Expeditors International of WasNYSE: EXPD
Industrials · Air Freight & Logistics
$147.06
-0.56%
Vol: 506K
Research Digest
Friday, May 1, 2026
Expeditors set to report Q1 earnings May 5, announces $3B share buyback program
Expeditors International scheduled to report Q1 2026 earnings May 5 with YoY EPS decline expected of 9.5%, though analysts predict potential beat. Q4 2025 EPS of $1.49 beat estimates of $1.46 but declined from $1.68 YoY. CEO Daniel Wall sold 6,100 shares on April 7 for $884,927. Company announced $3B share repurchase program amid concerns over slow revenue growth and declining margins. Stifel maintained Hold with $141 target. Average analyst rating is Hold with $131.7 target.
Previous Market Intelligence
13 daysApr 30Expeditors stock trades at $147.30 with mixed analyst sentiment showing Hold rating and $131.7 12-month price target, down 6.3% from current price.Neutral▶
Expeditors International of Washington reported strong performance with stock climbing 25.4% over past six months, beating S&P 500 by 21.5%. Current stock price is $147.30 as of April 18, 2026, with 52-week range of $103.76 to $167.19. Expeditors will release Q1 2026 earnings on May 12, 2026. According to 11 analysts, the average rating is Hold with 12-month price target of $131.7, representing a 6.3% downside from current levels. In 2025, the company derived 36% of revenue from airfreight, 25% from ocean freight, and 39% from customs brokerage and other services.
Apr 29Expeditors Q4 2025 EPS of $1.49 beats estimates; announced $3B share repurchase program amid margin pressuresNeutral▶
Expeditors International reported Q4 2025 EPS of $1.49, beating estimates of $1.46 by 2.05%, but faced challenges in ocean freight segment. Management announced $3B share repurchase program amid concerns over slow revenue growth and declining margins. Stifel maintained Hold rating with $141 price target citing stable 2026 outlook. CEO Daniel R. Wall sold 6,100 shares valued at $884,927 in April. Company expected to release Q1 2026 earnings on May 5, 2026.
Apr 16Expeditors Q4 EPS of $1.49 beats estimates; Truist maintains hold with $140 price target.Positive▶
Expeditors International reported Q4 2025 earnings per share of $1.49, beating analyst estimates of $1.46 by 2.05%. Total revenue reached $2.86 billion, representing a 3.3% decrease year-over-year. Airfreight services revenue increased 4.3% to $1.11 billion, while ocean freight declined 33% to $611.4 million. Customs brokerage revenue rose 15% to $1.14 billion. The company has recorded a strong streak of beating earnings estimates, topping expectations by 9.60% on average in the last two quarters with an Earnings ESP of +2.50%. Barclays maintains a sell rating while Truist Financial lowered its price target to $140 from $160 in February 2026.
Apr 15Expeditors reports Q4 2025 EPS of $1.49 with new $3B share repurchase authorization; stock down 7% YTD.Neutral▶
Expeditors reported strong Q4 2025 earnings with diluted EPS of $1.49 and net earnings of $201 million. The Board approved a new $3B share repurchase program. Year-to-date shares are down 7% with a 3.5% decline over the past week. Truist lowered its price target from $160 to $140 with Hold rating.
Apr 14No significant overnight updates; upcoming earnings call scheduled for May 12, 2026.Neutral▶
No material news in the last 48 hours. Expeditors faces near-term revenue headwinds from tough comparisons and lower sell rates. Q4 earnings of $1.49 EPS beat by $0.03. Stock trading at $144.31. Consensus Hold with $131.70 target.
Apr 13Expeditors ranked top-10 global freight forwarder; facing near-term revenue headwinds from tough comps and lower sell rates.Neutral▶
Morningstar report highlighted Expeditors as top-10 global freight forwarder with record financial performance. Q4 2025 EPS beat: $1.49 vs $1.46 estimate, but down from $1.69 YoY. Announced $3B share repurchase program. Truist lowered PT to $140 from $160. Consensus Hold with PT $131.7.
Apr 10Expeditors Faces Near-Term Revenue Headwinds; Earnings May 12Neutral▶
Near-term headwinds from tough comparisons and lower sell rates. Shareholder meeting May 5. Earnings May 12. Average rating: Hold.
Apr 9Expeditors authorizes $3B buyback, beats Q4 earnings but faces valuation concernsMixed▶
Expeditors International authorized $3B share repurchase program after Q4 2025 EPS $1.49 (down 11% YoY) and revenue beat. Diluted net earnings fell 15% to $201M. P/E of 23.2x above peers on 1.8% revenue and 2.4% earnings growth projections. Truist lowered target to $140 from $160; Barclays maintains Sell. Q1 2026 earnings due mid-April. YTD down 7%; tariff uncertainties linger. Consensus $139.29 target on mixed sentiment.
Apr 8Expeditors reported Q4 2025 beating EPS estimates but missed revenue; Q1 results May 12.Neutral▶
EXPD Q4 adj EPS $1.49 beat $1.45 but revenue $2.86B missed $2.95B. Ocean net revenue -11% QoQ, -20% YoY. Stifel Hold $141; UBS Buy $166.
Apr 7Expeditors International Announces $3B Buyback Amid Mixed Q4 Results and Tariff HeadwindsNeutral▶
Expeditors reported Q4 2025 EPS of $1.49, beating estimates of $1.46 by 2.05%, but facing challenges in ocean freight. Announced $3B share repurchase program. Company highlighted customs growth and technology investments amid tariff shifts. 11 analysts average "Hold" with price target $131.7 (-6.30% downside). US tariffs pose near-term risk.
Apr 6Expeditors announces $3B share buyback amid customs growth and AI technology investmentsNeutral▶
Expeditors International reported Q4 2025 EPS of $1.49, beating consensus of $1.46, and announced a $3 billion share repurchase program amid concerns over slow revenue growth and declining margins. The company highlighted customs growth and technology investments addressing tariff shifts as of March 23, 2026. Recent analyst activity shows mixed sentiment: UBS reiterated a Buy rating with $166 target, while Barclays maintained a Sell rating on February 26, 2026. According to 11 analysts, the average rating is Hold with a 12-month target of $131.7, implying a -6.30% decline from current levels. The company is growing technology-related shipments, including AI infrastructure.
Apr 3Expeditors International authorizes new $3B share repurchase; Q4 earnings beat despite declining ocean freight revenues.Mixed▶
Expeditors reported Q4 2025 EPS of $1.49 beating expectations, with revenue of $2.86B. Authorized new $3B share repurchase program. Facing challenges in ocean freight amid tariff shifts. Truist lowered target to $140. Average analyst target $139.29 with mixed sentiment.
Apr 2Expeditors reports Q4 EPS of $1.49 beating $1.46 estimates; stock down 7% YTD on soft ocean freight.Neutral▶
Expeditors International reported Q4 2025 EPS of $1.49 beating $1.46 estimates but down from $1.69 YoY. Q4 revenue was $2.86B vs $2.83B expected, though ocean freight segment faced headwinds. Stock trades at $144.31 USD with 7% YTD decline. The company announced a $3 billion share repurchase program and cited customs growth and technology investments. P/E of 23.2x sits above peer and logistics industry averages. Analysts rate EXPD as 'Hold' with 12-month target of $131.70 (-6.30% downside from current price).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FDXFEDEX | $394.19 | -2.26% | +12.4% | 18.0x | 1.29 | $96.2B |
| UPSUNITED | $107.46 | -1.23% | +12.0% | 13.7x | 1.10 | $92.4B |
| CHRWC.H. | $177.16 | -2.56% | +7.6% | 25.1x | 0.94 | $21.6B |
| EXPDEXPEDITORS | $147.06 | -0.56% | +1.7% | 22.9x | 1.08 | $19.7B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.