EXPD

AI Research

Q4 EPS beat + $3B buyback authorization → PT $134.30; 23.5x P/E signals rich valuation

Expeditors International reported Q4 2025 EPS of $1.49, beating analyst consensus of $1.46, and announced a new $3 billion share repurchase program to return capital to shareholders. The company recent 11.95% monthly decline and 6.13% year-to-date return contrast sharply with its 25.30% one-year performance, reflecting near-term market uncertainty. However, the stock 23.5x P/E multiple exceeds both the Global Logistics industry average of 16x and estimated fair P/E of 17.3x, with average analyst price target at $134.30.