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]

Core Viewpoint - Expeditors International (EXPD) is expected to report a decline in quarterly earnings and revenues, with earnings per share projected at $1.46, down 13.1% year-over-year, and revenues forecasted at $2.8 billion, reflecting a decrease of 5.3% compared to the same period last year [1]. Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the last 30 days, indicating that analysts have not changed their initial forecasts during this period [2]. - Revisions to earnings estimates are crucial for predicting investor actions regarding the stock, as empirical research shows a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts project 'Revenues- Airfreight services' to reach $1.04 billion, indicating a year-over-year decline of 2.6% [5]. - The estimate for 'Revenues- Ocean freight and ocean services' is set at $687.50 million, reflecting a significant decrease of 24.3% from the prior-year quarter [5]. - 'Revenues- Customs brokerage and other services' are forecasted to reach $1.07 billion, showing an increase of 8.6% from the year-ago quarter [5]. Net Revenue Estimates - 'Net revenues- Airfreight services' are expected to be $252.72 million, indicating a slight decline of 0.7% from the year-ago quarter [6]. - Analysts estimate 'Net revenues- Customs brokerage and other services' to reach $485.71 million, reflecting a year-over-year increase of 7.3% [6]. - 'Net revenues- Ocean freight and ocean services' are projected at $184.94 million, indicating a year-over-year decline of 18.7% [7]. Stock Performance - Shares of Expeditors International have shown a return of -8% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [7]. - With a Zacks Rank of 3 (Hold), EXPD is expected to perform in line with the overall market in the near future [7].

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]