vs
Side-by-side financial comparison of Noble Corp plc (NE) 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 ($1.2B vs $764.4M, roughly 1.6× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 1.6%, a 9.7% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (-1.2% vs -17.6%). Schneider National, Inc. produced more free cash flow last quarter ($48.1M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs -2.8%).
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
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.
NE vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.4M | $1.2B |
| Net Profit | $86.6M | $20.4M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | 2.7% |
| Net Margin | 11.3% | 1.6% |
| Revenue YoY | -17.6% | -1.2% |
| Net Profit YoY | -10.4% | -21.8% |
| EPS (diluted) | $0.54 | $0.12 |
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 | — | $1.2B | ||
| Q4 25 | $764.4M | $1.4B | ||
| Q3 25 | $798.0M | $1.5B | ||
| Q2 25 | $848.7M | $1.4B | ||
| Q1 25 | $874.5M | $1.4B | ||
| Q4 24 | $927.3M | $1.3B | ||
| Q3 24 | $800.5M | $1.3B | ||
| Q2 24 | $692.8M | $1.3B |
| Q1 26 | — | $20.4M | ||
| Q4 25 | $86.6M | $22.1M | ||
| Q3 25 | $-21.1M | $19.4M | ||
| Q2 25 | $42.9M | $36.0M | ||
| Q1 25 | $108.3M | $26.1M | ||
| Q4 24 | $96.6M | $32.6M | ||
| Q3 24 | $61.2M | $30.6M | ||
| Q2 24 | $195.0M | $35.3M |
| Q1 26 | — | 2.7% | ||
| Q4 25 | 5.6% | 2.6% | ||
| Q3 25 | 6.3% | 2.4% | ||
| Q2 25 | 15.9% | 3.9% | ||
| Q1 25 | 21.4% | 3.0% | ||
| Q4 24 | 18.4% | 3.2% | ||
| Q3 24 | 14.4% | 3.3% | ||
| Q2 24 | 30.3% | 3.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 11.3% | 1.6% | ||
| Q3 25 | -2.6% | 1.3% | ||
| Q2 25 | 5.1% | 2.5% | ||
| Q1 25 | 12.4% | 1.9% | ||
| Q4 24 | 10.4% | 2.4% | ||
| Q3 24 | 7.6% | 2.3% | ||
| Q2 24 | 28.1% | 2.7% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.54 | $0.13 | ||
| Q3 25 | $-0.13 | $0.11 | ||
| Q2 25 | $0.27 | $0.20 | ||
| Q1 25 | $0.67 | $0.15 | ||
| Q4 24 | $0.56 | $0.19 | ||
| Q3 24 | $0.40 | $0.17 | ||
| Q2 24 | $1.34 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $471.4M | $227.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.5B | $3.0B |
| Total Assets | $7.5B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.8M | ||
| Q4 25 | $471.4M | $41.8M | ||
| Q3 25 | $477.9M | $235.7M | ||
| Q2 25 | $338.2M | $205.1M | ||
| Q1 25 | $303.8M | $154.3M | ||
| Q4 24 | $247.3M | $165.5M | ||
| Q3 24 | $391.9M | $231.6M | ||
| Q2 24 | $162.9M | $157.2M |
| Q1 26 | — | — | ||
| 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 26 | — | $3.0B | ||
| Q4 25 | $4.5B | $3.0B | ||
| Q3 25 | $4.5B | $3.0B | ||
| Q2 25 | $4.6B | $3.0B | ||
| Q1 25 | $4.7B | $3.0B | ||
| Q4 24 | $4.7B | $3.0B | ||
| Q3 24 | $4.7B | $3.0B | ||
| Q2 24 | $4.0B | $3.0B |
| Q1 26 | — | $4.9B | ||
| Q4 25 | $7.5B | $4.8B | ||
| Q3 25 | $7.6B | $5.0B | ||
| Q2 25 | $7.7B | $5.0B | ||
| Q1 25 | $7.9B | $5.0B | ||
| Q4 24 | $8.0B | $4.9B | ||
| Q3 24 | $8.0B | $4.6B | ||
| Q2 24 | $5.6B | $4.5B |
| Q1 26 | — | — | ||
| 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× |
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 | $187.1M | $92.9M |
| Free Cash FlowOCF − Capex | $35.4M | $48.1M |
| FCF MarginFCF / Revenue | 4.6% | 3.9% |
| Capex IntensityCapex / Revenue | 19.9% | 3.6% |
| Cash ConversionOCF / Net Profit | 2.16× | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | $432.2M | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $187.1M | $186.0M | ||
| Q3 25 | $277.1M | $184.2M | ||
| Q2 25 | $216.4M | $175.5M | ||
| Q1 25 | $271.1M | $91.7M | ||
| Q4 24 | $136.2M | $199.5M | ||
| Q3 24 | $283.8M | $206.4M | ||
| Q2 24 | $106.8M | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | $35.4M | $145.5M | ||
| Q3 25 | $139.5M | $56.2M | ||
| Q2 25 | $99.8M | $106.4M | ||
| Q1 25 | $157.5M | $-22.7M | ||
| Q4 24 | $-4.4M | $113.6M | ||
| Q3 24 | $156.8M | $98.7M | ||
| Q2 24 | $-34.3M | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 4.6% | 10.4% | ||
| Q3 25 | 17.5% | 3.9% | ||
| Q2 25 | 11.8% | 7.5% | ||
| Q1 25 | 18.0% | -1.6% | ||
| Q4 24 | -0.5% | 8.5% | ||
| Q3 24 | 19.6% | 7.5% | ||
| Q2 24 | -4.9% | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 19.9% | 2.9% | ||
| Q3 25 | 17.3% | 8.8% | ||
| Q2 25 | 13.7% | 4.9% | ||
| Q1 25 | 13.0% | 8.2% | ||
| Q4 24 | 15.2% | 6.4% | ||
| Q3 24 | 15.9% | 8.2% | ||
| Q2 24 | 20.4% | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 2.16× | 8.42× | ||
| Q3 25 | — | 9.49× | ||
| Q2 25 | 5.05× | 4.88× | ||
| Q1 25 | 2.50× | 3.51× | ||
| Q4 24 | 1.41× | 6.12× | ||
| Q3 24 | 4.64× | 6.75× | ||
| Q2 24 | 0.55× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
SNDR
Segment breakdown not available.
