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Side-by-side financial comparison of Expeditors International (EXPD) and ON Semiconductor (ON). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.6B, roughly 1.8× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs 7.0%, a 9.4% gap on every dollar of revenue. On growth, Expeditors International posted the faster year-over-year revenue change (-3.3% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $270.3M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -12.3%).
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.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
EXPD vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.6B |
| Net Profit | $200.7M | $255.0M |
| Gross Margin | — | 37.9% |
| Operating Margin | 8.8% | 17.0% |
| Net Margin | 7.0% | 16.4% |
| Revenue YoY | -3.3% | -10.0% |
| Net Profit YoY | -14.9% | -32.9% |
| EPS (diluted) | $1.50 | $0.63 |
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 | $1.6B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.2B | $1.9B |
| Q4 25 | $200.7M | $255.0M | ||
| Q3 25 | $222.3M | $170.3M | ||
| Q2 25 | $183.6M | $-486.1M | ||
| Q1 25 | $203.8M | — | ||
| Q4 24 | $235.9M | $379.9M | ||
| Q3 24 | $229.6M | $401.7M | ||
| Q2 24 | $175.5M | $338.2M | ||
| Q1 24 | $169.2M | $453.0M |
| Q4 25 | — | 37.9% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% |
| Q4 25 | 8.8% | 17.0% | ||
| Q3 25 | 10.0% | 13.2% | ||
| Q2 25 | 9.3% | -39.7% | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 10.2% | 23.7% | ||
| Q3 24 | 10.1% | 25.3% | ||
| Q2 24 | 9.2% | 22.4% | ||
| Q1 24 | 9.7% | 28.2% |
| Q4 25 | 7.0% | 16.4% | ||
| Q3 25 | 7.7% | 11.6% | ||
| Q2 25 | 6.9% | -33.6% | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 8.0% | 22.1% | ||
| Q3 24 | 7.7% | 22.8% | ||
| Q2 24 | 7.2% | 19.5% | ||
| Q1 24 | 7.7% | 24.3% |
| Q4 25 | $1.50 | $0.63 | ||
| Q3 25 | $1.64 | $0.41 | ||
| Q2 25 | $1.34 | $-1.15 | ||
| Q1 25 | $1.47 | — | ||
| Q4 24 | $1.68 | $0.88 | ||
| Q3 24 | $1.63 | $0.93 | ||
| Q2 24 | $1.24 | $0.78 | ||
| Q1 24 | $1.17 | $1.04 |
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 | $2.9B |
| Total DebtLower is stronger | — | $3.4B |
| Stockholders' EquityBook value | $2.4B | $7.9B |
| Total Assets | $4.9B | $13.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $2.9B | ||
| Q3 25 | $1.2B | $2.8B | ||
| Q2 25 | $1.2B | $3.0B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | $3.0B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.7B | ||
| Q1 24 | $1.4B | $2.6B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $2.4B | $7.9B | ||
| Q3 25 | $2.3B | $7.9B | ||
| Q2 25 | $2.2B | $8.0B | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.2B | $8.8B | ||
| Q3 24 | $2.4B | $8.6B | ||
| Q2 24 | $2.2B | $8.3B | ||
| Q1 24 | $2.2B | $8.1B |
| Q4 25 | $4.9B | $13.0B | ||
| Q3 25 | $4.8B | $13.1B | ||
| Q2 25 | $4.8B | $13.3B | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.8B | $14.1B | ||
| Q3 24 | $5.2B | $13.9B | ||
| Q2 24 | $4.8B | $13.7B | ||
| Q1 24 | $4.5B | $13.5B |
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | $270.3M | $372.4M |
| FCF MarginFCF / Revenue | 9.5% | 24.0% |
| Capex IntensityCapex / Revenue | 0.5% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.41× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $418.7M | ||
| Q3 25 | $201.4M | $184.3M | ||
| Q2 25 | $179.2M | $602.3M | ||
| Q1 25 | $342.6M | — | ||
| Q4 24 | $249.7M | $579.7M | ||
| Q3 24 | $90.0M | $465.8M | ||
| Q2 24 | $126.8M | $362.2M | ||
| Q1 24 | $256.9M | $498.7M |
| Q4 25 | $270.3M | $372.4M | ||
| Q3 25 | $190.3M | $106.1M | ||
| Q2 25 | $163.3M | $454.7M | ||
| Q1 25 | $329.5M | — | ||
| Q4 24 | $239.7M | $434.8M | ||
| Q3 24 | $77.7M | $293.6M | ||
| Q2 24 | $118.8M | $207.7M | ||
| Q1 24 | $246.7M | $276.3M |
| Q4 25 | 9.5% | 24.0% | ||
| Q3 25 | 6.6% | 7.2% | ||
| Q2 25 | 6.2% | 31.5% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 8.1% | 25.2% | ||
| Q3 24 | 2.6% | 16.7% | ||
| Q2 24 | 4.9% | 12.0% | ||
| Q1 24 | 11.2% | 14.8% |
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.4% | 5.3% | ||
| Q2 25 | 0.6% | 10.2% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.3% | 8.4% | ||
| Q3 24 | 0.4% | 9.8% | ||
| Q2 24 | 0.3% | 8.9% | ||
| Q1 24 | 0.5% | 11.9% |
| Q4 25 | 1.41× | 1.64× | ||
| Q3 25 | 0.91× | 1.08× | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.06× | 1.53× | ||
| Q3 24 | 0.39× | 1.16× | ||
| Q2 24 | 0.72× | 1.07× | ||
| Q1 24 | 1.52× | 1.10× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
