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Side-by-side financial comparison of Expeditors International (EXPD) and OLD REPUBLIC INTERNATIONAL CORP (ORI). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $2.4B, roughly 1.2× OLD REPUBLIC INTERNATIONAL CORP). OLD REPUBLIC INTERNATIONAL CORP runs the higher net margin — 13.8% vs 7.0%, a 6.7% gap on every dollar of revenue. On growth, OLD REPUBLIC INTERNATIONAL CORP posted the faster year-over-year revenue change (6.7% vs -3.3%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 13.2%).
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 Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
EXPD vs ORI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.4B |
| Net Profit | $200.7M | $330.0M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | — |
| Net Margin | 7.0% | 13.8% |
| Revenue YoY | -3.3% | 6.7% |
| Net Profit YoY | -14.9% | 34.7% |
| 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 | — | $2.4B | ||
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.7B | $2.1B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $3.0B | $2.3B | ||
| Q2 24 | $2.4B | $1.9B |
| Q1 26 | — | $330.0M | ||
| Q4 25 | $200.7M | $206.5M | ||
| Q3 25 | $222.3M | $279.5M | ||
| Q2 25 | $183.6M | $204.4M | ||
| Q1 25 | $203.8M | $245.0M | ||
| Q4 24 | $235.9M | $105.3M | ||
| Q3 24 | $229.6M | $338.9M | ||
| Q2 24 | $175.5M | $91.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 10.0% | 14.6% | ||
| Q2 25 | 9.3% | 11.8% | ||
| Q1 25 | 10.0% | 14.6% | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 10.1% | 18.2% | ||
| Q2 24 | 9.2% | 6.1% |
| Q1 26 | — | 13.8% | ||
| Q4 25 | 7.0% | 8.6% | ||
| Q3 25 | 7.7% | 11.5% | ||
| Q2 25 | 6.9% | 9.3% | ||
| Q1 25 | 7.6% | 11.6% | ||
| Q4 24 | 8.0% | 5.3% | ||
| Q3 24 | 7.7% | 14.5% | ||
| Q2 24 | 7.2% | 4.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.50 | $0.82 | ||
| Q3 25 | $1.64 | $1.11 | ||
| Q2 25 | $1.34 | $0.81 | ||
| Q1 25 | $1.47 | $0.98 | ||
| Q4 24 | $1.68 | $0.42 | ||
| Q3 24 | $1.63 | $1.32 | ||
| Q2 24 | $1.24 | $0.35 |
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 | — | — |
| Stockholders' EquityBook value | $2.4B | $5.9M |
| Total Assets | $4.9B | $29.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| 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 26 | — | $5.9M | ||
| Q4 25 | $2.4B | $5.9B | ||
| Q3 25 | $2.3B | $6.4B | ||
| Q2 25 | $2.2B | $6.2B | ||
| Q1 25 | $2.3B | $5.9B | ||
| Q4 24 | $2.2B | $5.6B | ||
| Q3 24 | $2.4B | $6.4B | ||
| Q2 24 | $2.2B | $6.0B |
| Q1 26 | — | $29.6M | ||
| Q4 25 | $4.9B | $29.9B | ||
| Q3 25 | $4.8B | $30.3B | ||
| Q2 25 | $4.8B | $29.3B | ||
| Q1 25 | $4.8B | $28.0B | ||
| Q4 24 | $4.8B | $27.8B | ||
| Q3 24 | $5.2B | $28.8B | ||
| Q2 24 | $4.8B | $27.5B |
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 | — |
| 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 | — | — | ||
| Q4 25 | $283.3M | $234.9M | ||
| Q3 25 | $201.4M | $563.9M | ||
| Q2 25 | $179.2M | $133.8M | ||
| Q1 25 | $342.6M | $231.7M | ||
| Q4 24 | $249.7M | $361.7M | ||
| Q3 24 | $90.0M | $474.8M | ||
| Q2 24 | $126.8M | $236.5M |
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | — | ||
| Q3 25 | $190.3M | — | ||
| Q2 25 | $163.3M | — | ||
| Q1 25 | $329.5M | — | ||
| Q4 24 | $239.7M | — | ||
| Q3 24 | $77.7M | — | ||
| Q2 24 | $118.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 6.2% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 4.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.14× | ||
| Q3 25 | 0.91× | 2.02× | ||
| Q2 25 | 0.98× | 0.65× | ||
| Q1 25 | 1.68× | 0.95× | ||
| Q4 24 | 1.06× | 3.43× | ||
| Q3 24 | 0.39× | 1.40× | ||
| Q2 24 | 0.72× | 2.58× |
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% |
ORI
| operating | $2.2B | 92% |
| Other | $201.8M | 8% |
