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Side-by-side financial comparison of Organon & Co. (OGN) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.1B vs $1.5B, roughly 1.4× Organon & Co.). XPO, Inc. runs the higher net margin — 4.8% vs -13.6%, a 18.4% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (7.3% vs -5.3%). Over the past eight quarters, XPO, Inc.'s revenue compounded faster (0.4% CAGR vs -3.6%).
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
OGN vs XPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $2.1B |
| Net Profit | $-205.0M | $101.0M |
| Gross Margin | 49.2% | — |
| Operating Margin | -9.8% | 8.3% |
| Net Margin | -13.6% | 4.8% |
| Revenue YoY | -5.3% | 7.3% |
| Net Profit YoY | -288.1% | 46.4% |
| EPS (diluted) | $-0.78 | $0.85 |
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.
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $2.1B |
| Q1 26 | — | $101.0M | ||
| Q4 25 | $-205.0M | $59.0M | ||
| Q3 25 | $160.0M | $82.0M | ||
| Q2 25 | $145.0M | $106.0M | ||
| Q1 25 | $87.0M | $69.0M | ||
| Q4 24 | $109.0M | $75.0M | ||
| Q3 24 | $359.0M | $95.0M | ||
| Q2 24 | $195.0M | $150.0M |
| Q1 26 | — | — | ||
| Q4 25 | 49.2% | — | ||
| Q3 25 | 53.5% | — | ||
| Q2 25 | 54.8% | — | ||
| Q1 25 | 55.6% | — | ||
| Q4 24 | 56.3% | — | ||
| Q3 24 | 58.3% | — | ||
| Q2 24 | 58.4% | — |
| Q1 26 | — | 8.3% | ||
| Q4 25 | -9.8% | 7.1% | ||
| Q3 25 | 15.2% | 7.8% | ||
| Q2 25 | 14.4% | 9.5% | ||
| Q1 25 | 6.7% | 7.7% | ||
| Q4 24 | 8.1% | 7.8% | ||
| Q3 24 | 13.1% | 8.6% | ||
| Q2 24 | 14.6% | 9.5% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | -13.6% | 2.9% | ||
| Q3 25 | 10.0% | 3.9% | ||
| Q2 25 | 9.1% | 5.1% | ||
| Q1 25 | 5.8% | 3.5% | ||
| Q4 24 | 6.8% | 3.9% | ||
| Q3 24 | 22.7% | 4.6% | ||
| Q2 24 | 12.1% | 7.2% |
| Q1 26 | — | $0.85 | ||
| Q4 25 | $-0.78 | $0.49 | ||
| Q3 25 | $0.61 | $0.68 | ||
| Q2 25 | $0.56 | $0.89 | ||
| Q1 25 | $0.33 | $0.58 | ||
| Q4 24 | $0.42 | $0.63 | ||
| Q3 24 | $1.38 | $0.79 | ||
| Q2 24 | $0.75 | $1.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $574.0M | $237.0M |
| Total DebtLower is stronger | $8.6B | $3.3B |
| Stockholders' EquityBook value | $752.0M | $1.9B |
| Total Assets | $12.9B | $8.2B |
| Debt / EquityLower = less leverage | 11.49× | 1.77× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $237.0M | ||
| Q4 25 | $574.0M | $310.0M | ||
| Q3 25 | $672.0M | $335.0M | ||
| Q2 25 | $599.0M | $225.0M | ||
| Q1 25 | $547.0M | $212.0M | ||
| Q4 24 | $675.0M | $246.0M | ||
| Q3 24 | $763.0M | $378.0M | ||
| Q2 24 | $704.0M | $250.0M |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $8.6B | — | ||
| Q3 25 | $8.8B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.7B | — | ||
| Q2 24 | $8.7B | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $752.0M | $1.9B | ||
| Q3 25 | $906.0M | $1.8B | ||
| Q2 25 | $733.0M | $1.8B | ||
| Q1 25 | $542.0M | $1.6B | ||
| Q4 24 | $472.0M | $1.6B | ||
| Q3 24 | $493.0M | $1.6B | ||
| Q2 24 | $144.0M | $1.5B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $12.9B | $8.2B | ||
| Q3 25 | $13.6B | $8.2B | ||
| Q2 25 | $13.5B | $8.1B | ||
| Q1 25 | $13.2B | $7.9B | ||
| Q4 24 | $13.1B | $7.7B | ||
| Q3 24 | $12.8B | $7.9B | ||
| Q2 24 | $12.2B | $7.7B |
| Q1 26 | — | 1.77× | ||
| Q4 25 | 11.49× | — | ||
| Q3 25 | 9.74× | — | ||
| Q2 25 | 12.14× | — | ||
| Q1 25 | 16.52× | — | ||
| Q4 24 | 18.81× | — | ||
| Q3 24 | 17.75× | — | ||
| Q2 24 | 60.11× | — |
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 | $141.0M | $183.0M |
| Free Cash FlowOCF − Capex | $96.0M | — |
| FCF MarginFCF / Revenue | 6.4% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $538.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $183.0M | ||
| Q4 25 | $141.0M | — | ||
| Q3 25 | $264.0M | $371.0M | ||
| Q2 25 | $220.0M | $247.0M | ||
| Q1 25 | $75.0M | $142.0M | ||
| Q4 24 | $390.0M | $189.0M | ||
| Q3 24 | $141.0M | $264.0M | ||
| Q2 24 | $332.0M | $210.0M |
| Q1 26 | — | — | ||
| Q4 25 | $96.0M | — | ||
| Q3 25 | $218.0M | $215.0M | ||
| Q2 25 | $181.0M | $51.0M | ||
| Q1 25 | $43.0M | $-57.0M | ||
| Q4 24 | $335.0M | $23.0M | ||
| Q3 24 | $99.0M | $137.0M | ||
| Q2 24 | $300.0M | $20.0M |
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | — | ||
| Q3 25 | 13.6% | 10.2% | ||
| Q2 25 | 11.4% | 2.5% | ||
| Q1 25 | 2.8% | -2.9% | ||
| Q4 24 | 21.0% | 1.2% | ||
| Q3 24 | 6.3% | 6.7% | ||
| Q2 24 | 18.7% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 5.3% | ||
| Q3 25 | 2.9% | 7.4% | ||
| Q2 25 | 2.4% | 9.4% | ||
| Q1 25 | 2.1% | 10.2% | ||
| Q4 24 | 3.5% | 8.6% | ||
| Q3 24 | 2.7% | 6.2% | ||
| Q2 24 | 2.0% | 9.1% |
| Q1 26 | — | 1.81× | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.65× | 4.52× | ||
| Q2 25 | 1.52× | 2.33× | ||
| Q1 25 | 0.86× | 2.06× | ||
| Q4 24 | 3.58× | 2.52× | ||
| Q3 24 | 0.39× | 2.78× | ||
| Q2 24 | 1.70× | 1.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
