vs
Side-by-side financial comparison of HERTZ GLOBAL HOLDINGS, INC (HTZ) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
HERTZ GLOBAL HOLDINGS, INC is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× Schneider National, Inc.). Schneider National, Inc. runs the higher net margin — 1.6% vs -9.6%, a 11.1% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (4.5% vs -0.6%). Over the past eight quarters, Schneider National, Inc.'s revenue compounded faster (3.0% CAGR vs -1.3%).
Hertz Global Holdings, Inc., known as Hertz, is an American car rental company based in Estero, Florida. The company operates its namesake Hertz brand, along with the brands Dollar Rent A Car, Firefly Car Rental, and Thrifty Car Rental.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
HTZ vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $-194.0M | $22.1M |
| Gross Margin | — | — |
| Operating Margin | -11.0% | 2.6% |
| Net Margin | -9.6% | 1.6% |
| Revenue YoY | -0.6% | 4.5% |
| Net Profit YoY | 59.5% | -32.2% |
| EPS (diluted) | $-0.46 | $0.13 |
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 | $2.0B | $1.4B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $-194.0M | $22.1M | ||
| Q3 25 | $184.0M | $19.4M | ||
| Q2 25 | $-294.0M | $36.0M | ||
| Q1 25 | $-443.0M | $26.1M | ||
| Q4 24 | $-479.0M | $32.6M | ||
| Q3 24 | $-1.3B | $30.6M | ||
| Q2 24 | $-865.0M | $35.3M | ||
| Q1 24 | $-186.0M | $18.5M |
| Q4 25 | -11.0% | 2.6% | ||
| Q3 25 | 9.4% | 2.4% | ||
| Q2 25 | -14.5% | 3.9% | ||
| Q1 25 | -29.0% | 3.0% | ||
| Q4 24 | -27.6% | 3.2% | ||
| Q3 24 | -62.9% | 3.3% | ||
| Q2 24 | -20.1% | 3.9% | ||
| Q1 24 | -27.9% | 2.2% |
| Q4 25 | -9.6% | 1.6% | ||
| Q3 25 | 7.4% | 1.3% | ||
| Q2 25 | -13.5% | 2.5% | ||
| Q1 25 | -24.4% | 1.9% | ||
| Q4 24 | -23.5% | 2.4% | ||
| Q3 24 | -51.7% | 2.3% | ||
| Q2 24 | -36.8% | 2.7% | ||
| Q1 24 | -8.9% | 1.4% |
| Q4 25 | $-0.46 | $0.13 | ||
| Q3 25 | $0.42 | $0.11 | ||
| Q2 25 | $-0.95 | $0.20 | ||
| Q1 25 | $-1.44 | $0.15 | ||
| Q4 24 | $-1.57 | $0.19 | ||
| Q3 24 | $-4.34 | $0.17 | ||
| Q2 24 | $-2.82 | $0.20 | ||
| Q1 24 | $-0.61 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $565.0M | $41.8M |
| Total DebtLower is stronger | — | $390.9M |
| Stockholders' EquityBook value | $-459.0M | $3.0B |
| Total Assets | $22.3B | $4.8B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $565.0M | $41.8M | ||
| Q3 25 | $1.1B | $235.7M | ||
| Q2 25 | $503.0M | $205.1M | ||
| Q1 25 | $626.0M | $154.3M | ||
| Q4 24 | $592.0M | $165.5M | ||
| Q3 24 | $501.0M | $231.6M | ||
| Q2 24 | $568.0M | $157.2M | ||
| Q1 24 | $465.0M | $124.2M |
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
| Q4 25 | $-459.0M | $3.0B | ||
| Q3 25 | $-317.0M | $3.0B | ||
| Q2 25 | $-504.0M | $3.0B | ||
| Q1 25 | $-262.0M | $3.0B | ||
| Q4 24 | $153.0M | $3.0B | ||
| Q3 24 | $681.0M | $3.0B | ||
| Q2 24 | $2.0B | $3.0B | ||
| Q1 24 | $2.8B | $2.9B |
| Q4 25 | $22.3B | $4.8B | ||
| Q3 25 | $23.0B | $5.0B | ||
| Q2 25 | $23.1B | $5.0B | ||
| Q1 25 | $22.0B | $5.0B | ||
| Q4 24 | $21.8B | $4.9B | ||
| Q3 24 | $23.0B | $4.6B | ||
| Q2 24 | $25.2B | $4.5B | ||
| Q1 24 | $24.3B | $4.6B |
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $193.0M | $186.0M |
| Free Cash FlowOCF − Capex | — | $145.5M |
| FCF MarginFCF / Revenue | — | 10.4% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | — | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $193.0M | $186.0M | ||
| Q3 25 | $835.0M | $184.2M | ||
| Q2 25 | $346.0M | $175.5M | ||
| Q1 25 | $251.0M | $91.7M | ||
| Q4 24 | $414.0M | $199.5M | ||
| Q3 24 | $894.0M | $206.4M | ||
| Q2 24 | $546.0M | $182.6M | ||
| Q1 24 | $370.0M | $97.6M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $56.2M | ||
| Q2 25 | — | $106.4M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $-25.7M |
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | -1.9% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 9.3% |
| Q4 25 | — | 8.42× | ||
| Q3 25 | 4.54× | 9.49× | ||
| Q2 25 | — | 4.88× | ||
| Q1 25 | — | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | — | 5.17× | ||
| Q1 24 | — | 5.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTZ
Segment breakdown not available.
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
