Expeditors International of Washington Inc. (EXPD): price, analyst ratings, earnings and fundamentals
Updated 8 October 2026, 06:50 ET
Expeditors International of Washington Inc. (EXPD) closed at $190.85 on 7 October 2026, down 0.5%. The stock is up 2.6% over one month and up 54.3% over one year. It trades 2.3% below its 52-week high of $195.32. Analysts recorded 13 actions in the last 90 days; the median price target of $178 is 6.7% below the last close. The company last reported on 4 August 2026 for Q2 2026: EPS of $2.03 against an estimate of $1.64, a beat of 23.8%, on revenue of $3.5 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open EXPD in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 13 analyst actions on EXPD from 10 firms: 10 maintained or reiterated a view, 1 upgrade and 2 initiations. Price targets were 10 raised. The most recent targets from 10 firms range from $156 to $220, with a median of $178, 6.7% below the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 5 Oct 2026 | JP Morgan | Maintains Neutral | $200.00 to $214.00 |
| 2 Oct 2026 | UBS | Maintains Buy | $210.00 to $220.00 |
| 1 Oct 2026 | Baird | Maintains Neutral | $190.00 to $200.00 |
| 30 Sep 2026 | BNP Paribas | Initiates Coverage On Neutral | $180.00 |
| 29 Sep 2026 | Barclays | Maintains Underweight | $160.00 to $165.00 |
| 5 Aug 2026 | UBS | Maintains Buy | $191.00 to $210.00 |
| 5 Aug 2026 | TD Cowen | Maintains Sell | $148.00 to $176.00 |
| 5 Aug 2026 | Barclays | Maintains Underweight | $150.00 to $160.00 |
| 5 Aug 2026 | JP Morgan | Upgrades to Neutral from Underweight | $200.00 |
| 21 Jul 2026 | B of A Securities | Maintains Buy | $181.00 to $189.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 3 November 2026 before the open for Q3 2026, with EPS expected at $2.18 on revenue of $3.5 billion. Expeditors International of Washington Inc. beat the EPS estimate in 8 of its last 8 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 4 Aug 2026 | $1.64 | $2.03 | +23.78% | $3.5B |
| Q1 2026 | 5 May 2026 | $1.34 | $1.71 | +27.61% | $2.8B |
| Q4 2025 | 24 Feb 2026 | $1.46 | $1.49 | +2.05% | $2.9B |
| Q3 2025 | 4 Nov 2025 | $1.39 | $1.64 | +17.99% | $2.9B |
| Q2 2025 | 5 Aug 2025 | $1.24 | $1.34 | +8.06% | $2.7B |
| Q1 2025 | 6 May 2025 | $1.35 | $1.47 | +8.89% | $2.7B |
| Q4 2024 | 18 Feb 2025 | $1.44 | $1.69 | +17.36% | $3.0B |
| Q3 2024 | 5 Nov 2024 | $1.35 | $1.63 | +20.74% | $3.0B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
For the period ended 30 June 2026, Expeditors International of Washington Inc. reported revenue of $3.5 billion and net income of $266.2 million. On a trailing twelve month basis the company shows revenue growth of 6.77%, a gross margin of 10.29%, an operating margin of 9.83% and a return on equity of 42.60%.
Income statement
| Line | Amount |
|---|---|
| Revenue | $3,502,335,000 |
| Depreciation & Amortization | $12,695,000 |
| Total Operating Expenses | $3,152,717,000 |
| Operating Profit | $349,618,000 |
| Pre-tax Income | $358,461,000 |
| Income Tax Expense | $91,203,000 |
| Net Income | $266,226,000 |
Cash flow
| Line | Amount |
|---|---|
| Cash from Operating Activities | $178,640,000 |
| Stock-based Compensation | $32,200,000 |
| Cash from Investing Activities | $9,365,000 |
| Capital Expenditures | $11,991,000 |
| Cash from Financing Activities | -$474,324,000 |
| Dividends Paid | $105,770,000 |
| Share Repurchases | $354,907,000 |
| Free Cash Flow | $166,649,000 |
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $1,031,448,000 |
| Accounts & Notes Receivable, Net | $2,631,118,000 |
| Prepaid Expenses | $84,969,000 |
| Total Current Assets | $4,007,021,000 |
| Plant, Property & Equipment, Net | $451,086,000 |
| Operating Lease Right-of-Use Assets | $546,607,000 |
| Goodwill Intangible Assets, Net | $7,927,000 |
| Total Assets | $5,134,910,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Accounts Payable & Accrued Expenses | $1,468,305,000 |
| Operating Lease Liabilities, Current | $116,234,000 |
| Income Taxes Payable | $18,378,000 |
| Deferred Liability Charges | $348,857,000 |
| Total Current Liabilities | $2,559,438,000 |
| Operating Lease Liabilities, Long-term | $451,051,000 |
| Deferred Income Taxes | $3,348,000 |
| Minority Interest | $2,371,000 |
| Total Liabilities | $3,013,837,000 |
| Common Stock | $1,300,000 |
| Retained Earnings | $2,309,720,000 |
| Total Stockholders Equity | $2,118,702,000 |
| Total Liability & Stockholders Equity | $5,134,910,000 |
Figures as filed with the SEC for the period ended 30 June 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Liquidity
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Cash Ratio | 0.40 | 57th | Calculated as the ratio of Cash and cash equivalents / Current liabilities. This metric calculates the company's ability to repay its short-term debt |
| Current Ratio | 1.57 | 60th | Calculated as the ratio of Current Assets / Current Liabilities. The higher the current ratio, the more capable the company is of paying its obligations |
| Quick Ratio | 1.43 | 70th | Calculated as the ratio of (Cash + Marketable Securities + Accounts Receivable) / Current Liabilities. The quick ratio is a measure of how well a company can meet its short-term financial liabilities. |
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Degree of Operational Leverage | 0.89 | 56th | Calculated as the ratio of Percentage change in EBIT / Percentage change in revenue. It is a measure of how earnings for the company is impacted by its sales activity. |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Free Cashflow Margin Pct | 7.7% | 60th | Calculated as the ratio of Free Cashflow from Operating Activities / Net Sales. It measures how much per dollar of revenue the company is able to convert into free cash flow. |
| Gross Margin Pct | 10.3% | 12th | Calculated as the ratio of Revenue - Cost of Goods Sold (COGS) / Revenue. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. |
| Operating Margin Pct | 9.8% | 64th | Calculated as the ratio of (Revenue - (Cost of Goods Sold + Labour + Sales, General & Administrative)) / Revenue. Operating margins are important because they measure efficiency. The higher the operating margin, the more profitable a company's core business is. |
| Operating Profit Pct Growth | 6.0% | 49th | The Operating Profit growth rate over the trailing twelve months (TTM) |
| Operating Profit Pct Growth 3 year CAGR (FY) | -5.0% | 38th | The Operating Profit compound annual growth rate (CAGR) over the past 3 years |
| Operating Profit Pct Growth 5 year CAGR (FY) | -2.3% | 41st | The Operating Profit compound annual growth rate (CAGR) over the past 5 years |
| PreTax Margin Pct | 10.2% | 63rd | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 18.5% | 96th | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 42.6% | 94th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| FCF Pct Growth | 14.0% | 54th | The Free Cash Flow growth rate over the trailing twelve months (TTM) |
| FCF Pct Growth 3 year CAGR | -48.9% | 19th | The Free Cash Flow compound annual growth rate (CAGR) over the past 3 years |
| FCF Pct Growth 5 year CAGR | 41.0% | 54th | The Free Cash Flow compound annual growth rate (CAGR) over the past 5 years |
| FCF Return on Assets Pct | 18.6% | 95th | Calculated as the ratio of Cashflow from Operations / Total Assets. A high cash return on assets means a company is generating more cash flow from every asset dollar |
| Operating Cashflow Pct Growth | 12.9% | 55th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | -19.5% | 20th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 7.1% | 60th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 7.7% | 48th | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | -4.5% | 39th | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | -1.6% | 42nd | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | 6.8% | 53rd | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | -1.6% | 30th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | -0.5% | 23rd | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 24.8% | 81st | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open EXPD in FundSpec.
Insider activity
In the last 90 days insiders filed 1 transaction: 1 disposal covering 1,400 shares. Acquisitions include awards and option exercises as well as open market purchases. The largest by value was a disposal of 1,400 shares by Diane H. Gulyas, Director on 6 August 2026, worth about $249,984 at the transaction price.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 6 Aug 2026 | Diane H. Gulyas | Director | Disposal | 1,400 | $178.56 | $250K |
| 15 Jun 2026 | Blake R Bell | President Global Business Dev | Acquisition | 31 | ||
| 15 Jun 2026 | Blake R Bell | President Global Business Dev | Acquisition | 15 | ||
| 15 Jun 2026 | Kelly K Blacker | President, Global Geographies | Acquisition | 32 | ||
| 15 Jun 2026 | Kelly K Blacker | President, Global Geographies | Acquisition | 31 | ||
| 15 Jun 2026 | Kelly K Blacker | President, Global Geographies | Acquisition | 15 | ||
| 15 Jun 2026 | Jeffrey F Dickerman | Senior VP/Gen Counsel/Corp Sec | Acquisition | 10 | ||
| 15 Jun 2026 | Jeffrey F Dickerman | Senior VP/Gen Counsel/Corp Sec | Acquisition | 10 | ||
| 15 Jun 2026 | Jeffrey F Dickerman | Senior VP/Gen Counsel/Corp Sec | Acquisition | 4 | ||
| 15 Jun 2026 | David A Hackett | Senior VP - CFO | Acquisition | 24 | ||
| 15 Jun 2026 | David A Hackett | Senior VP - CFO | Acquisition | 2 | ||
| 15 Jun 2026 | David A Hackett | Senior VP - CFO | Acquisition | 1 | ||
| 15 Jun 2026 | Courtney A Hawkins | Senior VP - CIO | Acquisition | 10 | ||
| 15 Jun 2026 | Courtney A Hawkins | Senior VP - CIO | Acquisition | 8 | ||
| 15 Jun 2026 | Roberto A Martinez | President, Global Products | Acquisition | 28 |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 5 August 2026.
| Filed | Form | Document |
|---|---|---|
| 5 Aug 2026 | 10-Q | View on sec.gov |
| 6 May 2026 | 10-Q | View on sec.gov |
| 25 Feb 2026 | 10-K | View on sec.gov |
| 6 Nov 2025 | 10-Q | View on sec.gov |
| 7 Aug 2025 | 10-Q | View on sec.gov |
| 8 May 2025 | 10-Q | View on sec.gov |
| 21 Feb 2025 | 10-K | View on sec.gov |
| 5 Nov 2024 | 10-Q | View on sec.gov |
| 8 Aug 2024 | 10-Q | View on sec.gov |
| 9 May 2024 | 10-Q | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Transportation Services
- Industry
- Transportation
- Headquarters
- SEATTLE, Washington
- Chief executive
- Jeffrey S. Musser
- Employees
- 19,900
- Website
- expeditors.com
- SEC CIK
- 0000746515
Expeditors International of Washington, Inc. provides logistics services in the Americas, North Asia, South Asia, Europe, Africa, and India. The company also provides optimization, trade compliance, consulting, cargo security, and solutions. Its customers include electronics, electronics, technology, and industrial and manufacturing companies.
Sector and peers
Expeditors International of Washington Inc. is part of the Transportation Services sector, which FundSpec tracks across 19 companies.
Companies in the same industry by market capitalization:
CHRW C. H. Robinson Worldwide, Inc.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for EXPD are available to subscribers, with the same screen in the iOS and Android apps.
Open EXPD in FundSpec