EXPD's revenue growth accelerated to 41.9% year over year in 2026Q3 and 32.1% in 2026Q2, suggesting a cyclical recovery in forwarding volumes that has lifted diluted EPS to $2.65 and gross margin to 29.5% from 12.6% in 2024Q3.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew sharply to $4.1B in 2026Q3 with operating margin of 10.8%, but gross margin has swung from 12.6% to 34.9% and back to 29.5% over the period, indicating spread capture is highly sensitive to freight market conditions.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $2.65+19.4% vs $2.22 | $4.1B+14.1% vs $3.6B |
Q3 2026 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 |
EXPD is likely to have faced airfreight cost pressures, tariff uncertainty and pricing volatility ahead of Q3 earnings, despite strong demand and an upbeat earnings outlook.
Expeditors International (EXPD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Boomfish Wealth Group LLC lessened its stake in Expeditors International of Washington, Inc. (NASDAQ: EXPD) by 91.8% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,633 shares of the transportation company's stock after selling 18,307 shares during the quarter. Boomfish Wealth
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 |
|---|---|---|---|---|---|---|---|
| $184.61 | $24.15B | 23.06 | 4.42% | 7.86% | 45.73% | 0.82% | |
| $125.33 | $14.77B | 22.25 | -8.42% | 3.67% | 39.59% | 1.98% | |
| $16.64 | $526.24M | -1.89 | 0.84% | -11.37% | -320.56% | — | |
| $55.18 | $6.35B | 46.51 | 12.55% | 0.98% | 4.51% | — | |
| $108.30 | $92B | 20.87 | -2.46% | 4.84% | 28.45% | 5.86% | |
| $308.14 | $73.52B | 16.61 | 7.73% | — | — | 1.87% |
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)
Nov 3, 2026·SEC
Nov 3, 2026·SEC
Aug 4, 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 $13.25B in revenue over the trailing twelve months. Revenue was $11.07B in fiscal year 2025. That is 1416% more than the $730.1M of fiscal year 1996.
Expeditors International of Washington, Inc. (EXPD) grew revenue by 18.6% over the trailing twelve months, compared with the twelve months before.
Yes. Expeditors International of Washington, Inc. (EXPD) earned $1.04B in net income over the trailing twelve months (a 7.9% net margin).
Yes. Expeditors International of Washington, Inc. (EXPD) pays a dividend that yields 0.82% at the current price, a small yield.
Expeditors International of Washington, Inc. (EXPD) had a return on equity (ROE) of 45.7% over the trailing twelve months. That is well above the market's typical 10-15%.
Expeditors International of Washington, Inc. (EXPD) generated $927.9M in free cash flow over the trailing twelve months.
