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].