The Zacks Transportation sector is widely diversified in nature, including airlines, railroads, package delivery companies and truckers, to name a few. Per the latest Earnings Preview, fourth-quarter 2025 earnings of the S&P 500 members of the sector are expected to decline 7.2% year over year. Revenues are estimated to be up 1.9%.With quite a few players in this diversified sector yet to report their financial numbers, we expect the likes of Canadian National Railway (CNI) , Expeditors International of Was ...

Group 1 - The webinar is hosted by the Salt Lake City office, primarily supporting the Utah and Las Vegas metro areas, with interest from participants across the U.S. [1] - The session is planned to last about 40 to 45 minutes, followed by a Q&A segment [2] - Participants are encouraged to submit questions via the Q&A box, with a commitment to address any unanswered questions later [2] Group 2 - Attendees will receive a copy of the presentation slides after completing a short survey, as the session is not being recorded [2]

Expeditors International of Washington (NYSE:EXPD) Update / briefing January 28, 2026 12:00 PM ET Company ParticipantsKatherine Brown - Senior Compliance SpecialistNone - Company RepresentativeNoneAll right, we are at the hour, so we'll go ahead and get started for everybody. Hi, my name is Alex. Thank you for joining today, our Getting Started with the Customs ACE Portal webinar. This is a local webinar that's hosted by the Salt Lake City office. We primarily support the Utah and Las Vegas metro areas, but ...

PresentationSamantha HurstRegional Sales & Marketing Manager for Mid-Atlantic Hello, everyone. We have just hit 1:00 here on the East Coast. So we are going to get started with our webinar today. Thank you so much for joining us. Again, you are joining us for the tariff relief for DoD contractors and subs. We're going to be explaining DCMA duty-free and how those entries work. So we hope you are ready for lots of valuable information that will support you in those efforts. My name is Samantha Hurst. I will ...

Summary of Expeditors International of Washington Webinar on DCMA Duty-Free Entry Company and Industry Overview - **Company**: Expeditors International of Washington (NYSE: EXPD) - **Industry**: Logistics and Customs Brokerage, specifically focusing on government contracts and duty-free entry processes for the Department of Defense (DoD) Core Points and Arguments 1. **Purpose of DCMA Duty-Free Entry**: The DCMA Duty-Free Entry (DFE) allows certain goods imported under DoD contracts to enter the U.S. customs territory without paying customs duty, providing significant cost savings for contractors [15][16][17] 2. **Regulatory Framework**: The DFE is governed by the Federal Acquisition Regulations (FAR) and the Defense Federal Acquisition Regulation Supplement (DFARS), specifically clause 252.225-7013, which must be included in contracts to be eligible for duty-free entry [16][17] 3. **Eligibility Criteria**: Goods must not have the duty included in the contract price, and the estimated duty must exceed $300 per shipment to qualify for DFE [18][19] 4. **Process Overview**: The process involves submitting a duty-free entitlement request through the Procurement Integrated Enterprise Environment (PIEE), which must be approved by the contracting officer before the customs broker can request a DFE certificate [25][26][29] 5. **Role of Agencies**: The Defense Contract Management Agency (DCMA) administers DoD contracts and has a small team responsible for reviewing and approving DFE certificates, processing approximately 30,000 requests annually [22][23] 6. **Documentation Requirements**: Required documents include a commercial invoice, Customs Form 7501, and any other relevant customs forms, all of which must reference the DoD contract number [50][51] 7. **Best Practices for Contractors**: Contractors should ensure the DFARS clause is included in contracts, maintain accurate records, and communicate effectively with contracting officers and customs brokers to avoid delays [52][53][54] Additional Important Information 1. **Impact of Tariff Increases**: The recent tariff increases have prompted DoD contractors to seek opportunities to reduce costs through the DFE process [15] 2. **Common Issues**: Common reasons for entitlement request denials include incorrect contract values, expiration dates, and duplicate requests [33][34] 3. **Communication with Subcontractors**: Subcontractors must rely on prime contractors for the DFE process, as they do not have direct access to the PIEE platform [49] 4. **Time Sensitivity**: The DFE certificate must be uploaded to the Customs ACE Document Imaging System within six months of entry to avoid duties being assessed [24][46] 5. **Training Resources**: Training materials related to the DFE process are available on the PIEE platform, providing step-by-step guidance for contractors [85] This summary encapsulates the key points discussed during the webinar, focusing on the DCMA Duty-Free Entry process and its implications for contractors working with the DoD.

Investors interested in stocks from the Transportation - Services sector have probably already heard of DHL Group Sponsored ADR (DHLGY) and Expeditors International (EXPD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on ...

Expeditors International of Washington, Inc. (EXPD) is a Fortune 500 logistics powerhouse based in Seattle that specializes in customized, tech-enabled supply chain solutions. Leveraging a seamlessly integrated global network of 331 locations across 109 countries, the company supports businesses with end-to-end logistics coordination across six continents. Currently standing at a market capitalization of about $22 billion, Expeditors is scheduled to report its fiscal 2025 fourth-quarter earnings by the e ...

Core Insights - Expeditors International of Washington (EXPD) and FedEx Corporation (FDX) have both increased their dividends this year, highlighting their commitment to shareholder returns despite economic uncertainty [1][3] Dividend Performance - EXPD raised its semi-annual dividend by 5.5%, increasing the payout from $0.73 to $0.77 per share, with a payout ratio of 25% and a five-year dividend growth rate of 7.4% [3] - FDX increased its quarterly cash dividend to $1.45 per share from $1.38, resulting in an annualized dividend of $5.80 compared to $5.52 [3] Price Performance Comparison - Over the past year, EXPD has outperformed FDX in stock performance, attributed to better handling of market volatility and geopolitical challenges [5] - FDX's weaker performance is linked to revenue pressures from geopolitical uncertainty and inflation, leading to lower package shipment volumes [5] - EXPD's stock performance is supported by a recovering airfreight environment, with a 4% year-over-year increase in tonnage in the September quarter [6] E-commerce Impact - The demand for intermodal services has increased due to the growing importance of e-commerce, which continues to support growth for companies like Expeditors despite a moderation from pandemic peaks [7] Earnings Surprise History - EXPD has consistently exceeded earnings estimates in the past four quarters, with an average surprise of 13.9%, while FDX has beaten estimates in three of the last four quarters with a 5.7% average surprise [12] Valuation Comparison - EXPD trades at a forward sales multiple of 1.99X and has a Value Score of D, while FDX has a Value Score of A and trades at a lower forward sales multiple [11] Conclusion - EXPD's stronger share price performance and earnings track record suggest it is the more attractive investment option at present, with a Zacks Rank of 2 (Buy) compared to FDX's Zacks Rank of 3 (Hold) [14]

Investors looking for stocks in the Transportation - Services sector might want to consider either DHL Group Sponsored ADR (DHLGY) or Expeditors International (EXPD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Z ...

Industry Overview - The Zacks Transportation-Services industry is facing challenges due to weak freight rates, high inflation, and supply-chain disruptions, compounded by tariff uncertainties and geopolitical tensions [1][2][4]. - Companies in this industry provide transport, logistics, leasing, and maintenance services, with a direct correlation to economic health [3]. Current Trends - Freight demand remains weak, with the Cass Freight Shipments Index declining by 7.6% year over year in November, marking a continuous decline for nine months [4]. - Rising cost pressures, including labor shortages and increased maintenance costs, are eroding profit margins, with ongoing inflation potentially narrowing margins further [5]. - The U.S. Federal Reserve's recent interest rate cuts may provide some relief by lowering borrowing costs and potentially boosting economic growth [6]. Industry Performance - The Zacks Transportation-Services industry ranks 166 out of 243 Zacks industries, placing it in the bottom 32% [7][8]. - The industry's earnings outlook is negative, with a 28.3% year-over-year decrease in aggregate earnings estimates for 2026 [9]. - Over the past year, the industry has underperformed the S&P 500, gaining only 3.3% compared to the S&P 500's 16.9% increase [12]. Valuation Metrics - The industry is currently trading at a forward price-to-sales ratio of 1.46X, significantly lower than the S&P 500's 5.6X and slightly above the sector's 1.31X [15]. Notable Companies - **Expeditors International of Washington (EXPD)**: A leading third-party logistics provider with a Zacks Rank of 1 (Strong Buy). Despite weak volumes, cost-cutting measures are positively impacting earnings, which have beaten estimates by an average of 13.9% over the last four quarters [18][19]. - **ZTO Express (Cayman) (ZTO)**: A major express delivery player in China, also holding a Zacks Rank of 1. The company has a long-term earnings growth expectation of 3.1% [22][23]. - **C.H. Robinson Worldwide (CHRW)**: An asset-light logistics player with a Zacks Rank of 3 (Hold). The company has consistently surpassed earnings estimates, with an average beat of 10.4% over the last four quarters [26].