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Side-by-side financial comparison of Expeditors International (EXPD) and Old Dominion (ODFL). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.3B, roughly 2.2× Old Dominion). Old Dominion runs the higher net margin — 17.6% vs 7.0%, a 10.5% gap on every dollar of revenue. On growth, Expeditors International posted the faster year-over-year revenue change (-3.3% vs -5.7%). Expeditors International produced more free cash flow last quarter ($270.3M vs $264.5M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -5.4%).
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.
Old Dominion Freight Line, Inc. (ODFL) is an American regional, inter-regional and national less than truckload shipping (LTL) company. In addition to its core LTL services, the company offers expedited, logistics and household moving services.
EXPD vs ODFL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.3B |
| Net Profit | $200.7M | $229.5M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | 23.3% |
| Net Margin | 7.0% | 17.6% |
| Revenue YoY | -3.3% | -5.7% |
| Net Profit YoY | -14.9% | -12.8% |
| EPS (diluted) | $1.50 | $1.10 |
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 | $1.3B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.7B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B | ||
| Q1 24 | $2.2B | $1.5B |
| Q4 25 | $200.7M | $229.5M | ||
| Q3 25 | $222.3M | $270.9M | ||
| Q2 25 | $183.6M | $268.6M | ||
| Q1 25 | $203.8M | $254.7M | ||
| Q4 24 | $235.9M | $263.1M | ||
| Q3 24 | $229.6M | $308.6M | ||
| Q2 24 | $175.5M | $322.0M | ||
| Q1 24 | $169.2M | $292.3M |
| Q4 25 | 8.8% | 23.3% | ||
| Q3 25 | 10.0% | 25.7% | ||
| Q2 25 | 9.3% | 25.4% | ||
| Q1 25 | 10.0% | 24.6% | ||
| Q4 24 | 10.2% | 24.1% | ||
| Q3 24 | 10.1% | 27.3% | ||
| Q2 24 | 9.2% | 28.1% | ||
| Q1 24 | 9.7% | 26.5% |
| Q4 25 | 7.0% | 17.6% | ||
| Q3 25 | 7.7% | 19.3% | ||
| Q2 25 | 6.9% | 19.1% | ||
| Q1 25 | 7.6% | 18.5% | ||
| Q4 24 | 8.0% | 19.0% | ||
| Q3 24 | 7.7% | 21.0% | ||
| Q2 24 | 7.2% | 21.5% | ||
| Q1 24 | 7.7% | 20.0% |
| Q4 25 | $1.50 | $1.10 | ||
| Q3 25 | $1.64 | $1.28 | ||
| Q2 25 | $1.34 | $1.27 | ||
| Q1 25 | $1.47 | $1.19 | ||
| Q4 24 | $1.68 | $1.23 | ||
| Q3 24 | $1.63 | $1.43 | ||
| Q2 24 | $1.24 | $1.48 | ||
| Q1 24 | $1.17 | $1.34 |
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 | $120.1M |
| Total DebtLower is stronger | — | $20.0M |
| Stockholders' EquityBook value | $2.4B | $4.3B |
| Total Assets | $4.9B | $5.5B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $120.1M | ||
| Q3 25 | $1.2B | $46.6M | ||
| Q2 25 | $1.2B | $24.1M | ||
| Q1 25 | $1.3B | $97.2M | ||
| Q4 24 | $1.1B | $108.7M | ||
| Q3 24 | $1.3B | $74.2M | ||
| Q2 24 | $1.3B | $104.6M | ||
| Q1 24 | $1.4B | $581.0M |
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $65.0M | ||
| Q2 25 | — | $150.0M | ||
| Q1 25 | — | $40.0M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $40.0M | ||
| Q2 24 | — | $40.0M | ||
| Q1 24 | — | $60.0M |
| Q4 25 | $2.4B | $4.3B | ||
| Q3 25 | $2.3B | $4.3B | ||
| Q2 25 | $2.2B | $4.2B | ||
| Q1 25 | $2.3B | $4.2B | ||
| Q4 24 | $2.2B | $4.2B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.2B | $4.1B | ||
| Q1 24 | $2.2B | $4.4B |
| Q4 25 | $4.9B | $5.5B | ||
| Q3 25 | $4.8B | $5.5B | ||
| Q2 25 | $4.8B | $5.6B | ||
| Q1 25 | $4.8B | $5.5B | ||
| Q4 24 | $4.8B | $5.5B | ||
| Q3 24 | $5.2B | $5.4B | ||
| Q2 24 | $4.8B | $5.3B | ||
| Q1 24 | $4.5B | $5.7B |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
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 | $310.3M |
| Free Cash FlowOCF − Capex | $270.3M | $264.5M |
| FCF MarginFCF / Revenue | 9.5% | 20.2% |
| Capex IntensityCapex / Revenue | 0.5% | 3.5% |
| Cash ConversionOCF / Net Profit | 1.41× | 1.35× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $955.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $310.3M | ||
| Q3 25 | $201.4M | $437.5M | ||
| Q2 25 | $179.2M | $285.8M | ||
| Q1 25 | $342.6M | $336.5M | ||
| Q4 24 | $249.7M | $401.1M | ||
| Q3 24 | $90.0M | $446.5M | ||
| Q2 24 | $126.8M | $387.9M | ||
| Q1 24 | $256.9M | $423.9M |
| Q4 25 | $270.3M | $264.5M | ||
| Q3 25 | $190.3M | $343.5M | ||
| Q2 25 | $163.3M | $98.7M | ||
| Q1 25 | $329.5M | $248.4M | ||
| Q4 24 | $239.7M | $230.1M | ||
| Q3 24 | $77.7M | $203.7M | ||
| Q2 24 | $118.8M | $149.7M | ||
| Q1 24 | $246.7M | $304.4M |
| Q4 25 | 9.5% | 20.2% | ||
| Q3 25 | 6.6% | 24.4% | ||
| Q2 25 | 6.2% | 7.0% | ||
| Q1 25 | 12.4% | 18.1% | ||
| Q4 24 | 8.1% | 16.6% | ||
| Q3 24 | 2.6% | 13.9% | ||
| Q2 24 | 4.9% | 10.0% | ||
| Q1 24 | 11.2% | 20.8% |
| Q4 25 | 0.5% | 3.5% | ||
| Q3 25 | 0.4% | 6.7% | ||
| Q2 25 | 0.6% | 13.3% | ||
| Q1 25 | 0.5% | 6.4% | ||
| Q4 24 | 0.3% | 12.3% | ||
| Q3 24 | 0.4% | 16.5% | ||
| Q2 24 | 0.3% | 15.9% | ||
| Q1 24 | 0.5% | 8.2% |
| Q4 25 | 1.41× | 1.35× | ||
| Q3 25 | 0.91× | 1.61× | ||
| Q2 25 | 0.98× | 1.06× | ||
| Q1 25 | 1.68× | 1.32× | ||
| Q4 24 | 1.06× | 1.52× | ||
| Q3 24 | 0.39× | 1.45× | ||
| Q2 24 | 0.72× | 1.20× | ||
| Q1 24 | 1.52× | 1.45× |
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% |
ODFL
| LTL Service Revenue | $1.3B | 99% |
| Other Service Revenue | $11.4M | 1% |
