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Side-by-side financial comparison of Expeditors International (EXPD) and Macy's, Inc. (M). Click either name above to swap in a different company.
Macy's, Inc. is the larger business by last-quarter revenue ($4.7B vs $2.9B, roughly 1.7× Expeditors International). Expeditors International runs the higher net margin — 7.0% vs 0.2%, a 6.8% gap on every dollar of revenue. On growth, Macy's, Inc. posted the faster year-over-year revenue change (-0.6% vs -3.3%). Expeditors International produced more free cash flow last quarter ($270.3M vs $-101.0M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -23.8%).
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.
Macy's, Inc. is an American holding company of department stores. Upon its establishment in 1929, Federated held ownership of the regional department store chains Abraham & Straus, Lazarus, Filene's, and Shillito's. Bloomingdale's joined Federated Department Stores the next year. Throughout its early history, frequent acquisitions and divestitures saw the company operate a number of nameplates. In 1994, Federated took over Macy's, the old department store chain originally founded in 1858 by A...
EXPD vs M — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $4.7B |
| Net Profit | $200.7M | $11.0M |
| Gross Margin | — | 39.4% |
| Operating Margin | 8.8% | 0.9% |
| Net Margin | 7.0% | 0.2% |
| Revenue YoY | -3.3% | -0.6% |
| Net Profit YoY | -14.9% | -60.7% |
| EPS (diluted) | $1.50 | $0.04 |
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 | $4.7B | ||
| Q3 25 | $2.9B | $4.8B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.7B | $7.8B | ||
| Q4 24 | $3.0B | $4.7B | ||
| Q3 24 | $3.0B | $4.9B | ||
| Q2 24 | $2.4B | $4.8B | ||
| Q1 24 | $2.2B | $8.1B |
| Q4 25 | $200.7M | $11.0M | ||
| Q3 25 | $222.3M | $87.0M | ||
| Q2 25 | $183.6M | $38.0M | ||
| Q1 25 | $203.8M | $342.0M | ||
| Q4 24 | $235.9M | $28.0M | ||
| Q3 24 | $229.6M | $150.0M | ||
| Q2 24 | $175.5M | $62.0M | ||
| Q1 24 | $169.2M | $-71.0M |
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | 39.7% | ||
| Q2 25 | — | 39.2% | ||
| Q1 25 | — | 35.7% | ||
| Q4 24 | — | 39.6% | ||
| Q3 24 | — | 40.5% | ||
| Q2 24 | — | 39.2% | ||
| Q1 24 | — | 37.5% |
| Q4 25 | 8.8% | 0.9% | ||
| Q3 25 | 10.0% | 3.1% | ||
| Q2 25 | 9.3% | 2.0% | ||
| Q1 25 | 10.0% | 6.4% | ||
| Q4 24 | 10.2% | 1.3% | ||
| Q3 24 | 10.1% | 4.5% | ||
| Q2 24 | 9.2% | 2.6% | ||
| Q1 24 | 9.7% | -0.9% |
| Q4 25 | 7.0% | 0.2% | ||
| Q3 25 | 7.7% | 1.8% | ||
| Q2 25 | 6.9% | 0.8% | ||
| Q1 25 | 7.6% | 4.4% | ||
| Q4 24 | 8.0% | 0.6% | ||
| Q3 24 | 7.7% | 3.0% | ||
| Q2 24 | 7.2% | 1.3% | ||
| Q1 24 | 7.7% | -0.9% |
| Q4 25 | $1.50 | $0.04 | ||
| Q3 25 | $1.64 | $0.31 | ||
| Q2 25 | $1.34 | $0.13 | ||
| Q1 25 | $1.47 | $1.22 | ||
| Q4 24 | $1.68 | $0.10 | ||
| Q3 24 | $1.63 | $0.53 | ||
| Q2 24 | $1.24 | $0.22 | ||
| Q1 24 | $1.17 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $447.0M |
| Total DebtLower is stronger | — | $2.4B |
| Stockholders' EquityBook value | $2.4B | $4.3B |
| Total Assets | $4.9B | $17.1B |
| Debt / EquityLower = less leverage | — | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $447.0M | ||
| Q3 25 | $1.2B | $829.0M | ||
| Q2 25 | $1.2B | $932.0M | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.1B | $315.0M | ||
| Q3 24 | $1.3B | $646.0M | ||
| Q2 24 | $1.3B | $876.0M | ||
| Q1 24 | $1.4B | $1.0B |
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $2.4B | $4.3B | ||
| Q3 25 | $2.3B | $4.5B | ||
| Q2 25 | $2.2B | $4.5B | ||
| Q1 25 | $2.3B | $4.6B | ||
| Q4 24 | $2.2B | $4.1B | ||
| Q3 24 | $2.4B | $4.3B | ||
| Q2 24 | $2.2B | $4.2B | ||
| Q1 24 | $2.2B | $4.1B |
| Q4 25 | $4.9B | $17.1B | ||
| Q3 25 | $4.8B | $15.6B | ||
| Q2 25 | $4.8B | $16.1B | ||
| Q1 25 | $4.8B | $16.4B | ||
| Q4 24 | $4.8B | $17.3B | ||
| Q3 24 | $5.2B | $15.8B | ||
| Q2 24 | $4.8B | $16.4B | ||
| Q1 24 | $4.5B | $16.2B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.70× | ||
| Q2 24 | — | 0.72× | ||
| Q1 24 | — | 0.72× |
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 | $-8.0M |
| Free Cash FlowOCF − Capex | $270.3M | $-101.0M |
| FCF MarginFCF / Revenue | 9.5% | -2.1% |
| Capex IntensityCapex / Revenue | 0.5% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.41× | -0.73× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $-8.0M | ||
| Q3 25 | $201.4M | $319.0M | ||
| Q2 25 | $179.2M | $-64.0M | ||
| Q1 25 | $342.6M | $1.3B | ||
| Q4 24 | $249.7M | $-167.0M | ||
| Q3 24 | $90.0M | $8.0M | ||
| Q2 24 | $126.8M | $129.0M | ||
| Q1 24 | $256.9M | $1.1B |
| Q4 25 | $270.3M | $-101.0M | ||
| Q3 25 | $190.3M | $240.0M | ||
| Q2 25 | $163.3M | $-164.0M | ||
| Q1 25 | $329.5M | $1.2B | ||
| Q4 24 | $239.7M | $-295.0M | ||
| Q3 24 | $77.7M | $-109.0M | ||
| Q2 24 | $118.8M | $-25.0M | ||
| Q1 24 | $246.7M | $1.0B |
| Q4 25 | 9.5% | -2.1% | ||
| Q3 25 | 6.6% | 5.0% | ||
| Q2 25 | 6.2% | -3.6% | ||
| Q1 25 | 12.4% | 15.3% | ||
| Q4 24 | 8.1% | -6.2% | ||
| Q3 24 | 2.6% | -2.2% | ||
| Q2 24 | 4.9% | -0.5% | ||
| Q1 24 | 11.2% | 12.3% |
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | 0.4% | 1.6% | ||
| Q2 25 | 0.6% | 2.2% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.4% | 2.4% | ||
| Q2 24 | 0.3% | 3.2% | ||
| Q1 24 | 0.5% | 1.8% |
| Q4 25 | 1.41× | -0.73× | ||
| Q3 25 | 0.91× | 3.67× | ||
| Q2 25 | 0.98× | -1.68× | ||
| Q1 25 | 1.68× | 3.82× | ||
| Q4 24 | 1.06× | -5.96× | ||
| Q3 24 | 0.39× | 0.05× | ||
| Q2 24 | 0.72× | 2.08× | ||
| Q1 24 | 1.52× | — |
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% |
M
| Womens Accessories Shoes Cosmetics And Fragrances | $1.9B | 41% |
| Womens Apparel | $1.1B | 23% |
| Mens And Kids | $1.0B | 22% |
| Home Other | $638.0M | 14% |
| Credit Card Revenues Net | $158.0M | 3% |
| Macys Media Network Revenue Net | $42.0M | 1% |
