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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.2B, roughly 2.0× Schneider National, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 1.6%, a 8.7% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -1.2%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $48.1M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
SNDR vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.4B |
| Net Profit | $20.4M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 2.7% | 10.6% |
| Net Margin | 1.6% | 10.4% |
| Revenue YoY | -1.2% | 12.6% |
| Net Profit YoY | -21.8% | 30.6% |
| EPS (diluted) | $0.12 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.0B |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $22.1M | $252.0M | ||
| Q3 25 | $19.4M | $228.0M | ||
| Q2 25 | $36.0M | $68.0M | ||
| Q1 25 | $26.1M | $94.0M | ||
| Q4 24 | $32.6M | $193.0M | ||
| Q3 24 | $30.6M | $132.0M | ||
| Q2 24 | $35.3M | $107.0M |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 2.6% | 10.6% | ||
| Q3 25 | 2.4% | 10.6% | ||
| Q2 25 | 3.9% | 1.7% | ||
| Q1 25 | 3.0% | 3.4% | ||
| Q4 24 | 3.2% | 7.6% | ||
| Q3 24 | 3.3% | 5.3% | ||
| Q2 24 | 3.9% | 3.2% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.6% | 10.4% | ||
| Q3 25 | 1.3% | 9.7% | ||
| Q2 25 | 2.5% | 3.0% | ||
| Q1 25 | 1.9% | 4.3% | ||
| Q4 24 | 2.4% | 8.9% | ||
| Q3 24 | 2.3% | 6.3% | ||
| Q2 24 | 2.7% | 5.4% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $0.94 | ||
| Q3 25 | $0.11 | $0.84 | ||
| Q2 25 | $0.20 | $0.25 | ||
| Q1 25 | $0.15 | $0.34 | ||
| Q4 24 | $0.19 | $0.72 | ||
| Q3 24 | $0.17 | $0.49 | ||
| Q2 24 | $0.20 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $8.9B |
| Total Assets | $4.9B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $227.8M | — | ||
| Q4 25 | $41.8M | $6.8B | ||
| Q3 25 | $235.7M | $8.2B | ||
| Q2 25 | $205.1M | $8.0B | ||
| Q1 25 | $154.3M | $8.0B | ||
| Q4 24 | $165.5M | $7.2B | ||
| Q3 24 | $231.6M | $7.4B | ||
| Q2 24 | $157.2M | $7.2B |
| 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 | $3.0B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $8.9B | ||
| Q3 25 | $3.0B | $9.2B | ||
| Q2 25 | $3.0B | $8.9B | ||
| Q1 25 | $3.0B | $9.0B | ||
| Q4 24 | $3.0B | $8.6B | ||
| Q3 24 | $3.0B | $8.3B | ||
| Q2 24 | $3.0B | $8.2B |
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.8B | $17.8B | ||
| Q3 25 | $5.0B | $18.0B | ||
| Q2 25 | $5.0B | $17.2B | ||
| Q1 25 | $5.0B | $18.0B | ||
| Q4 24 | $4.9B | $16.4B | ||
| Q3 24 | $4.6B | $16.2B | ||
| Q2 24 | $4.5B | $15.9B |
| 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× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $48.1M | $550.0M |
| FCF MarginFCF / Revenue | 3.9% | 22.6% |
| Capex IntensityCapex / Revenue | 3.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 4.55× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $356.2M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $92.9M | — | ||
| Q4 25 | $186.0M | $588.0M | ||
| Q3 25 | $184.2M | $616.0M | ||
| Q2 25 | $175.5M | $457.0M | ||
| Q1 25 | $91.7M | $1.1B | ||
| Q4 24 | $199.5M | $406.0M | ||
| Q3 24 | $206.4M | $571.0M | ||
| Q2 24 | $182.6M | $372.0M |
| Q1 26 | $48.1M | — | ||
| Q4 25 | $145.5M | $550.0M | ||
| Q3 25 | $56.2M | $588.0M | ||
| Q2 25 | $106.4M | $421.0M | ||
| Q1 25 | $-22.7M | $1.0B | ||
| Q4 24 | $113.6M | $359.0M | ||
| Q3 24 | $98.7M | $516.0M | ||
| Q2 24 | $85.5M | $291.0M |
| Q1 26 | 3.9% | — | ||
| Q4 25 | 10.4% | 22.6% | ||
| Q3 25 | 3.9% | 25.0% | ||
| Q2 25 | 7.5% | 18.8% | ||
| Q1 25 | -1.6% | 46.4% | ||
| Q4 24 | 8.5% | 16.6% | ||
| Q3 24 | 7.5% | 24.7% | ||
| Q2 24 | 6.5% | 14.6% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.9% | 1.6% | ||
| Q3 25 | 8.8% | 1.2% | ||
| Q2 25 | 4.9% | 1.6% | ||
| Q1 25 | 8.2% | 3.9% | ||
| Q4 24 | 6.4% | 2.2% | ||
| Q3 24 | 8.2% | 2.6% | ||
| Q2 24 | 7.4% | 4.1% |
| Q1 26 | 4.55× | — | ||
| Q4 25 | 8.42× | 2.33× | ||
| Q3 25 | 9.49× | 2.70× | ||
| Q2 25 | 4.88× | 6.72× | ||
| Q1 25 | 3.51× | 11.83× | ||
| Q4 24 | 6.12× | 2.10× | ||
| Q3 24 | 6.75× | 4.33× | ||
| Q2 24 | 5.17× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
