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Side-by-side financial comparison of Expeditors International (EXPD) and PulteGroup (PHM). Click either name above to swap in a different company.
PulteGroup is the larger business by last-quarter revenue ($3.4B vs $2.9B, roughly 1.2× Expeditors International). PulteGroup runs the higher net margin — 10.2% vs 7.0%, a 3.2% gap on every dollar of revenue. On growth, Expeditors International posted the faster year-over-year revenue change (-3.3% vs -12.4%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -13.9%).
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.
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
EXPD vs PHM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $3.4B |
| Net Profit | $200.7M | $347.0M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | — |
| Net Margin | 7.0% | 10.2% |
| Revenue YoY | -3.3% | -12.4% |
| Net Profit YoY | -14.9% | — |
| 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 | — | $3.4B | ||
| Q4 25 | $2.9B | $4.6B | ||
| Q3 25 | $2.9B | $4.4B | ||
| Q2 25 | $2.7B | $4.4B | ||
| Q1 25 | $2.7B | $3.9B | ||
| Q4 24 | $3.0B | $4.9B | ||
| Q3 24 | $3.0B | $4.5B | ||
| Q2 24 | $2.4B | $4.6B |
| Q1 26 | — | $347.0M | ||
| Q4 25 | $200.7M | $501.6M | ||
| Q3 25 | $222.3M | $585.8M | ||
| Q2 25 | $183.6M | $608.5M | ||
| Q1 25 | $203.8M | $522.8M | ||
| Q4 24 | $235.9M | $913.2M | ||
| Q3 24 | $229.6M | $697.9M | ||
| Q2 24 | $175.5M | $809.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 28.6% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 31.4% |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 10.0% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 9.2% | — |
| Q1 26 | — | 10.2% | ||
| Q4 25 | 7.0% | 10.9% | ||
| Q3 25 | 7.7% | 13.3% | ||
| Q2 25 | 6.9% | 13.8% | ||
| Q1 25 | 7.6% | 13.4% | ||
| Q4 24 | 8.0% | 18.6% | ||
| Q3 24 | 7.7% | 15.6% | ||
| Q2 24 | 7.2% | 17.6% |
| Q1 26 | — | — | ||
| Q4 25 | $1.50 | $2.56 | ||
| Q3 25 | $1.64 | $2.96 | ||
| Q2 25 | $1.34 | $3.03 | ||
| Q1 25 | $1.47 | $2.57 | ||
| Q4 24 | $1.68 | $4.41 | ||
| Q3 24 | $1.63 | $3.35 | ||
| Q2 24 | $1.24 | $3.83 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $13.0B |
| Total Assets | $4.9B | $5.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $31.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $13.0B | ||
| Q4 25 | $2.4B | $13.0B | ||
| Q3 25 | $2.3B | $12.8B | ||
| Q2 25 | $2.2B | $12.6B | ||
| Q1 25 | $2.3B | $12.3B | ||
| Q4 24 | $2.2B | $12.1B | ||
| Q3 24 | $2.4B | $11.6B | ||
| Q2 24 | $2.2B | $11.2B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $4.9B | $18.0B | ||
| Q3 25 | $4.8B | $17.9B | ||
| Q2 25 | $4.8B | $17.6B | ||
| Q1 25 | $4.8B | $17.3B | ||
| Q4 24 | $4.8B | $17.4B | ||
| Q3 24 | $5.2B | $17.0B | ||
| Q2 24 | $4.8B | $16.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 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 | $159.8M |
| Free Cash FlowOCF − Capex | $270.3M | — |
| FCF MarginFCF / Revenue | 9.5% | — |
| Capex IntensityCapex / Revenue | 0.5% | 0.7% |
| Cash ConversionOCF / Net Profit | 1.41× | 0.46× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $159.8M | ||
| Q4 25 | $283.3M | $771.1M | ||
| Q3 25 | $201.4M | $678.4M | ||
| Q2 25 | $179.2M | $287.5M | ||
| Q1 25 | $342.6M | $134.2M | ||
| Q4 24 | $249.7M | $567.6M | ||
| Q3 24 | $90.0M | $455.9M | ||
| Q2 24 | $126.8M | $417.5M |
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | $739.8M | ||
| Q3 25 | $190.3M | $651.1M | ||
| Q2 25 | $163.3M | $253.0M | ||
| Q1 25 | $329.5M | $104.6M | ||
| Q4 24 | $239.7M | $543.1M | ||
| Q3 24 | $77.7M | $417.2M | ||
| Q2 24 | $118.8M | $386.2M |
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 16.0% | ||
| Q3 25 | 6.6% | 14.8% | ||
| Q2 25 | 6.2% | 5.7% | ||
| Q1 25 | 12.4% | 2.7% | ||
| Q4 24 | 8.1% | 11.0% | ||
| Q3 24 | 2.6% | 9.3% | ||
| Q2 24 | 4.9% | 8.4% |
| Q1 26 | — | 0.7% | ||
| Q4 25 | 0.5% | 0.7% | ||
| Q3 25 | 0.4% | 0.6% | ||
| Q2 25 | 0.6% | 0.8% | ||
| Q1 25 | 0.5% | 0.8% | ||
| Q4 24 | 0.3% | 0.5% | ||
| Q3 24 | 0.4% | 0.9% | ||
| Q2 24 | 0.3% | 0.7% |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 1.41× | 1.54× | ||
| Q3 25 | 0.91× | 1.16× | ||
| Q2 25 | 0.98× | 0.47× | ||
| Q1 25 | 1.68× | 0.26× | ||
| Q4 24 | 1.06× | 0.62× | ||
| Q3 24 | 0.39× | 0.65× | ||
| Q2 24 | 0.72× | 0.52× |
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% |
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
