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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× Schneider National, Inc.). XPO, Inc. runs the higher net margin — 2.9% vs 1.6%, a 1.4% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (4.7% vs 4.5%). Over the past eight quarters, Schneider National, Inc.'s revenue compounded faster (3.0% CAGR vs -0.1%).
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.
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
SNDR vs XPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.0B |
| Net Profit | $22.1M | $59.0M |
| Gross Margin | — | — |
| Operating Margin | 2.6% | 7.1% |
| Net Margin | 1.6% | 2.9% |
| Revenue YoY | 4.5% | 4.7% |
| Net Profit YoY | -32.2% | -21.3% |
| EPS (diluted) | $0.13 | $0.49 |
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 | $1.4B | $2.0B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B | ||
| Q1 24 | $1.3B | $2.0B |
| Q4 25 | $22.1M | $59.0M | ||
| Q3 25 | $19.4M | $82.0M | ||
| Q2 25 | $36.0M | $106.0M | ||
| Q1 25 | $26.1M | $69.0M | ||
| Q4 24 | $32.6M | $75.0M | ||
| Q3 24 | $30.6M | $95.0M | ||
| Q2 24 | $35.3M | $150.0M | ||
| Q1 24 | $18.5M | $67.0M |
| Q4 25 | 2.6% | 7.1% | ||
| Q3 25 | 2.4% | 7.8% | ||
| Q2 25 | 3.9% | 9.5% | ||
| Q1 25 | 3.0% | 7.7% | ||
| Q4 24 | 3.2% | 7.8% | ||
| Q3 24 | 3.3% | 8.6% | ||
| Q2 24 | 3.9% | 9.5% | ||
| Q1 24 | 2.2% | 6.8% |
| Q4 25 | 1.6% | 2.9% | ||
| Q3 25 | 1.3% | 3.9% | ||
| Q2 25 | 2.5% | 5.1% | ||
| Q1 25 | 1.9% | 3.5% | ||
| Q4 24 | 2.4% | 3.9% | ||
| Q3 24 | 2.3% | 4.6% | ||
| Q2 24 | 2.7% | 7.2% | ||
| Q1 24 | 1.4% | 3.3% |
| Q4 25 | $0.13 | $0.49 | ||
| Q3 25 | $0.11 | $0.68 | ||
| Q2 25 | $0.20 | $0.89 | ||
| Q1 25 | $0.15 | $0.58 | ||
| Q4 24 | $0.19 | $0.63 | ||
| Q3 24 | $0.17 | $0.79 | ||
| Q2 24 | $0.20 | $1.25 | ||
| Q1 24 | $0.10 | $0.56 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $310.0M |
| Total DebtLower is stronger | $390.9M | — |
| Stockholders' EquityBook value | $3.0B | $1.9B |
| Total Assets | $4.8B | $8.2B |
| Debt / EquityLower = less leverage | 0.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $41.8M | $310.0M | ||
| Q3 25 | $235.7M | $335.0M | ||
| Q2 25 | $205.1M | $225.0M | ||
| Q1 25 | $154.3M | $212.0M | ||
| Q4 24 | $165.5M | $246.0M | ||
| Q3 24 | $231.6M | $378.0M | ||
| Q2 24 | $157.2M | $250.0M | ||
| Q1 24 | $124.2M | $229.0M |
| 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 24 | $96.6M | — |
| Q4 25 | $3.0B | $1.9B | ||
| Q3 25 | $3.0B | $1.8B | ||
| Q2 25 | $3.0B | $1.8B | ||
| Q1 25 | $3.0B | $1.6B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $3.0B | $1.5B | ||
| Q1 24 | $2.9B | $1.3B |
| Q4 25 | $4.8B | $8.2B | ||
| Q3 25 | $5.0B | $8.2B | ||
| Q2 25 | $5.0B | $8.1B | ||
| Q1 25 | $5.0B | $7.9B | ||
| Q4 24 | $4.9B | $7.7B | ||
| Q3 24 | $4.6B | $7.9B | ||
| Q2 24 | $4.5B | $7.7B | ||
| Q1 24 | $4.6B | $7.6B |
| 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× | — | ||
| Q1 24 | 0.03× | — |
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 | $186.0M | — |
| Free Cash FlowOCF − Capex | $145.5M | — |
| FCF MarginFCF / Revenue | 10.4% | — |
| Capex IntensityCapex / Revenue | 2.9% | 5.3% |
| Cash ConversionOCF / Net Profit | 8.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $285.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $186.0M | — | ||
| Q3 25 | $184.2M | $371.0M | ||
| Q2 25 | $175.5M | $247.0M | ||
| Q1 25 | $91.7M | $142.0M | ||
| Q4 24 | $199.5M | $189.0M | ||
| Q3 24 | $206.4M | $264.0M | ||
| Q2 24 | $182.6M | $210.0M | ||
| Q1 24 | $97.6M | $145.0M |
| Q4 25 | $145.5M | — | ||
| Q3 25 | $56.2M | $215.0M | ||
| Q2 25 | $106.4M | $51.0M | ||
| Q1 25 | $-22.7M | $-57.0M | ||
| Q4 24 | $113.6M | $23.0M | ||
| Q3 24 | $98.7M | $137.0M | ||
| Q2 24 | $85.5M | $20.0M | ||
| Q1 24 | $-25.7M | $-161.0M |
| Q4 25 | 10.4% | — | ||
| Q3 25 | 3.9% | 10.2% | ||
| Q2 25 | 7.5% | 2.5% | ||
| Q1 25 | -1.6% | -2.9% | ||
| Q4 24 | 8.5% | 1.2% | ||
| Q3 24 | 7.5% | 6.7% | ||
| Q2 24 | 6.5% | 1.0% | ||
| Q1 24 | -1.9% | -8.0% |
| Q4 25 | 2.9% | 5.3% | ||
| Q3 25 | 8.8% | 7.4% | ||
| Q2 25 | 4.9% | 9.4% | ||
| Q1 25 | 8.2% | 10.2% | ||
| Q4 24 | 6.4% | 8.6% | ||
| Q3 24 | 8.2% | 6.2% | ||
| Q2 24 | 7.4% | 9.1% | ||
| Q1 24 | 9.3% | 15.2% |
| Q4 25 | 8.42× | — | ||
| Q3 25 | 9.49× | 4.52× | ||
| Q2 25 | 4.88× | 2.33× | ||
| Q1 25 | 3.51× | 2.06× | ||
| Q4 24 | 6.12× | 2.52× | ||
| Q3 24 | 6.75× | 2.78× | ||
| Q2 24 | 5.17× | 1.40× | ||
| Q1 24 | 5.28× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
