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Side-by-side financial comparison of Expeditors International (EXPD) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
Expeditors International is the larger business by last-quarter revenue ($2.9B vs $1.9B, roughly 1.5× SOMNIGROUP INTERNATIONAL INC.). SOMNIGROUP INTERNATIONAL INC. runs the higher net margin — 7.5% vs 7.0%, a 0.5% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs -3.3%). Expeditors International produced more free cash flow last quarter ($270.3M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% CAGR vs 13.8%).
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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
EXPD vs SGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.9B |
| Net Profit | $200.7M | $140.8M |
| Gross Margin | — | 44.0% |
| Operating Margin | 8.8% | 13.2% |
| Net Margin | 7.0% | 7.5% |
| Revenue YoY | -3.3% | 54.7% |
| Net Profit YoY | -14.9% | 95.8% |
| EPS (diluted) | $1.50 | $0.71 |
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 | $1.9B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.7B | $1.9B | ||
| Q1 25 | $2.7B | $1.6B | ||
| Q4 24 | $3.0B | $1.2B | ||
| Q3 24 | $3.0B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | $200.7M | $140.8M | ||
| Q3 25 | $222.3M | $177.4M | ||
| Q2 25 | $183.6M | $99.0M | ||
| Q1 25 | $203.8M | $-33.1M | ||
| Q4 24 | $235.9M | $71.9M | ||
| Q3 24 | $229.6M | $130.0M | ||
| Q2 24 | $175.5M | $106.1M | ||
| Q1 24 | $169.2M | $76.3M |
| Q4 25 | — | 44.0% | ||
| Q3 25 | — | 44.9% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 43.3% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 44.9% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | 8.8% | 13.2% | ||
| Q3 25 | 10.0% | 14.8% | ||
| Q2 25 | 9.3% | 9.6% | ||
| Q1 25 | 10.0% | 0.8% | ||
| Q4 24 | 10.2% | 10.6% | ||
| Q3 24 | 10.1% | 15.5% | ||
| Q2 24 | 9.2% | 14.0% | ||
| Q1 24 | 9.7% | 11.1% |
| Q4 25 | 7.0% | 7.5% | ||
| Q3 25 | 7.7% | 8.4% | ||
| Q2 25 | 6.9% | 5.3% | ||
| Q1 25 | 7.6% | -2.1% | ||
| Q4 24 | 8.0% | 6.0% | ||
| Q3 24 | 7.7% | 10.0% | ||
| Q2 24 | 7.2% | 8.6% | ||
| Q1 24 | 7.7% | 6.4% |
| Q4 25 | $1.50 | $0.71 | ||
| Q3 25 | $1.64 | $0.83 | ||
| Q2 25 | $1.34 | $0.47 | ||
| Q1 25 | $1.47 | $-0.17 | ||
| Q4 24 | $1.68 | $0.40 | ||
| Q3 24 | $1.63 | $0.73 | ||
| Q2 24 | $1.24 | $0.60 | ||
| Q1 24 | $1.17 | $0.43 |
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 | — | $4.6B |
| Stockholders' EquityBook value | $2.4B | $3.1B |
| Total Assets | $4.9B | $11.6B |
| Debt / EquityLower = less leverage | — | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $1.4B | — |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.3B | $3.0B | ||
| Q2 25 | $2.2B | $2.8B | ||
| Q1 25 | $2.3B | $2.7B | ||
| Q4 24 | $2.2B | $559.0M | ||
| Q3 24 | $2.4B | $564.5M | ||
| Q2 24 | $2.2B | $411.8M | ||
| Q1 24 | $2.2B | $326.6M |
| Q4 25 | $4.9B | $11.6B | ||
| Q3 25 | $4.8B | $11.4B | ||
| Q2 25 | $4.8B | $11.4B | ||
| Q1 25 | $4.8B | $11.3B | ||
| Q4 24 | $4.8B | $6.0B | ||
| Q3 24 | $5.2B | $4.6B | ||
| Q2 24 | $4.8B | $4.6B | ||
| Q1 24 | $4.5B | $4.6B |
| Q4 25 | — | 1.47× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | — | 6.69× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 5.92× | ||
| Q1 24 | — | 7.74× |
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 | $99.4M |
| Free Cash FlowOCF − Capex | $270.3M | $41.1M |
| FCF MarginFCF / Revenue | 9.5% | 2.2% |
| Capex IntensityCapex / Revenue | 0.5% | 3.1% |
| Cash ConversionOCF / Net Profit | 1.41× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $99.4M | ||
| Q3 25 | $201.4M | $408.2M | ||
| Q2 25 | $179.2M | $186.1M | ||
| Q1 25 | $342.6M | $106.4M | ||
| Q4 24 | $249.7M | $129.1M | ||
| Q3 24 | $90.0M | $256.6M | ||
| Q2 24 | $126.8M | $150.6M | ||
| Q1 24 | $256.9M | $130.2M |
| Q4 25 | $270.3M | $41.1M | ||
| Q3 25 | $190.3M | $360.3M | ||
| Q2 25 | $163.3M | $149.4M | ||
| Q1 25 | $329.5M | $82.4M | ||
| Q4 24 | $239.7M | $108.2M | ||
| Q3 24 | $77.7M | $240.2M | ||
| Q2 24 | $118.8M | $122.1M | ||
| Q1 24 | $246.7M | $98.7M |
| Q4 25 | 9.5% | 2.2% | ||
| Q3 25 | 6.6% | 17.0% | ||
| Q2 25 | 6.2% | 7.9% | ||
| Q1 25 | 12.4% | 5.1% | ||
| Q4 24 | 8.1% | 9.0% | ||
| Q3 24 | 2.6% | 18.5% | ||
| Q2 24 | 4.9% | 9.9% | ||
| Q1 24 | 11.2% | 8.3% |
| Q4 25 | 0.5% | 3.1% | ||
| Q3 25 | 0.4% | 2.3% | ||
| Q2 25 | 0.6% | 2.0% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 0.3% | 1.7% | ||
| Q3 24 | 0.4% | 1.3% | ||
| Q2 24 | 0.3% | 2.3% | ||
| Q1 24 | 0.5% | 2.6% |
| Q4 25 | 1.41× | 0.71× | ||
| Q3 25 | 0.91× | 2.30× | ||
| Q2 25 | 0.98× | 1.88× | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.06× | 1.80× | ||
| Q3 24 | 0.39× | 1.97× | ||
| Q2 24 | 0.72× | 1.42× | ||
| Q1 24 | 1.52× | 1.71× |
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
