In its upcoming report, Expeditors International (EXPD) is predicted by Wall Street analysts to post quarterly earnings of $1.46 per share, reflecting a decline of 13.1% compared to the same period last year. Revenues are forecasted to be $2.8 billion, representing a year-over-year decrease of 5.3%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this ...

Core Insights - Expeditors International's stock reached an all-time high of $136.18, reflecting an 11.2% increase over the past year and a 16.7% rise in the last three months [1] - Despite a decline in diluted net earnings by 1% to $1.64 and a 3% drop in net earnings to $222 million, the earnings per share exceeded Wall Street estimates, contributing to the stock price increase [2][3] Financial Performance - The company's revenue was reported at $2.9 billion, surpassing forecasts, and EBIT margins also showed positive results [3] - Operating income and revenues both experienced a 4% decline [2] Business Segments - Airfreight business saw a 4% increase in shipment volume, although growth slowed throughout the quarter, with July up 6%, August up 3%, and September up 2% [4] - Customs Brokerage revenue grew by 13.3% year-on-year, driven by tariffs and increased demand for information and guidance among shippers and importers [6][7] - Ocean freight business faced challenges, with a 3% decline in traffic measured in forty-foot equivalents, deteriorating from a 3% increase in July to a 6% decrease in October [8] Market Conditions - The airfreight capacity became looser after the expiration of the de minimis exception, leading to lower sell and buy rates during the quarter [5] - The customs group is under pressure due to increased volume and complexity of entries, prompting investments in productivity enhancements, including AI and technology solutions [8]

Core Insights - Expeditors International reported revenue of $2.89 billion for the quarter ended September 2025, a decrease of 3.5% year-over-year, while EPS increased slightly to $1.64 from $1.63 [1] - The revenue exceeded the Zacks Consensus Estimate of $2.68 billion by 7.84%, and the EPS surpassed the consensus estimate of $1.40 by 17.14% [1] Revenue Breakdown - Airfreight services generated $1.02 billion, exceeding the estimated $966.34 million, reflecting a year-over-year increase of 3.4% [4] - Customs brokerage and other services brought in $1.13 billion, surpassing the average estimate of $1.01 billion, with a year-over-year growth of 13.3% [4] - Ocean freight and ocean services reported $746.12 million, above the estimated $703.65 million, but showed a significant decline of 26.7% compared to the previous year [4] Stock Performance - Over the past month, shares of Expeditors International returned -1%, contrasting with the Zacks S&P 500 composite's increase of 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Expeditors International of Washington reported third-quarter profit and revenue exceeding Wall Street estimates, driven by strong airfreight volumes and increased demand for customs brokerage services [1][4]. Group 1: Financial Performance - The company achieved quarterly revenue of $2.89 billion, surpassing analysts' expectations of $2.73 billion [4]. - Quarterly profit was reported at $1.64 per share, exceeding estimates of $1.40 per share [4]. - Revenue from the airfreight segment increased to $1.02 billion from $986.9 million year-over-year [3]. - The customs brokerage segment reported revenue of $1.13 billion, up from $995.6 million a year earlier [3]. Group 2: Operational Insights - Airfreight tonnage rose by 4% in the reported quarter, primarily due to shipments from Asia [2]. - The easing of previously tight air capacity followed the expiration of the 'de minimis' exemption for goods entering the United States [2]. - The customs brokerage business is experiencing strong growth due to a dynamic trade environment, with rising volumes and complexity of entries posing challenges [3]. Group 3: Market Challenges - Revenue in the ocean freight and services division declined to $746.1 million from $1.02 billion a year earlier, attributed to pricing volatility and lower shipment volumes as importers adjusted orders ahead of anticipated tariffs [4].

Group 1 - Expeditors International reported $2.65 billion in revenue for the quarter ended June 2025, an increase of 8.7% year-over-year [1] - The company's EPS for the same period was $1.34, compared to $1.24 a year ago, reflecting an EPS surprise of +8.06% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $2.4 billion by +10.52% [1] Group 2 - Airfreight services revenue was $951.79 million, surpassing the average estimate of $832.55 million by four analysts, representing a year-over-year change of +10.6% [4] - Customs brokerage and other services generated $1.02 billion in revenue, exceeding the average estimate of $915.75 million, with a year-over-year change of +10.5% [4] - Ocean freight and ocean services revenue reached $675.78 million, compared to the estimated $615.95 million, marking a +3.7% change year-over-year [4] Group 3 - Shares of Expeditors International returned +0.6% over the past month, while the Zacks S&P 500 composite changed by +1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Expeditors International (EXPD) reported a revenue of $2.67 billion for the quarter ended March 2025, reflecting a year-over-year increase of 20.8% and surpassing the Zacks Consensus Estimate by 9.95% [1] - The company's earnings per share (EPS) for the quarter was $1.47, up from $1.17 in the same quarter last year, exceeding the consensus EPS estimate by 13.08% [1] Revenue Breakdown - Airfreight services generated $901.76 million, exceeding the four-analyst average estimate of $823.90 million, with a year-over-year increase of 18.8% [4] - Customs brokerage and other services brought in $982.99 million, surpassing the four-analyst average estimate of $905.08 million, marking a year-over-year growth of 12.2% [4] - Ocean freight and ocean services achieved $781.67 million, exceeding the four-analyst average estimate of $677.63 million, with a significant year-over-year increase of 37% [4] Stock Performance - Over the past month, shares of Expeditors International have returned +5.8%, compared to the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]