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Schneider National, Inc.（SNDR）与WERNER ENTERPRISES INC（WERN）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WERNER ENTERPRISES INC的1.9倍（$1.4B vs $719.9M）。Schneider National, Inc.净利率更高（1.6% vs -3.9%，领先5.4%）。Schneider National, Inc.同比增速更快（4.5% vs -2.3%）。Schneider National, Inc.自由现金流更多（$145.5M vs $-23.5M）。过去两年Schneider National, Inc.的营收复合增速更高（3.0% vs -2.0%）
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。
沃纳企业是美国知名运输物流服务商，业务覆盖美国、墨西哥与加拿大市场。2023年该公司营收达32.8亿美元，旗下员工及签约承包商总规模超1.4万人，在北美跨境物流、干线运输领域具备成熟的服务能力与行业影响力。
SNDR vs WERN — 直观对比
营收规模更大
SNDR
是对方的1.9倍
$719.9M
营收增速更快
SNDR
高出6.8%
-2.3%
净利率更高
SNDR
高出5.4%
-3.9%
自由现金流更多
SNDR
多$169.0M
$-23.5M
两年增速更快
SNDR
近两年复合增速
-2.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $719.9M |
| 净利润 | $22.1M | $-27.8M |
| 毛利率 | — | — |
| 营业利润率 | 2.6% | -5.0% |
| 净利率 | 1.6% | -3.9% |
| 营收同比 | 4.5% | -2.3% |
| 净利润同比 | -32.2% | -333.7% |
| 每股收益（稀释后） | $0.13 | $-0.46 |
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SNDRWERN
| Q4 25 | $1.4B | $719.9M | ||
| Q3 25 | $1.5B | $752.2M | ||
| Q2 25 | $1.4B | $734.1M | ||
| Q1 25 | $1.4B | $693.4M | ||
| Q4 24 | $1.3B | $736.6M | ||
| Q3 24 | $1.3B | $726.3M | ||
| Q2 24 | $1.3B | $742.7M | ||
| Q1 24 | $1.3B | $749.5M |
净利润SNDRWERN
| Q4 25 | $22.1M | $-27.8M | ||
| Q3 25 | $19.4M | $-20.6M | ||
| Q2 25 | $36.0M | $44.1M | ||
| Q1 25 | $26.1M | $-10.1M | ||
| Q4 24 | $32.6M | $11.9M | ||
| Q3 24 | $30.6M | $6.6M | ||
| Q2 24 | $35.3M | $9.5M | ||
| Q1 24 | $18.5M | $6.3M |
营业利润率SNDRWERN
| Q4 25 | 2.6% | -5.0% | ||
| Q3 25 | 2.4% | -1.7% | ||
| Q2 25 | 3.9% | 9.0% | ||
| Q1 25 | 3.0% | -0.8% | ||
| Q4 24 | 3.2% | 1.8% | ||
| Q3 24 | 3.3% | 2.4% | ||
| Q2 24 | 3.9% | 2.6% | ||
| Q1 24 | 2.2% | 2.1% |
净利率SNDRWERN
| Q4 25 | 1.6% | -3.9% | ||
| Q3 25 | 1.3% | -2.7% | ||
| Q2 25 | 2.5% | 6.0% | ||
| Q1 25 | 1.9% | -1.5% | ||
| Q4 24 | 2.4% | 1.6% | ||
| Q3 24 | 2.3% | 0.9% | ||
| Q2 24 | 2.7% | 1.3% | ||
| Q1 24 | 1.4% | 0.8% |
每股收益（稀释后）SNDRWERN
| Q4 25 | $0.13 | $-0.46 | ||
| Q3 25 | $0.11 | $-0.34 | ||
| Q2 25 | $0.20 | $0.72 | ||
| Q1 25 | $0.15 | $-0.16 | ||
| Q4 24 | $0.19 | $0.19 | ||
| Q3 24 | $0.17 | $0.11 | ||
| Q2 24 | $0.20 | $0.15 | ||
| Q1 24 | $0.10 | $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 | $41.8M | $59.9M |
| 总债务越低越好 | $390.9M | $752.0M |
| 股东权益账面价值 | $3.0B | $1.4B |
| 总资产 | $4.8B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.13× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资SNDRWERN
| Q4 25 | $41.8M | $59.9M | ||
| Q3 25 | $235.7M | $51.0M | ||
| Q2 25 | $205.1M | $51.4M | ||
| Q1 25 | $154.3M | $52.0M | ||
| Q4 24 | $165.5M | $40.8M | ||
| Q3 24 | $231.6M | $54.7M | ||
| Q2 24 | $157.2M | $70.4M | ||
| Q1 24 | $124.2M | $60.3M |
总债务SNDRWERN
| Q4 25 | $390.9M | $752.0M | ||
| Q3 25 | $509.8M | $725.0M | ||
| Q2 25 | $512.7M | $725.0M | ||
| Q1 25 | $565.8M | $640.0M | ||
| Q4 24 | $420.8M | $650.0M | ||
| Q3 24 | $124.7M | $690.0M | ||
| Q2 24 | $125.8M | $670.0M | ||
| Q1 24 | $96.6M | $597.5M |
股东权益SNDRWERN
| Q4 25 | $3.0B | $1.4B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.0B | $1.5B | ||
| Q3 24 | $3.0B | $1.4B | ||
| Q2 24 | $3.0B | $1.5B | ||
| Q1 24 | $2.9B | $1.5B |
总资产SNDRWERN
| Q4 25 | $4.8B | $2.9B | ||
| Q3 25 | $5.0B | $3.0B | ||
| Q2 25 | $5.0B | $2.9B | ||
| Q1 25 | $5.0B | $3.0B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $4.6B | $3.1B | ||
| Q2 24 | $4.5B | $3.1B | ||
| Q1 24 | $4.6B | $3.1B |
负债/权益比SNDRWERN
| Q4 25 | 0.13× | 0.55× | ||
| Q3 25 | 0.17× | 0.52× | ||
| Q2 25 | 0.17× | 0.51× | ||
| Q1 25 | 0.19× | 0.45× | ||
| Q4 24 | 0.14× | 0.45× | ||
| Q3 24 | 0.04× | 0.48× | ||
| Q2 24 | 0.04× | 0.46× | ||
| Q1 24 | 0.03× | 0.39× |
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 | $62.3M |
| 自由现金流经营现金流 - 资本支出 | $145.5M | $-23.5M |
| 自由现金流率自由现金流/营收 | 10.4% | -3.3% |
| 资本支出强度资本支出/营收 | 2.9% | 11.9% |
| 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 | $-68.5M |
8季度趋势，按日历期对齐
经营现金流SNDRWERN
| Q4 25 | $186.0M | $62.3M | ||
| Q3 25 | $184.2M | $44.1M | ||
| Q2 25 | $175.5M | $46.0M | ||
| Q1 25 | $91.7M | $29.4M | ||
| Q4 24 | $199.5M | $71.0M | ||
| Q3 24 | $206.4M | $61.0M | ||
| Q2 24 | $182.6M | $109.1M | ||
| Q1 24 | $97.6M | $88.6M |
自由现金流SNDRWERN
| Q4 25 | $145.5M | $-23.5M | ||
| Q3 25 | $56.2M | $-8.6M | ||
| Q2 25 | $106.4M | $-42.3M | ||
| Q1 25 | $-22.7M | $5.9M | ||
| Q4 24 | $113.6M | $-9.8M | ||
| Q3 24 | $98.7M | $-73.4M | ||
| Q2 24 | $85.5M | $-31.2M | ||
| Q1 24 | $-25.7M | $30.4M |
自由现金流率SNDRWERN
| Q4 25 | 10.4% | -3.3% | ||
| Q3 25 | 3.9% | -1.1% | ||
| Q2 25 | 7.5% | -5.8% | ||
| Q1 25 | -1.6% | 0.8% | ||
| Q4 24 | 8.5% | -1.3% | ||
| Q3 24 | 7.5% | -10.1% | ||
| Q2 24 | 6.5% | -4.2% | ||
| Q1 24 | -1.9% | 4.0% |
资本支出强度SNDRWERN
| Q4 25 | 2.9% | 11.9% | ||
| Q3 25 | 8.8% | 7.0% | ||
| Q2 25 | 4.9% | 12.0% | ||
| Q1 25 | 8.2% | 3.4% | ||
| Q4 24 | 6.4% | 11.0% | ||
| Q3 24 | 8.2% | 18.5% | ||
| Q2 24 | 7.4% | 18.9% | ||
| Q1 24 | 9.3% | 7.8% |
现金转化率SNDRWERN
| Q4 25 | 8.42× | — | ||
| Q3 25 | 9.49× | — | ||
| Q2 25 | 4.88× | 1.04× | ||
| Q1 25 | 3.51× | — | ||
| Q4 24 | 6.12× | 5.97× | ||
| Q3 24 | 6.75× | 9.30× | ||
| Q2 24 | 5.17× | 11.52× | ||
| Q1 24 | 5.28× | 14.03× |
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
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
WERN
| Truckload Transportation Services Segment | $512.6M | 71% |
| Werner Logistics | $207.5M | 29% |
| CA | $3.1M | 0% |
