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Side-by-side financial comparison of Expeditors International (EXPD) and Hyatt Hotels Corp (H). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.8B, roughly 1.6× Hyatt Hotels Corp). Expeditors International runs the higher net margin — 7.0% vs -1.1%, a 8.1% gap on every dollar of revenue. On growth, Hyatt Hotels Corp posted the faster year-over-year revenue change (11.7% vs -3.3%). Expeditors International produced more free cash flow last quarter ($270.3M vs $236.0M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 2.2%).
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.
Hyatt Hotels Corporation, commonly known as Hyatt Hotels & Resorts, is an American multinational hospitality company headquartered in the Riverside Plaza area of Chicago that manages and franchises luxury and business hotels, resorts, and vacation properties. Hyatt Hotels & Resorts is one of the businesses managed by the Pritzker family. Hyatt has more than 1350 hotels and all-inclusive properties in 69 countries, across North America, South America, Europe, Asia, Africa and Australia.
EXPD vs H — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.8B |
| Net Profit | $200.7M | $-20.0M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | 0.4% |
| Net Margin | 7.0% | -1.1% |
| Revenue YoY | -3.3% | 11.7% |
| Net Profit YoY | -14.9% | 64.3% |
| EPS (diluted) | $1.50 | $-0.20 |
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 | $1.8B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.7B | $1.7B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.2B | $1.7B |
| Q4 25 | $200.7M | $-20.0M | ||
| Q3 25 | $222.3M | $-49.0M | ||
| Q2 25 | $183.6M | $-3.0M | ||
| Q1 25 | $203.8M | $20.0M | ||
| Q4 24 | $235.9M | $-56.0M | ||
| Q3 24 | $229.6M | $471.0M | ||
| Q2 24 | $175.5M | $359.0M | ||
| Q1 24 | $169.2M | $522.0M |
| Q4 25 | 8.8% | 0.4% | ||
| Q3 25 | 10.0% | -1.0% | ||
| Q2 25 | 9.3% | 2.1% | ||
| Q1 25 | 10.0% | 3.0% | ||
| Q4 24 | 10.2% | -3.0% | ||
| Q3 24 | 10.1% | 37.3% | ||
| Q2 24 | 9.2% | 27.1% | ||
| Q1 24 | 9.7% | 31.6% |
| Q4 25 | 7.0% | -1.1% | ||
| Q3 25 | 7.7% | -2.7% | ||
| Q2 25 | 6.9% | -0.2% | ||
| Q1 25 | 7.6% | 1.2% | ||
| Q4 24 | 8.0% | -3.5% | ||
| Q3 24 | 7.7% | 28.9% | ||
| Q2 24 | 7.2% | 21.1% | ||
| Q1 24 | 7.7% | 30.5% |
| Q4 25 | $1.50 | $-0.20 | ||
| Q3 25 | $1.64 | $-0.51 | ||
| Q2 25 | $1.34 | $-0.03 | ||
| Q1 25 | $1.47 | $0.19 | ||
| Q4 24 | $1.68 | $-0.37 | ||
| Q3 24 | $1.63 | $4.63 | ||
| Q2 24 | $1.24 | $3.46 | ||
| Q1 24 | $1.17 | $4.93 |
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 | $813.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $3.3B |
| Total Assets | $4.9B | $14.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $813.0M | ||
| Q3 25 | $1.2B | $749.0M | ||
| Q2 25 | $1.2B | $912.0M | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.4B | $794.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $3.1B |
| Q4 25 | $2.4B | $3.3B | ||
| Q3 25 | $2.3B | $3.5B | ||
| Q2 25 | $2.2B | $3.6B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.2B | $3.5B | ||
| Q3 24 | $2.4B | $3.7B | ||
| Q2 24 | $2.2B | $3.9B | ||
| Q1 24 | $2.2B | $3.7B |
| Q4 25 | $4.9B | $14.0B | ||
| Q3 25 | $4.8B | $15.7B | ||
| Q2 25 | $4.8B | $15.9B | ||
| Q1 25 | $4.8B | $14.0B | ||
| Q4 24 | $4.8B | $13.3B | ||
| Q3 24 | $5.2B | $11.9B | ||
| Q2 24 | $4.8B | $12.8B | ||
| Q1 24 | $4.5B | $11.7B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 0.84× |
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 | $313.0M |
| Free Cash FlowOCF − Capex | $270.3M | $236.0M |
| FCF MarginFCF / Revenue | 9.5% | 13.2% |
| Capex IntensityCapex / Revenue | 0.5% | 4.3% |
| Cash ConversionOCF / Net Profit | 1.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $159.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $313.0M | ||
| Q3 25 | $201.4M | $-20.0M | ||
| Q2 25 | $179.2M | $-67.0M | ||
| Q1 25 | $342.6M | $153.0M | ||
| Q4 24 | $249.7M | $235.0M | ||
| Q3 24 | $90.0M | $-21.0M | ||
| Q2 24 | $126.8M | $177.0M | ||
| Q1 24 | $256.9M | $242.0M |
| Q4 25 | $270.3M | $236.0M | ||
| Q3 25 | $190.3M | $-89.0M | ||
| Q2 25 | $163.3M | $-111.0M | ||
| Q1 25 | $329.5M | $123.0M | ||
| Q4 24 | $239.7M | $184.0M | ||
| Q3 24 | $77.7M | $-64.0M | ||
| Q2 24 | $118.8M | $135.0M | ||
| Q1 24 | $246.7M | $208.0M |
| Q4 25 | 9.5% | 13.2% | ||
| Q3 25 | 6.6% | -5.0% | ||
| Q2 25 | 6.2% | -6.1% | ||
| Q1 25 | 12.4% | 7.2% | ||
| Q4 24 | 8.1% | 11.5% | ||
| Q3 24 | 2.6% | -3.9% | ||
| Q2 24 | 4.9% | 7.9% | ||
| Q1 24 | 11.2% | 12.1% |
| Q4 25 | 0.5% | 4.3% | ||
| Q3 25 | 0.4% | 3.9% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | 0.5% | 1.7% | ||
| Q4 24 | 0.3% | 3.2% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.3% | 2.5% | ||
| Q1 24 | 0.5% | 2.0% |
| Q4 25 | 1.41× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | 7.65× | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | -0.04× | ||
| Q2 24 | 0.72× | 0.49× | ||
| Q1 24 | 1.52× | 0.46× |
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% |
H
| Other | $627.0M | 35% |
| Rooms Revenue | $326.0M | 18% |
| Net Fees | $290.0M | 16% |
| Distribution Segment | $177.0M | 10% |
| Franchise And Other Fees | $114.0M | 6% |
| Base Management Fees | $112.0M | 6% |
| Incentive Management Fees | $81.0M | 5% |
| Other Owned And Leased Hotel Revenue | $41.0M | 2% |
| Contra Revenue | $17.0M | 1% |
| Other Revenues | $4.0M | 0% |
