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Side-by-side financial comparison of Expeditors International (EXPD) and SONIC AUTOMOTIVE INC (SAH). Click either name above to swap in a different company.
SONIC AUTOMOTIVE INC is the larger business by last-quarter revenue ($3.7B vs $2.9B, roughly 1.3× Expeditors International). Expeditors International runs the higher net margin — 7.0% vs 1.6%, a 5.4% gap on every dollar of revenue. On growth, SONIC AUTOMOTIVE INC posted the faster year-over-year revenue change (1.0% vs -3.3%). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 3.4%).
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.
Sonic Automotive is a Fortune 500 company based in Charlotte, North Carolina, and is the fifth largest automotive retailer in the United States as measured by total revenues. The company was founded by O Bruton Smith and completed its initial public offering on the NYSE in 1997.
EXPD vs SAH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $3.7B |
| Net Profit | $200.7M | $60.8M |
| Gross Margin | — | 16.2% |
| Operating Margin | 8.8% | 3.1% |
| Net Margin | 7.0% | 1.6% |
| Revenue YoY | -3.3% | 1.0% |
| Net Profit YoY | -14.9% | — |
| EPS (diluted) | $1.50 | $1.79 |
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 | — | $3.7B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | $2.9B | $4.0B | ||
| Q2 25 | $2.7B | $3.7B | ||
| Q1 25 | $2.7B | $3.7B | ||
| Q4 24 | $3.0B | $3.9B | ||
| Q3 24 | $3.0B | $3.5B | ||
| Q2 24 | $2.4B | $3.5B |
| Q1 26 | — | $60.8M | ||
| Q4 25 | $200.7M | $46.9M | ||
| Q3 25 | $222.3M | $46.8M | ||
| Q2 25 | $183.6M | $-45.6M | ||
| Q1 25 | $203.8M | $70.6M | ||
| Q4 24 | $235.9M | $58.6M | ||
| Q3 24 | $229.6M | $74.2M | ||
| Q2 24 | $175.5M | $41.2M |
| Q1 26 | — | 16.2% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 15.6% |
| Q1 26 | — | 3.1% | ||
| Q4 25 | 8.8% | 3.2% | ||
| Q3 25 | 10.0% | 3.1% | ||
| Q2 25 | 9.3% | -0.6% | ||
| Q1 25 | 10.0% | 4.0% | ||
| Q4 24 | 10.2% | 3.4% | ||
| Q3 24 | 10.1% | 3.3% | ||
| Q2 24 | 9.2% | 3.1% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 7.0% | 1.2% | ||
| Q3 25 | 7.7% | 1.2% | ||
| Q2 25 | 6.9% | -1.2% | ||
| Q1 25 | 7.6% | 1.9% | ||
| Q4 24 | 8.0% | 1.5% | ||
| Q3 24 | 7.7% | 2.1% | ||
| Q2 24 | 7.2% | 1.2% |
| Q1 26 | — | $1.79 | ||
| Q4 25 | $1.50 | $1.39 | ||
| Q3 25 | $1.64 | $1.33 | ||
| Q2 25 | $1.34 | $-1.34 | ||
| Q1 25 | $1.47 | $2.04 | ||
| Q4 24 | $1.68 | $1.67 | ||
| Q3 24 | $1.63 | $2.13 | ||
| Q2 24 | $1.24 | $1.18 |
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 | — |
| Total Assets | $4.9B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $6.3M | ||
| Q3 25 | $1.2B | $89.4M | ||
| Q2 25 | $1.2B | $110.4M | ||
| Q1 25 | $1.3B | $64.6M | ||
| Q4 24 | $1.1B | $44.0M | ||
| Q3 24 | $1.3B | $17.6M | ||
| Q2 24 | $1.3B | $67.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $1.1B | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $2.3B | $1.1B | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $2.4B | $1.0B | ||
| Q2 24 | $2.2B | $944.7M |
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $6.0B | ||
| Q3 25 | $4.8B | $6.0B | ||
| Q2 25 | $4.8B | $5.9B | ||
| Q1 25 | $4.8B | $5.9B | ||
| Q4 24 | $4.8B | $5.9B | ||
| Q3 24 | $5.2B | $5.8B | ||
| Q2 24 | $4.8B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.81× |
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 | $66.9M | ||
| Q3 25 | $201.4M | $167.9M | ||
| Q2 25 | $179.2M | $136.8M | ||
| Q1 25 | $342.6M | $195.8M | ||
| Q4 24 | $249.7M | $87.7M | ||
| Q3 24 | $90.0M | $87.8M | ||
| Q2 24 | $126.8M | $-136.4M |
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | $-195.6M | ||
| Q3 25 | $190.3M | $134.4M | ||
| Q2 25 | $163.3M | $102.7M | ||
| Q1 25 | $329.5M | $150.8M | ||
| Q4 24 | $239.7M | $-245.5M | ||
| Q3 24 | $77.7M | $34.5M | ||
| Q2 24 | $118.8M | $-185.2M |
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | -5.1% | ||
| Q3 25 | 6.6% | 3.4% | ||
| Q2 25 | 6.2% | 2.8% | ||
| Q1 25 | 12.4% | 4.1% | ||
| Q4 24 | 8.1% | -6.3% | ||
| Q3 24 | 2.6% | 1.0% | ||
| Q2 24 | 4.9% | -5.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.8% | ||
| Q3 25 | 0.4% | 0.8% | ||
| Q2 25 | 0.6% | 0.9% | ||
| Q1 25 | 0.5% | 1.2% | ||
| Q4 24 | 0.3% | 8.6% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.3% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.43× | ||
| Q3 25 | 0.91× | 3.59× | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | 2.77× | ||
| Q4 24 | 1.06× | 1.50× | ||
| Q3 24 | 0.39× | 1.18× | ||
| Q2 24 | 0.72× | -3.31× |
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% |
SAH
| Retail new vehicles | $1.6B | 44% |
| Used vehicles | $1.3B | 34% |
| Parts, service and collision repair | $516.6M | 14% |
| Finance, insurance and other, net | $202.4M | 5% |
| Wholesale vehicles | $71.8M | 2% |
| Fleet new vehicles | $20.7M | 1% |
