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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.2B, roughly 1.1× Schneider National, Inc.). Option Care Health, Inc. runs the higher net margin — 3.4% vs 1.6%, a 1.7% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (1.3% vs -1.2%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (4.9% CAGR vs -2.8%).
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
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.
OPCH vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.2B |
| Net Profit | $45.3M | $20.4M |
| Gross Margin | 19.4% | — |
| Operating Margin | 5.4% | 2.7% |
| Net Margin | 3.4% | 1.6% |
| Revenue YoY | 1.3% | -1.2% |
| Net Profit YoY | -3.0% | -21.8% |
| EPS (diluted) | $0.29 | $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 | $1.4B | $1.2B | ||
| Q4 25 | $1.5B | $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 | $1.2B | $1.3B |
| Q1 26 | $45.3M | $20.4M | ||
| Q4 25 | $58.5M | $22.1M | ||
| Q3 25 | $51.8M | $19.4M | ||
| Q2 25 | $50.5M | $36.0M | ||
| Q1 25 | $46.7M | $26.1M | ||
| Q4 24 | $60.1M | $32.6M | ||
| Q3 24 | $53.9M | $30.6M | ||
| Q2 24 | $53.0M | $35.3M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 20.3% | — |
| Q1 26 | 5.4% | 2.7% | ||
| Q4 25 | 6.2% | 2.6% | ||
| Q3 25 | 5.9% | 2.4% | ||
| Q2 25 | 5.8% | 3.9% | ||
| Q1 25 | 5.9% | 3.0% | ||
| Q4 24 | 6.9% | 3.2% | ||
| Q3 24 | 6.7% | 3.3% | ||
| Q2 24 | 6.6% | 3.9% |
| Q1 26 | 3.4% | 1.6% | ||
| Q4 25 | 4.0% | 1.6% | ||
| Q3 25 | 3.6% | 1.3% | ||
| Q2 25 | 3.6% | 2.5% | ||
| Q1 25 | 3.5% | 1.9% | ||
| Q4 24 | 4.8% | 2.4% | ||
| Q3 24 | 4.2% | 2.3% | ||
| Q2 24 | 4.3% | 2.7% |
| Q1 26 | $0.29 | $0.12 | ||
| Q4 25 | $0.37 | $0.13 | ||
| Q3 25 | $0.32 | $0.11 | ||
| Q2 25 | $0.31 | $0.20 | ||
| Q1 25 | $0.28 | $0.15 | ||
| Q4 24 | $0.36 | $0.19 | ||
| Q3 24 | $0.31 | $0.17 | ||
| Q2 24 | $0.30 | $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 | $177.3M | $227.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $3.0B |
| Total Assets | $3.4B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | $227.8M | ||
| Q4 25 | $232.6M | $41.8M | ||
| Q3 25 | $309.8M | $235.7M | ||
| Q2 25 | $198.8M | $205.1M | ||
| Q1 25 | $171.4M | $154.3M | ||
| Q4 24 | $412.6M | $165.5M | ||
| Q3 24 | $483.0M | $231.6M | ||
| Q2 24 | $376.9M | $157.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $390.9M | ||
| Q3 25 | $1.2B | $509.8M | ||
| Q2 25 | $1.1B | $512.7M | ||
| Q1 25 | $1.1B | $565.8M | ||
| Q4 24 | $1.1B | $420.8M | ||
| Q3 24 | $1.1B | $124.7M | ||
| Q2 24 | $1.1B | $125.8M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.4B | $3.0B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.4B | $3.0B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $3.0B |
| Q1 26 | $3.4B | $4.9B | ||
| Q4 25 | $3.5B | $4.8B | ||
| Q3 25 | $3.5B | $5.0B | ||
| Q2 25 | $3.4B | $5.0B | ||
| Q1 25 | $3.3B | $5.0B | ||
| Q4 24 | $3.4B | $4.9B | ||
| Q3 24 | $3.4B | $4.6B | ||
| Q2 24 | $3.3B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | 0.86× | 0.17× | ||
| Q2 25 | 0.82× | 0.17× | ||
| Q1 25 | 0.82× | 0.19× | ||
| Q4 24 | 0.79× | 0.14× | ||
| Q3 24 | 0.78× | 0.04× | ||
| Q2 24 | 0.79× | 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 | — | $92.9M |
| Free Cash FlowOCF − Capex | — | $48.1M |
| FCF MarginFCF / Revenue | — | 3.9% |
| Capex IntensityCapex / Revenue | — | 3.6% |
| Cash ConversionOCF / Net Profit | — | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $258.4M | $186.0M | ||
| Q3 25 | $139.4M | $184.2M | ||
| Q2 25 | $90.3M | $175.5M | ||
| Q1 25 | $-7.2M | $91.7M | ||
| Q4 24 | $36.1M | $199.5M | ||
| Q3 24 | $160.4M | $206.4M | ||
| Q2 24 | $195.7M | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | — | $145.5M | ||
| Q3 25 | $130.2M | $56.2M | ||
| Q2 25 | $81.2M | $106.4M | ||
| Q1 25 | $-16.6M | $-22.7M | ||
| Q4 24 | $25.8M | $113.6M | ||
| Q3 24 | $150.7M | $98.7M | ||
| Q2 24 | $185.9M | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | 9.1% | 3.9% | ||
| Q2 25 | 5.7% | 7.5% | ||
| Q1 25 | -1.2% | -1.6% | ||
| Q4 24 | 2.0% | 8.5% | ||
| Q3 24 | 11.8% | 7.5% | ||
| Q2 24 | 15.1% | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | 0.6% | 8.8% | ||
| Q2 25 | 0.6% | 4.9% | ||
| Q1 25 | 0.7% | 8.2% | ||
| Q4 24 | 0.8% | 6.4% | ||
| Q3 24 | 0.8% | 8.2% | ||
| Q2 24 | 0.8% | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 4.42× | 8.42× | ||
| Q3 25 | 2.69× | 9.49× | ||
| Q2 25 | 1.79× | 4.88× | ||
| Q1 25 | -0.15× | 3.51× | ||
| Q4 24 | 0.60× | 6.12× | ||
| Q3 24 | 2.98× | 6.75× | ||
| Q2 24 | 3.69× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
