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Side-by-side financial comparison of Expeditors International (EXPD) and MERCURY GENERAL CORP (MCY). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.5B, roughly 1.9× MERCURY GENERAL CORP). MERCURY GENERAL CORP runs the higher net margin — 13.2% vs 7.0%, a 6.2% gap on every dollar of revenue. On growth, MERCURY GENERAL CORP posted the faster year-over-year revenue change (12.4% vs -3.3%). MERCURY GENERAL CORP produced more free cash flow last quarter ($273.9M vs $270.3M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 9.8%).
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.
Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.
EXPD vs MCY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.5B |
| Net Profit | $200.7M | $202.5M |
| Gross Margin | — | 99.7% |
| Operating Margin | 8.8% | 16.2% |
| Net Margin | 7.0% | 13.2% |
| Revenue YoY | -3.3% | 12.4% |
| Net Profit YoY | -14.9% | 100.4% |
| EPS (diluted) | $1.50 | $3.66 |
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 | $1.5B | ||
| Q3 25 | $2.9B | $1.6B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.7B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.2B | $1.3B |
| Q4 25 | $200.7M | $202.5M | ||
| Q3 25 | $222.3M | $280.4M | ||
| Q2 25 | $183.6M | $166.5M | ||
| Q1 25 | $203.8M | $-108.3M | ||
| Q4 24 | $235.9M | $101.1M | ||
| Q3 24 | $229.6M | $230.9M | ||
| Q2 24 | $175.5M | $62.6M | ||
| Q1 24 | $169.2M | $73.5M |
| Q4 25 | — | 99.7% | ||
| Q3 25 | — | 99.8% | ||
| Q2 25 | — | 99.8% | ||
| Q1 25 | — | 99.7% | ||
| Q4 24 | — | 99.7% | ||
| Q3 24 | — | 99.8% | ||
| Q2 24 | — | 99.8% | ||
| Q1 24 | — | 99.7% |
| Q4 25 | 8.8% | 16.2% | ||
| Q3 25 | 10.0% | 22.1% | ||
| Q2 25 | 9.3% | 14.0% | ||
| Q1 25 | 10.0% | -10.2% | ||
| Q4 24 | 10.2% | 9.0% | ||
| Q3 24 | 10.1% | 18.8% | ||
| Q2 24 | 9.2% | 5.8% | ||
| Q1 24 | 9.7% | 7.0% |
| Q4 25 | 7.0% | 13.2% | ||
| Q3 25 | 7.7% | 17.7% | ||
| Q2 25 | 6.9% | 11.3% | ||
| Q1 25 | 7.6% | -7.8% | ||
| Q4 24 | 8.0% | 7.4% | ||
| Q3 24 | 7.7% | 15.1% | ||
| Q2 24 | 7.2% | 4.8% | ||
| Q1 24 | 7.7% | 5.8% |
| Q4 25 | $1.50 | $3.66 | ||
| Q3 25 | $1.64 | $5.06 | ||
| Q2 25 | $1.34 | $3.01 | ||
| Q1 25 | $1.47 | $-1.96 | ||
| Q4 24 | $1.68 | $1.82 | ||
| Q3 24 | $1.63 | $4.17 | ||
| Q2 24 | $1.24 | $1.13 | ||
| Q1 24 | $1.17 | $1.33 |
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 | — |
| Total DebtLower is stronger | — | $575.0M |
| Stockholders' EquityBook value | $2.4B | $2.4B |
| Total Assets | $4.9B | $9.6B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | — | $575.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $575.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $2.2B | $1.6B | ||
| Q1 24 | $2.2B | $1.6B |
| Q4 25 | $4.9B | $9.6B | ||
| Q3 25 | $4.8B | $9.4B | ||
| Q2 25 | $4.8B | $9.1B | ||
| Q1 25 | $4.8B | $9.0B | ||
| Q4 24 | $4.8B | $8.3B | ||
| Q3 24 | $5.2B | $8.2B | ||
| Q2 24 | $4.8B | $7.7B | ||
| Q1 24 | $4.5B | $7.4B |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.30× | ||
| 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 | $283.3M | $287.9M |
| Free Cash FlowOCF − Capex | $270.3M | $273.9M |
| FCF MarginFCF / Revenue | 9.5% | 17.8% |
| Capex IntensityCapex / Revenue | 0.5% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.41× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $287.9M | ||
| Q3 25 | $201.4M | $496.4M | ||
| Q2 25 | $179.2M | $371.6M | ||
| Q1 25 | $342.6M | $-68.7M | ||
| Q4 24 | $249.7M | $248.3M | ||
| Q3 24 | $90.0M | $318.1M | ||
| Q2 24 | $126.8M | $278.0M | ||
| Q1 24 | $256.9M | $192.6M |
| Q4 25 | $270.3M | $273.9M | ||
| Q3 25 | $190.3M | $479.5M | ||
| Q2 25 | $163.3M | $357.2M | ||
| Q1 25 | $329.5M | $-81.9M | ||
| Q4 24 | $239.7M | $236.0M | ||
| Q3 24 | $77.7M | $306.2M | ||
| Q2 24 | $118.8M | $266.5M | ||
| Q1 24 | $246.7M | $182.4M |
| Q4 25 | 9.5% | 17.8% | ||
| Q3 25 | 6.6% | 30.3% | ||
| Q2 25 | 6.2% | 24.2% | ||
| Q1 25 | 12.4% | -5.9% | ||
| Q4 24 | 8.1% | 17.3% | ||
| Q3 24 | 2.6% | 20.0% | ||
| Q2 24 | 4.9% | 20.4% | ||
| Q1 24 | 11.2% | 14.3% |
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.4% | 1.1% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.5% | 0.9% | ||
| Q4 24 | 0.3% | 0.9% | ||
| Q3 24 | 0.4% | 0.8% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | 0.5% | 0.8% |
| Q4 25 | 1.41× | 1.42× | ||
| Q3 25 | 0.91× | 1.77× | ||
| Q2 25 | 0.98× | 2.23× | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.06× | 2.46× | ||
| Q3 24 | 0.39× | 1.38× | ||
| Q2 24 | 0.72× | 4.44× | ||
| Q1 24 | 1.52× | 2.62× |
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% |
MCY
Segment breakdown not available.
