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Side-by-side financial comparison of Expeditors International (EXPD) and Organon & Co. (OGN). 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× Organon & Co.). Expeditors International runs the higher net margin — 7.0% vs -13.6%, a 20.6% gap on every dollar of revenue. On growth, Expeditors International posted the faster year-over-year revenue change (-3.3% vs -5.3%). Expeditors International produced more free cash flow last quarter ($270.3M vs $96.0M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -3.6%).
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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
EXPD vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.5B |
| Net Profit | $200.7M | $-205.0M |
| Gross Margin | — | 49.2% |
| Operating Margin | 8.8% | -9.8% |
| Net Margin | 7.0% | -13.6% |
| Revenue YoY | -3.3% | -5.3% |
| Net Profit YoY | -14.9% | -288.1% |
| EPS (diluted) | $1.50 | $-0.78 |
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 | $1.6B | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $3.0B | $1.6B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.2B | $1.6B |
| Q4 25 | $200.7M | $-205.0M | ||
| Q3 25 | $222.3M | $160.0M | ||
| Q2 25 | $183.6M | $145.0M | ||
| Q1 25 | $203.8M | $87.0M | ||
| Q4 24 | $235.9M | $109.0M | ||
| Q3 24 | $229.6M | $359.0M | ||
| Q2 24 | $175.5M | $195.0M | ||
| Q1 24 | $169.2M | $201.0M |
| Q4 25 | — | 49.2% | ||
| Q3 25 | — | 53.5% | ||
| Q2 25 | — | 54.8% | ||
| Q1 25 | — | 55.6% | ||
| Q4 24 | — | 56.3% | ||
| Q3 24 | — | 58.3% | ||
| Q2 24 | — | 58.4% | ||
| Q1 24 | — | 59.0% |
| Q4 25 | 8.8% | -9.8% | ||
| Q3 25 | 10.0% | 15.2% | ||
| Q2 25 | 9.3% | 14.4% | ||
| Q1 25 | 10.0% | 6.7% | ||
| Q4 24 | 10.2% | 8.1% | ||
| Q3 24 | 10.1% | 13.1% | ||
| Q2 24 | 9.2% | 14.6% | ||
| Q1 24 | 9.7% | 14.5% |
| Q4 25 | 7.0% | -13.6% | ||
| Q3 25 | 7.7% | 10.0% | ||
| Q2 25 | 6.9% | 9.1% | ||
| Q1 25 | 7.6% | 5.8% | ||
| Q4 24 | 8.0% | 6.8% | ||
| Q3 24 | 7.7% | 22.7% | ||
| Q2 24 | 7.2% | 12.1% | ||
| Q1 24 | 7.7% | 12.4% |
| Q4 25 | $1.50 | $-0.78 | ||
| Q3 25 | $1.64 | $0.61 | ||
| Q2 25 | $1.34 | $0.56 | ||
| Q1 25 | $1.47 | $0.33 | ||
| Q4 24 | $1.68 | $0.42 | ||
| Q3 24 | $1.63 | $1.38 | ||
| Q2 24 | $1.24 | $0.75 | ||
| Q1 24 | $1.17 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $2.4B | $752.0M |
| Total Assets | $4.9B | $12.9B |
| Debt / EquityLower = less leverage | — | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $574.0M | ||
| Q3 25 | $1.2B | $672.0M | ||
| Q2 25 | $1.2B | $599.0M | ||
| Q1 25 | $1.3B | $547.0M | ||
| Q4 24 | $1.1B | $675.0M | ||
| Q3 24 | $1.3B | $763.0M | ||
| Q2 24 | $1.3B | $704.0M | ||
| Q1 24 | $1.4B | $575.0M |
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B | ||
| Q1 24 | — | $8.7B |
| Q4 25 | $2.4B | $752.0M | ||
| Q3 25 | $2.3B | $906.0M | ||
| Q2 25 | $2.2B | $733.0M | ||
| Q1 25 | $2.3B | $542.0M | ||
| Q4 24 | $2.2B | $472.0M | ||
| Q3 24 | $2.4B | $493.0M | ||
| Q2 24 | $2.2B | $144.0M | ||
| Q1 24 | $2.2B | $48.0M |
| Q4 25 | $4.9B | $12.9B | ||
| Q3 25 | $4.8B | $13.6B | ||
| Q2 25 | $4.8B | $13.5B | ||
| Q1 25 | $4.8B | $13.2B | ||
| Q4 24 | $4.8B | $13.1B | ||
| Q3 24 | $5.2B | $12.8B | ||
| Q2 24 | $4.8B | $12.2B | ||
| Q1 24 | $4.5B | $11.9B |
| Q4 25 | — | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | — | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× | ||
| Q1 24 | — | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $270.3M | $96.0M |
| FCF MarginFCF / Revenue | 9.5% | 6.4% |
| Capex IntensityCapex / Revenue | 0.5% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $141.0M | ||
| Q3 25 | $201.4M | $264.0M | ||
| Q2 25 | $179.2M | $220.0M | ||
| Q1 25 | $342.6M | $75.0M | ||
| Q4 24 | $249.7M | $390.0M | ||
| Q3 24 | $90.0M | $141.0M | ||
| Q2 24 | $126.8M | $332.0M | ||
| Q1 24 | $256.9M | $76.0M |
| Q4 25 | $270.3M | $96.0M | ||
| Q3 25 | $190.3M | $218.0M | ||
| Q2 25 | $163.3M | $181.0M | ||
| Q1 25 | $329.5M | $43.0M | ||
| Q4 24 | $239.7M | $335.0M | ||
| Q3 24 | $77.7M | $99.0M | ||
| Q2 24 | $118.8M | $300.0M | ||
| Q1 24 | $246.7M | $30.0M |
| Q4 25 | 9.5% | 6.4% | ||
| Q3 25 | 6.6% | 13.6% | ||
| Q2 25 | 6.2% | 11.4% | ||
| Q1 25 | 12.4% | 2.8% | ||
| Q4 24 | 8.1% | 21.0% | ||
| Q3 24 | 2.6% | 6.3% | ||
| Q2 24 | 4.9% | 18.7% | ||
| Q1 24 | 11.2% | 1.8% |
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.4% | 2.9% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | 0.5% | 2.1% | ||
| Q4 24 | 0.3% | 3.5% | ||
| Q3 24 | 0.4% | 2.7% | ||
| Q2 24 | 0.3% | 2.0% | ||
| Q1 24 | 0.5% | 2.8% |
| Q4 25 | 1.41× | — | ||
| Q3 25 | 0.91× | 1.65× | ||
| Q2 25 | 0.98× | 1.52× | ||
| Q1 25 | 1.68× | 0.86× | ||
| Q4 24 | 1.06× | 3.58× | ||
| Q3 24 | 0.39× | 0.39× | ||
| Q2 24 | 0.72× | 1.70× | ||
| Q1 24 | 1.52× | 0.38× |
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% |
OGN
Segment breakdown not available.
