Zacks Investment Research·5d ago
Here's Why Investors Should Add Expeditors Stock to Their PortfolioEXPD's strong share gains, upbeat estimates and e-commerce tailwinds spotlight fresh momentum for investors.
Expeditors is experiencing a volume-led resurgence, with revenue surging 32.1% YoY in 2026Q2 to $3.5B, driven by market share gains rather than rate inflation. Gross margin expanded to 29.3% from 15.6% a year earlier, indicating improved pricing power and oper...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 32.1% YoY in 2026Q2 to $3.5B, with gross margin expanding to 29.3% from 15.6% a year earlier, driving EPS growth of 51.5%.
Expeditors International operates in over 100 countries with 340 locations, providing a strong global presence and extensive service coverage.
The company's non-asset-based approach allows for scalability and flexibility, reducing capital expenditures and operational risks.
A durable recovery in freight rates and volumes could drive significant upside, leveraging operational efficiency and disciplined capital returns.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $2.03+20.1% vs $1.69 | $3.5B+20.4% vs $2.9B |
Q2 2026 May 5, 2026 | $1.71+28.6% vs $1.33 | $2.8B+6.6% vs $2.6B |
Q1 2026 Feb 24, 2026 | $1.49+1.4% vs $1.47 | $2.9B+1.0% vs $2.8B |
Q4 2025 Nov 4, 2025 | $1.64+18.0% vs $1.39 | $2.9B+6.2% vs $2.7B |
EXPD's strong share gains, upbeat estimates and e-commerce tailwinds spotlight fresh momentum for investors.
Corient Private Wealth LP lessened its stake in Expeditors International of Washington, Inc. (NASDAQ: EXPD) by 17.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,206 shares of the transportation company's stock after selling 8,819 shares during the quarter.
Expeditors International of Washington, Inc. (EXPD) Discusses Mission-Critical AOGs in Aviation and Aerospace Supply Chains Transcript
On CNBC's “Halftime Report Final Trades,” Jim Lebenthal, partner and chief market strategist at Cerity Partners, picked AstraZeneca PLC (NYSE:AZN),
Benchmark EXPD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Expeditors International of Washington, Inc. (EXPD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $187.51 | $24.52B | 31.51 | 4.42% | 7.35% | 35.51% | 0.81% | |
| $149.56 | $17.63B | 30.96 | -8.42% | 3.73% | 36.01% | — | |
| $15.14 | $478.8M | -4.35 | 0.84% | -11.37% | -320.56% | — | |
| $45.77 | $5.27B | 163.46 | 12.55% | 0.96% | 4.36% | — | |
| $95.86 | $81.43B | 14.61 | -2.46% | 5.08% | 29.02% | — | |
| $295.94 | $70.61B | 15.95 | 7.73% | 4.68% | 15.11% | — |
Expeditors International of Washington, Inc. (EXPD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Expeditors International of Washington, Inc. (EXPD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 20, 2026·SEC
May 6, 2026·SEC
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Expeditors International of Washington, Inc. (EXPD) stock FAQ — growth, dividends, profitability & financials explained
Expeditors International of Washington, Inc. (EXPD) reported $12.04B in revenue for fiscal year 2025. This represents a 1549% increase from $730.1M in 1996.
Expeditors International of Washington, Inc. (EXPD) grew revenue by 4.4% over the past year. Growth has been modest.
Yes, Expeditors International of Washington, Inc. (EXPD) is profitable, generating $919.3M in net income for fiscal year 2025 (7.4% net margin).
Yes, Expeditors International of Washington, Inc. (EXPD) pays a dividend with a yield of 0.81%. This makes it attractive for income-focused investors.
Expeditors International of Washington, Inc. (EXPD) has a return on equity (ROE) of 35.5%. This is excellent, indicating efficient use of shareholder capital.
Expeditors International of Washington, Inc. (EXPD) generated $923.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
