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Side-by-side financial comparison of Expeditors International (EXPD) and GRAPHIC PACKAGING HOLDING CO (GPK). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $2.1B, roughly 1.4× GRAPHIC PACKAGING HOLDING CO). Expeditors International runs the higher net margin — 7.0% vs 3.4%, a 3.6% gap on every dollar of revenue. On growth, GRAPHIC PACKAGING HOLDING CO posted the faster year-over-year revenue change (0.2% vs -3.3%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -3.5%).
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.
Graphic Packaging International is a Fortune 500 corporation based in Atlanta, Georgia, United States. It designs and manufactures packaging solutions for commercial products. GPI manufactures paperboard and folding cartons for a wide range of popular consumer goods, particularly beverages and packaged food. The company operates paperboard mills in Kalamazoo, Michigan; Macon, Georgia; Middletown, Ohio; Prosperity, South Carolina; Texarkana, Texas; and West Monroe, Louisiana, that use recycled...
EXPD vs GPK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.1B |
| Net Profit | $200.7M | $71.0M |
| Gross Margin | — | 14.1% |
| Operating Margin | 8.8% | 7.4% |
| Net Margin | 7.0% | 3.4% |
| Revenue YoY | -3.3% | 0.2% |
| Net Profit YoY | -14.9% | -48.6% |
| EPS (diluted) | $1.50 | $0.24 |
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 | $2.9B | $2.1B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.7B | $2.1B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.2B | $2.3B |
| Q4 25 | $200.7M | $71.0M | ||
| Q3 25 | $222.3M | $142.0M | ||
| Q2 25 | $183.6M | $104.0M | ||
| Q1 25 | $203.8M | $127.0M | ||
| Q4 24 | $235.9M | $138.0M | ||
| Q3 24 | $229.6M | $165.0M | ||
| Q2 24 | $175.5M | $190.0M | ||
| Q1 24 | $169.2M | $165.0M |
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 22.3% | ||
| Q2 24 | — | 21.2% | ||
| Q1 24 | — | 23.0% |
| Q4 25 | 8.8% | 7.4% | ||
| Q3 25 | 10.0% | 10.7% | ||
| Q2 25 | 9.3% | 8.8% | ||
| Q1 25 | 10.0% | 10.5% | ||
| Q4 24 | 10.2% | 11.4% | ||
| Q3 24 | 10.1% | 12.6% | ||
| Q2 24 | 9.2% | 14.5% | ||
| Q1 24 | 9.7% | 12.4% |
| Q4 25 | 7.0% | 3.4% | ||
| Q3 25 | 7.7% | 6.5% | ||
| Q2 25 | 6.9% | 4.7% | ||
| Q1 25 | 7.6% | 6.0% | ||
| Q4 24 | 8.0% | 6.6% | ||
| Q3 24 | 7.7% | 7.5% | ||
| Q2 24 | 7.2% | 8.5% | ||
| Q1 24 | 7.7% | 7.3% |
| Q4 25 | $1.50 | $0.24 | ||
| Q3 25 | $1.64 | $0.48 | ||
| Q2 25 | $1.34 | $0.34 | ||
| Q1 25 | $1.47 | $0.42 | ||
| Q4 24 | $1.68 | $0.46 | ||
| Q3 24 | $1.63 | $0.55 | ||
| Q2 24 | $1.24 | $0.62 | ||
| Q1 24 | $1.17 | $0.53 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $261.0M |
| Total DebtLower is stronger | — | $5.0B |
| Stockholders' EquityBook value | $2.4B | $3.3B |
| Total Assets | $4.9B | $11.8B |
| Debt / EquityLower = less leverage | — | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $261.0M | ||
| Q3 25 | $1.2B | $120.0M | ||
| Q2 25 | $1.2B | $120.0M | ||
| Q1 25 | $1.3B | $129.0M | ||
| Q4 24 | $1.1B | $157.0M | ||
| Q3 24 | $1.3B | $126.0M | ||
| Q2 24 | $1.3B | $125.0M | ||
| Q1 24 | $1.4B | $136.0M |
| Q4 25 | — | $5.0B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | — | $4.9B | ||
| Q1 24 | — | $4.9B |
| Q4 25 | $2.4B | $3.3B | ||
| Q3 25 | $2.3B | $3.3B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.3B | $3.2B | ||
| Q4 24 | $2.2B | $3.0B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | $2.2B | $2.8B | ||
| Q1 24 | $2.2B | $2.9B |
| Q4 25 | $4.9B | $11.8B | ||
| Q3 25 | $4.8B | $11.9B | ||
| Q2 25 | $4.8B | $11.8B | ||
| Q1 25 | $4.8B | $11.5B | ||
| Q4 24 | $4.8B | $11.1B | ||
| Q3 24 | $5.2B | $11.2B | ||
| Q2 24 | $4.8B | $10.8B | ||
| Q1 24 | $4.5B | $11.3B |
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | — | 1.68× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.71× | ||
| Q3 24 | — | 1.79× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 1.73× |
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 | $521.0M |
| Free Cash FlowOCF − Capex | $270.3M | — |
| FCF MarginFCF / Revenue | 9.5% | — |
| Capex IntensityCapex / Revenue | 0.5% | — |
| Cash ConversionOCF / Net Profit | 1.41× | 7.34× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $521.0M | ||
| Q3 25 | $201.4M | $227.0M | ||
| Q2 25 | $179.2M | $267.0M | ||
| Q1 25 | $342.6M | $-174.0M | ||
| Q4 24 | $249.7M | $489.0M | ||
| Q3 24 | $90.0M | $187.0M | ||
| Q2 24 | $126.8M | $161.0M | ||
| Q1 24 | $256.9M | $3.0M |
| 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 | 1.41× | 7.34× | ||
| Q3 25 | 0.91× | 1.60× | ||
| Q2 25 | 0.98× | 2.57× | ||
| Q1 25 | 1.68× | -1.37× | ||
| Q4 24 | 1.06× | 3.54× | ||
| Q3 24 | 0.39× | 1.13× | ||
| Q2 24 | 0.72× | 0.85× | ||
| Q1 24 | 1.52× | 0.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
