vs
Side-by-side financial comparison of HEARTLAND EXPRESS INC (HTLD) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
HEARTLAND EXPRESS INC is the larger business by last-quarter revenue ($179.4M vs $103.6M, roughly 1.7× TACTILE SYSTEMS TECHNOLOGY INC). TACTILE SYSTEMS TECHNOLOGY INC runs the higher net margin — 10.3% vs -10.8%, a 21.1% gap on every dollar of revenue. On growth, TACTILE SYSTEMS TECHNOLOGY INC posted the faster year-over-year revenue change (21.0% vs -26.1%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-44.2M). Over the past eight quarters, TACTILE SYSTEMS TECHNOLOGY INC's revenue compounded faster (30.2% 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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
HTLD vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $179.4M | $103.6M |
| Net Profit | $-19.4M | $10.6M |
| Gross Margin | — | 78.2% |
| Operating Margin | -12.7% | 18.1% |
| Net Margin | -10.8% | 10.3% |
| Revenue YoY | -26.1% | 21.0% |
| Net Profit YoY | -949.2% | 9.4% |
| EPS (diluted) | $-0.24 | $0.45 |
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 | $103.6M | ||
| Q3 25 | $196.5M | $85.8M | ||
| Q2 25 | $210.4M | $78.9M | ||
| Q1 25 | $219.4M | $61.3M | ||
| Q4 24 | $242.6M | $85.6M | ||
| Q3 24 | $259.9M | $73.1M | ||
| Q2 24 | $274.8M | $73.2M | ||
| Q1 24 | $270.3M | $61.1M |
| Q4 25 | $-19.4M | $10.6M | ||
| Q3 25 | $-8.3M | $8.2M | ||
| Q2 25 | $-10.9M | $3.2M | ||
| Q1 25 | $-13.9M | $-3.0M | ||
| Q4 24 | $-1.9M | $9.7M | ||
| Q3 24 | $-9.3M | $5.2M | ||
| Q2 24 | $-3.5M | $4.3M | ||
| Q1 24 | $-15.1M | $-2.2M |
| Q4 25 | — | 78.2% | ||
| Q3 25 | — | 75.8% | ||
| Q2 25 | — | 74.5% | ||
| Q1 25 | — | 74.0% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | — | 71.1% |
| Q4 25 | -12.7% | 18.1% | ||
| Q3 25 | -3.7% | 12.8% | ||
| Q2 25 | -5.9% | 5.2% | ||
| Q1 25 | -6.8% | -7.4% | ||
| Q4 24 | 0.4% | 14.6% | ||
| Q3 24 | -2.7% | 9.3% | ||
| Q2 24 | 0.1% | 8.0% | ||
| Q1 24 | -5.3% | -4.9% |
| Q4 25 | -10.8% | 10.3% | ||
| Q3 25 | -4.2% | 9.6% | ||
| Q2 25 | -5.2% | 4.1% | ||
| Q1 25 | -6.3% | -4.9% | ||
| Q4 24 | -0.8% | 11.4% | ||
| Q3 24 | -3.6% | 7.1% | ||
| Q2 24 | -1.3% | 5.9% | ||
| Q1 24 | -5.6% | -3.6% |
| Q4 25 | $-0.24 | $0.45 | ||
| Q3 25 | $-0.11 | $0.36 | ||
| Q2 25 | $-0.14 | $0.14 | ||
| Q1 25 | $-0.18 | $-0.13 | ||
| Q4 24 | $-0.03 | $0.40 | ||
| Q3 24 | $-0.12 | $0.21 | ||
| Q2 24 | $-0.04 | $0.18 | ||
| Q1 24 | $-0.19 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | $154.1M | $0 |
| Stockholders' EquityBook value | $755.3M | $218.9M |
| Total Assets | $1.2B | $273.9M |
| Debt / EquityLower = less leverage | 0.20× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.5M | $83.4M | ||
| Q3 25 | $32.7M | $66.0M | ||
| Q2 25 | $22.9M | $81.5M | ||
| Q1 25 | $23.9M | $83.6M | ||
| Q4 24 | $12.8M | $94.4M | ||
| Q3 24 | $30.7M | $82.1M | ||
| Q2 24 | $23.9M | $73.6M | ||
| Q1 24 | $23.8M | $60.7M |
| Q4 25 | $154.1M | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $187.9M | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $755.3M | $218.9M | ||
| Q3 25 | $775.6M | $204.9M | ||
| Q2 25 | $786.7M | $194.9M | ||
| Q1 25 | $807.7M | $205.6M | ||
| Q4 24 | $822.6M | $216.6M | ||
| Q3 24 | $825.7M | $207.9M | ||
| Q2 24 | $836.8M | $200.7M | ||
| Q1 24 | $848.8M | $193.5M |
| Q4 25 | $1.2B | $273.9M | ||
| Q3 25 | $1.3B | $259.2M | ||
| Q2 25 | $1.3B | $273.0M | ||
| Q1 25 | $1.3B | $280.2M | ||
| Q4 24 | $1.3B | $297.9M | ||
| Q3 24 | $1.4B | $287.7M | ||
| Q2 24 | $1.4B | $278.8M | ||
| Q1 24 | $1.5B | $272.0M |
| Q4 25 | 0.20× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $-44.2M | $16.8M |
| FCF MarginFCF / Revenue | -24.6% | 16.2% |
| Capex IntensityCapex / Revenue | 33.0% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-66.9M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.9M | $17.3M | ||
| Q3 25 | $27.5M | $10.3M | ||
| Q2 25 | $21.0M | $14.8M | ||
| Q1 25 | $25.8M | $417.0K | ||
| Q4 24 | $37.8M | $16.3M | ||
| Q3 24 | $35.6M | $10.3M | ||
| Q2 24 | $40.0M | $13.1M | ||
| Q1 24 | $31.0M | $924.0K |
| Q4 25 | $-44.2M | $16.8M | ||
| Q3 25 | $-12.2M | $9.2M | ||
| Q2 25 | $-12.8M | $14.4M | ||
| Q1 25 | $2.3M | $38.0K | ||
| Q4 24 | $-45.5M | $15.9M | ||
| Q3 24 | $24.6M | $9.3M | ||
| Q2 24 | $29.4M | $12.6M | ||
| Q1 24 | $26.3M | $442.0K |
| Q4 25 | -24.6% | 16.2% | ||
| Q3 25 | -6.2% | 10.8% | ||
| Q2 25 | -6.1% | 18.2% | ||
| Q1 25 | 1.0% | 0.1% | ||
| Q4 24 | -18.8% | 18.5% | ||
| Q3 24 | 9.5% | 12.7% | ||
| Q2 24 | 10.7% | 17.3% | ||
| Q1 24 | 9.7% | 0.7% |
| Q4 25 | 33.0% | 0.5% | ||
| Q3 25 | 20.2% | 1.3% | ||
| Q2 25 | 16.1% | 0.5% | ||
| Q1 25 | 10.7% | 0.6% | ||
| Q4 24 | 34.3% | 0.5% | ||
| Q3 24 | 4.2% | 1.3% | ||
| Q2 24 | 3.8% | 0.7% | ||
| Q1 24 | 1.7% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTLD
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
