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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.2B vs $846.8M, roughly 1.5× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 1.6%, a 20.4% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs -1.2%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $48.1M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs -2.8%).
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.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
SNDR vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $846.8M |
| Net Profit | $20.4M | $186.9M |
| Gross Margin | — | 80.7% |
| Operating Margin | 2.7% | 30.3% |
| Net Margin | 1.6% | 22.1% |
| Revenue YoY | -1.2% | 14.3% |
| Net Profit YoY | -21.8% | 2.6% |
| EPS (diluted) | $0.12 | $0.39 |
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 | $1.4B | $846.8M | ||
| Q3 25 | $1.5B | $739.4M | ||
| Q2 25 | $1.4B | $694.0M | ||
| Q1 25 | $1.4B | $616.0M | ||
| Q4 24 | $1.3B | $741.0M | ||
| Q3 24 | $1.3B | $628.0M | ||
| Q2 24 | $1.3B | $584.5M |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $22.1M | $186.9M | ||
| Q3 25 | $19.4M | $115.5M | ||
| Q2 25 | $36.0M | $90.1M | ||
| Q1 25 | $26.1M | $50.7M | ||
| Q4 24 | $32.6M | $182.2M | ||
| Q3 24 | $30.6M | $94.2M | ||
| Q2 24 | $35.3M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.7% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | — | 81.1% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 2.6% | 30.3% | ||
| Q3 25 | 2.4% | 21.8% | ||
| Q2 25 | 3.9% | 16.8% | ||
| Q1 25 | 3.0% | 8.8% | ||
| Q4 24 | 3.2% | 26.4% | ||
| Q3 24 | 3.3% | 17.3% | ||
| Q2 24 | 3.9% | 16.2% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.6% | 22.1% | ||
| Q3 25 | 1.3% | 15.6% | ||
| Q2 25 | 2.5% | 13.0% | ||
| Q1 25 | 1.9% | 8.2% | ||
| Q4 24 | 2.4% | 24.6% | ||
| Q3 24 | 2.3% | 15.0% | ||
| Q2 24 | 2.7% | 14.5% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.39 | ||
| Q3 25 | $0.11 | $0.23 | ||
| Q2 25 | $0.20 | $0.18 | ||
| Q1 25 | $0.15 | $0.10 | ||
| Q4 24 | $0.19 | $0.36 | ||
| Q3 24 | $0.17 | $0.19 | ||
| Q2 24 | $0.20 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $227.8M | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $2.5B |
| Total Assets | $4.9B | $6.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $227.8M | — | ||
| Q4 25 | $41.8M | $1.3B | ||
| Q3 25 | $235.7M | $1.4B | ||
| Q2 25 | $205.1M | $1.7B | ||
| Q1 25 | $154.3M | $1.7B | ||
| Q4 24 | $165.5M | $1.9B | ||
| Q3 24 | $231.6M | $1.7B | ||
| Q2 24 | $157.2M | $1.5B |
| 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 | $3.0B | $2.5B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $3.0B | $2.7B | ||
| Q1 25 | $3.0B | $2.7B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $2.6B | ||
| Q2 24 | $3.0B | $2.4B |
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.8B | $6.2B | ||
| Q3 25 | $5.0B | $5.9B | ||
| Q2 25 | $5.0B | $6.0B | ||
| Q1 25 | $5.0B | $5.7B | ||
| Q4 24 | $4.9B | $6.1B | ||
| Q3 24 | $4.6B | $5.5B | ||
| Q2 24 | $4.5B | $5.2B |
| 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 | $92.9M | $311.6M |
| Free Cash FlowOCF − Capex | $48.1M | $285.3M |
| FCF MarginFCF / Revenue | 3.9% | 33.7% |
| Capex IntensityCapex / Revenue | 3.6% | 3.1% |
| Cash ConversionOCF / Net Profit | 4.55× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $356.2M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $92.9M | — | ||
| Q4 25 | $186.0M | $311.6M | ||
| Q3 25 | $184.2M | $224.7M | ||
| Q2 25 | $175.5M | $165.0M | ||
| Q1 25 | $91.7M | $291.4M | ||
| Q4 24 | $199.5M | $199.4M | ||
| Q3 24 | $206.4M | $273.3M | ||
| Q2 24 | $182.6M | $81.3M |
| Q1 26 | $48.1M | — | ||
| Q4 25 | $145.5M | $285.3M | ||
| Q3 25 | $56.2M | $158.3M | ||
| Q2 25 | $106.4M | $119.8M | ||
| Q1 25 | $-22.7M | $232.3M | ||
| Q4 24 | $113.6M | $179.2M | ||
| Q3 24 | $98.7M | $224.6M | ||
| Q2 24 | $85.5M | $59.1M |
| Q1 26 | 3.9% | — | ||
| Q4 25 | 10.4% | 33.7% | ||
| Q3 25 | 3.9% | 21.4% | ||
| Q2 25 | 7.5% | 17.3% | ||
| Q1 25 | -1.6% | 37.7% | ||
| Q4 24 | 8.5% | 24.2% | ||
| Q3 24 | 7.5% | 35.8% | ||
| Q2 24 | 6.5% | 10.1% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.9% | 3.1% | ||
| Q3 25 | 8.8% | 9.0% | ||
| Q2 25 | 4.9% | 6.5% | ||
| Q1 25 | 8.2% | 9.6% | ||
| Q4 24 | 6.4% | 2.7% | ||
| Q3 24 | 8.2% | 7.8% | ||
| Q2 24 | 7.4% | 3.8% |
| Q1 26 | 4.55× | — | ||
| Q4 25 | 8.42× | 1.67× | ||
| Q3 25 | 9.49× | 1.94× | ||
| Q2 25 | 4.88× | 1.83× | ||
| Q1 25 | 3.51× | 5.75× | ||
| Q4 24 | 6.12× | 1.09× | ||
| Q3 24 | 6.75× | 2.90× | ||
| Q2 24 | 5.17× | 0.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
Segment breakdown not available.
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
