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Side-by-side financial comparison of Aptiv (APTV) and Expeditors International (EXPD). Click either name above to swap in a different company.
Aptiv is the larger business by last-quarter revenue ($5.2B vs $2.9B, roughly 1.8× Expeditors International). Expeditors International runs the higher net margin — 7.0% vs 2.7%, a 4.3% gap on every dollar of revenue. On growth, Aptiv posted the faster year-over-year revenue change (5.0% vs -3.3%). Aptiv produced more free cash flow last quarter ($651.0M vs $270.3M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 2.5%).
Aptiv PLC is an American automotive technology supplier with headquarters in Schaffhausen, Switzerland. Aptiv grew out of the now-defunct American company, Delphi Automotive Systems, which itself was formerly a component of General Motors.
Expeditors International of Washington, Inc. is an American Fortune 500 service-based logistics company with headquarters in Bellevue, Washington. Expeditors generates highly optimized and customized supply chain solutions for clients with unified technology systems integrated through a global network of over 340+ locations in 100+ countries on six continents.
APTV vs EXPD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $2.9B |
| Net Profit | $138.0M | $200.7M |
| Gross Margin | 18.7% | — |
| Operating Margin | 8.2% | 8.8% |
| Net Margin | 2.7% | 7.0% |
| Revenue YoY | 5.0% | -3.3% |
| Net Profit YoY | -48.5% | -14.9% |
| EPS (diluted) | $0.63 | $1.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $5.2B | $2.9B | ||
| Q3 25 | $5.2B | $2.9B | ||
| Q2 25 | $5.2B | $2.7B | ||
| Q1 25 | $4.8B | $2.7B | ||
| Q4 24 | $4.9B | $3.0B | ||
| Q3 24 | $4.9B | $3.0B | ||
| Q2 24 | $5.1B | $2.4B | ||
| Q1 24 | $4.9B | $2.2B |
| Q4 25 | $138.0M | $200.7M | ||
| Q3 25 | $-355.0M | $222.3M | ||
| Q2 25 | $393.0M | $183.6M | ||
| Q1 25 | $-11.0M | $203.8M | ||
| Q4 24 | $268.0M | $235.9M | ||
| Q3 24 | $363.0M | $229.6M | ||
| Q2 24 | $938.0M | $175.5M | ||
| Q1 24 | $218.0M | $169.2M |
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 19.1% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | 17.9% | — |
| Q4 25 | 8.2% | 8.8% | ||
| Q3 25 | -3.4% | 10.0% | ||
| Q2 25 | 9.3% | 9.3% | ||
| Q1 25 | 9.3% | 10.0% | ||
| Q4 24 | 9.8% | 10.2% | ||
| Q3 24 | 10.4% | 10.1% | ||
| Q2 24 | 8.7% | 9.2% | ||
| Q1 24 | 8.5% | 9.7% |
| Q4 25 | 2.7% | 7.0% | ||
| Q3 25 | -6.8% | 7.7% | ||
| Q2 25 | 7.5% | 6.9% | ||
| Q1 25 | -0.2% | 7.6% | ||
| Q4 24 | 5.5% | 8.0% | ||
| Q3 24 | 7.5% | 7.7% | ||
| Q2 24 | 18.6% | 7.2% | ||
| Q1 24 | 4.4% | 7.7% |
| Q4 25 | $0.63 | $1.50 | ||
| Q3 25 | $-1.63 | $1.64 | ||
| Q2 25 | $1.80 | $1.34 | ||
| Q1 25 | $-0.05 | $1.47 | ||
| Q4 24 | $1.22 | $1.68 | ||
| Q3 24 | $1.48 | $1.63 | ||
| Q2 24 | $3.47 | $1.24 | ||
| Q1 24 | $0.79 | $1.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $1.3B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $9.2B | $2.4B |
| Total Assets | $23.4B | $4.9B |
| Debt / EquityLower = less leverage | 0.81× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $2.2B | $1.3B | ||
| Q1 24 | $941.0M | $1.4B |
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.6B | — | ||
| Q2 25 | $7.8B | — | ||
| Q1 25 | $7.6B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.3B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $4.7B | — |
| Q4 25 | $9.2B | $2.4B | ||
| Q3 25 | $9.3B | $2.3B | ||
| Q2 25 | $9.7B | $2.2B | ||
| Q1 25 | $9.0B | $2.3B | ||
| Q4 24 | $8.8B | $2.2B | ||
| Q3 24 | $8.9B | $2.4B | ||
| Q2 24 | $11.5B | $2.2B | ||
| Q1 24 | $11.1B | $2.2B |
| Q4 25 | $23.4B | $4.9B | ||
| Q3 25 | $23.5B | $4.8B | ||
| Q2 25 | $23.9B | $4.8B | ||
| Q1 25 | $23.1B | $4.8B | ||
| Q4 24 | $23.5B | $4.8B | ||
| Q3 24 | $24.8B | $5.2B | ||
| Q2 24 | $24.8B | $4.8B | ||
| Q1 24 | $23.6B | $4.5B |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.42× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $818.0M | $283.3M |
| Free Cash FlowOCF − Capex | $651.0M | $270.3M |
| FCF MarginFCF / Revenue | 12.6% | 9.5% |
| Capex IntensityCapex / Revenue | 3.2% | 0.5% |
| Cash ConversionOCF / Net Profit | 5.93× | 1.41× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $953.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $818.0M | $283.3M | ||
| Q3 25 | $584.0M | $201.4M | ||
| Q2 25 | $510.0M | $179.2M | ||
| Q1 25 | $273.0M | $342.6M | ||
| Q4 24 | $1.1B | $249.7M | ||
| Q3 24 | $499.0M | $90.0M | ||
| Q2 24 | $643.0M | $126.8M | ||
| Q1 24 | $244.0M | $256.9M |
| Q4 25 | $651.0M | $270.3M | ||
| Q3 25 | $441.0M | $190.3M | ||
| Q2 25 | $361.0M | $163.3M | ||
| Q1 25 | $76.0M | $329.5M | ||
| Q4 24 | $894.0M | $239.7M | ||
| Q3 24 | $326.0M | $77.7M | ||
| Q2 24 | $417.0M | $118.8M | ||
| Q1 24 | $-21.0M | $246.7M |
| Q4 25 | 12.6% | 9.5% | ||
| Q3 25 | 8.5% | 6.6% | ||
| Q2 25 | 6.9% | 6.2% | ||
| Q1 25 | 1.6% | 12.4% | ||
| Q4 24 | 18.2% | 8.1% | ||
| Q3 24 | 6.7% | 2.6% | ||
| Q2 24 | 8.3% | 4.9% | ||
| Q1 24 | -0.4% | 11.2% |
| Q4 25 | 3.2% | 0.5% | ||
| Q3 25 | 2.7% | 0.4% | ||
| Q2 25 | 2.9% | 0.6% | ||
| Q1 25 | 4.1% | 0.5% | ||
| Q4 24 | 3.4% | 0.3% | ||
| Q3 24 | 3.6% | 0.4% | ||
| Q2 24 | 4.5% | 0.3% | ||
| Q1 24 | 5.4% | 0.5% |
| Q4 25 | 5.93× | 1.41× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | 1.30× | 0.98× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | 3.96× | 1.06× | ||
| Q3 24 | 1.37× | 0.39× | ||
| Q2 24 | 0.69× | 0.72× | ||
| Q1 24 | 1.12× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
