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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.2B vs $625.1M, roughly 2.0× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 1.6%, a 11.7% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs -1.2%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $48.1M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% 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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
SNDR vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $625.1M |
| Net Profit | $20.4M | $83.7M |
| Gross Margin | — | 49.5% |
| Operating Margin | 2.7% | 18.2% |
| Net Margin | 1.6% | 13.4% |
| Revenue YoY | -1.2% | 15.7% |
| Net Profit YoY | -21.8% | 24.0% |
| EPS (diluted) | $0.12 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $1.5B | $611.7M | ||
| Q2 25 | $1.4B | $643.7M | ||
| Q1 25 | $1.4B | $558.0M | ||
| Q4 24 | $1.3B | $540.4M | ||
| Q3 24 | $1.3B | $543.6M | ||
| Q2 24 | $1.3B | $597.3M |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $22.1M | $83.7M | ||
| Q3 25 | $19.4M | $82.2M | ||
| Q2 25 | $36.0M | $100.9M | ||
| Q1 25 | $26.1M | $74.0M | ||
| Q4 24 | $32.6M | $67.5M | ||
| Q3 24 | $30.6M | $69.1M | ||
| Q2 24 | $35.3M | $82.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 49.5% | ||
| Q3 25 | — | 48.8% | ||
| Q2 25 | — | 50.6% | ||
| Q1 25 | — | 48.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 47.3% | ||
| Q2 24 | — | 47.7% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 2.6% | 18.2% | ||
| Q3 25 | 2.4% | 18.2% | ||
| Q2 25 | 3.9% | 21.0% | ||
| Q1 25 | 3.0% | 15.7% | ||
| Q4 24 | 3.2% | 16.5% | ||
| Q3 24 | 3.3% | 17.1% | ||
| Q2 24 | 3.9% | 18.7% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.6% | 13.4% | ||
| Q3 25 | 1.3% | 13.4% | ||
| Q2 25 | 2.5% | 15.7% | ||
| Q1 25 | 1.9% | 13.3% | ||
| Q4 24 | 2.4% | 12.5% | ||
| Q3 24 | 2.3% | 12.7% | ||
| Q2 24 | 2.7% | 13.7% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $2.50 | ||
| Q3 25 | $0.11 | $2.45 | ||
| Q2 25 | $0.20 | $3.01 | ||
| Q1 25 | $0.15 | $2.21 | ||
| Q4 24 | $0.19 | $2.02 | ||
| Q3 24 | $0.17 | $2.06 | ||
| Q2 24 | $0.20 | $2.44 |
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 | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $2.0B |
| Total Assets | $4.9B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $227.8M | — | ||
| Q4 25 | $41.8M | $405.5M | ||
| Q3 25 | $235.7M | $457.7M | ||
| Q2 25 | $205.1M | $369.3M | ||
| Q1 25 | $154.3M | $336.8M | ||
| Q4 24 | $165.5M | $386.9M | ||
| Q3 24 | $231.6M | $303.9M | ||
| Q2 24 | $157.2M | $279.4M |
| 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 | $2.0B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $3.0B | $1.9B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $1.6B |
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | $5.0B | $2.7B | ||
| Q2 25 | $5.0B | $2.6B | ||
| Q1 25 | $5.0B | $2.5B | ||
| Q4 24 | $4.9B | $2.4B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.5B | $2.4B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $48.1M | $140.3M |
| FCF MarginFCF / Revenue | 3.9% | 22.4% |
| Capex IntensityCapex / Revenue | 3.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.55× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $356.2M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $92.9M | — | ||
| Q4 25 | $186.0M | $154.7M | ||
| Q3 25 | $184.2M | $122.4M | ||
| Q2 25 | $175.5M | $69.7M | ||
| Q1 25 | $91.7M | $55.2M | ||
| Q4 24 | $199.5M | $139.5M | ||
| Q3 24 | $206.4M | $90.7M | ||
| Q2 24 | $182.6M | $85.3M |
| Q1 26 | $48.1M | — | ||
| Q4 25 | $145.5M | $140.3M | ||
| Q3 25 | $56.2M | $110.9M | ||
| Q2 25 | $106.4M | $59.5M | ||
| Q1 25 | $-22.7M | $45.6M | ||
| Q4 24 | $113.6M | $127.5M | ||
| Q3 24 | $98.7M | $84.3M | ||
| Q2 24 | $85.5M | $78.5M |
| Q1 26 | 3.9% | — | ||
| Q4 25 | 10.4% | 22.4% | ||
| Q3 25 | 3.9% | 18.1% | ||
| Q2 25 | 7.5% | 9.2% | ||
| Q1 25 | -1.6% | 8.2% | ||
| Q4 24 | 8.5% | 23.6% | ||
| Q3 24 | 7.5% | 15.5% | ||
| Q2 24 | 6.5% | 13.1% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.9% | 2.3% | ||
| Q3 25 | 8.8% | 1.9% | ||
| Q2 25 | 4.9% | 1.6% | ||
| Q1 25 | 8.2% | 1.7% | ||
| Q4 24 | 6.4% | 2.2% | ||
| Q3 24 | 8.2% | 1.2% | ||
| Q2 24 | 7.4% | 1.1% |
| Q1 26 | 4.55× | — | ||
| Q4 25 | 8.42× | 1.85× | ||
| Q3 25 | 9.49× | 1.49× | ||
| Q2 25 | 4.88× | 0.69× | ||
| Q1 25 | 3.51× | 0.75× | ||
| Q4 24 | 6.12× | 2.07× | ||
| Q3 24 | 6.75× | 1.31× | ||
| Q2 24 | 5.17× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
