Integrated freight & logistics
10 companies · $167B combined revenue · $9.6B operating profit
The typical US-listed integrated freight & logistics company grew revenue 4.7% and earnings 0% in its latest year, at a 6.1% operating margin, and 2 of 9 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.
Growth engines: the 4 Cylinders
All four working: 0% of companiesA company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.
- Sales growth · Revenue up 10% or more20%
- Operating leverage · Operating income growing faster than a growing revenue13%
- Margin expansion · Operating margin up 1 point or more22%
- Debt reduction · Debt down 5% or more, or net cash11%
Combined revenue · 10 companies reporting in US dollars
Combined operating margin
All 10 companies
| Median | – | 4.7% | 0% | 6.1% | 9.9% | 0.82x |
| FDXFEDEX | $94.7B | 7.7%▲ | 8.3%▲ | 5.8%▼ | 6.8%▼ | 0.76x▲ |
| EXPDExpeditors International of Washington | $11.1B | 4.4%▼ | 0% | 9.5%▲ | 37.3%▲ | – |
| XPOXPO | $8.2B | 1.1%▼ | -18.3%▼ | 8%▲ | 9.9% | 1.75x▼ |
| CHRWC. H. Robinson Worldwide | $16.2B | -8.4%▼ | 26.1%▲ | 4.9%▼ | 24.6%▲ | 0.59x▲ |
| FDXFFedEx Freight | $8.8B | -1.1%▼ | -51.3%▼ | 6.1% | 9.2%▼ | – |
| GATXGATX | $1.7B | 9.8%▲ | 17.3%▲ | – | – | 4.55x▼ |
| HAFNHafnia | $2.3B | -20.5%▼ | -56.1%▼ | 16.2%▲ | 11.4%▲ | 0.48x▲ |
| GXOGXO Logistics | $13.2B | 12.5%▲ | -76.1%▼ | 1.9%▼ | 2.9%▼ | 0.88x▼ |
| RXORXO | $5.7B | 26.2%▲ | – | -1.4%▼ | -3.5%▼ | 0.26x▲ |
| BCOBrinks | $5.3B | 5%▲ | 22.6%▲ | 11.1%▲ | 11.4%▲ | 14x▼ |
▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).