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Side-by-side financial comparison of Lineage, Inc. (LINE) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.4B, roughly 1.0× Lineage, Inc.). Schneider National, Inc. runs the higher net margin — 1.6% vs -7.3%, a 8.8% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (4.5% vs 3.1%). Schneider National, Inc. produced more free cash flow last quarter ($145.5M vs $35.0M).
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
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.
LINE vs SNDR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $-100.0M | $22.1M |
| Gross Margin | 32.3% | — |
| Operating Margin | 2.5% | 2.6% |
| Net Margin | -7.3% | 1.6% |
| Revenue YoY | 3.1% | 4.5% |
| Net Profit YoY | 79.4% | -32.2% |
| EPS (diluted) | $-0.44 | $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 | — | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.3B | $1.3B |
| Q4 25 | — | $22.1M | ||
| Q3 25 | $-100.0M | $19.4M | ||
| Q2 25 | $-6.0M | $36.0M | ||
| Q1 25 | $0 | $26.1M | ||
| Q4 24 | $-71.0M | $32.6M | ||
| Q3 24 | $-485.0M | $30.6M | ||
| Q2 24 | $-68.0M | $35.3M | ||
| Q1 24 | $-40.0M | $18.5M |
| Q4 25 | — | — | ||
| Q3 25 | 32.3% | — | ||
| Q2 25 | 31.9% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 33.4% | — | ||
| Q1 24 | 33.4% | — |
| Q4 25 | — | 2.6% | ||
| Q3 25 | 2.5% | 2.4% | ||
| Q2 25 | 1.7% | 3.9% | ||
| Q1 25 | 4.3% | 3.0% | ||
| Q4 24 | -1.6% | 3.2% | ||
| Q3 24 | -38.6% | 3.3% | ||
| Q2 24 | 5.5% | 3.9% | ||
| Q1 24 | 7.6% | 2.2% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | -7.3% | 1.3% | ||
| Q2 25 | -0.4% | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | -5.3% | 2.4% | ||
| Q3 24 | -36.3% | 2.3% | ||
| Q2 24 | -5.1% | 2.7% | ||
| Q1 24 | -3.0% | 1.4% |
| Q4 25 | — | $0.13 | ||
| Q3 25 | $-0.44 | $0.11 | ||
| Q2 25 | $-0.03 | $0.20 | ||
| Q1 25 | $0.01 | $0.15 | ||
| Q4 24 | $-0.52 | $0.19 | ||
| Q3 24 | $-2.44 | $0.17 | ||
| Q2 24 | $-0.46 | $0.20 | ||
| Q1 24 | $-0.28 | $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 | — | $41.8M |
| Total DebtLower is stronger | — | $390.9M |
| Stockholders' EquityBook value | $8.4B | $3.0B |
| Total Assets | $19.2B | $4.8B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $41.8M | ||
| Q3 25 | — | $235.7M | ||
| Q2 25 | — | $205.1M | ||
| Q1 25 | — | $154.3M | ||
| Q4 24 | $173.0M | $165.5M | ||
| Q3 24 | $409.0M | $231.6M | ||
| Q2 24 | $73.0M | $157.2M | ||
| Q1 24 | — | $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 | — | $3.0B | ||
| Q3 25 | $8.4B | $3.0B | ||
| Q2 25 | $8.6B | $3.0B | ||
| Q1 25 | $8.6B | $3.0B | ||
| Q4 24 | $8.6B | $3.0B | ||
| Q3 24 | $9.0B | $3.0B | ||
| Q2 24 | $4.9B | $3.0B | ||
| Q1 24 | $5.6B | $2.9B |
| Q4 25 | — | $4.8B | ||
| Q3 25 | $19.2B | $5.0B | ||
| Q2 25 | $19.4B | $5.0B | ||
| Q1 25 | $18.8B | $5.0B | ||
| Q4 24 | $18.7B | $4.9B | ||
| Q3 24 | $19.3B | $4.6B | ||
| Q2 24 | $18.8B | $4.5B | ||
| Q1 24 | — | $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 | $230.0M | $186.0M |
| Free Cash FlowOCF − Capex | $35.0M | $145.5M |
| FCF MarginFCF / Revenue | 2.5% | 10.4% |
| Capex IntensityCapex / Revenue | 14.2% | 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 | — | $186.0M | ||
| Q3 25 | $230.0M | $184.2M | ||
| Q2 25 | $258.0M | $175.5M | ||
| Q1 25 | $139.0M | $91.7M | ||
| Q4 24 | — | $199.5M | ||
| Q3 24 | $186.0M | $206.4M | ||
| Q2 24 | $155.0M | $182.6M | ||
| Q1 24 | $105.0M | $97.6M |
| Q4 25 | — | $145.5M | ||
| Q3 25 | $35.0M | $56.2M | ||
| Q2 25 | $95.0M | $106.4M | ||
| Q1 25 | $-12.0M | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | $33.0M | $98.7M | ||
| Q2 24 | $-31.0M | $85.5M | ||
| Q1 24 | $-42.0M | $-25.7M |
| Q4 25 | — | 10.4% | ||
| Q3 25 | 2.5% | 3.9% | ||
| Q2 25 | 7.0% | 7.5% | ||
| Q1 25 | -0.9% | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | 2.5% | 7.5% | ||
| Q2 24 | -2.3% | 6.5% | ||
| Q1 24 | -3.2% | -1.9% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | 14.2% | 8.8% | ||
| Q2 25 | 12.1% | 4.9% | ||
| Q1 25 | 11.7% | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | 11.5% | 8.2% | ||
| Q2 24 | 13.9% | 7.4% | ||
| Q1 24 | 11.1% | 9.3% |
| Q4 25 | — | 8.42× | ||
| Q3 25 | — | 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
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
