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Side-by-side financial comparison of Expeditors International (EXPD) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.9B, roughly 1.5× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -3.3%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs 13.8%).
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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
EXPD vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.9B |
| Net Profit | $200.7M | — |
| Gross Margin | — | 14.2% |
| Operating Margin | 8.8% | — |
| Net Margin | 7.0% | — |
| Revenue YoY | -3.3% | 27.4% |
| Net Profit YoY | -14.9% | — |
| EPS (diluted) | $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.
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.9B | $446.0M | ||
| Q3 25 | $2.9B | $504.0M | ||
| Q2 25 | $2.7B | $506.0M | ||
| Q1 25 | $2.7B | $438.0M | ||
| Q4 24 | $3.0B | $490.0M | ||
| Q3 24 | $3.0B | $486.0M | ||
| Q2 24 | $2.4B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $200.7M | $-127.0M | ||
| Q3 25 | $222.3M | $-96.0M | ||
| Q2 25 | $183.6M | $-67.0M | ||
| Q1 25 | $203.8M | $-102.0M | ||
| Q4 24 | $235.9M | $-71.0M | ||
| Q3 24 | $229.6M | $-2.7B | ||
| Q2 24 | $175.5M | $-86.0M |
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | -31.4% | ||
| Q3 25 | 10.0% | -21.6% | ||
| Q2 25 | 9.3% | -14.6% | ||
| Q1 25 | 10.0% | -26.7% | ||
| Q4 24 | 10.2% | -17.6% | ||
| Q3 24 | 10.1% | -577.6% | ||
| Q2 24 | 9.2% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | -28.5% | ||
| Q3 25 | 7.7% | -19.0% | ||
| Q2 25 | 6.9% | -13.2% | ||
| Q1 25 | 7.6% | -23.3% | ||
| Q4 24 | 8.0% | -14.5% | ||
| Q3 24 | 7.7% | -558.6% | ||
| Q2 24 | 7.2% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $1.50 | $-0.15 | ||
| Q3 25 | $1.64 | $-0.12 | ||
| Q2 25 | $1.34 | $-0.08 | ||
| Q1 25 | $1.47 | $-0.13 | ||
| Q4 24 | $1.68 | $-0.09 | ||
| Q3 24 | $1.63 | $-3.35 | ||
| Q2 24 | $1.24 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $8.2B |
| Total Assets | $4.9B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.2B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $2.4B | $11.9B | ||
| Q3 25 | $2.3B | $11.9B | ||
| Q2 25 | $2.2B | $12.1B | ||
| Q1 25 | $2.3B | $12.0B | ||
| Q4 24 | $2.2B | $12.1B | ||
| Q3 24 | $2.4B | $12.1B | ||
| Q2 24 | $2.2B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $4.9B | $12.5B | ||
| Q3 25 | $4.8B | $12.5B | ||
| Q2 25 | $4.8B | $12.6B | ||
| Q1 25 | $4.8B | $12.5B | ||
| Q4 24 | $4.8B | $12.6B | ||
| Q3 24 | $5.2B | $12.6B | ||
| Q2 24 | $4.8B | $15.3B |
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 | $75.0M |
| Free Cash FlowOCF − Capex | $270.3M | — |
| FCF MarginFCF / Revenue | 9.5% | — |
| Capex IntensityCapex / Revenue | 0.5% | — |
| Cash ConversionOCF / Net Profit | 1.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $75.0M | ||
| Q4 25 | $283.3M | $113.0M | ||
| Q3 25 | $201.4M | $167.0M | ||
| Q2 25 | $179.2M | $213.0M | ||
| Q1 25 | $342.6M | $109.0M | ||
| Q4 24 | $249.7M | $204.0M | ||
| Q3 24 | $90.0M | $126.0M | ||
| Q2 24 | $126.8M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | $86.0M | ||
| Q3 25 | $190.3M | $143.0M | ||
| Q2 25 | $163.3M | $199.0M | ||
| Q1 25 | $329.5M | $95.0M | ||
| Q4 24 | $239.7M | $191.0M | ||
| Q3 24 | $77.7M | $104.0M | ||
| Q2 24 | $118.8M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 19.3% | ||
| Q3 25 | 6.6% | 28.4% | ||
| Q2 25 | 6.2% | 39.3% | ||
| Q1 25 | 12.4% | 21.7% | ||
| Q4 24 | 8.1% | 39.0% | ||
| Q3 24 | 2.6% | 21.4% | ||
| Q2 24 | 4.9% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.1% | ||
| Q3 25 | 0.4% | 4.8% | ||
| Q2 25 | 0.6% | 2.8% | ||
| Q1 25 | 0.5% | 3.2% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 0.4% | 4.5% | ||
| Q2 24 | 0.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.72× | — |
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% |
MBLY
Segment breakdown not available.
