Core Insights - Expeditors International of Washington (EXPD) is benefiting from effective cost-cutting measures and shareholder-friendly initiatives, leading to strong stock performance and encouraging investment opportunities [1] Factors Favoring EXPD Stock - The Zacks Consensus Estimate for fourth-quarter 2025 earnings has increased by 13.2% in the past 60 days, with upward revisions of 6.86% and 7.57% for the current year and 2026, respectively, indicating broker confidence in the stock [2] - EXPD shares have gained 26.3% over the past three months, significantly outperforming the transportation-services industry's 5.7% increase [3][7] Financial Performance - EXPD currently holds a Zacks Rank 1 (Strong Buy) and 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% [5] - In Q3 2025, total operating expenses were $2.6 billion, reflecting a 3.4% year-over-year decrease, primarily due to a 31% reduction in ocean freight and ocean services expenses, which accounted for 21% of total operating costs [6][8] Shareholder Returns - The company returned $212 million to shareholders in Q3 2025 through dividends and share buybacks, demonstrating a commitment to shareholder value [7][10] - In June 2025, EXPD increased its semi-annual dividend by 5.5%, raising it from $0.73 to $0.77 per share, with a subsequent declaration of the same dividend amount for November 2025 [9] - The company has a history of rewarding shareholders, having raised dividends by 15.5% in 2022 and 3% in 2023, alongside executing over $1.5 billion in share buybacks in 2022 [10]

Core Viewpoint - Expeditors International of Washington, Inc. (EXPD) has shown strong performance over the past year and is expected to maintain this momentum in the future, making it an attractive investment opportunity [1]. Performance Overview - EXPD's stock has increased by 32.6% over the past six months, significantly outperforming the transportation-services industry, which saw a 12% increase during the same period [2][7]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for EXPD's fourth-quarter 2025 earnings has risen by 13.18% in the last 60 days, while the current year's earnings estimate has been revised upward by 6.86% [5]. - The company has a strong earnings surprise history, exceeding the Zacks Consensus Estimate in each of the last four quarters with an average surprise 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 robust financial position enables it to pursue growth through acquisitions and reward shareholders with dividends and share buybacks, enhancing investor confidence [11].

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].