Core Insights - Expeditors International of Washington, Inc. is a leading third-party logistics provider with a market cap of $20.3 billion, specializing in global logistics management for air and ocean freight [1][2] Stock Performance - EXPD stock reached an all-time high of $153.84 recently, with a 24.1% increase over the past three months, outperforming the Dow Jones Industrial Average's 5.6% increase during the same period [3] - Year-to-date, EXPD stock has risen 38.1%, and over the past 52 weeks, it has increased by 27.1%, although it underperformed compared to the Dow's 14.5% gains in 2025 and 10.3% returns over the past year [4] - Following the release of better-than-expected Q3 results, EXPD stock surged 10.8% in a single trading session [5] Financial Performance - For Q3, Expeditors reported revenues of $2.9 billion, a decline of 3.5% year-over-year, but this figure exceeded market expectations by 7.8% [5] - The company's earnings per share (EPS) increased by 61 basis points year-over-year to $1.64, surpassing consensus estimates by 17.1% [5] Competitive Position - Expeditors has outperformed its peer J.B. Hunt Transport Services, which recorded 16.9% gains in 2025 and 9.6% returns over the past year [6] - Among analysts covering EXPD stock, the consensus rating is a "Hold," with the stock trading above the mean price target of $128.77 [6]

Core Insights - Return on equity (ROE) is a key profitability metric favored by investors, measuring earnings generated from equity, and can be compared to historical or industry benchmarks to identify potential winning stocks [1] - Advanced analysis of ROE through DuPont analysis provides deeper insights by breaking down ROE into profit margin, asset turnover ratio, and equity multiplier, allowing for a more comprehensive evaluation of a company's financial health [2][3] DuPont Analysis - DuPont analysis examines three major elements: operating management, asset management, and capital structure, providing a clearer picture of ROE changes [2] - The formula for ROE through DuPont analysis is: ROE = Profit Margin * Asset Turnover Ratio * Equity Multiplier, which helps in identifying the underlying factors affecting ROE [2] Importance of DuPont Analysis - DuPont analysis helps investors differentiate between companies with high margins and those with high turnover, offering insights into the operational efficiency of different business models [3] - It also reveals a company's leverage status, indicating that a high ROE could be misleading if it results from excessive debt [4] Screening Parameters - Key screening parameters for identifying strong stocks include: - Profit Margin greater than or equal to 3, indicating profitable business operations [6] - Asset Turnover Ratio greater than or equal to 2, reflecting management efficiency in asset utilization [6] - Equity Multiplier between 1 and 3, showing the extent of debt used to finance assets [6] - Zacks Rank less than or equal to 2, suggesting better performance compared to peers [7] - Current Price more than $5, filtering out low-priced stocks [7] Highlighted Stocks - EverQuote (EVER): A Zacks Rank 1 company operating an online insurance marketplace, with an average earnings surprise of 37.16% over the past four quarters [8] - Expeditors International of Washington (EXPD): A leading third-party logistics provider, with an average earnings surprise of 13.94% over the past four quarters [9] - AllianceBernstein (AB): Provides diversified investment management services, with an average earnings surprise of 6.49% over the past four quarters [10] - Everus Construction Group (ECG): Offers a full spectrum of construction services, with an average earnings surprise of 51.78% over the past four quarters [11]

Core Viewpoint - Expeditors International of Washington, Inc. is a leading third-party logistics provider with a market cap of $16.3 billion, offering global logistics management services for air and ocean freight [1] Financial Performance - The company is expected to announce its third-quarter results on November 4, with analysts predicting an adjusted profit of $1.40 per share, a decrease of 14.1% from $1.63 per share in the same quarter last year [2] - For the full fiscal year 2025, an adjusted EPS of $5.54 is anticipated, down 3.2% from $5.72 reported in 2024, while a slight increase to $5.55 per share is expected in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, EXPD stock has seen a marginal decline of 5 basis points, significantly underperforming the S&P 500 Index's 14.8% increase and the Industrial Select Sector SPDR Fund's 10.2% gains [4] - Following the release of Q2 results on August 5, despite better-than-expected performance, the stock experienced a slight dip, although it later rebounded by 2.1% in subsequent trading [5][6] Analyst Sentiment - Analysts maintain a consensus "Moderate Sell" rating for EXPD, with 15 analysts providing coverage, including eight "Holds," one "Moderate Sell," and six "Strong Sells" [6]