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 of Washington (EXPD) is set to report its second-quarter 2025 results on August 5, 2025, with a history of earnings surprises, having outperformed the Zacks Consensus Estimate in three of the last four quarters, averaging a beat of 13.28% [1][2]. Earnings Performance - The Zacks Consensus Estimate for EXPD's Q2 2025 earnings has been revised upward by 1.64% to $1.24 per share, remaining flat compared to the previous year [4]. - The revenue estimate for Q2 2025 is $2.40 billion, reflecting a 1.62% decline year over year [6]. Revenue Breakdown - Estimated revenues for Airfreight Services and ocean freight are projected at $807.6 million, with overall revenue expected to decrease due to weak air and ocean freight volumes [6][7]. - Customs brokerage and other services are expected to generate $933.9 million, indicating a slight increase of 0.7% from the previous year [7]. Market Conditions - The company's performance is anticipated to be impacted by lower revenues due to weak demand and declining rates in air-freight tonnage and ocean containers [6][8]. - High capital expenditures and uncertain demand stemming from inflation and cautious consumer behavior are significant challenges for the company [8]. Earnings Prediction - The model predicts a likely earnings beat for EXPD, supported by a positive Earnings ESP of +0.11% and a Zacks Rank of 3 [9].

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]