vs
Side-by-side financial comparison of Digital Realty (DLR) 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 $1.6B, roughly 1.2× Digital Realty). Digital Realty runs the higher net margin — 6.0% vs 2.9%, a 3.1% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs 4.7%). Over the past eight quarters, Digital Realty's revenue compounded faster (9.8% CAGR vs -0.1%).
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.
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.
DLR vs XPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.0B |
| Net Profit | $98.6M | $59.0M |
| Gross Margin | — | — |
| Operating Margin | 6.9% | 7.1% |
| Net Margin | 6.0% | 2.9% |
| Revenue YoY | 16.1% | 4.7% |
| Net Profit YoY | -10.3% | -21.3% |
| EPS (diluted) | $0.22 | $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.
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.1B |
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $59.0M | ||
| Q3 25 | $67.8M | $82.0M | ||
| Q2 25 | $1.0B | $106.0M | ||
| Q1 25 | $110.0M | $69.0M | ||
| Q4 24 | $189.6M | $75.0M | ||
| Q3 24 | $51.2M | $95.0M | ||
| Q2 24 | $80.2M | $150.0M |
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 7.1% | ||
| Q3 25 | 8.8% | 7.8% | ||
| Q2 25 | 14.2% | 9.5% | ||
| Q1 25 | 13.9% | 7.7% | ||
| Q4 24 | 10.1% | 7.8% | ||
| Q3 24 | 11.8% | 8.6% | ||
| Q2 24 | 0.7% | 9.5% |
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 2.9% | ||
| Q3 25 | 4.3% | 3.9% | ||
| Q2 25 | 69.1% | 5.1% | ||
| Q1 25 | 7.8% | 3.5% | ||
| Q4 24 | 13.2% | 3.9% | ||
| Q3 24 | 3.6% | 4.6% | ||
| Q2 24 | 5.9% | 7.2% |
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $0.49 | ||
| Q3 25 | $0.15 | $0.68 | ||
| Q2 25 | $2.94 | $0.89 | ||
| Q1 25 | $0.27 | $0.58 | ||
| Q4 24 | $0.50 | $0.63 | ||
| Q3 24 | $0.09 | $0.79 | ||
| Q2 24 | $0.20 | $1.25 |
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 | $310.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $22.9B | $1.9B |
| Total Assets | $49.4B | $8.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $310.0M | ||
| Q3 25 | $3.3B | $335.0M | ||
| Q2 25 | $3.6B | $225.0M | ||
| Q1 25 | $2.3B | $212.0M | ||
| Q4 24 | $3.9B | $246.0M | ||
| Q3 24 | $2.2B | $378.0M | ||
| Q2 24 | $2.3B | $250.0M |
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $1.9B | ||
| Q3 25 | $23.0B | $1.8B | ||
| Q2 25 | $22.9B | $1.8B | ||
| Q1 25 | $21.3B | $1.6B | ||
| Q4 24 | $21.3B | $1.6B | ||
| Q3 24 | $21.2B | $1.6B | ||
| Q2 24 | $20.5B | $1.5B |
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $8.2B | ||
| Q3 25 | $48.7B | $8.2B | ||
| Q2 25 | $48.7B | $8.1B | ||
| Q1 25 | $45.1B | $7.9B | ||
| Q4 24 | $45.3B | $7.7B | ||
| Q3 24 | $45.3B | $7.9B | ||
| Q2 24 | $43.6B | $7.7B |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLR
Segment breakdown not available.
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
