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Expeditors International of Washington, Inc.(EXPD)Earnings, Financials & Key Ratios
EXPD•NYSE
$165.74
27.9× P/E·Price updated Jul 7, 2026
AboutExpeditors International of Washington, Inc. provides logistics services in the Americas, North Asia, South Asia, Europe, the Middle East, Africa, and India. The company offers airfreight services, such as air freight consolidation and forwarding; ocean freight and ocean services, including ocean freight consolidation, direct ocean forwarding, and order management; customs brokerage, intra-continental ground transportation and delivery, and warehousing and distribution services; and customs clearance, purchase order management, vendor consolidation, time-definite transportation services, temperature-controlled transit, cargo insurance, specialized cargo monitoring and tracking, and other supply chain solutions. It also provides optimization, trade compliance, consulting, cargo security, and solutions. In addition, it acts as a freight consolidator or as an agent for the airline, which carries the shipment. Further, the company provides ancillary services that include preparation of shipping and customs documentation, packing, crating, insurance services, negotiation of letters of credit, and the preparation of documentation to comply with local export laws. Its customers include retailing and wholesaling, electronics, technology, and industrial and manufacturing companies. Expeditors International of Washington, Inc. was incorporated in 1979 and is headquartered in Seattle, Washington.Show more
- Revenue$11.07B+4.4%
- EBITDA$1.11B+0.6%
- Net Income$814M+0.5%
- EPS (Diluted)5.95+4.0%
- Gross Margin15.31%+20.3%
- EBITDA Margin10.02%-3.6%
- Operating Margin9.51%-3.2%
- Net Margin7.35%-3.8%
- ROE35.51%+1.2%
EXPD Price & Volume
Expeditors International of Washington, Inc. (EXPD) stock price & volume — 10-year historical chart
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Asset-Light Logistics Model Navigates Cyclical Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Geopolitical Trade Lane Exposure
Key Thesis Takeaways
- Expeditors International maintains a fortress balance sheet with a debt-to-equity ratio of 0.25, providing significant insulation against the inherent volatility of global freight forwarding.
- While the company has demonstrated impressive resilience with a 16.3% EPS growth in 2026Q1, investors should monitor the recent shift in gross margins to 34.9% and the disappearance of deferred revenue, which may indicate structural changes in service contracts.
- The firm's disciplined capital allocation, highlighted by $295.2 million in buybacks during 2026Q1, continues to support shareholder value despite the cyclical nature of international trade volumes.
Verdict Logic
while the company exhibits strong cash conversion with an OCF/NI ratio of 1.35, the current P/E of 27.01 and the recent volatility in working capital suggest that investors should wait for more clarity on the sustainability of the 34.9% gross margin.
EXPD Growth Metrics
Expeditors International of Washington, Inc. (EXPD) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.28%
5 Years2.92%
3 Years-13.45%
TTM1.13%
Profit CAGR
10 Years5.93%
5 Years3.17%
3 Years-15.68%
TTM-0.96%
EPS CAGR
10 Years9.5%
5 Years7.89%
3 Years-10.36%
TTM2.66%
Return on Capital
10 Years39.12%
5 Years42%
3 Years35.2%
Last Year38.21%
EXPD Recent Earnings
Expeditors International of Washington, Inc. (EXPD) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$1.71+28.6%
$1.33
Rev
$2.8B+6.6%
$2.6B
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$1.49+1.4%
$1.47
Rev
$2.9B+1.0%
$2.8B
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$1.64+18.0%
$1.39
Rev
$2.9B+6.2%
$2.7B
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$1.34+7.2%
$1.25
Rev
$2.7B+9.7%
$2.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $1.71vs $1.33+28.6% | $2.8Bvs $2.6B+6.6% |
| Q1 2026 | Feb 24, 2026 | $1.49vs $1.47+1.4% | $2.9Bvs $2.8B+1.0% |
| Q4 2025 | Nov 4, 2025 | $1.64vs $1.39+18.0% | $2.9Bvs $2.7B+6.2% |
| Q3 2025 | Aug 5, 2025 | $1.34vs $1.25+7.2% | $2.7Bvs $2.4B+9.7% |
Based on last 12 quarters of dataView full earnings history →
Latest EXPD News
Recent stock market news and headlines for Expeditors International of Washington, Inc. (EXPD)
Zacks Investment Research·Jun 25, 2026
Zacks Industry Outlook Expeditors, C.H. Robinson and ZTOExpeditors, C.H. Robinson and ZTO have been highlighted in this Industry Outlook article.
Zacks Investment Research·Jun 24, 2026
3 Transport-Service Stocks to Monitor Amid Challenging Industry TrendsEXPD, ZTO and CHRW are emerging as resilient players in the Zacks Transportation???Services industry, even as the freight downturn and economic uncertainties continue to weigh on the industry.
Seeking Alpha·Jun 23, 2026
Expeditors International of Washington, Inc. (EXPD) Discusses Ocean Market Update and Industry Changes TranscriptExpeditors International of Washington, Inc. (EXPD) Discusses Ocean Market Update and Industry Changes Transcript
Seeking Alpha·Jun 18, 2026
Expeditors International of Washington, Inc. (EXPD) Discusses Incoterms and Strategies for Managing Risk and Costs in Global Supply Chains TranscriptExpeditors International of Washington, Inc. (EXPD) Discusses Incoterms and Strategies for Managing Risk and Costs in Global Supply Chains Transcript
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $165.74 | $22.04B | 27.86 | 4.42% | 7.35% | 35.51% | 0.92% | |
| $190.95 | $22.65B | 39.53 | -8.42% | 3.7% | 33.32% | — | |
| $13.10 | $414.29M | -3.76 | 0.84% | -3.71% | -52.57% | — | |
| $51.84 | $5.96B | 185.14 | 12.55% | 0.95% | 4.27% | — | |
| $111.96 | $95.13B | 17.07 | -2.49% | 5.94% | 32.98% | — | |
| $312.88 | $74.66B | 16.87 | 7.73% | 4.68% | 15.11% | — |
Compare EXPD vs Peers
Expeditors International of Washington, Inc. (EXPD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
EXPD SEC Filings & Documents
Expeditors International of Washington, Inc. (EXPD) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
May 5, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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EXPD Frequently Asked Questions
Expeditors International of Washington, Inc. (EXPD) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Expeditors International of Washington, Inc.'s revenue?
Expeditors International of Washington, Inc. (EXPD) reported $11.19B in revenue for fiscal year 2025. This represents a 1432% increase from $730.1M in 1996.
How fast is Expeditors International of Washington, Inc. growing?
Expeditors International of Washington, Inc. (EXPD) grew revenue by 4.4% over the past year. Growth has been modest.
Is EXPD profitable?
Yes, Expeditors International of Washington, Inc. (EXPD) is profitable, generating $836.6M in net income for fiscal year 2025 (7.4% net margin).
Dividend & Returns
Does EXPD pay dividends?
Yes, Expeditors International of Washington, Inc. (EXPD) pays a dividend with a yield of 0.92%. This makes it attractive for income-focused investors.
What is EXPD's return on equity?
Expeditors International of Washington, Inc. (EXPD) has a return on equity (ROE) of 35.5%. This is excellent, indicating efficient use of shareholder capital.
What is Expeditors International of Washington, Inc.'s free cash flow?
Expeditors International of Washington, Inc. (EXPD) generated $920.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.