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COVENANT LOGISTICS GROUP, INC.(CVLG)与Schneider National, Inc.(SNDR)财务数据对比。点击上方公司名可切换其他公司
Schneider National, Inc.的季度营收约是COVENANT LOGISTICS GROUP, INC.的4.6倍($1.4B vs $307.2M)。Schneider National, Inc.净利率更高(1.6% vs 1.4%,领先0.1%)。COVENANT LOGISTICS GROUP, INC.同比增速更快(14.0% vs 4.5%)。过去两年COVENANT LOGISTICS GROUP, INC.的营收复合增速更高(3.4% vs 3.0%)
圣约物流集团(Covenant Logistics Group, Inc.)是一家美国公路货运企业,总部位于田纳西州查塔努加,在纽约证券交易所上市。公司核心业务涵盖温控卡车运输、区域配送以及长途团队司机货运服务,专注于整车运输领域。
美国施耐德国家公司是知名交通运输企业,提供整车运输、多式联运及综合物流服务,业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域,可为客户提供定制化供应链解决方案。
CVLG vs SNDR — 直观对比
营收规模更大
SNDR
是对方的4.6倍
$307.2M
营收增速更快
CVLG
高出9.5%
4.5%
净利率更高
SNDR
高出0.1%
1.4%
两年增速更快
CVLG
近两年复合增速
3.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $307.2M | $1.4B |
| 净利润 | $4.4M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | 2.0% | 2.6% |
| 净利率 | 1.4% | 1.6% |
| 营收同比 | 14.0% | 4.5% |
| 净利润同比 | -32.7% | -32.2% |
| 每股收益(稀释后) | $0.17 | $0.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
CVLG
SNDR
| Q1 26 | $307.2M | — | ||
| Q4 25 | $295.4M | $1.4B | ||
| Q3 25 | $296.9M | $1.5B | ||
| Q2 25 | $302.9M | $1.4B | ||
| Q1 25 | $269.4M | $1.4B | ||
| Q4 24 | $277.3M | $1.3B | ||
| Q3 24 | $287.9M | $1.3B | ||
| Q2 24 | $287.5M | $1.3B |
净利润
CVLG
SNDR
| Q1 26 | $4.4M | — | ||
| Q4 25 | — | $22.1M | ||
| Q3 25 | $9.1M | $19.4M | ||
| Q2 25 | $9.8M | $36.0M | ||
| Q1 25 | $6.6M | $26.1M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | $13.0M | $30.6M | ||
| Q2 24 | $12.2M | $35.3M |
营业利润率
CVLG
SNDR
| Q1 26 | 2.0% | — | ||
| Q4 25 | -8.2% | 2.6% | ||
| Q3 25 | 2.7% | 2.4% | ||
| Q2 25 | 3.8% | 3.9% | ||
| Q1 25 | 2.8% | 3.0% | ||
| Q4 24 | 3.1% | 3.2% | ||
| Q3 24 | 5.6% | 3.3% | ||
| Q2 24 | 5.4% | 3.9% |
净利率
CVLG
SNDR
| Q1 26 | 1.4% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 3.1% | 1.3% | ||
| Q2 25 | 3.2% | 2.5% | ||
| Q1 25 | 2.4% | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | 4.5% | 2.3% | ||
| Q2 24 | 4.2% | 2.7% |
每股收益(稀释后)
CVLG
SNDR
| Q1 26 | $0.17 | — | ||
| Q4 25 | $-0.68 | $0.13 | ||
| Q3 25 | $0.35 | $0.11 | ||
| Q2 25 | $0.36 | $0.20 | ||
| Q1 25 | $0.24 | $0.15 | ||
| Q4 24 | $0.25 | $0.19 | ||
| Q3 24 | $0.47 | $0.17 | ||
| Q2 24 | $0.44 | $0.20 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $41.8M |
| 总债务越低越好 | — | $390.9M |
| 股东权益账面价值 | $407.6M | $3.0B |
| 总资产 | $1.0B | $4.8B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势,按日历期对齐
现金及短期投资
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | $4.9M | $41.8M | ||
| Q3 25 | $2.7M | $235.7M | ||
| Q2 25 | $143.0K | $205.1M | ||
| Q1 25 | $11.2M | $154.3M | ||
| Q4 24 | $35.6M | $165.5M | ||
| Q3 24 | $35.2M | $231.6M | ||
| Q2 24 | $1.3M | $157.2M |
总债务
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | $390.9M | ||
| Q3 25 | $233.3M | $509.8M | ||
| Q2 25 | $245.8M | $512.7M | ||
| Q1 25 | $216.3M | $565.8M | ||
| Q4 24 | $221.6M | $420.8M | ||
| Q3 24 | $231.4M | $124.7M | ||
| Q2 24 | $235.0M | $125.8M |
股东权益
CVLG
SNDR
| Q1 26 | $407.6M | — | ||
| Q4 25 | $404.0M | $3.0B | ||
| Q3 25 | $423.7M | $3.0B | ||
| Q2 25 | $416.9M | $3.0B | ||
| Q1 25 | $443.6M | $3.0B | ||
| Q4 24 | $438.3M | $3.0B | ||
| Q3 24 | $431.6M | $3.0B | ||
| Q2 24 | $419.4M | $3.0B |
总资产
CVLG
SNDR
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $4.8B | ||
| Q3 25 | $1.0B | $5.0B | ||
| Q2 25 | $1.0B | $5.0B | ||
| Q1 25 | $980.0M | $5.0B | ||
| Q4 24 | $997.6M | $4.9B | ||
| Q3 24 | $1.0B | $4.6B | ||
| Q2 24 | $995.0M | $4.5B |
负债/权益比
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | 0.13× | ||
| Q3 25 | 0.55× | 0.17× | ||
| Q2 25 | 0.59× | 0.17× | ||
| Q1 25 | 0.49× | 0.19× | ||
| Q4 24 | 0.51× | 0.14× | ||
| Q3 24 | 0.54× | 0.04× | ||
| Q2 24 | 0.56× | 0.04× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $186.0M |
| 自由现金流经营现金流 - 资本支出 | — | $145.5M |
| 自由现金流率自由现金流/营收 | — | 10.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 8.42× |
| 过去12个月自由现金流最近4个季度 | — | $285.4M |
8季度趋势,按日历期对齐
经营现金流
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | $25.5M | $186.0M | ||
| Q3 25 | $41.4M | $184.2M | ||
| Q2 25 | $21.9M | $175.5M | ||
| Q1 25 | $24.8M | $91.7M | ||
| Q4 24 | $21.9M | $199.5M | ||
| Q3 24 | $56.9M | $206.4M | ||
| Q2 24 | $22.4M | $182.6M |
自由现金流
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | $-3.0M | $145.5M | ||
| Q3 25 | $-7.8M | $56.2M | ||
| Q2 25 | $-14.5M | $106.4M | ||
| Q1 25 | $-8.6M | $-22.7M | ||
| Q4 24 | $464.0K | $113.6M | ||
| Q3 24 | $24.3M | $98.7M | ||
| Q2 24 | $-28.1M | $85.5M |
自由现金流率
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 10.4% | ||
| Q3 25 | -2.6% | 3.9% | ||
| Q2 25 | -4.8% | 7.5% | ||
| Q1 25 | -3.2% | -1.6% | ||
| Q4 24 | 0.2% | 8.5% | ||
| Q3 24 | 8.4% | 7.5% | ||
| Q2 24 | -9.8% | 6.5% |
资本支出强度
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 2.9% | ||
| Q3 25 | 16.6% | 8.8% | ||
| Q2 25 | 12.0% | 4.9% | ||
| Q1 25 | 12.4% | 8.2% | ||
| Q4 24 | 7.7% | 6.4% | ||
| Q3 24 | 11.3% | 8.2% | ||
| Q2 24 | 17.6% | 7.4% |
现金转化率
CVLG
SNDR
| Q1 26 | — | — | ||
| Q4 25 | — | 8.42× | ||
| Q3 25 | 4.55× | 9.49× | ||
| Q2 25 | 2.23× | 4.88× | ||
| Q1 25 | 3.78× | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | 4.36× | 6.75× | ||
| Q2 24 | 1.84× | 5.17× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CVLG
| Freight revenue | $281.9M | 92% |
| Fuel surcharge revenue | $25.2M | 8% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |