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Side-by-side financial comparison of Paccar (PCAR) and UNITED NATURAL FOODS INC (UNFI). Click either name above to swap in a different company.
UNITED NATURAL FOODS INC is the larger business by last-quarter revenue ($7.8B vs $6.8B, roughly 1.1× Paccar). Paccar runs the higher net margin — 8.2% vs -0.1%, a 8.2% gap on every dollar of revenue. On growth, UNITED NATURAL FOODS INC posted the faster year-over-year revenue change (-0.4% vs -13.7%). Paccar produced more free cash flow last quarter ($954.4M vs $-54.0M). Over the past eight quarters, UNITED NATURAL FOODS INC's revenue compounded faster (0.4% CAGR vs -11.7%).
Paccar Inc. is an American company that manufactures heavy-duty trucks. It operates subsidiaries including Kenworth, Peterbilt, and DAF Trucks. Headquartered in Bellevue, Washington, PACCAR also provides financial services and industrial parts. Its stock is listed on the Nasdaq and is part of the S&P 500 index.
United Natural Foods, Inc. (UNFI) is a Providence, Rhode Island–based natural and organic food company. The largest publicly traded wholesale distributor of health and specialty food in the United States and Canada, it is Whole Foods Market's main supplier, with their traffic making up over a third of its revenue in 2018.
PCAR vs UNFI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $6.8B | $7.8B |
| Net Profit | $556.9M | $-4.0M |
| Gross Margin | 19.3% | 13.4% |
| Operating Margin | 10.3% | 0.2% |
| Net Margin | 8.2% | -0.1% |
| Revenue YoY | -13.7% | -0.4% |
| Net Profit YoY | -36.1% | 81.0% |
| EPS (diluted) | $1.06 | $-0.06 |
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 | $6.8B | $7.8B | ||
| Q3 25 | $6.7B | $7.7B | ||
| Q2 25 | $7.5B | $8.1B | ||
| Q1 25 | $7.4B | $8.2B | ||
| Q4 24 | $7.9B | $7.9B | ||
| Q3 24 | $8.2B | $8.2B | ||
| Q2 24 | $8.8B | $7.5B | ||
| Q1 24 | $8.7B | $7.8B |
| Q4 25 | $556.9M | $-4.0M | ||
| Q3 25 | $590.0M | $-87.0M | ||
| Q2 25 | $723.8M | $-7.0M | ||
| Q1 25 | $505.1M | $-3.0M | ||
| Q4 24 | $872.0M | $-21.0M | ||
| Q3 24 | $972.1M | $-37.0M | ||
| Q2 24 | $1.1B | $-21.0M | ||
| Q1 24 | $1.2B | $-15.0M |
| Q4 25 | 19.3% | 13.4% | ||
| Q3 25 | 19.9% | 13.4% | ||
| Q2 25 | 20.2% | 13.4% | ||
| Q1 25 | 20.8% | 13.1% | ||
| Q4 24 | 21.6% | 13.2% | ||
| Q3 24 | 22.0% | 13.7% | ||
| Q2 24 | 22.8% | 13.6% | ||
| Q1 24 | 23.7% | 13.3% |
| Q4 25 | 10.3% | 0.2% | ||
| Q3 25 | 11.1% | -1.0% | ||
| Q2 25 | 12.4% | 0.2% | ||
| Q1 25 | 8.6% | 0.3% | ||
| Q4 24 | 14.5% | 0.1% | ||
| Q3 24 | 15.2% | 0.0% | ||
| Q2 24 | 16.7% | 0.1% | ||
| Q1 24 | 17.5% | 0.2% |
| Q4 25 | 8.2% | -0.1% | ||
| Q3 25 | 8.8% | -1.1% | ||
| Q2 25 | 9.6% | -0.1% | ||
| Q1 25 | 6.8% | -0.0% | ||
| Q4 24 | 11.0% | -0.3% | ||
| Q3 24 | 11.8% | -0.5% | ||
| Q2 24 | 12.8% | -0.3% | ||
| Q1 24 | 13.7% | -0.2% |
| Q4 25 | $1.06 | $-0.06 | ||
| Q3 25 | $1.12 | $-1.43 | ||
| Q2 25 | $1.37 | $-0.12 | ||
| Q1 25 | $0.96 | $-0.05 | ||
| Q4 24 | $1.65 | $-0.35 | ||
| Q3 24 | $1.85 | $-0.63 | ||
| Q2 24 | $2.13 | $-0.34 | ||
| Q1 24 | $2.27 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $38.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $19.3B | $1.5B |
| Total Assets | $44.3B | $7.6B |
| Debt / EquityLower = less leverage | — | 1.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $38.0M | ||
| Q3 25 | — | $44.0M | ||
| Q2 25 | — | $52.0M | ||
| Q1 25 | — | $44.0M | ||
| Q4 24 | — | $37.0M | ||
| Q3 24 | — | $40.0M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $34.0M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $19.3B | $1.5B | ||
| Q3 25 | $19.4B | $1.6B | ||
| Q2 25 | $18.9B | $1.6B | ||
| Q1 25 | $18.0B | $1.6B | ||
| Q4 24 | $17.5B | $1.6B | ||
| Q3 24 | $18.7B | $1.6B | ||
| Q2 24 | $17.7B | $1.7B | ||
| Q1 24 | $16.9B | $1.7B |
| Q4 25 | $44.3B | $7.6B | ||
| Q3 25 | $44.2B | $7.6B | ||
| Q2 25 | $44.1B | $7.6B | ||
| Q1 25 | $42.7B | $7.7B | ||
| Q4 24 | $43.4B | $8.0B | ||
| Q3 24 | $43.3B | $7.5B | ||
| Q2 24 | $41.2B | $7.6B | ||
| Q1 24 | $40.4B | $7.7B |
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 1.27× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
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 | $1.1B | $-38.0M |
| Free Cash FlowOCF − Capex | $954.4M | $-54.0M |
| FCF MarginFCF / Revenue | 14.0% | -0.7% |
| Capex IntensityCapex / Revenue | 2.8% | 0.2% |
| Cash ConversionOCF / Net Profit | 2.05× | — |
| TTM Free Cash FlowTrailing 4 quarters | $3.7B | $344.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $-38.0M | ||
| Q3 25 | $1.5B | $160.0M | ||
| Q2 25 | $833.4M | $173.0M | ||
| Q1 25 | $910.3M | $247.0M | ||
| Q4 24 | $1.4B | $-110.0M | ||
| Q3 24 | $1.3B | $199.0M | ||
| Q2 24 | $440.0M | $125.0M | ||
| Q1 24 | $1.5B | $183.0M |
| Q4 25 | $954.4M | $-54.0M | ||
| Q3 25 | $1.4B | $86.0M | ||
| Q2 25 | $611.3M | $119.0M | ||
| Q1 25 | $745.2M | $193.0M | ||
| Q4 24 | $1.2B | $-159.0M | ||
| Q3 24 | $1.1B | $71.0M | ||
| Q2 24 | $219.7M | $49.0M | ||
| Q1 24 | $1.3B | $116.0M |
| Q4 25 | 14.0% | -0.7% | ||
| Q3 25 | 20.4% | 1.1% | ||
| Q2 25 | 8.1% | 1.5% | ||
| Q1 25 | 10.0% | 2.4% | ||
| Q4 24 | 15.3% | -2.0% | ||
| Q3 24 | 13.3% | 0.9% | ||
| Q2 24 | 2.5% | 0.7% | ||
| Q1 24 | 14.6% | 1.5% |
| Q4 25 | 2.8% | 0.2% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 3.0% | 0.7% | ||
| Q1 25 | 2.2% | 0.7% | ||
| Q4 24 | 3.0% | 0.6% | ||
| Q3 24 | 2.4% | 1.6% | ||
| Q2 24 | 2.5% | 1.0% | ||
| Q1 24 | 2.2% | 0.9% |
| Q4 25 | 2.05× | — | ||
| Q3 25 | 2.59× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.66× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 1.23× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PCAR
| Truck Subsegment | $4.5B | 66% |
| Parts Subsegment | $1.7B | 25% |
| Other | $359.4M | 5% |
| Financial Services | $208.1M | 3% |
UNFI
| Natural Segment | $4.3B | 55% |
| Conventional Segment | $3.1B | 40% |
| Retail Segment | $560.0M | 7% |