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 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]