AI-Driven DemandThe company sees robust demand for AI-related infrastructure from major players like Nvidia, Google, and Oracle, which supports growth in its Airfreight and Customs Brokerage segments.
Customs Brokerage GrowthExpeditors International is winning share in Customs Brokerage by capitalizing on growing opportunities from increased tariff complexity, leading to higher entry volumes and price increases.
Stock Value And Technology GainsEXPD's stock is perceived as undervalued due to the potential productivity gains from technology and process improvements.