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Side-by-side financial comparison of Chord Energy Corp (CHRD) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.0B vs $1.2B, roughly 1.7× Chord Energy Corp). Chord Energy Corp runs the higher net margin — 7.2% vs 2.9%, a 4.3% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (4.7% vs -19.6%). Over the past eight quarters, Chord Energy Corp's revenue compounded faster (3.8% CAGR vs -0.1%).
Chord Energy Corporation is a company engaged in hydrocarbon exploration and hydraulic fracturing in the Williston Basin in North Dakota and Montana. It is organized in Delaware and headquartered in Houston, Texas, with an office in Williston, North Dakota. The company was formerly known as Oasis Petroleum.
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
CHRD vs XPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $1.2B | $2.0B |
| Net Profit | $84.4M | $59.0M |
| Gross Margin | — | — |
| Operating Margin | 7.9% | 7.1% |
| Net Margin | 7.2% | 2.9% |
| Revenue YoY | -19.6% | 4.7% |
| Net Profit YoY | -59.9% | -21.3% |
| EPS (diluted) | $1.59 | $0.49 |
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 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B | ||
| Q1 24 | $1.1B | $2.0B |
| Q4 25 | $84.4M | $59.0M | ||
| Q3 25 | $130.1M | $82.0M | ||
| Q2 25 | $-389.9M | $106.0M | ||
| Q1 25 | $219.8M | $69.0M | ||
| Q4 24 | $210.6M | $75.0M | ||
| Q3 24 | $225.3M | $95.0M | ||
| Q2 24 | $213.4M | $150.0M | ||
| Q1 24 | $199.4M | $67.0M |
| Q4 25 | — | — | ||
| Q3 25 | 74.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 77.3% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 7.9% | 7.1% | ||
| Q3 25 | 13.0% | 7.8% | ||
| Q2 25 | -34.2% | 9.5% | ||
| Q1 25 | 27.8% | 7.7% | ||
| Q4 24 | 18.2% | 7.8% | ||
| Q3 24 | 18.8% | 8.6% | ||
| Q2 24 | 22.9% | 9.5% | ||
| Q1 24 | 25.1% | 6.8% |
| Q4 25 | 7.2% | 2.9% | ||
| Q3 25 | 9.9% | 3.9% | ||
| Q2 25 | -33.0% | 5.1% | ||
| Q1 25 | 18.1% | 3.5% | ||
| Q4 24 | 14.5% | 3.9% | ||
| Q3 24 | 15.5% | 4.6% | ||
| Q2 24 | 16.9% | 7.2% | ||
| Q1 24 | 18.4% | 3.3% |
| Q4 25 | $1.59 | $0.49 | ||
| Q3 25 | $2.26 | $0.68 | ||
| Q2 25 | $-6.77 | $0.89 | ||
| Q1 25 | $3.66 | $0.58 | ||
| Q4 24 | $3.53 | $0.63 | ||
| Q3 24 | $3.59 | $0.79 | ||
| Q2 24 | $4.25 | $1.25 | ||
| Q1 24 | $4.65 | $0.56 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $189.5M | $310.0M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $8.1B | $1.9B |
| Total Assets | $13.1B | $8.2B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $189.5M | $310.0M | ||
| Q3 25 | $629.2M | $335.0M | ||
| Q2 25 | $40.5M | $225.0M | ||
| Q1 25 | $35.8M | $212.0M | ||
| Q4 24 | $37.0M | $246.0M | ||
| Q3 24 | $52.0M | $378.0M | ||
| Q2 24 | $197.4M | $250.0M | ||
| Q1 24 | $296.4M | $229.0M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $918.9M | — | ||
| Q1 25 | $798.8M | — | ||
| Q4 24 | $842.6M | — | ||
| Q3 24 | $867.2M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $396.3M | — |
| Q4 25 | $8.1B | $1.9B | ||
| Q3 25 | $8.1B | $1.8B | ||
| Q2 25 | $8.1B | $1.8B | ||
| Q1 25 | $8.6B | $1.6B | ||
| Q4 24 | $8.7B | $1.6B | ||
| Q3 24 | $8.8B | $1.6B | ||
| Q2 24 | $8.8B | $1.5B | ||
| Q1 24 | $5.1B | $1.3B |
| Q4 25 | $13.1B | $8.2B | ||
| Q3 25 | $13.1B | $8.2B | ||
| Q2 25 | $12.5B | $8.1B | ||
| Q1 25 | $13.1B | $7.9B | ||
| Q4 24 | $13.0B | $7.7B | ||
| Q3 24 | $13.0B | $7.9B | ||
| Q2 24 | $13.1B | $7.7B | ||
| Q1 24 | $7.0B | $7.6B |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.18× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.12× | — | ||
| Q1 24 | 0.08× | — |
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 | $405.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 5.3% |
| Cash ConversionOCF / Net Profit | 4.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $405.0M | — | ||
| Q3 25 | $559.0M | $371.0M | ||
| Q2 25 | $419.8M | $247.0M | ||
| Q1 25 | $656.9M | $142.0M | ||
| Q4 24 | $566.5M | $189.0M | ||
| Q3 24 | $663.2M | $264.0M | ||
| Q2 24 | $460.9M | $210.0M | ||
| Q1 24 | $406.7M | $145.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $215.0M | ||
| Q2 25 | — | $51.0M | ||
| Q1 25 | — | $-57.0M | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | — | $137.0M | ||
| Q2 24 | — | $20.0M | ||
| Q1 24 | — | $-161.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -8.0% |
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 9.4% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 15.2% |
| Q4 25 | 4.80× | — | ||
| Q3 25 | 4.30× | 4.52× | ||
| Q2 25 | — | 2.33× | ||
| Q1 25 | 2.99× | 2.06× | ||
| Q4 24 | 2.69× | 2.52× | ||
| Q3 24 | 2.94× | 2.78× | ||
| Q2 24 | 2.16× | 1.40× | ||
| Q1 24 | 2.04× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHRD
| Oil Production | $801.0M | 68% |
| Purchased Oil Sales | $285.8M | 24% |
| Natural Gas And Natural Gas Liquid Services | $75.6M | 6% |
| Purchased Gas Sales | $7.0M | 1% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |