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Side-by-side financial comparison of Expeditors International (EXPD) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $2.2B, roughly 1.3× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 7.0%, a 16.5% gap on every dollar of revenue. On growth, Expeditors International posted the faster year-over-year revenue change (-3.3% vs -36.8%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
EXPD vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.2B |
| Net Profit | $200.7M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | — |
| Net Margin | 7.0% | 23.5% |
| Revenue YoY | -3.3% | -36.8% |
| Net Profit YoY | -14.9% | 72.6% |
| EPS (diluted) | $1.50 | $6.57 |
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 | — | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.7B | $3.5B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $200.7M | $760.5M | ||
| Q3 25 | $222.3M | $916.5M | ||
| Q2 25 | $183.6M | $835.4M | ||
| Q1 25 | $203.8M | $170.0M | ||
| Q4 24 | $235.9M | $-189.7M | ||
| Q3 24 | $229.6M | $1.2B | ||
| Q2 24 | $175.5M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 42.5% | ||
| Q3 25 | 10.0% | 46.3% | ||
| Q2 25 | 9.3% | 41.8% | ||
| Q1 25 | 10.0% | -2.0% | ||
| Q4 24 | 10.2% | -3.6% | ||
| Q3 24 | 10.1% | 43.7% | ||
| Q2 24 | 9.2% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.0% | 25.6% | ||
| Q3 25 | 7.7% | 28.7% | ||
| Q2 25 | 6.9% | 26.1% | ||
| Q1 25 | 7.6% | 4.9% | ||
| Q4 24 | 8.0% | -8.3% | ||
| Q3 24 | 7.7% | 29.8% | ||
| Q2 24 | 7.2% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.50 | $16.16 | ||
| Q3 25 | $1.64 | $19.40 | ||
| Q2 25 | $1.34 | $17.20 | ||
| Q1 25 | $1.47 | $3.27 | ||
| Q4 24 | $1.68 | $-3.76 | ||
| Q3 24 | $1.63 | $22.62 | ||
| Q2 24 | $1.24 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $4.3B |
| Total Assets | $4.9B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.4B | $11.6B | ||
| Q3 25 | $2.3B | $11.5B | ||
| Q2 25 | $2.2B | $10.8B | ||
| Q1 25 | $2.3B | $10.3B | ||
| Q4 24 | $2.2B | $10.6B | ||
| Q3 24 | $2.4B | $11.2B | ||
| Q2 24 | $2.2B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.9B | $53.8B | ||
| Q3 25 | $4.8B | $54.5B | ||
| Q2 25 | $4.8B | $54.7B | ||
| Q1 25 | $4.8B | $53.6B | ||
| Q4 24 | $4.8B | $50.7B | ||
| Q3 24 | $5.2B | $52.8B | ||
| Q2 24 | $4.8B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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 | $483.0M | ||
| Q3 25 | $201.4M | $1.6B | ||
| Q2 25 | $179.2M | $1.5B | ||
| Q1 25 | $342.6M | $157.8M | ||
| Q4 24 | $249.7M | $778.9M | ||
| Q3 24 | $90.0M | $1.5B | ||
| Q2 24 | $126.8M | $1.2B |
| 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× | 0.64× | ||
| Q3 25 | 0.91× | 1.73× | ||
| Q2 25 | 0.98× | 1.76× | ||
| Q1 25 | 1.68× | 0.93× | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | 1.26× | ||
| Q2 24 | 0.72× | 2.41× |
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% |
RNR
Segment breakdown not available.
