Expeditors International of WasNYSE: EXPD
Industrials · Air Freight & Logistics
$163.83
+4.22%
Vol: 50K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14Expeditors cut 230 Seattle-area tech jobs citing automation, while UBS raised its price target to $175 on a Buy rating.Mixed▶
Expeditors International cut roughly 230 technology jobs in the Seattle area, with CEO Daniel Wall linking the reductions to automation and new digital tools reshaping operations. Separately, UBS analyst Thomas Wadewitz raised his price target to $175 from $166 and reiterated a Buy rating, and the stock recently hit an all-time high near $167. Q1 2026 EPS of $1.71 beat the $1.33 consensus, and the company has a $3 billion buyback and 29 consecutive years of dividend increases. The bull case is that AI-driven efficiency gains improve margins; the bear case is slow revenue growth, ocean-freight softness, and exposure to Middle East geopolitical disruption affecting customs and logistics. The broader analyst consensus rating is still only Hold, with an average target below the current price.
May 21Expeditors crushes Q1 with $1.71 EPS vs $1.33 estimate, draws multiple analyst price target hikesPositive▶
On May 5, Expeditors reported Q1 EPS of $1.71 vs $1.33 consensus with revenue up 4.4% YoY, driven by strong airfreight tonnage and customs brokerage demand tied to complex tariffs and AI data center construction. The board declared a semi-annual cash dividend of $0.81 per share payable June 15. UBS raised its target to $175 from $166, Susquehanna to $156 from $142, and Truist to $145 from $140. Shareholders re-elected all directors and reapproved KPMG. The risk: Middle East conflict driving up jet fuel costs and a 24x P/E that looks expensive vs the 15.8x logistics industry average.
May 20Expeditors International Q1 beat sends shares to $155 amid new $3B buyback and dividend hike to $0.81Mixed▶
Expeditors reported Q1 2026 EPS of $1.71, beating $1.34 consensus by 28%, with revenue up 4.4% YoY to $2.78B and net earnings up 13% to $230M. The company announced a new $3 billion share repurchase authorization and increased its semi-annual dividend to $0.81 per share, returning $288M to shareholders in Q1 alone. On May 5, shareholders re-elected nine directors and ratified KPMG as auditor. Stock closed at $155.45 on May 15, up 5.58% over two weeks. UBS raised PT to $175 from $166; JPMorgan to $139 from $135; Susquehanna to $156 from $142. However, the stock trades above the average analyst PT of $137.30, implying low double-digit forecast downside. Consensus rating is Hold among 11 analysts.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Expeditors reported Q1 EPS of $1.71 beating $1.33 consensus and declared semi-annual dividend of $0.81 on May 4; UBS raised PT to $175.Positive▶
On May 5, 2026, Expeditors reported Q1 2026 EPS of $1.71, well above the $1.33 consensus, with net earnings up 13% to $230M and revenue +4.4% YoY. Air services revenues rose 14.3% YoY to $1B, air volumes up 5%, with the company generating $309M cash from operations and returning $288M to shareholders. On May 4, the Board declared a $0.81 semi-annual cash dividend (5% increase) payable June 15 to holders of record June 1, and announced a new $3 billion share repurchase program. Shareholders re-elected nine directors and reaffirmed KPMG as auditor on May 5. Analyst PT raises: UBS to $175 (from $166), JPMorgan to $139 (from $135), Susquehanna to $156 (from $142), Truist to $145 (from $140). EXPD traded ~$155.45 on May 16.
May 15Expeditors Q1 2026 EPS jumped 16% to $1.71 beating estimates with revenue $2.8B as company raises dividend 5% and analysts hike PTsPositive▶
Expeditors International (EXPD) reported Q1 2026 diluted EPS up 16% to $1.71 on May 5, 2026 with net earnings up 13% to $230M and revenue beating expectations by 6.4% at $2.8B with profit 28% above analyst forecasts. Air services revenue rose 14.3% to $1B with air volumes up 5% and gross profits up 3.2% to $261.4M. The board declared a semi-annual cash dividend of $0.81 per share payable June 15, 2026, a 5% increase. Since 2024 the company has returned nearly $2B to shareholders and has a new $3B share repurchase authorization. UBS raised its price target to $175 from $166, with JPMorgan, Susquehanna and Truist all raising targets. Stock trading at $153.61 on May 14, 2026, near top of 52-week range. Shareholders re-elected nine directors at the May 5 annual meeting.
May 14Expeditors raised price targets sweep through May after Q1 EPS of $1.71 beats by 28.7%, $3B buyback authorizedPositive▶
Expeditors reported Q1 2026 sales up 4.4% YoY to $2.78B with non-GAAP EPS of $1.71, beating consensus by 28.7%. The board approved a new $3B share repurchase program and a 5% dividend increase to $0.81/share semi-annual, payable June 15. Multiple analysts including UBS ($175 from $166), JPMorgan ($139 from $135), Susquehanna ($156 from $142) and Truist ($145 from $140) raised price targets in early May. May 5 shareholder meeting re-elected nine directors. Risk: tough ocean comps and macro freight uncertainty linger.
May 13Expeditors posted Q1 2026 EPS of $1.71 (+16% YoY), authorized a $3B buyback, and declared a $0.81 semi-annual dividend, triggering multiple analyst PT hikes.Positive▶
Expeditors International reported Q1 2026 diluted EPS of $1.71, up 16% YoY, with net earnings up 13% to $230M. Revenue grew 4% YoY on strong airfreight tonnage and customs brokerage. The board declared a $0.81 semi-annual cash dividend payable June 15, on top of a $3B share repurchase authorization from February. Operating efficiency hit the company's 30% historical target. Analysts raised PTs broadly: UBS to $175, Susquehanna to $156, Truist to $145, JPMorgan to $139. Stock trades around $154.
May 12Expeditors Q1 2026 EPS of $1.71 beat consensus by 28.7% with revenue of $2.78B (+4.4%) and 14.3% air revenue growth; UBS raised PT to $175 from $166 on May 8 and a 5% dividend hike to $0.81 was declared.Positive▶
Expeditors International reported Q1 2026 diluted EPS of $1.71 (up 16% YoY), beating consensus by 28.7%, with revenue up 4.4% to $2.78B. Air services revenue grew 14.3% to $1B with 5% volume growth, while gross profit on air rose 3.2% to $261.4M. The Board declared a semi-annual dividend of $0.81 per share (5% increase), payable June 15. The company returned ~$2B to shareholders since 2024 and the Board authorized a new $3B buyback in February 2026. UBS raised price target to $175 from $166 on May 8. The stock now has a Zacks Rank #1 (Strong Buy).
May 11Expeditors crushed Q1 with $1.71 EPS (28.6% beat), declared $0.81 semi-annual dividend, and Susquehanna raised PT to $156.Positive▶
Expeditors International posted Q1 2026 EPS of $1.71 vs. $1.33 estimate (28.57% beat) on revenue of $2.78B vs. $2.61B forecast — the third consecutive EPS beat. Gross revenue trend flipped positive YoY (+4%) on strong airfreight tonnage and customs brokerage growth. The Board declared a semi-annual cash dividend of $0.81 per share payable June 15 to holders of record June 1. Susquehanna raised its price target on May 6 to $156 from $142. Shareholders re-elected nine directors and approved exec comp and KPMG as auditor at the May 5 annual meeting. EXPD has exceeded the US Logistics industry (+21.5%) and Market (+17.5%) over the past year.
May 8Expeditors raised dividend 5% and announced $3B buyback program after Q1 beat with 16% EPS growth to $1.71.Positive▶
Expeditors International reported Q1 2026 on May 4 with diluted EPS of $1.71 (up 16% YoY, beat consensus by 28.7%), net earnings of $230M (up 13%), and revenue of $2.78B (up 4% YoY). The Board declared a semi-annual dividend of $0.81 (5% increase) payable June 15, and authorized a new $3B share repurchase program. On May 5, shareholders reelected nine directors with strong support and approved executive compensation. Analyst activity: BofA raised target to $181 from $165, Susquehanna raised to $156 from $142. Consensus rating is Hold with price target of $131.7 (down 6.30%).
May 7Expeditors reports Q1 2026 diluted EPS of $1.71, up 16% YoY, beating estimates by 28.7% on May 4-5, 2026.Positive▶
Expeditors International delivered a strong Q1 2026 beat with diluted EPS of $1.71 (16% YoY growth, 28.7% above consensus) and total revenues up 4% to $2.78B. Air services revenues surged 14.3% YoY to $1.0B with 5% volume growth, while the company generated $309M in operating cash and returned $288M to shareholders via buybacks. The Board declared a $0.81 semi-annual dividend and shareholders re-elected nine directors with strong majority support.
May 6Expeditors Q1 EPS beats by $0.38 at $1.71 on strong air freight and customs services demandPositive▶
Expeditors International reported Q1 2026 EPS of $1.71, exceeding estimates by $0.38 (28% beat). Revenue reached $2.78 billion, up 4% with 6.5% outperformance. Customs brokerage service jumped 17% to $1.15 billion (41% of total revenue). Strong demand from importers navigating Trump trade policies. Semi-annual dividend increased to $0.81. Price target raised to $156 from $142 at Susquehanna. 29-year consecutive dividend growth streak continues.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FDXFEDEX | $344.20 | -11.50% | +5.2% | 17.4x | 1.30 | $92.8B |
| UPSUNITED | $109.83 | +11.78% | +2.9% | 12.3x | 1.05 | $83.5B |
| CHRWC.H. | $189.42 | +6.34% | +5.0% | 24.3x | 0.94 | $21.0B |
| EXPDEXPEDITORS | $163.83 | +4.22% | +0.3% | 23.0x | 1.03 | $20.6B |
| CATCATERPILLAR | $933.44 | +7.79% | +0.2% | 29.1x | 1.63 | $398.8B |
| GEGENERAL | $346.55 | +14.84% | +5.5% | 34.8x | 1.35 | $315.3B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.