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Side-by-side financial comparison of SMITHFIELD FOODS INC (SFD) and XPO, Inc. (XPO). Click either name above to swap in a different company.
SMITHFIELD FOODS INC is the larger business by last-quarter revenue ($3.8B vs $2.0B, roughly 1.9× XPO, Inc.). SMITHFIELD FOODS INC runs the higher net margin — 6.6% vs 2.9%, a 3.6% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (4.7% vs 0.8%). Over the past eight quarters, SMITHFIELD FOODS INC's revenue compounded faster (5.5% CAGR vs -0.1%).
Smithfield Foods, Inc., is a Hong Kong-owned pork producer and food-processing company based in Smithfield, Virginia. Founded in 1936 as the Smithfield Packing Company by Joseph W. Luter and his son, the company is the largest pig and pork producer in the world. In addition to owning over 500 farms in the US, Smithfield contracts with another 2,000 independent farms around the country to raise Smithfield's pigs. Outside the US, the company has facilities in Mexico, Poland, Romania, Germany, S...
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.
SFD vs XPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.0B |
| Net Profit | $249.0M | $59.0M |
| Gross Margin | 13.4% | — |
| Operating Margin | 8.8% | 7.1% |
| Net Margin | 6.6% | 2.9% |
| Revenue YoY | 0.8% | 4.7% |
| Net Profit YoY | 9.7% | -21.3% |
| EPS (diluted) | — | $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.
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.2B | $2.0B | ||
| Q3 25 | $3.7B | $2.1B | ||
| Q2 25 | $3.8B | $2.1B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $4.0B | $1.9B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.4B | $2.1B |
| Q1 26 | $249.0M | — | ||
| Q4 25 | $327.0M | $59.0M | ||
| Q3 25 | $248.0M | $82.0M | ||
| Q2 25 | $188.0M | $106.0M | ||
| Q1 25 | $224.0M | $69.0M | ||
| Q4 24 | $205.0M | $75.0M | ||
| Q3 24 | $291.0M | $95.0M | ||
| Q2 24 | $301.0M | $150.0M |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.2% | — | ||
| Q3 25 | 12.8% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 15.4% | — |
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.5% | 7.1% | ||
| Q3 25 | 8.3% | 7.8% | ||
| Q2 25 | 6.9% | 9.5% | ||
| Q1 25 | 8.5% | 7.7% | ||
| Q4 24 | 8.5% | 7.8% | ||
| Q3 24 | 8.5% | 8.6% | ||
| Q2 24 | 9.8% | 9.5% |
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.7% | 2.9% | ||
| Q3 25 | 6.6% | 3.9% | ||
| Q2 25 | 5.0% | 5.1% | ||
| Q1 25 | 5.9% | 3.5% | ||
| Q4 24 | 5.2% | 3.9% | ||
| Q3 24 | 8.7% | 4.6% | ||
| Q2 24 | 8.8% | 7.2% |
| Q1 26 | — | — | ||
| Q4 25 | $0.83 | $0.49 | ||
| Q3 25 | $0.63 | $0.68 | ||
| Q2 25 | $0.48 | $0.89 | ||
| Q1 25 | $0.57 | $0.58 | ||
| Q4 24 | $0.54 | $0.63 | ||
| Q3 24 | $0.77 | $0.79 | ||
| Q2 24 | $0.79 | $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 | $1.4B | $310.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.9B | $1.9B |
| Total Assets | $12.0B | $8.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | $310.0M | ||
| Q3 25 | — | $335.0M | ||
| Q2 25 | — | $225.0M | ||
| Q1 25 | — | $212.0M | ||
| Q4 24 | — | $246.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $250.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.8B | $1.9B | ||
| Q3 25 | $6.5B | $1.8B | ||
| Q2 25 | $6.3B | $1.8B | ||
| Q1 25 | $6.2B | $1.6B | ||
| Q4 24 | $5.8B | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.5B |
| Q1 26 | $12.0B | — | ||
| Q4 25 | $12.2B | $8.2B | ||
| Q3 25 | $11.5B | $8.2B | ||
| Q2 25 | $11.2B | $8.1B | ||
| Q1 25 | $11.1B | $7.9B | ||
| Q4 24 | $11.1B | $7.7B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $7.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.32× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SFD
Segment breakdown not available.
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
