The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Expeditors International (EXPD) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Transportation peers, we might be able to answer that question.Expeditors International is one of 122 companies in the Transportation group. The Transportation group currently sits at #6 within the Zacks Sector Rank. The ...

Seattle, Washington-based Expeditors International of Washington, Inc. (EXPD) is a leading third-party logistics provider. With a market cap of $20.3 billion, Expeditors offers global logistics management, including international freight forwarding and consolidation, for both air and ocean freight. Companies worth $10 billion or more are generally described as “large-cap stocks.” Expeditors fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and in ...

Group 1 - Expeditors International of Washington, Inc. (EXPD) has seen a 7.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Cirrus Logic, Inc. (CRUS) has experienced a 9.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Credo Technology Group Holding Ltd (CRDO) has had a 7.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - American Eagle Outfitters, Inc. (AEO) has seen a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - McGraw Hill, Inc. (MH) has experienced a significant 43% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Insights - Expeditors International's Q3 2025 earnings of $1.64 per share exceeded the Zacks Consensus Estimate of $1.40, marking a 0.6% year-over-year increase. Total revenues reached $2.89 billion, surpassing the estimate of $2.68 billion but reflecting a 4% decline year-over-year due to challenges in ocean freight and services [3][4]. Financial Performance - Airfreight tonnage volume rose by 4% in Q3, while ocean container volume fell by 3%. Operating income decreased by 4% year-over-year to $288 million, and total operating expenses decreased by 3.5% to $2.6 billion [4]. - Airfreight Services revenues increased by 3.4% year-over-year to $1 billion, driven by export growth from North and South Asia. Conversely, ocean freight and services revenues plummeted by 26.7% year-over-year to $746.1 million due to pricing volatility and lower volumes. Customs Brokerage and other services revenues grew by 13.5% year-over-year to $1.13 billion [5]. Shareholder Returns - In Q3 2025, Expeditors returned $212 million to shareholders through share buybacks, totaling $725 million year-to-date through repurchases and dividends. The company ended the quarter with cash and cash equivalents of $1.19 billion, up from $1.15 billion at the end of 2024 [6]. Market Sentiment - Following the earnings release, there has been a positive shift in consensus estimates, with a 13.51% upward adjustment noted [7]. - Expeditors International holds a Zacks Rank 2 (Buy), indicating expectations for above-average returns in the coming months [9]. Industry Context - Expeditors International is part of the Zacks Transportation - Services industry, which has seen C.H. Robinson Worldwide gain 4.2% over the past month. C.H. Robinson reported revenues of $4.14 billion for the quarter ended September 2025, reflecting a year-over-year decline of 10.9% [10][11].

We came across a bullish thesis on Expeditors International of Washington, Inc. on Valueinvestorsclub.com by jamal. In this article, we will summarize the bulls’ thesis on EXPD. Expeditors International of Washington, Inc.'s share was trading at $146.9 as of November 28th. EXPD’s trailing and forward P/E were 23.93 and 24.45, respectively according to Yahoo Finance. Joby Aviation (JOBY) Jumps to New High on $125-Million Acquisition of Air Mobility Platform Copyright: khunaspix / 123RF Stock Photo Expedi ...

Key Takeaways EXPD raised its dividend by 5.5% and outperformed UPS with a 31% stock gain over six months.UPS' high dividend payout ratio raises concerns as free cash flow lags behind dividend payments.EXPD's earnings benefit from rising airfreight tonnage, cost-cutting, and e-commerce growth.United Parcel Service (UPS) and Expeditors International of Washington (EXPD) are two major players in the Zacks Transportation sector. Despite ongoing economic uncertainty, both companies increased dividends this year ...

Core Insights - Expeditors International of Washington, Inc. (NYSE:EXPD) is recognized as one of the 15 High Quality Dividend Stocks for Long-Term Investors [1] - Bank of America (BofA) raised its price target for Expeditors to $150 from $142 while maintaining a Neutral rating, citing stronger-than-expected demand in Customs and Airfreight [2] - The company reported a significant increase in airfreight tonnage, particularly from North and South Asia, and expanded its presence in strategic sectors such as technology, pharmaceuticals, and aviation [3] - Expeditors repurchased $212 million of common stock and returned $725 million to shareholders year-to-date through share buybacks and dividends [4] Financial Performance - BofA maintained an "above-Street" Q4 EPS estimate at $1.49 and increased its FY26 EPS forecast by 3% to $6.50 [2] - The company has returned a total of $725 million to shareholders through share buybacks and dividends in the current year [4] Market Position - Expeditors is benefiting from significant investments by technology customers in artificial intelligence infrastructure, which is expected to enhance its market position [3]

Core Viewpoint - Expeditors International of Washington, Inc. (EXPD) has shown strong performance over the past year and is expected to maintain this momentum, making it an attractive investment opportunity [1]. Performance Overview - EXPD stock has gained 30.2% year-to-date, significantly outperforming the transportation-services industry, which has seen a decline of 0.1% [2][7]. - The company currently holds a Zacks Rank 1 (Strong Buy), indicating strong investment potential [4]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for fourth-quarter 2025 earnings has increased by 12.5% over the past 60 days, while the current year's earnings estimate has been revised upward by 6.36% [5][10]. - EXPD has a positive earnings surprise history, surpassing the Zacks Consensus Estimate in each of the last four quarters with an average beat of 13.94% [9]. Growth Factors - E-commerce growth is a significant driver for Expeditors, leading to increased demand for intermodal services, which is expected to continue supporting the company's growth [10]. - The company's strong financial position enables it to pursue growth through acquisitions and reward shareholders with dividends and share buybacks [11].

PresentationCrystal WoodsRegional Sales Ops - Northwest Region All right. It's 10:00. We'll get going if you're here for brushing up on the basics. You're in the right spot. If you don't mind going to the next slide, Rachel, that would be great. Thank you. All right. Thank you, everybody, for joining in this -- joining us this morning for our webinar. Webinar is going to run about 50 minutes and your cameras are off and your audio is muted. But if you have any questions, please feel free to put them in the ...

Summary of Expeditors International of Washington Webinar Company Overview - **Company**: Expeditors International of Washington (NYSE: EXPD) - **Date**: November 19, 2025 - **Focus**: Basics of compliant exporting and international shipping processes Key Points Industry Insights - **Export Compliance**: Emphasis on understanding the shipment life cycle and compliance in international transactions [4][5][6] - **Players in International Transactions**: Identification of key participants including buyers, sellers, consolidators, forwarders, customs brokers, and trucking companies [5][6][10] - **Shipping Methods**: Discussion on the differences between ocean and air transportation, including cost and speed considerations [19][27] Shipment Life Cycle - **Process Overview**: Detailed explanation of the steps from negotiation to delivery, including the creation of pro forma invoices, booking with carriers, and customs declarations [11][12][17] - **Documentation**: Importance of various documents such as the shipper's letter of instruction, electronic export information (EEI), commercial invoices, and packing lists [41][42][43] Transportation Considerations - **Ocean Freight**: Generally cheaper but slower, with terms like LCL (Less than Container Load) and FCL (Full Container Load) discussed [19][20][23] - **Air Freight**: Faster and often used for high-value or time-sensitive goods, with costs based on weight or volume [27][28] - **Carrier Contracts**: Importance of understanding contracts with carriers and the implications of shipping commitments [21][22] Incoterms - **Definition and Purpose**: Explanation of Incoterms as international commercial terms that clarify transport obligations, costs, and risk transfer [31][32][33] - **Examples**: Discussion of specific Incoterms like XWorks (EXW) and Delivered Duty Paid (DDP), highlighting the responsibilities of sellers and buyers [34][36] Liability and Insurance - **Carrier Liability**: Overview of liability limits for air and ocean freight, including the Warsaw Convention and COGSA defenses [51][52] - **Insurance Importance**: Explanation of insurance as a risk transfer tool, covering property in transit and the rationale for purchasing insurance [55][56] Regulatory Environment - **Tariff Challenges**: Insights into the complexities of importing versus exporting, with a focus on recent changes in regulations [59] - **Future Outlook**: Anticipation of increasing complexities in export regulations and the need for businesses to adapt [60] Additional Information - **Webinars and Training**: Announcement of upcoming webinars on customs and market updates, indicating ongoing educational opportunities for participants [60][61] Important but Overlooked Content - **Customs Brokers**: Role of customs brokers in facilitating the customs declaration process at both origin and destination [10][17] - **Risk Management**: Discussion on the various risks involved in international shipping and the importance of insurance to mitigate these risks [54][55] - **Documentation Compliance**: Clarification that while certain documents are commonly used, not all are legally required for exports [41] This summary encapsulates the essential points discussed during the webinar, providing a comprehensive overview of the key aspects of exporting and international shipping as presented by Expeditors International of Washington.