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Side-by-side financial comparison of GXO Logistics, Inc. (GXO) and TFI International Inc. (TFII), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
GXO Logistics, Inc. is the larger business by last-quarter revenue ($3.5B vs $921.9M, roughly 3.8× TFI International Inc.).
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.
TFI International Inc. is a Canadian transport and logistics company based in Saint-Laurent, Quebec, a borough of Montreal. It operates primarily in Canada, the United States, and Mexico through 4 business segments: less than truckload (LTL), package and courier, logistics, and truckload. It has Canada's largest LTL business, largest trucking fleet, and in 2021 was ranked 6th in terms of revenue among both LTL and truckload North American carriers. Its trucking fleet consists of over 14,000 c...
GXO vs TFII — Head-to-Head
Income Statement — Q4 2025 vs Q3 2025
| Metric | | |
|---|---|---|
| Revenue | $3.5B | $921.9M |
| Net Profit | $43.0M | — |
| Gross Margin | — | — |
| Operating Margin | 2.7% | 8.4% |
| Net Margin | 1.2% | — |
| Revenue YoY | 7.9% | — |
| Net Profit YoY | -57.0% | — |
| EPS (diluted) | $0.35 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.4B | $921.9M | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $2.8B | $2.3B | ||
| Q1 24 | $2.5B | $1.9B |
| Q4 25 | $43.0M | — | ||
| Q3 25 | $59.0M | — | ||
| Q2 25 | $26.0M | $98.2M | ||
| Q1 25 | $-96.0M | $56.0M | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $33.0M | — | ||
| Q2 24 | $38.0M | $117.8M | ||
| Q1 24 | $-37.0M | $92.8M |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 3.5% | 8.4% | ||
| Q2 25 | 2.7% | 8.4% | ||
| Q1 25 | -1.9% | 5.8% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 2.6% | 9.5% | ||
| Q2 24 | 2.6% | 9.2% | ||
| Q1 24 | -1.6% | 8.1% |
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 0.8% | 4.8% | ||
| Q1 25 | -3.2% | 2.9% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.3% | 5.2% | ||
| Q1 24 | -1.5% | 5.0% |
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $0.23 | — | ||
| Q1 25 | $-0.81 | — | ||
| Q4 24 | $0.83 | — | ||
| Q3 24 | $0.28 | — | ||
| Q2 24 | $0.32 | — | ||
| Q1 24 | $-0.31 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $854.0M | — |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $3.0B | — |
| Total Assets | $12.3B | — |
| Debt / EquityLower = less leverage | 0.88× | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $854.0M | — | ||
| Q3 25 | $339.0M | — | ||
| Q2 25 | $205.0M | — | ||
| Q1 25 | $288.0M | — | ||
| Q4 24 | $413.0M | — | ||
| Q3 24 | $548.0M | — | ||
| Q2 24 | $469.0M | — | ||
| Q1 24 | $423.0M | — |
| 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 | — |
| Q4 25 | $3.0B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
| Q4 25 | $12.3B | — | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $11.9B | — | ||
| Q1 25 | $11.3B | — | ||
| Q4 24 | $11.3B | — | ||
| Q3 24 | $11.9B | — | ||
| Q2 24 | $11.4B | — | ||
| Q1 24 | $9.4B | — |
| 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. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $170.0M | — |
| Free Cash FlowOCF − Capex | $115.0M | — |
| FCF MarginFCF / Revenue | 3.3% | — |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 1.6% | — |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 3.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $110.0M | — |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $170.0M | — | ||
| Q3 25 | $232.0M | — | ||
| Q2 25 | $3.0M | — | ||
| Q1 25 | $29.0M | — | ||
| Q4 24 | $186.0M | — | ||
| Q3 24 | $198.0M | — | ||
| Q2 24 | $115.0M | — | ||
| Q1 24 | $50.0M | — |
| Q4 25 | $115.0M | — | ||
| Q3 25 | $88.0M | — | ||
| Q2 25 | $-44.0M | — | ||
| Q1 25 | $-49.0M | — | ||
| Q4 24 | $82.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $27.0M | — | ||
| Q1 24 | $-23.0M | — |
| Q4 25 | 3.3% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | -1.3% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | -0.9% | — |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 3.0% | — |
| Q4 25 | 3.95× | — | ||
| Q3 25 | 3.93× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | 3.03× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
