Expeditors International (EXPD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Expeditors International (EXPD) reported a revenue of $2.86 billion for the quarter ended December 2025, reflecting a year-over-year decline of 3.3% and an EPS of $1.49 compared to $1.68 a year ago, with a revenue surprise of +2.12% and an EPS surprise of +2.06% [1] Revenue Performance - Airfreight services generated $1.11 billion, exceeding the average estimate of $1.04 billion by four analysts, marking a year-over-year increase of +4.3% [4] - Ocean freight and ocean services reported revenues of $611.39 million, falling short of the average estimate of $687.5 million, representing a significant year-over-year decline of -32.7% [4] - Customs brokerage and other services achieved revenues of $1.14 billion, surpassing the average estimate of $1.07 billion, with a year-over-year increase of +15.5% [4] Net Revenue Insights - Net revenues from airfreight services were $242.76 million, slightly below the average estimate of $252.72 million, reflecting a year-over-year decline of -4.7% [4] - Net revenues from customs brokerage and other services reached $499.57 million, exceeding the average estimate of $485.71 million, with a year-over-year increase of +10.4% [4] - Net revenues from ocean freight and ocean services were $181.23 million, below the average estimate of $184.94 million, indicating a year-over-year decline of -20.3% [4] Stock Performance - Shares of Expeditors International have returned -5.8% over the past month, compared to a -1% change in the Zacks S&P 500 composite, with the stock currently holding a Zacks Rank 3 (Hold) [3]