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Side-by-side financial comparison of Consolidated Edison (ED) and Expeditors International (EXPD). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.9B, roughly 1.4× Expeditors International). Consolidated Edison runs the higher net margin — 7.5% vs 7.0%, a 0.5% gap on every dollar of revenue. On growth, Consolidated Edison posted the faster year-over-year revenue change (8.2% vs -3.3%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
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.
ED vs EXPD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.9B |
| Net Profit | $298.0M | $200.7M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | 8.8% |
| Net Margin | 7.5% | 7.0% |
| Revenue YoY | 8.2% | -3.3% |
| Net Profit YoY | -3.9% | -14.9% |
| EPS (diluted) | $0.81 | $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 | $4.0B | $2.9B | ||
| Q3 25 | $4.6B | $2.9B | ||
| Q2 25 | $3.6B | $2.7B | ||
| Q1 25 | $4.9B | $2.7B | ||
| Q4 24 | $3.7B | $3.0B | ||
| Q3 24 | $4.2B | $3.0B | ||
| Q2 24 | $3.3B | $2.4B | ||
| Q1 24 | $4.3B | $2.2B |
| Q4 25 | $298.0M | $200.7M | ||
| Q3 25 | $688.0M | $222.3M | ||
| Q2 25 | $246.0M | $183.6M | ||
| Q1 25 | $791.0M | $203.8M | ||
| Q4 24 | $310.0M | $235.9M | ||
| Q3 24 | $588.0M | $229.6M | ||
| Q2 24 | $202.0M | $175.5M | ||
| Q1 24 | $720.0M | $169.2M |
| Q4 25 | 12.3% | 8.8% | ||
| Q3 25 | 21.2% | 10.0% | ||
| Q2 25 | 9.8% | 9.3% | ||
| Q1 25 | 23.0% | 10.0% | ||
| Q4 24 | 13.0% | 10.2% | ||
| Q3 24 | 20.4% | 10.1% | ||
| Q2 24 | 9.7% | 9.2% | ||
| Q1 24 | 23.6% | 9.7% |
| Q4 25 | 7.5% | 7.0% | ||
| Q3 25 | 15.1% | 7.7% | ||
| Q2 25 | 6.8% | 6.9% | ||
| Q1 25 | 16.2% | 7.6% | ||
| Q4 24 | 8.5% | 8.0% | ||
| Q3 24 | 13.9% | 7.7% | ||
| Q2 24 | 6.1% | 7.2% | ||
| Q1 24 | 16.8% | 7.7% |
| Q4 25 | $0.81 | $1.50 | ||
| Q3 25 | $1.90 | $1.64 | ||
| Q2 25 | $0.68 | $1.34 | ||
| Q1 25 | $2.25 | $1.47 | ||
| Q4 24 | $0.89 | $1.68 | ||
| Q3 24 | $1.69 | $1.63 | ||
| Q2 24 | $0.58 | $1.24 | ||
| Q1 24 | $2.08 | $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 | $1.6B | $1.3B |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $2.4B |
| Total Assets | $74.6B | $4.9B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $181.0M | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $360.0M | $1.3B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $93.0M | $1.3B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | $169.0M | $1.4B |
| Q4 25 | $25.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $24.2B | $2.4B | ||
| Q3 25 | $24.2B | $2.3B | ||
| Q2 25 | $23.8B | $2.2B | ||
| Q1 25 | $23.8B | $2.3B | ||
| Q4 24 | $22.0B | $2.2B | ||
| Q3 24 | $21.9B | $2.4B | ||
| Q2 24 | $21.6B | $2.2B | ||
| Q1 24 | $21.6B | $2.2B |
| Q4 25 | $74.6B | $4.9B | ||
| Q3 25 | $71.8B | $4.8B | ||
| Q2 25 | $71.5B | $4.8B | ||
| Q1 25 | $70.7B | $4.8B | ||
| Q4 24 | $70.6B | $4.8B | ||
| Q3 24 | $68.6B | $5.2B | ||
| Q2 24 | $67.9B | $4.8B | ||
| Q1 24 | $66.7B | $4.5B |
| Q4 25 | 1.07× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $1.5B | $283.3M |
| Free Cash FlowOCF − Capex | — | $270.3M |
| FCF MarginFCF / Revenue | — | 9.5% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | 4.97× | 1.41× |
| TTM Free Cash FlowTrailing 4 quarters | — | $953.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $283.3M | ||
| Q3 25 | $504.0M | $201.4M | ||
| Q2 25 | $2.0B | $179.2M | ||
| Q1 25 | $837.0M | $342.6M | ||
| Q4 24 | $1.3B | $249.7M | ||
| Q3 24 | $392.0M | $90.0M | ||
| Q2 24 | $1.3B | $126.8M | ||
| Q1 24 | $573.0M | $256.9M |
| 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 24 | — | $246.7M |
| 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 24 | — | 11.2% |
| 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 24 | — | 0.5% |
| Q4 25 | 4.97× | 1.41× | ||
| Q3 25 | 0.73× | 0.91× | ||
| Q2 25 | 8.04× | 0.98× | ||
| Q1 25 | 1.06× | 1.68× | ||
| Q4 24 | 4.23× | 1.06× | ||
| Q3 24 | 0.67× | 0.39× | ||
| Q2 24 | 6.63× | 0.72× | ||
| Q1 24 | 0.80× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
