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Side-by-side financial comparison of Digital Realty (DLR) and Expeditors International (EXPD). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.6B, roughly 1.7× Digital Realty). Expeditors International runs the higher net margin — 7.0% vs 6.0%, a 1.0% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs -3.3%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 9.8%).
Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.
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.
DLR vs EXPD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.9B |
| Net Profit | $98.6M | $200.7M |
| Gross Margin | — | — |
| Operating Margin | 6.9% | 8.8% |
| Net Margin | 6.0% | 7.0% |
| Revenue YoY | 16.1% | -3.3% |
| Net Profit YoY | -10.3% | -14.9% |
| EPS (diluted) | $0.22 | $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.
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.9B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $3.0B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $200.7M | ||
| Q3 25 | $67.8M | $222.3M | ||
| Q2 25 | $1.0B | $183.6M | ||
| Q1 25 | $110.0M | $203.8M | ||
| Q4 24 | $189.6M | $235.9M | ||
| Q3 24 | $51.2M | $229.6M | ||
| Q2 24 | $80.2M | $175.5M |
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 8.8% | ||
| Q3 25 | 8.8% | 10.0% | ||
| Q2 25 | 14.2% | 9.3% | ||
| Q1 25 | 13.9% | 10.0% | ||
| Q4 24 | 10.1% | 10.2% | ||
| Q3 24 | 11.8% | 10.1% | ||
| Q2 24 | 0.7% | 9.2% |
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 7.0% | ||
| Q3 25 | 4.3% | 7.7% | ||
| Q2 25 | 69.1% | 6.9% | ||
| Q1 25 | 7.8% | 7.6% | ||
| Q4 24 | 13.2% | 8.0% | ||
| Q3 24 | 3.6% | 7.7% | ||
| Q2 24 | 5.9% | 7.2% |
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $1.50 | ||
| Q3 25 | $0.15 | $1.64 | ||
| Q2 25 | $2.94 | $1.34 | ||
| Q1 25 | $0.27 | $1.47 | ||
| Q4 24 | $0.50 | $1.68 | ||
| Q3 24 | $0.09 | $1.63 | ||
| Q2 24 | $0.20 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.5B | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $22.9B | $2.4B |
| Total Assets | $49.4B | $4.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $1.3B | ||
| Q3 25 | $3.3B | $1.2B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $3.9B | $1.1B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B |
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $2.4B | ||
| Q3 25 | $23.0B | $2.3B | ||
| Q2 25 | $22.9B | $2.2B | ||
| Q1 25 | $21.3B | $2.3B | ||
| Q4 24 | $21.3B | $2.2B | ||
| Q3 24 | $21.2B | $2.4B | ||
| Q2 24 | $20.5B | $2.2B |
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $4.9B | ||
| Q3 25 | $48.7B | $4.8B | ||
| Q2 25 | $48.7B | $4.8B | ||
| Q1 25 | $45.1B | $4.8B | ||
| Q4 24 | $45.3B | $4.8B | ||
| Q3 24 | $45.3B | $5.2B | ||
| Q2 24 | $43.6B | $4.8B |
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 | — | $283.3M |
| Free Cash FlowOCF − Capex | — | $270.3M |
| FCF MarginFCF / Revenue | — | 9.5% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $953.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $283.3M | ||
| Q3 25 | $652.9M | $201.4M | ||
| Q2 25 | $641.2M | $179.2M | ||
| Q1 25 | $399.1M | $342.6M | ||
| Q4 24 | $769.5M | $249.7M | ||
| Q3 24 | $566.5M | $90.0M | ||
| Q2 24 | $573.2M | $126.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $270.3M | ||
| Q3 25 | — | $190.3M | ||
| Q2 25 | — | $163.3M | ||
| Q1 25 | — | $329.5M | ||
| Q4 24 | — | $239.7M | ||
| Q3 24 | — | $77.7M | ||
| Q2 24 | — | $118.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 1.41× | ||
| Q3 25 | 9.63× | 0.91× | ||
| Q2 25 | 0.62× | 0.98× | ||
| Q1 25 | 3.63× | 1.68× | ||
| Q4 24 | 4.06× | 1.06× | ||
| Q3 24 | 11.07× | 0.39× | ||
| Q2 24 | 7.15× | 0.72× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLR
Segment breakdown not available.
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
