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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $1.2B, roughly 1.9× Schneider National, Inc.). Zoetis runs the higher net margin — 25.3% vs 1.6%, a 23.6% gap on every dollar of revenue. On growth, Zoetis posted the faster year-over-year revenue change (3.0% vs -1.2%). Zoetis produced more free cash flow last quarter ($732.0M vs $48.1M). Over the past eight quarters, Zoetis's revenue compounded faster (4.4% 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.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
SNDR vs ZTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.4B |
| Net Profit | $20.4M | $603.0M |
| Gross Margin | — | 70.2% |
| Operating Margin | 2.7% | 31.9% |
| Net Margin | 1.6% | 25.3% |
| Revenue YoY | -1.2% | 3.0% |
| Net Profit YoY | -21.8% | 3.8% |
| EPS (diluted) | $0.12 | $1.37 |
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 | $2.4B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $1.3B | $2.4B |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $22.1M | $603.0M | ||
| Q3 25 | $19.4M | $721.0M | ||
| Q2 25 | $36.0M | $718.0M | ||
| Q1 25 | $26.1M | $631.0M | ||
| Q4 24 | $32.6M | $581.0M | ||
| Q3 24 | $30.6M | $682.0M | ||
| Q2 24 | $35.3M | $624.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 70.2% | ||
| Q3 25 | — | 71.5% | ||
| Q2 25 | — | 73.6% | ||
| Q1 25 | — | 72.0% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 71.7% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 2.6% | 31.9% | ||
| Q3 25 | 2.4% | 37.0% | ||
| Q2 25 | 3.9% | 36.7% | ||
| Q1 25 | 3.0% | 36.5% | ||
| Q4 24 | 3.2% | 31.6% | ||
| Q3 24 | 3.3% | 36.6% | ||
| Q2 24 | 3.9% | 33.0% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.6% | 25.3% | ||
| Q3 25 | 1.3% | 30.0% | ||
| Q2 25 | 2.5% | 29.2% | ||
| Q1 25 | 1.9% | 28.4% | ||
| Q4 24 | 2.4% | 25.1% | ||
| Q3 24 | 2.3% | 28.6% | ||
| Q2 24 | 2.7% | 26.4% |
| Q1 26 | $0.12 | — | ||
| Q4 25 | $0.13 | $1.37 | ||
| Q3 25 | $0.11 | $1.63 | ||
| Q2 25 | $0.20 | $1.61 | ||
| Q1 25 | $0.15 | $1.41 | ||
| Q4 24 | $0.19 | $1.29 | ||
| Q3 24 | $0.17 | $1.50 | ||
| Q2 24 | $0.20 | $1.37 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $3.3B |
| Total Assets | $4.9B | $15.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $227.8M | — | ||
| Q4 25 | $41.8M | — | ||
| Q3 25 | $235.7M | $2.1B | ||
| Q2 25 | $205.1M | $1.4B | ||
| Q1 25 | $154.3M | $1.7B | ||
| Q4 24 | $165.5M | $2.0B | ||
| Q3 24 | $231.6M | $1.7B | ||
| Q2 24 | $157.2M | $1.6B |
| 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 | $3.3B | ||
| Q3 25 | $3.0B | $5.4B | ||
| Q2 25 | $3.0B | $5.0B | ||
| Q1 25 | $3.0B | $4.7B | ||
| Q4 24 | $3.0B | $4.8B | ||
| Q3 24 | $3.0B | $5.2B | ||
| Q2 24 | $3.0B | $5.0B |
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.8B | $15.5B | ||
| Q3 25 | $5.0B | $15.2B | ||
| Q2 25 | $5.0B | $14.5B | ||
| Q1 25 | $5.0B | $14.1B | ||
| Q4 24 | $4.9B | $14.2B | ||
| Q3 24 | $4.6B | $14.4B | ||
| Q2 24 | $4.5B | $14.2B |
| 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 | $893.0M |
| Free Cash FlowOCF − Capex | $48.1M | $732.0M |
| FCF MarginFCF / Revenue | 3.9% | 30.7% |
| Capex IntensityCapex / Revenue | 3.6% | 6.7% |
| Cash ConversionOCF / Net Profit | 4.55× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $356.2M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $92.9M | — | ||
| Q4 25 | $186.0M | $893.0M | ||
| Q3 25 | $184.2M | $938.0M | ||
| Q2 25 | $175.5M | $486.0M | ||
| Q1 25 | $91.7M | $587.0M | ||
| Q4 24 | $199.5M | $905.0M | ||
| Q3 24 | $206.4M | $951.0M | ||
| Q2 24 | $182.6M | $502.0M |
| Q1 26 | $48.1M | — | ||
| Q4 25 | $145.5M | $732.0M | ||
| Q3 25 | $56.2M | $805.0M | ||
| Q2 25 | $106.4M | $308.0M | ||
| Q1 25 | $-22.7M | $438.0M | ||
| Q4 24 | $113.6M | $689.0M | ||
| Q3 24 | $98.7M | $784.0M | ||
| Q2 24 | $85.5M | $370.0M |
| Q1 26 | 3.9% | — | ||
| Q4 25 | 10.4% | 30.7% | ||
| Q3 25 | 3.9% | 33.5% | ||
| Q2 25 | 7.5% | 12.5% | ||
| Q1 25 | -1.6% | 19.7% | ||
| Q4 24 | 8.5% | 29.7% | ||
| Q3 24 | 7.5% | 32.8% | ||
| Q2 24 | 6.5% | 15.7% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.9% | 6.7% | ||
| Q3 25 | 8.8% | 5.5% | ||
| Q2 25 | 4.9% | 7.2% | ||
| Q1 25 | 8.2% | 6.7% | ||
| Q4 24 | 6.4% | 9.3% | ||
| Q3 24 | 8.2% | 7.0% | ||
| Q2 24 | 7.4% | 5.6% |
| Q1 26 | 4.55× | — | ||
| Q4 25 | 8.42× | 1.48× | ||
| Q3 25 | 9.49× | 1.30× | ||
| Q2 25 | 4.88× | 0.68× | ||
| Q1 25 | 3.51× | 0.93× | ||
| Q4 24 | 6.12× | 1.56× | ||
| Q3 24 | 6.75× | 1.39× | ||
| Q2 24 | 5.17× | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
Segment breakdown not available.
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
