Expeditors International vs GXO Logistics
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KIRA’s take AI analyst
I put Expeditors International and GXO Logistics side by side, using each one’s latest annual report. Here is what stands out:
- GXO Logistics is the larger business, with $13.2B of revenue in fiscal 2025 against $11.1B for Expeditors International.
- GXO Logistics grew revenue faster (12.6%, against 4.4%).
- Expeditors International kept more of each dollar of sales as operating profit (9.5% operating margin, against 1.9%).
- Expeditors International turned more of its sales into free cash flow (8.6% FCF margin, against 0.8%).
- Investors pay more for each dollar of GXO Logistics’s earnings: a P/E of 43.6x against 28.6x for Expeditors International.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Expeditors International
EXPD
5/7
Operating marginNet marginFCF marginReturn on equityShare count change
GXO Logistics
GXO
2/7
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | EXPD FY25 | GXO FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.8B | $5.7B |
| Revenue | $11.1B | $13.2B |
| Free cash flow | $953M | $110M |
| Net income | $810M | $32.0M |
| Growth | ||
| Revenue growth | 4.4% | 12.6% |
| 5-year growth | 2.9% | 16.3% |
| Share count change | −3.9% | −2.9% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 9.5% | 1.9% |
| Net margin | 7.3% | 0.2% |
| FCF margin | 8.6% | 0.8% |
| Return on capital | — | 2.3% |
| Return on equity | 35.4% | 1.1% |
| Balance sheet | ||
| Net debt | — | $2.2B |
| Net debt / EBITDA | — | 3.2x |
| Dividends and buybacks | $875M | $200M |
| Valuation & quality | ||
| P/E | 28.6x | 43.6x |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.