Expeditors International vs GXO Logistics
GXO Logistics is the larger business, with $13.18bn of revenue in fiscal 2025 against $11.07bn for Expeditors International (1.2 times as much). GXO Logistics grew faster (12.5% against 4.4%). Expeditors International kept more of each dollar of sales as profit: a net margin of 7.3% against 0.2%. Expeditors International carries less debt relative to equity (0.0% against 102.7%).
| Latest fiscal year | Expeditors InternationalEXPD, 2025 | GXO LogisticsGXO, 2025 |
|---|---|---|
| Revenue | $11.07bn | $13.18bn |
| Revenue growth | 4.4% | 12.5% |
| Net income | $810m | $32.0m |
| Operating margin | 9.5% | 1.9% |
| Net margin | 7.3% | 0.2% |
| Return on equity | 35.4% | 1.1% |
| Free cash flow | $953m | $110m |
| Cash | $1.31bn | $854m |
| Total debt | $0 | $3.06bn |
| Debt to equity | 0.0% | 102.7% |
| Dividend per share | $1.54 | — |
| Dividend yield | — | — |
| Share buybacks | $667m | $200m |
| Employees | 20,000 | 154,000 |
| Market value | $26.61bn | $6.01bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 77 (Strong) | 29 (Weak) |
| Insider trades, 12 months | 0 buys, 4 sales | 1 buys, 0 sales |