vs

Side-by-side financial comparison of GXO Logistics, Inc. (GXO) and KOHLS Corp (KSS). Click either name above to swap in a different company.

KOHLS Corp is the larger business by last-quarter revenue ($3.6B vs $3.5B, roughly 1.0× GXO Logistics, Inc.). GXO Logistics, Inc. runs the higher net margin — 1.2% vs 0.2%, a 1.0% gap on every dollar of revenue. On growth, GXO Logistics, Inc. posted the faster year-over-year revenue change (7.9% vs -3.6%). GXO Logistics, Inc. produced more free cash flow last quarter ($115.0M vs $16.0M). Over the past eight quarters, GXO Logistics, Inc.'s revenue compounded faster (19.5% CAGR vs -22.5%).

GXO Logistics, Inc. is an American global contract logistics company that manages outsourced supply chains and warehousing, and reverse logistics for blue-chip customers in over thirty countries. GXO's corporate headquarters are located in Greenwich, Connecticut, U.S. Its customers include Apple, Nike Inc., Boeing Co., Verizon, Whirlpool, Inditex SA, and Nestle SA.

Kohl's Corporation is an American department store retail chain. It currently has 1,174 locations, operating stores in every U.S. state except Hawaii. The company was founded by Polish immigrant Maxwell Kohl, who opened a corner grocery store in Milwaukee, Wisconsin, in 1927. It went on to become a successful chain in the local area, and in 1962 the company branched out by opening its first department store. British American Tobacco Company took a controlling interest in the company in 1972 w...

GXO vs KSS — Head-to-Head

Bigger by revenue
KSS
KSS
1.0× larger
KSS
$3.6B
$3.5B
GXO
Growing faster (revenue YoY)
GXO
GXO
+11.5% gap
GXO
7.9%
-3.6%
KSS
Higher net margin
GXO
GXO
1.0% more per $
GXO
1.2%
0.2%
KSS
More free cash flow
GXO
GXO
$99.0M more FCF
GXO
$115.0M
$16.0M
KSS
Faster 2-yr revenue CAGR
GXO
GXO
Annualised
GXO
19.5%
-22.5%
KSS

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
GXO
GXO
KSS
KSS
Revenue
$3.5B
$3.6B
Net Profit
$43.0M
$8.0M
Gross Margin
42.4%
Operating Margin
2.7%
2.0%
Net Margin
1.2%
0.2%
Revenue YoY
7.9%
-3.6%
Net Profit YoY
-57.0%
-63.6%
EPS (diluted)
$0.35
$0.07

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.

Revenue
GXO
GXO
KSS
KSS
Q4 25
$3.5B
$3.6B
Q3 25
$3.4B
$3.5B
Q2 25
$3.3B
$3.2B
Q1 25
$3.0B
$5.4B
Q4 24
$3.3B
$3.7B
Q3 24
$3.2B
$3.7B
Q2 24
$2.8B
$3.4B
Q1 24
$2.5B
$6.0B
Net Profit
GXO
GXO
KSS
KSS
Q4 25
$43.0M
$8.0M
Q3 25
$59.0M
$153.0M
Q2 25
$26.0M
$-15.0M
Q1 25
$-96.0M
$48.0M
Q4 24
$100.0M
$22.0M
Q3 24
$33.0M
$66.0M
Q2 24
$38.0M
$-27.0M
Q1 24
$-37.0M
$186.0M
Gross Margin
GXO
GXO
KSS
KSS
Q4 25
42.4%
Q3 25
43.3%
Q2 25
43.3%
Q1 25
35.6%
Q4 24
42.4%
Q3 24
43.0%
Q2 24
43.1%
Q1 24
35.2%
Operating Margin
GXO
GXO
KSS
KSS
Q4 25
2.7%
2.0%
Q3 25
3.5%
7.9%
Q2 25
2.7%
1.9%
Q1 25
-1.9%
2.3%
Q4 24
3.1%
2.6%
Q3 24
2.6%
4.4%
Q2 24
2.6%
1.3%
Q1 24
-1.6%
5.0%
Net Margin
GXO
GXO
KSS
KSS
Q4 25
1.2%
0.2%
Q3 25
1.7%
4.3%
Q2 25
0.8%
-0.5%
Q1 25
-3.2%
0.9%
Q4 24
3.1%
0.6%
Q3 24
1.0%
1.8%
Q2 24
1.3%
-0.8%
Q1 24
-1.5%
3.1%
EPS (diluted)
GXO
GXO
KSS
KSS
Q4 25
$0.35
$0.07
Q3 25
$0.51
$1.35
Q2 25
$0.23
$-0.13
Q1 25
$-0.81
$0.43
Q4 24
$0.83
$0.20
Q3 24
$0.28
$0.59
Q2 24
$0.32
$-0.24
Q1 24
$-0.31
$1.67

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
GXO
GXO
KSS
KSS
Cash + ST InvestmentsLiquidity on hand
$854.0M
$144.0M
Total DebtLower is stronger
$2.6B
Stockholders' EquityBook value
$3.0B
$3.9B
Total Assets
$12.3B
$14.1B
Debt / EquityLower = less leverage
0.88×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GXO
GXO
KSS
KSS
Q4 25
$854.0M
$144.0M
Q3 25
$339.0M
$174.0M
Q2 25
$205.0M
$153.0M
Q1 25
$288.0M
$134.0M
Q4 24
$413.0M
$174.0M
Q3 24
$548.0M
$231.0M
Q2 24
$469.0M
$228.0M
Q1 24
$423.0M
$183.0M
Total Debt
GXO
GXO
KSS
KSS
Q4 25
$2.6B
Q3 25
$2.2B
Q2 25
$2.6B
Q1 25
$2.5B
Q4 24
$2.5B
Q3 24
$2.6B
Q2 24
$2.6B
Q1 24
$1.5B
Stockholders' Equity
GXO
GXO
KSS
KSS
Q4 25
$3.0B
$3.9B
Q3 25
$3.0B
$3.9B
Q2 25
$2.9B
$3.8B
Q1 25
$2.9B
$3.8B
Q4 24
$3.0B
$3.8B
Q3 24
$3.1B
$3.8B
Q2 24
$2.9B
$3.8B
Q1 24
$2.9B
$3.9B
Total Assets
GXO
GXO
KSS
KSS
Q4 25
$12.3B
$14.1B
Q3 25
$11.9B
$13.4B
Q2 25
$11.9B
$13.6B
Q1 25
$11.3B
$13.6B
Q4 24
$11.3B
$15.1B
Q3 24
$11.9B
$14.2B
Q2 24
$11.4B
$14.3B
Q1 24
$9.4B
$14.0B
Debt / Equity
GXO
GXO
KSS
KSS
Q4 25
0.88×
Q3 25
0.74×
Q2 25
0.88×
Q1 25
0.89×
Q4 24
0.84×
Q3 24
0.82×
Q2 24
0.88×
Q1 24
0.53×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
GXO
GXO
KSS
KSS
Operating Cash FlowLast quarter
$170.0M
$124.0M
Free Cash FlowOCF − Capex
$115.0M
$16.0M
FCF MarginFCF / Revenue
3.3%
0.4%
Capex IntensityCapex / Revenue
1.6%
3.0%
Cash ConversionOCF / Net Profit
3.95×
15.50×
TTM Free Cash FlowTrailing 4 quarters
$110.0M
$819.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GXO
GXO
KSS
KSS
Q4 25
$170.0M
$124.0M
Q3 25
$232.0M
$598.0M
Q2 25
$3.0M
$-92.0M
Q1 25
$29.0M
$596.0M
Q4 24
$186.0M
$-195.0M
Q3 24
$198.0M
$254.0M
Q2 24
$115.0M
$-7.0M
Q1 24
$50.0M
$789.0M
Free Cash Flow
GXO
GXO
KSS
KSS
Q4 25
$115.0M
$16.0M
Q3 25
$88.0M
$508.0M
Q2 25
$-44.0M
$-202.0M
Q1 25
$-49.0M
$497.0M
Q4 24
$82.0M
$-323.0M
Q3 24
$104.0M
$141.0M
Q2 24
$27.0M
$-133.0M
Q1 24
$-23.0M
$707.0M
FCF Margin
GXO
GXO
KSS
KSS
Q4 25
3.3%
0.4%
Q3 25
2.6%
14.3%
Q2 25
-1.3%
-6.2%
Q1 25
-1.6%
9.2%
Q4 24
2.5%
-8.7%
Q3 24
3.3%
3.8%
Q2 24
0.9%
-3.9%
Q1 24
-0.9%
11.9%
Capex Intensity
GXO
GXO
KSS
KSS
Q4 25
1.6%
3.0%
Q3 25
4.2%
2.5%
Q2 25
1.4%
3.4%
Q1 25
2.6%
1.8%
Q4 24
3.2%
3.5%
Q3 24
3.0%
3.0%
Q2 24
3.1%
3.7%
Q1 24
3.0%
1.4%
Cash Conversion
GXO
GXO
KSS
KSS
Q4 25
3.95×
15.50×
Q3 25
3.93×
3.91×
Q2 25
0.12×
Q1 25
12.42×
Q4 24
1.86×
-8.86×
Q3 24
6.00×
3.85×
Q2 24
3.03×
Q1 24
4.24×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

GXO
GXO

Segment breakdown not available.

KSS
KSS

Products$3.4B95%
Other$168.0M5%
Gift Card$17.0M0%

Related Comparisons