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Side-by-side financial comparison of Sally Beauty Holdings, Inc. (SBH) 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 $943.2M, roughly 1.3× Sally Beauty Holdings, Inc.). Sally Beauty Holdings, Inc. runs the higher net margin — 4.8% vs 1.6%, a 3.2% gap on every dollar of revenue. On growth, Sally Beauty Holdings, Inc. posted the faster year-over-year revenue change (0.6% vs -1.2%). Sally Beauty Holdings, Inc. produced more free cash flow last quarter ($57.5M vs $48.1M). Over the past eight quarters, Sally Beauty Holdings, Inc.'s revenue compounded faster (1.9% CAGR vs -2.8%).
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
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.
SBH vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $943.2M | $1.2B |
| Net Profit | $45.6M | $20.4M |
| Gross Margin | 51.2% | — |
| Operating Margin | 8.1% | 2.7% |
| Net Margin | 4.8% | 1.6% |
| Revenue YoY | 0.6% | -1.2% |
| Net Profit YoY | -25.3% | -21.8% |
| EPS (diluted) | $0.45 | $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 | $943.2M | $1.4B | ||
| Q3 25 | $947.1M | $1.5B | ||
| Q2 25 | $933.3M | $1.4B | ||
| Q1 25 | $883.1M | $1.4B | ||
| Q4 24 | $937.9M | $1.3B | ||
| Q3 24 | $935.0M | $1.3B | ||
| Q2 24 | $942.3M | $1.3B |
| Q1 26 | — | $20.4M | ||
| Q4 25 | $45.6M | $22.1M | ||
| Q3 25 | $49.9M | $19.4M | ||
| Q2 25 | $45.7M | $36.0M | ||
| Q1 25 | $39.2M | $26.1M | ||
| Q4 24 | $61.0M | $32.6M | ||
| Q3 24 | $48.1M | $30.6M | ||
| Q2 24 | $37.7M | $35.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.2% | — | ||
| Q3 25 | 52.2% | — | ||
| Q2 25 | 51.5% | — | ||
| Q1 25 | 52.0% | — | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 51.2% | — | ||
| Q2 24 | 51.0% | — |
| Q1 26 | — | 2.7% | ||
| Q4 25 | 8.1% | 2.6% | ||
| Q3 25 | 8.4% | 2.4% | ||
| Q2 25 | 8.4% | 3.9% | ||
| Q1 25 | 7.9% | 3.0% | ||
| Q4 24 | 10.7% | 3.2% | ||
| Q3 24 | 8.8% | 3.3% | ||
| Q2 24 | 7.6% | 3.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 4.8% | 1.6% | ||
| Q3 25 | 5.3% | 1.3% | ||
| Q2 25 | 4.9% | 2.5% | ||
| Q1 25 | 4.4% | 1.9% | ||
| Q4 24 | 6.5% | 2.4% | ||
| Q3 24 | 5.1% | 2.3% | ||
| Q2 24 | 4.0% | 2.7% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.45 | $0.13 | ||
| Q3 25 | $0.49 | $0.11 | ||
| Q2 25 | $0.44 | $0.20 | ||
| Q1 25 | $0.38 | $0.15 | ||
| Q4 24 | $0.58 | $0.19 | ||
| Q3 24 | $0.45 | $0.17 | ||
| Q2 24 | $0.36 | $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 | $157.2M | $227.8M |
| Total DebtLower is stronger | $842.5M | — |
| Stockholders' EquityBook value | $823.6M | $3.0B |
| Total Assets | $2.9B | $4.9B |
| Debt / EquityLower = less leverage | 1.02× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $227.8M | ||
| Q4 25 | $157.2M | $41.8M | ||
| Q3 25 | $149.2M | $235.7M | ||
| Q2 25 | $112.8M | $205.1M | ||
| Q1 25 | $92.2M | $154.3M | ||
| Q4 24 | $105.5M | $165.5M | ||
| Q3 24 | $108.0M | $231.6M | ||
| Q2 24 | $97.4M | $157.2M |
| Q1 26 | — | — | ||
| Q4 25 | $842.5M | $390.9M | ||
| Q3 25 | $862.0M | $509.8M | ||
| Q2 25 | $882.4M | $512.7M | ||
| Q1 25 | $902.8M | $565.8M | ||
| Q4 24 | $938.1M | $420.8M | ||
| Q3 24 | $978.3M | $124.7M | ||
| Q2 24 | $978.9M | $125.8M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $823.6M | $3.0B | ||
| Q3 25 | $794.2M | $3.0B | ||
| Q2 25 | $762.9M | $3.0B | ||
| Q1 25 | $699.8M | $3.0B | ||
| Q4 24 | $656.5M | $3.0B | ||
| Q3 24 | $628.5M | $3.0B | ||
| Q2 24 | $577.7M | $3.0B |
| Q1 26 | — | $4.9B | ||
| Q4 25 | $2.9B | $4.8B | ||
| Q3 25 | $2.9B | $5.0B | ||
| Q2 25 | $2.7B | $5.0B | ||
| Q1 25 | $2.7B | $5.0B | ||
| Q4 24 | $2.7B | $4.9B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.7B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 0.13× | ||
| Q3 25 | 1.09× | 0.17× | ||
| Q2 25 | 1.16× | 0.17× | ||
| Q1 25 | 1.29× | 0.19× | ||
| Q4 24 | 1.43× | 0.14× | ||
| Q3 24 | 1.56× | 0.04× | ||
| Q2 24 | 1.69× | 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 | $93.2M | $92.9M |
| Free Cash FlowOCF − Capex | $57.5M | $48.1M |
| FCF MarginFCF / Revenue | 6.1% | 3.9% |
| Capex IntensityCapex / Revenue | 3.8% | 3.6% |
| Cash ConversionOCF / Net Profit | 2.05× | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | $216.8M | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $93.2M | $186.0M | ||
| Q3 25 | $120.9M | $184.2M | ||
| Q2 25 | $69.4M | $175.5M | ||
| Q1 25 | $51.1M | $91.7M | ||
| Q4 24 | $33.5M | $199.5M | ||
| Q3 24 | $110.7M | $206.4M | ||
| Q2 24 | $47.9M | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | $57.5M | $145.5M | ||
| Q3 25 | $78.0M | $56.2M | ||
| Q2 25 | $49.1M | $106.4M | ||
| Q1 25 | $32.2M | $-22.7M | ||
| Q4 24 | $13.4M | $113.6M | ||
| Q3 24 | $73.3M | $98.7M | ||
| Q2 24 | $28.7M | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 6.1% | 10.4% | ||
| Q3 25 | 8.2% | 3.9% | ||
| Q2 25 | 5.3% | 7.5% | ||
| Q1 25 | 3.6% | -1.6% | ||
| Q4 24 | 1.4% | 8.5% | ||
| Q3 24 | 7.8% | 7.5% | ||
| Q2 24 | 3.1% | 6.5% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 3.8% | 2.9% | ||
| Q3 25 | 4.5% | 8.8% | ||
| Q2 25 | 2.2% | 4.9% | ||
| Q1 25 | 2.1% | 8.2% | ||
| Q4 24 | 2.1% | 6.4% | ||
| Q3 24 | 4.0% | 8.2% | ||
| Q2 24 | 2.0% | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 2.05× | 8.42× | ||
| Q3 25 | 2.42× | 9.49× | ||
| Q2 25 | 1.52× | 4.88× | ||
| Q1 25 | 1.30× | 3.51× | ||
| Q4 24 | 0.55× | 6.12× | ||
| Q3 24 | 2.30× | 6.75× | ||
| Q2 24 | 1.27× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
SNDR
Segment breakdown not available.
