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Side-by-side financial comparison of V F CORP (VFC) and XPO, Inc. (XPO). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.0B, roughly 1.4× XPO, Inc.). V F CORP runs the higher net margin — 10.5% vs 2.9%, a 7.5% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (4.7% vs 1.5%). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% CAGR vs -0.1%).
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
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.
VFC vs XPO — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.0B |
| Net Profit | $300.8M | $59.0M |
| Gross Margin | 56.6% | — |
| Operating Margin | 10.1% | 7.1% |
| Net Margin | 10.5% | 2.9% |
| Revenue YoY | 1.5% | 4.7% |
| Net Profit YoY | 79.3% | -21.3% |
| EPS (diluted) | $0.76 | $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 | $2.9B | $2.0B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $1.9B | $2.1B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | $300.8M | $59.0M | ||
| Q3 25 | $189.8M | $82.0M | ||
| Q2 25 | $-116.4M | $106.0M | ||
| Q1 25 | $-150.8M | $69.0M | ||
| Q4 24 | $167.8M | $75.0M | ||
| Q3 24 | $52.2M | $95.0M | ||
| Q2 24 | $-258.9M | $150.0M | ||
| Q1 24 | $-418.3M | $67.0M |
| Q4 25 | 56.6% | — | ||
| Q3 25 | 52.2% | — | ||
| Q2 25 | 53.9% | — | ||
| Q1 25 | 52.7% | — | ||
| Q4 24 | 56.3% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 52.0% | — | ||
| Q1 24 | 48.4% | — |
| Q4 25 | 10.1% | 7.1% | ||
| Q3 25 | 11.2% | 7.8% | ||
| Q2 25 | -4.9% | 9.5% | ||
| Q1 25 | 2.2% | 7.7% | ||
| Q4 24 | 8.0% | 7.8% | ||
| Q3 24 | 9.9% | 8.6% | ||
| Q2 24 | -12.6% | 9.5% | ||
| Q1 24 | -15.0% | 6.8% |
| Q4 25 | 10.5% | 2.9% | ||
| Q3 25 | 6.8% | 3.9% | ||
| Q2 25 | -6.6% | 5.1% | ||
| Q1 25 | -7.5% | 3.5% | ||
| Q4 24 | 5.9% | 3.9% | ||
| Q3 24 | 1.9% | 4.6% | ||
| Q2 24 | -13.6% | 7.2% | ||
| Q1 24 | -17.6% | 3.3% |
| Q4 25 | $0.76 | $0.49 | ||
| Q3 25 | $0.48 | $0.68 | ||
| Q2 25 | $-0.30 | $0.89 | ||
| Q1 25 | $-0.37 | $0.58 | ||
| Q4 24 | $0.43 | $0.63 | ||
| Q3 24 | $0.13 | $0.79 | ||
| Q2 24 | $-0.67 | $1.25 | ||
| Q1 24 | $-1.07 | $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 | $1.5B | $310.0M |
| Total DebtLower is stronger | $3.6B | — |
| Stockholders' EquityBook value | $1.8B | $1.9B |
| Total Assets | $10.4B | $8.2B |
| Debt / EquityLower = less leverage | 1.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $310.0M | ||
| Q3 25 | $419.1M | $335.0M | ||
| Q2 25 | $642.4M | $225.0M | ||
| Q1 25 | $429.4M | $212.0M | ||
| Q4 24 | $1.4B | $246.0M | ||
| Q3 24 | $492.2M | $378.0M | ||
| Q2 24 | $637.4M | $250.0M | ||
| Q1 24 | $674.6M | $229.0M |
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $4.7B | — |
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.7B | $1.3B |
| Q4 25 | $10.4B | $8.2B | ||
| Q3 25 | $10.6B | $8.2B | ||
| Q2 25 | $10.2B | $8.1B | ||
| Q1 25 | $9.4B | $7.9B | ||
| Q4 24 | $10.6B | $7.7B | ||
| Q3 24 | $12.2B | $7.9B | ||
| Q2 24 | $11.5B | $7.7B | ||
| Q1 24 | $11.6B | $7.6B |
| Q4 25 | 1.99× | — | ||
| Q3 25 | 2.40× | — | ||
| Q2 25 | 2.76× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 2.31× | — | ||
| Q3 24 | 2.86× | — | ||
| Q2 24 | 2.84× | — | ||
| Q1 24 | 2.84× | — |
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 | $1.0B | — |
| Free Cash FlowOCF − Capex | $977.9M | — |
| FCF MarginFCF / Revenue | 34.0% | — |
| Capex IntensityCapex / Revenue | 1.1% | 5.3% |
| Cash ConversionOCF / Net Profit | 3.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $357.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $-227.0M | $371.0M | ||
| Q2 25 | $-145.5M | $247.0M | ||
| Q1 25 | $-171.1M | $142.0M | ||
| Q4 24 | $918.1M | $189.0M | ||
| Q3 24 | $-301.6M | $264.0M | ||
| Q2 24 | $19.8M | $210.0M | ||
| Q1 24 | — | $145.0M |
| Q4 25 | $977.9M | — | ||
| Q3 25 | $-253.5M | $215.0M | ||
| Q2 25 | $-173.7M | $51.0M | ||
| Q1 25 | $-193.0M | $-57.0M | ||
| Q4 24 | $899.7M | $23.0M | ||
| Q3 24 | $-322.4M | $137.0M | ||
| Q2 24 | $-5.4M | $20.0M | ||
| Q1 24 | — | $-161.0M |
| Q4 25 | 34.0% | — | ||
| Q3 25 | -9.0% | 10.2% | ||
| Q2 25 | -9.9% | 2.5% | ||
| Q1 25 | -9.6% | -2.9% | ||
| Q4 24 | 31.7% | 1.2% | ||
| Q3 24 | -11.7% | 6.7% | ||
| Q2 24 | -0.3% | 1.0% | ||
| Q1 24 | — | -8.0% |
| Q4 25 | 1.1% | 5.3% | ||
| Q3 25 | 0.9% | 7.4% | ||
| Q2 25 | 1.6% | 9.4% | ||
| Q1 25 | 1.1% | 10.2% | ||
| Q4 24 | 0.6% | 8.6% | ||
| Q3 24 | 0.8% | 6.2% | ||
| Q2 24 | 1.3% | 9.1% | ||
| Q1 24 | — | 15.2% |
| Q4 25 | 3.36× | — | ||
| Q3 25 | -1.20× | 4.52× | ||
| Q2 25 | — | 2.33× | ||
| Q1 25 | — | 2.06× | ||
| Q4 24 | 5.47× | 2.52× | ||
| Q3 24 | -5.78× | 2.78× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | — | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
