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SAIA INC（SAIA）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SAIA INC的1.8倍（$1.4B vs $790.0M）。SAIA INC净利率更高（6.0% vs 1.6%，领先4.4%）。Schneider National, Inc.同比增速更快（4.5% vs 0.1%）。Schneider National, Inc.自由现金流更多（$145.5M vs $37.5M）。过去两年Schneider National, Inc.的营收复合增速更高（3.0% vs 2.3%）
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
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。
SAIA vs SNDR — 直观对比
营收规模更大
SNDR
是对方的1.8倍
$790.0M
营收增速更快
SNDR
高出4.4%
0.1%
净利率更高
SAIA
高出4.4%
1.6%
自由现金流更多
SNDR
多$108.0M
$37.5M
两年增速更快
SNDR
近两年复合增速
2.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $790.0M | $1.4B |
| 净利润 | $47.5M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | 8.1% | 2.6% |
| 净利率 | 6.0% | 1.6% |
| 营收同比 | 0.1% | 4.5% |
| 净利润同比 | -37.6% | -32.2% |
| 每股收益（稀释后） | $1.77 | $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SAIASNDR
| Q4 25 | $790.0M | $1.4B | ||
| Q3 25 | $839.6M | $1.5B | ||
| Q2 25 | $817.1M | $1.4B | ||
| Q1 25 | $787.6M | $1.4B | ||
| Q4 24 | $789.0M | $1.3B | ||
| Q3 24 | $842.1M | $1.3B | ||
| Q2 24 | $823.2M | $1.3B | ||
| Q1 24 | $754.8M | $1.3B |
净利润SAIASNDR
| Q4 25 | $47.5M | $22.1M | ||
| Q3 25 | $86.3M | $19.4M | ||
| Q2 25 | $71.4M | $36.0M | ||
| Q1 25 | $49.8M | $26.1M | ||
| Q4 24 | $76.1M | $32.6M | ||
| Q3 24 | $92.7M | $30.6M | ||
| Q2 24 | $102.5M | $35.3M | ||
| Q1 24 | $90.7M | $18.5M |
营业利润率SAIASNDR
| Q4 25 | 8.1% | 2.6% | ||
| Q3 25 | 14.1% | 2.4% | ||
| Q2 25 | 12.2% | 3.9% | ||
| Q1 25 | 8.9% | 3.0% | ||
| Q4 24 | 12.9% | 3.2% | ||
| Q3 24 | 14.9% | 3.3% | ||
| Q2 24 | 16.7% | 3.9% | ||
| Q1 24 | 15.6% | 2.2% |
净利率SAIASNDR
| Q4 25 | 6.0% | 1.6% | ||
| Q3 25 | 10.3% | 1.3% | ||
| Q2 25 | 8.7% | 2.5% | ||
| Q1 25 | 6.3% | 1.9% | ||
| Q4 24 | 9.6% | 2.4% | ||
| Q3 24 | 11.0% | 2.3% | ||
| Q2 24 | 12.5% | 2.7% | ||
| Q1 24 | 12.0% | 1.4% |
每股收益（稀释后）SAIASNDR
| Q4 25 | $1.77 | $0.13 | ||
| Q3 25 | $3.22 | $0.11 | ||
| Q2 25 | $2.67 | $0.20 | ||
| Q1 25 | $1.86 | $0.15 | ||
| Q4 24 | $2.84 | $0.19 | ||
| Q3 24 | $3.46 | $0.17 | ||
| Q2 24 | $3.83 | $0.20 | ||
| Q1 24 | $3.38 | $0.10 |
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 | $19.7M | $41.8M |
| 总债务越低越好 | $163.0M | $390.9M |
| 股东权益账面价值 | $2.6B | $3.0B |
| 总资产 | $3.5B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资SAIASNDR
| Q4 25 | $19.7M | $41.8M | ||
| Q3 25 | $35.5M | $235.7M | ||
| Q2 25 | $18.8M | $205.1M | ||
| Q1 25 | $16.5M | $154.3M | ||
| Q4 24 | $19.5M | $165.5M | ||
| Q3 24 | $14.4M | $231.6M | ||
| Q2 24 | $11.2M | $157.2M | ||
| Q1 24 | $12.3M | $124.2M |
总债务SAIASNDR
| Q4 25 | $163.0M | $390.9M | ||
| Q3 25 | $218.0M | $509.8M | ||
| Q2 25 | $307.1M | $512.7M | ||
| Q1 25 | $291.8M | $565.8M | ||
| Q4 24 | $195.0M | $420.8M | ||
| Q3 24 | $184.2M | $124.7M | ||
| Q2 24 | $169.1M | $125.8M | ||
| Q1 24 | $76.6M | $96.6M |
股东权益SAIASNDR
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.4B | $3.0B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.3B | $3.0B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.1B | $3.0B | ||
| Q1 24 | $2.0B | $2.9B |
总资产SAIASNDR
| Q4 25 | $3.5B | $4.8B | ||
| Q3 25 | $3.5B | $5.0B | ||
| Q2 25 | $3.5B | $5.0B | ||
| Q1 25 | $3.4B | $5.0B | ||
| Q4 24 | $3.2B | $4.9B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $3.0B | $4.5B | ||
| Q1 24 | $2.8B | $4.6B |
负债/权益比SAIASNDR
| Q4 25 | 0.06× | 0.13× | ||
| Q3 25 | 0.09× | 0.17× | ||
| Q2 25 | 0.13× | 0.17× | ||
| Q1 25 | 0.12× | 0.19× | ||
| Q4 24 | 0.08× | 0.14× | ||
| Q3 24 | 0.08× | 0.04× | ||
| Q2 24 | 0.08× | 0.04× | ||
| Q1 24 | 0.04× | 0.03× |
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 | $137.3M | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $37.5M | $145.5M |
| 自由现金流率自由现金流/营收 | 4.7% | 10.4% |
| 资本支出强度资本支出/营收 | 12.6% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.89× | 8.42× |
| 过去12个月自由现金流最近4个季度 | $27.3M | $285.4M |
8季度趋势，按日历期对齐
经营现金流SAIASNDR
| Q4 25 | $137.3M | $186.0M | ||
| Q3 25 | $177.8M | $184.2M | ||
| Q2 25 | $170.7M | $175.5M | ||
| Q1 25 | $109.1M | $91.7M | ||
| Q4 24 | $164.7M | $199.5M | ||
| Q3 24 | $181.7M | $206.4M | ||
| Q2 24 | $130.8M | $182.6M | ||
| Q1 24 | $106.5M | $97.6M |
自由现金流SAIASNDR
| Q4 25 | $37.5M | $145.5M | ||
| Q3 25 | $87.6M | $56.2M | ||
| Q2 25 | $-3.9M | $106.4M | ||
| Q1 25 | $-93.8M | $-22.7M | ||
| Q4 24 | $-3.5M | $113.6M | ||
| Q3 24 | $-11.7M | $98.7M | ||
| Q2 24 | $-94.0M | $85.5M | ||
| Q1 24 | $-350.7M | $-25.7M |
自由现金流率SAIASNDR
| Q4 25 | 4.7% | 10.4% | ||
| Q3 25 | 10.4% | 3.9% | ||
| Q2 25 | -0.5% | 7.5% | ||
| Q1 25 | -11.9% | -1.6% | ||
| Q4 24 | -0.4% | 8.5% | ||
| Q3 24 | -1.4% | 7.5% | ||
| Q2 24 | -11.4% | 6.5% | ||
| Q1 24 | -46.5% | -1.9% |
资本支出强度SAIASNDR
| Q4 25 | 12.6% | 2.9% | ||
| Q3 25 | 10.8% | 8.8% | ||
| Q2 25 | 21.4% | 4.9% | ||
| Q1 25 | 25.8% | 8.2% | ||
| Q4 24 | 21.3% | 6.4% | ||
| Q3 24 | 23.0% | 8.2% | ||
| Q2 24 | 27.3% | 7.4% | ||
| Q1 24 | 60.6% | 9.3% |
现金转化率SAIASNDR
| Q4 25 | 2.89× | 8.42× | ||
| Q3 25 | 2.06× | 9.49× | ||
| Q2 25 | 2.39× | 4.88× | ||
| Q1 25 | 2.19× | 3.51× | ||
| Q4 24 | 2.16× | 6.12× | ||
| Q3 24 | 1.96× | 6.75× | ||
| Q2 24 | 1.28× | 5.17× | ||
| Q1 24 | 1.17× | 5.28× |
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
SAIA
暂无分部数据
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
