GXO Logistics vs United Parcel Service
United Parcel Service is the larger business, with $88.66bn of revenue in fiscal 2025 against $13.18bn for GXO Logistics (6.7 times as much). GXO Logistics grew faster (12.5% against -2.6%). United Parcel Service kept more of each dollar of sales as profit: a net margin of 6.3% against 0.2%. GXO Logistics carries less debt relative to equity (102.7% against 148.7%).
| Latest fiscal year | GXO LogisticsGXO, 2025 | United Parcel ServiceUPS, 2025 |
|---|---|---|
| Revenue | $13.18bn | $88.66bn |
| Revenue growth | 12.5% | -2.6% |
| Net income | $32.0m | $5.57bn |
| Operating margin | 1.9% | 8.9% |
| Net margin | 0.2% | 6.3% |
| Return on equity | 1.1% | 33.8% |
| Free cash flow | $110m | $4.76bn |
| Cash | $854m | $5.89bn |
| Total debt | $3.06bn | $24.13bn |
| Debt to equity | 102.7% | 148.7% |
| Dividend per share | — | $6.56 |
| Dividend yield | — | 5.8% |
| Share buybacks | $200m | $1.00bn |
| Employees | 154,000 | 460,000 |
| Market value | $6.01bn | $92.72bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 29 (Weak) | 64 (Moderate) |
| Insider trades, 12 months | 1 buys, 0 sales | 0 buys, 4 sales |