Expeditors International vs RXO
Expeditors International is the larger business, with $11.07bn of revenue in fiscal 2025 against $5.74bn for RXO (1.9 times as much). RXO grew faster (26.2% against 4.4%). Expeditors International kept more of each dollar of sales as profit: a net margin of 7.3% against -1.7%. Expeditors International carries less debt relative to equity (0.0% against 26.2%).
| Latest fiscal year | Expeditors InternationalEXPD, 2025 | RXORXO, 2025 |
|---|---|---|
| Revenue | $11.07bn | $5.74bn |
| Revenue growth | 4.4% | 26.2% |
| Net income | $810m | −$100m |
| Operating margin | 9.5% | -1.4% |
| Net margin | 7.3% | -1.7% |
| Return on equity | 35.4% | -6.3% |
| Free cash flow | $953m | −$8.0m |
| Cash | $1.31bn | $17.0m |
| Total debt | $0 | $404m |
| Debt to equity | 0.0% | 26.2% |
| Dividend per share | $1.54 | — |
| Dividend yield | — | — |
| Share buybacks | $667m | $0 |
| Employees | 20,000 | — |
| Market value | $26.61bn | $4.67bn |
| Price vs our value range | Above our value range | — |
| Moat score | 77 (Strong) | 18 (Weak) |
| Insider trades, 12 months | 0 buys, 4 sales | 7 buys, 1 sales |