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Side-by-side financial comparison of PACS Group, Inc. (PACS) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.5× PACS Group, Inc.). PACS Group, Inc. runs the higher net margin — 4.4% vs 2.9%, a 1.5% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 4.7%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs -0.1%).
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.
PACS vs XPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.0B |
| Net Profit | $59.7M | $59.0M |
| Gross Margin | — | — |
| Operating Margin | 7.0% | 7.1% |
| Net Margin | 4.4% | 2.9% |
| Revenue YoY | 18.4% | 4.7% |
| Net Profit YoY | 3022.5% | -21.3% |
| EPS (diluted) | $0.42 | $0.49 |
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 | $1.4B | $2.0B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $981.4M | $2.1B | ||
| Q1 24 | $934.3M | $2.0B |
| Q4 25 | $59.7M | $59.0M | ||
| Q3 25 | $52.4M | $82.0M | ||
| Q2 25 | $51.0M | $106.0M | ||
| Q1 25 | $28.5M | $69.0M | ||
| Q4 24 | $1.9M | $75.0M | ||
| Q3 24 | $15.6M | $95.0M | ||
| Q2 24 | $-10.9M | $150.0M | ||
| Q1 24 | $49.1M | $67.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.1% | — | ||
| Q2 24 | 22.3% | — | ||
| Q1 24 | 21.2% | — |
| Q4 25 | 7.0% | 7.1% | ||
| Q3 25 | 6.4% | 7.8% | ||
| Q2 25 | 6.2% | 9.5% | ||
| Q1 25 | 3.8% | 7.7% | ||
| Q4 24 | 1.7% | 7.8% | ||
| Q3 24 | 2.2% | 8.6% | ||
| Q2 24 | 0.1% | 9.5% | ||
| Q1 24 | 8.6% | 6.8% |
| Q4 25 | 4.4% | 2.9% | ||
| Q3 25 | 3.9% | 3.9% | ||
| Q2 25 | 3.9% | 5.1% | ||
| Q1 25 | 2.2% | 3.5% | ||
| Q4 24 | 0.2% | 3.9% | ||
| Q3 24 | 1.5% | 4.6% | ||
| Q2 24 | -1.1% | 7.2% | ||
| Q1 24 | 5.3% | 3.3% |
| Q4 25 | $0.42 | $0.49 | ||
| Q3 25 | $0.32 | $0.68 | ||
| Q2 25 | $0.31 | $0.89 | ||
| Q1 25 | $0.17 | $0.58 | ||
| Q4 24 | $-0.03 | $0.63 | ||
| Q3 24 | $0.10 | $0.79 | ||
| Q2 24 | $-0.07 | $1.25 | ||
| Q1 24 | $0.38 | $0.56 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $197.0M | $310.0M |
| Total DebtLower is stronger | $353.2M | — |
| Stockholders' EquityBook value | $946.8M | $1.9B |
| Total Assets | $5.6B | $8.2B |
| Debt / EquityLower = less leverage | 0.37× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $310.0M | ||
| Q3 25 | $355.7M | $335.0M | ||
| Q2 25 | $294.2M | $225.0M | ||
| Q1 25 | $287.5M | $212.0M | ||
| Q4 24 | $157.7M | $246.0M | ||
| Q3 24 | $49.5M | $378.0M | ||
| Q2 24 | $73.4M | $250.0M | ||
| Q1 24 | $81.2M | $229.0M |
| Q4 25 | $353.2M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $411.9M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $946.8M | $1.9B | ||
| Q3 25 | $871.3M | $1.8B | ||
| Q2 25 | $806.8M | $1.8B | ||
| Q1 25 | $750.2M | $1.6B | ||
| Q4 24 | $709.6M | $1.6B | ||
| Q3 24 | $660.0M | $1.6B | ||
| Q2 24 | $572.1M | $1.5B | ||
| Q1 24 | $128.0M | $1.3B |
| Q4 25 | $5.6B | $8.2B | ||
| Q3 25 | $5.6B | $8.2B | ||
| Q2 25 | $5.5B | $8.1B | ||
| Q1 25 | $5.5B | $7.9B | ||
| Q4 24 | $5.2B | $7.7B | ||
| Q3 24 | $4.5B | $7.9B | ||
| Q2 24 | $3.9B | $7.7B | ||
| Q1 24 | $3.9B | $7.6B |
| Q4 25 | 0.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.58× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-3.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 5.3% |
| Cash ConversionOCF / Net Profit | -0.06× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | — | ||
| Q3 25 | $204.8M | $371.0M | ||
| Q2 25 | $52.6M | $247.0M | ||
| Q1 25 | $150.2M | $142.0M | ||
| Q4 24 | $64.6M | $189.0M | ||
| Q3 24 | $209.2M | $264.0M | ||
| Q2 24 | $34.8M | $210.0M | ||
| Q1 24 | $58.8M | $145.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $215.0M | ||
| Q2 25 | — | $51.0M | ||
| Q1 25 | — | $-57.0M | ||
| Q4 24 | — | $23.0M | ||
| Q3 24 | — | $137.0M | ||
| Q2 24 | — | $20.0M | ||
| Q1 24 | — | $-161.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -8.0% |
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 9.4% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 9.1% | ||
| Q1 24 | — | 15.2% |
| Q4 25 | -0.06× | — | ||
| Q3 25 | 3.91× | 4.52× | ||
| Q2 25 | 1.03× | 2.33× | ||
| Q1 25 | 5.28× | 2.06× | ||
| Q4 24 | 33.78× | 2.52× | ||
| Q3 24 | 13.39× | 2.78× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | 1.20× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
Segment breakdown not available.
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
