders' EquityBook value | $755.3M | $3.4B |
| Total Assets | $1.2B | $24.5B |
| Debt / EquityLower = less leverage | 0.20× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $23.8M | — |
| Q4 25 | $154.1M | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $187.9M | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $755.3M | $3.4B | ||
| Q3 25 | $775.6M | $3.4B | ||
| Q2 25 | $786.7M | $3.5B | ||
| Q1 25 | $807.7M | $3.5B | ||
| Q4 24 | $822.6M | $3.5B | ||
| Q3 24 | $825.7M | $3.5B | ||
| Q2 24 | $836.8M | $3.5B | ||
| Q1 24 | $848.8M | $3.4B |
| Q4 25 | $1.2B | $24.5B | ||
| Q3 25 | $1.3B | $24.2B | ||
| Q2 25 | $1.3B | $26.7B | ||
| Q1 25 | $1.3B | $26.8B | ||
| Q4 24 | $1.3B | $26.9B | ||
| Q3 24 | $1.4B | $27.3B | ||
| Q2 24 | $1.4B | $27.4B | ||
| Q1 24 | $1.5B | $27.4B |
| Q4 25 | 0.20× | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 0.23× | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $-44.2M | $411.4M |
| FCF MarginFCF / Revenue | -24.6% | 208.5% |
| Capex IntensityCapex / Revenue | 33.0% | 19.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.9M | $449.5M | ||
| Q3 25 | $27.5M | $223.4M | ||
| Q2 25 | $21.0M | $77.6M | ||
| Q1 25 | $25.8M | $32.8M | ||
| Q4 24 | $37.8M | $425.9M | ||
| Q3 24 | $35.6M | $199.4M | ||
| Q2 24 | $40.0M | $86.1M | ||
| Q1 24 | $31.0M | $57.6M |
| Q4 25 | $-44.2M | $411.4M | ||
| Q3 25 | $-12.2M | $216.7M | ||
| Q2 25 | $-12.8M | $66.3M | ||
| Q1 25 | $2.3M | $22.6M | ||
| Q4 24 | $-45.5M | $380.4M | ||
| Q3 24 | $24.6M | $187.7M | ||
| Q2 24 | $29.4M | $72.7M | ||
| Q1 24 | $26.3M | $47.7M |
| Q4 25 | -24.6% | 208.5% | ||
| Q3 25 | -6.2% | 116.1% | ||
| Q2 25 | -6.1% | 31.0% | ||
| Q1 25 | 1.0% | 10.8% | ||
| Q4 24 | -18.8% | 182.5% | ||
| Q3 24 | 9.5% | 107.4% | ||
| Q2 24 | 10.7% | 36.9% | ||
| Q1 24 | 9.7% | 24.5% |
| Q4 25 | 33.0% | 19.3% | ||
| Q3 25 | 20.2% | 3.6% | ||
| Q2 25 | 16.1% | 5.3% | ||
| Q1 25 | 10.7% | 4.8% | ||
| Q4 24 | 34.3% | 21.8% | ||
| Q3 24 | 4.2% | 6.7% | ||
| Q2 24 | 3.8% | 6.8% | ||
| Q1 24 | 1.7% | 5.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
