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Side-by-side financial comparison of Expeditors International (EXPD) and Workday, Inc. (WDAY). 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× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 7.0%, a 3.3% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs -3.3%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $270.3M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs 12.5%).
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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
EXPD vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.4B |
| Net Profit | $200.7M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 8.8% | 10.6% |
| Net Margin | 7.0% | 10.4% |
| Revenue YoY | -3.3% | 12.6% |
| Net Profit YoY | -14.9% | 30.6% |
| EPS (diluted) | $1.50 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $2.9B | $2.3B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.7B | $2.2B | ||
| Q4 24 | $3.0B | $2.2B | ||
| Q3 24 | $3.0B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.2B | $1.9B |
| Q4 25 | $200.7M | $252.0M | ||
| Q3 25 | $222.3M | $228.0M | ||
| Q2 25 | $183.6M | $68.0M | ||
| Q1 25 | $203.8M | $94.0M | ||
| Q4 24 | $235.9M | $193.0M | ||
| Q3 24 | $229.6M | $132.0M | ||
| Q2 24 | $175.5M | $107.0M | ||
| Q1 24 | $169.2M | $1.2B |
| Q4 25 | 8.8% | 10.6% | ||
| Q3 25 | 10.0% | 10.6% | ||
| Q2 25 | 9.3% | 1.7% | ||
| Q1 25 | 10.0% | 3.4% | ||
| Q4 24 | 10.2% | 7.6% | ||
| Q3 24 | 10.1% | 5.3% | ||
| Q2 24 | 9.2% | 3.2% | ||
| Q1 24 | 9.7% | 4.1% |
| Q4 25 | 7.0% | 10.4% | ||
| Q3 25 | 7.7% | 9.7% | ||
| Q2 25 | 6.9% | 3.0% | ||
| Q1 25 | 7.6% | 4.3% | ||
| Q4 24 | 8.0% | 8.9% | ||
| Q3 24 | 7.7% | 6.3% | ||
| Q2 24 | 7.2% | 5.4% | ||
| Q1 24 | 7.7% | 61.8% |
| Q4 25 | $1.50 | $0.94 | ||
| Q3 25 | $1.64 | $0.84 | ||
| Q2 25 | $1.34 | $0.25 | ||
| Q1 25 | $1.47 | $0.34 | ||
| Q4 24 | $1.68 | $0.72 | ||
| Q3 24 | $1.63 | $0.49 | ||
| Q2 24 | $1.24 | $0.40 | ||
| Q1 24 | $1.17 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $8.9B |
| Total Assets | $4.9B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $6.8B | ||
| Q3 25 | $1.2B | $8.2B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $1.3B | $8.0B | ||
| Q4 24 | $1.1B | $7.2B | ||
| Q3 24 | $1.3B | $7.4B | ||
| Q2 24 | $1.3B | $7.2B | ||
| Q1 24 | $1.4B | $7.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $2.4B | $8.9B | ||
| Q3 25 | $2.3B | $9.2B | ||
| Q2 25 | $2.2B | $8.9B | ||
| Q1 25 | $2.3B | $9.0B | ||
| Q4 24 | $2.2B | $8.6B | ||
| Q3 24 | $2.4B | $8.3B | ||
| Q2 24 | $2.2B | $8.2B | ||
| Q1 24 | $2.2B | $8.1B |
| Q4 25 | $4.9B | $17.8B | ||
| Q3 25 | $4.8B | $18.0B | ||
| Q2 25 | $4.8B | $17.2B | ||
| Q1 25 | $4.8B | $18.0B | ||
| Q4 24 | $4.8B | $16.4B | ||
| Q3 24 | $5.2B | $16.2B | ||
| Q2 24 | $4.8B | $15.9B | ||
| Q1 24 | $4.5B | $16.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $270.3M | $550.0M |
| FCF MarginFCF / Revenue | 9.5% | 22.6% |
| Capex IntensityCapex / Revenue | 0.5% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.41× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $588.0M | ||
| Q3 25 | $201.4M | $616.0M | ||
| Q2 25 | $179.2M | $457.0M | ||
| Q1 25 | $342.6M | $1.1B | ||
| Q4 24 | $249.7M | $406.0M | ||
| Q3 24 | $90.0M | $571.0M | ||
| Q2 24 | $126.8M | $372.0M | ||
| Q1 24 | $256.9M | $995.6M |
| Q4 25 | $270.3M | $550.0M | ||
| Q3 25 | $190.3M | $588.0M | ||
| Q2 25 | $163.3M | $421.0M | ||
| Q1 25 | $329.5M | $1.0B | ||
| Q4 24 | $239.7M | $359.0M | ||
| Q3 24 | $77.7M | $516.0M | ||
| Q2 24 | $118.8M | $291.0M | ||
| Q1 24 | $246.7M | $947.6M |
| Q4 25 | 9.5% | 22.6% | ||
| Q3 25 | 6.6% | 25.0% | ||
| Q2 25 | 6.2% | 18.8% | ||
| Q1 25 | 12.4% | 46.4% | ||
| Q4 24 | 8.1% | 16.6% | ||
| Q3 24 | 2.6% | 24.7% | ||
| Q2 24 | 4.9% | 14.6% | ||
| Q1 24 | 11.2% | 49.3% |
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.4% | 1.2% | ||
| Q2 25 | 0.6% | 1.6% | ||
| Q1 25 | 0.5% | 3.9% | ||
| Q4 24 | 0.3% | 2.2% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.3% | 4.1% | ||
| Q1 24 | 0.5% | 2.5% |
| Q4 25 | 1.41× | 2.33× | ||
| Q3 25 | 0.91× | 2.70× | ||
| Q2 25 | 0.98× | 6.72× | ||
| Q1 25 | 1.68× | 11.83× | ||
| Q4 24 | 1.06× | 2.10× | ||
| Q3 24 | 0.39× | 4.33× | ||
| Q2 24 | 0.72× | 3.48× | ||
| Q1 24 | 1.52× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
