Cost of Revenue Trends: Delta Air Lines, Inc. vs XPO Logistics, Inc.

Cost of Revenue Trends: A Tale of Two Giants

In the ever-evolving landscape of the transportation industry, Delta Air Lines, Inc. and XPO Logistics, Inc. have showcased intriguing cost of revenue trends over the past decade. Delta Air Lines, a titan in the aviation sector, has seen its cost of revenue fluctuate, peaking in 2024 with a 42% increase from its 2020 low. Meanwhile, XPO Logistics, a leader in supply chain solutions, experienced a 600% surge from 2014 to 2018, before stabilizing in recent years.

A Decade of Change

From 2014 to 2023, Delta's cost of revenue grew by approximately 34%, reflecting its strategic expansions and operational adjustments. In contrast, XPO's costs peaked in 2018, highlighting its aggressive growth strategy during that period. Notably, data for 2024 is missing for XPO, leaving room for speculation on its future trajectory. These trends underscore the dynamic nature of the industry and the strategic decisions shaping these companies' financial landscapes.