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Side-by-side financial comparison of Expeditors International (EXPD) and Williams-Sonoma, Inc. (WSM). 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× Williams-Sonoma, Inc.). Williams-Sonoma, Inc. runs the higher net margin — 12.8% vs 7.0%, a 5.8% gap on every dollar of revenue. On growth, Williams-Sonoma, Inc. posted the faster year-over-year revenue change (4.6% vs -3.3%). Expeditors International produced more free cash flow last quarter ($270.3M vs $248.1M). Over the past eight quarters, Expeditors International's revenue compounded faster (13.8% CAGR vs -9.1%).
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.
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
EXPD vs WSM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $1.9B |
| Net Profit | $200.7M | $241.6M |
| Gross Margin | — | 46.1% |
| Operating Margin | 8.8% | 17.0% |
| Net Margin | 7.0% | 12.8% |
| Revenue YoY | -3.3% | 4.6% |
| Net Profit YoY | -14.9% | -3.0% |
| EPS (diluted) | $1.50 | $1.96 |
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 | $1.8B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.7B | $2.5B | ||
| Q4 24 | $3.0B | $1.8B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.2B | $2.3B |
| Q4 25 | $200.7M | $241.6M | ||
| Q3 25 | $222.3M | $247.6M | ||
| Q2 25 | $183.6M | $231.3M | ||
| Q1 25 | $203.8M | $384.9M | ||
| Q4 24 | $235.9M | $249.0M | ||
| Q3 24 | $229.6M | $225.7M | ||
| Q2 24 | $175.5M | $265.7M | ||
| Q1 24 | $169.2M | $354.4M |
| Q4 25 | — | 46.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 44.3% | ||
| Q1 25 | — | 45.2% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 48.3% | ||
| Q1 24 | — | 46.0% |
| Q4 25 | 8.8% | 17.0% | ||
| Q3 25 | 10.0% | 17.9% | ||
| Q2 25 | 9.3% | 16.8% | ||
| Q1 25 | 10.0% | 20.1% | ||
| Q4 24 | 10.2% | 17.8% | ||
| Q3 24 | 10.1% | 16.2% | ||
| Q2 24 | 9.2% | 19.5% | ||
| Q1 24 | 9.7% | 20.1% |
| Q4 25 | 7.0% | 12.8% | ||
| Q3 25 | 7.7% | 13.5% | ||
| Q2 25 | 6.9% | 13.4% | ||
| Q1 25 | 7.6% | 15.6% | ||
| Q4 24 | 8.0% | 13.8% | ||
| Q3 24 | 7.7% | 12.6% | ||
| Q2 24 | 7.2% | 16.0% | ||
| Q1 24 | 7.7% | 15.6% |
| Q4 25 | $1.50 | $1.96 | ||
| Q3 25 | $1.64 | $2.00 | ||
| Q2 25 | $1.34 | $1.85 | ||
| Q1 25 | $1.47 | $1.02 | ||
| Q4 24 | $1.68 | $1.96 | ||
| Q3 24 | $1.63 | $1.74 | ||
| Q2 24 | $1.24 | $4.07 | ||
| Q1 24 | $1.17 | $5.42 |
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 | $884.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.4B | $2.1B |
| Total Assets | $4.9B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $884.7M | ||
| Q3 25 | $1.2B | $985.8M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.1B | $826.8M | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.3B | ||
| Q1 24 | $1.4B | $1.3B |
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.4B | $2.3B | ||
| Q2 24 | $2.2B | $2.2B | ||
| Q1 24 | $2.2B | $2.1B |
| Q4 25 | $4.9B | $5.3B | ||
| Q3 25 | $4.8B | $5.2B | ||
| Q2 25 | $4.8B | $5.2B | ||
| Q1 25 | $4.8B | $5.3B | ||
| Q4 24 | $4.8B | $5.0B | ||
| Q3 24 | $5.2B | $5.2B | ||
| Q2 24 | $4.8B | $5.2B | ||
| Q1 24 | $4.5B | $5.3B |
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 | $316.3M |
| Free Cash FlowOCF − Capex | $270.3M | $248.1M |
| FCF MarginFCF / Revenue | 9.5% | 13.2% |
| Capex IntensityCapex / Revenue | 0.5% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.41× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | $953.4M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $283.3M | $316.3M | ||
| Q3 25 | $201.4M | $282.7M | ||
| Q2 25 | $179.2M | $118.9M | ||
| Q1 25 | $342.6M | $633.5M | ||
| Q4 24 | $249.7M | $253.5M | ||
| Q3 24 | $90.0M | $246.5M | ||
| Q2 24 | $126.8M | $226.8M | ||
| Q1 24 | $256.9M | $674.9M |
| Q4 25 | $270.3M | $248.1M | ||
| Q3 25 | $190.3M | $230.7M | ||
| Q2 25 | $163.3M | $60.7M | ||
| Q1 25 | $329.5M | $566.3M | ||
| Q4 24 | $239.7M | $170.1M | ||
| Q3 24 | $77.7M | $215.1M | ||
| Q2 24 | $118.8M | $187.3M | ||
| Q1 24 | $246.7M | $621.2M |
| Q4 25 | 9.5% | 13.2% | ||
| Q3 25 | 6.6% | 12.6% | ||
| Q2 25 | 6.2% | 3.5% | ||
| Q1 25 | 12.4% | 23.0% | ||
| Q4 24 | 8.1% | 9.4% | ||
| Q3 24 | 2.6% | 12.0% | ||
| Q2 24 | 4.9% | 11.3% | ||
| Q1 24 | 11.2% | 27.3% |
| Q4 25 | 0.5% | 3.6% | ||
| Q3 25 | 0.4% | 2.8% | ||
| Q2 25 | 0.6% | 3.4% | ||
| Q1 25 | 0.5% | 2.7% | ||
| Q4 24 | 0.3% | 4.6% | ||
| Q3 24 | 0.4% | 1.8% | ||
| Q2 24 | 0.3% | 2.4% | ||
| Q1 24 | 0.5% | 2.4% |
| Q4 25 | 1.41× | 1.31× | ||
| Q3 25 | 0.91× | 1.14× | ||
| Q2 25 | 0.98× | 0.51× | ||
| Q1 25 | 1.68× | 1.65× | ||
| Q4 24 | 1.06× | 1.02× | ||
| Q3 24 | 0.39× | 1.09× | ||
| Q2 24 | 0.72× | 0.85× | ||
| Q1 24 | 1.52× | 1.90× |
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% |
WSM
Segment breakdown not available.
