Expeditors International of Washington (NASDAQ:EXPD) Releases Quarterly Earnings Results, Beats Expectations By $0.03 EPS

Expeditors International of Washington (NASDAQ:EXPD) announced its earnings results on Tuesday. The transportation company reported $1.49 earnings per share for the quarter, beating the consensus estimate of $1.46 by $0.03, Briefing.com reports. Expeditors International of Washington had a return on equity of 36.16% and a net margin of 7.64%.Expeditors International of Washington’s revenue for the quarter was down 3.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.68 earnings per share.

Expeditors International of Washington Price Performance

EXPD stock opened at $138.52 on Wednesday. The firm has a market capitalization of $18.56 billion, a P/E ratio of 24.22, a P/E/G ratio of 5.00 and a beta of 1.13. Expeditors International of Washington has a 52-week low of $100.47 and a 52-week high of $167.19. The company’s 50 day simple moving average is $155.91 and its 200-day simple moving average is $138.23.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on EXPD shares. UBS Group raised shares of Expeditors International of Washington from a “neutral” rating to a “buy” rating and upped their price target for the company from $138.00 to $166.00 in a report on Monday, November 17th. Stifel Nicolaus boosted their target price on shares of Expeditors International of Washington from $130.00 to $136.00 and gave the stock a “hold” rating in a report on Tuesday, December 16th. Morgan Stanley raised their target price on shares of Expeditors International of Washington from $90.00 to $95.00 and gave the stock an “underweight” rating in a report on Monday, December 8th. Zacks Research cut Expeditors International of Washington from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 14th. Finally, Barclays increased their price objective on Expeditors International of Washington from $110.00 to $135.00 and gave the company an “underweight” rating in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, Expeditors International of Washington currently has an average rating of “Reduce” and a consensus price target of $134.10.

Institutional Trading of Expeditors International of Washington

Several large investors have recently added to or reduced their stakes in the company. Compound Planning Inc. boosted its position in shares of Expeditors International of Washington by 18.6% in the fourth quarter. Compound Planning Inc. now owns 2,331 shares of the transportation company’s stock worth $347,000 after buying an additional 366 shares during the period. Corient Private Wealth LLC raised its position in Expeditors International of Washington by 61.6% during the fourth quarter. Corient Private Wealth LLC now owns 53,385 shares of the transportation company’s stock valued at $7,868,000 after buying an additional 20,343 shares during the period. Alberta Investment Management Corp purchased a new stake in Expeditors International of Washington in the 4th quarter worth about $5,074,000. Mercer Global Advisors Inc. ADV lifted its stake in Expeditors International of Washington by 4.5% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 29,321 shares of the transportation company’s stock worth $4,369,000 after acquiring an additional 1,260 shares in the last quarter. Finally, Front Street Capital Management Inc. boosted its position in Expeditors International of Washington by 4.3% during the 4th quarter. Front Street Capital Management Inc. now owns 10,943 shares of the transportation company’s stock worth $1,631,000 after acquiring an additional 449 shares during the period. 94.02% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Expeditors International of Washington

Here are the key news stories impacting Expeditors International of Washington this week:

• Positive Sentiment: Board authorized a new $3.0 billion share repurchase program, signaling a strong capital-return commitment that should support the share price over time. Expeditors Announces New Share Repurchase Program
• Positive Sentiment: Q4 results slightly beat consensus: EPS of $1.49 vs. $1.46 expected and management highlighted strength in customs brokerage and air freight tonnage. The beat and business mix shift (more higher-margin brokerage/air) are short-term positives. EXPD Tops Q4 Earnings & Revenue Estimates, Announces Buyback Program
• Neutral Sentiment: Company reported full-quarter metrics: revenues of ~$2.9B, operating income of $251M and net earnings of $201M; airfreight tonnage rose ~6%. These operational details give context but don’t change the mixed view. Expeditors Reports Fourth Quarter 2025 EPS of $1.49
• Neutral Sentiment: Management discussed implications of the Supreme Court IEEPA tariff decision for importers; outcome interpretation is complex and impact on near-term volumes is uncertain. Expeditors Discusses Supreme Court IEEPA Tariff Decision
• Negative Sentiment: Top-line and profitability are down year-over-year: revenue fell ~3% and EPS declined vs. the prior year (from $1.68 to $1.49). Operating income declined ~17%, highlighting demand weakness that offsets the EPS beat. Expeditors (EXPD) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: Ocean freight slump continues to weigh on revenue and investor sentiment; market appears focused on slowing global trade volumes despite pockets of strength (customs brokerage/air). That macro pressure likely explains the share weakness. Expeditors tops quarterly estimates on strong customs brokerage demand

Expeditors International of Washington Company Profile

Expeditors International of Washington is a global logistics and freight forwarding company headquartered in Seattle, Washington. The firm specializes in providing tailored supply chain solutions that encompass air, ocean and ground transportation. Through an integrated service model, Expeditors coordinates and manages the movement of goods for a diverse customer base, including manufacturers, retailers and technology companies.

The company’s core offerings include customs brokerage, cargo insurance, distribution and warehousing services, as well as vendor consolidation and inventory management.