Expeditors International Of Washington (EXPD)
NYSE:EXPD
Want to see EXPD full AI Analyst Report?
Top Page
Expeditors International
(NYSE:EXPD)
Select Model
Select Model
Rating:76Outperform
Price Target:
$177.00
â–²(20.16% Upside)
Action:Reiterated
Date:05/09/26
The score is primarily driven by strong financial quality (conservative leverage, strong returns, and reliable cash generation) and supportive technical trend signals. These positives are partially offset by a valuation that is not particularly discounted (P/E ~20.8 with a modest ~1% yield), while recent capital-return announcements (higher dividend and large buyback authorization) provide an additional, smaller uplift.
Positive Factors
Conservative balance sheet & strong ROE
Low leverage and high returns provide durable financial flexibility. Debt at roughly 25% of equity limits solvency risk during downturns and supports investment, M&A optionality, and sustained capital returns while preserving credit capacity across freight cycles.
Negative Factors
Revenue and FCF below prior-cycle peaks
Failure to return to earlier-cycle revenue and FCF highs shows structural cyclicality and slower volume normalization. This reduces visibility into medium-term growth and can constrain reinvestment or sustainably higher payout targets if freight markets remain muted.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet & strong ROE
Low leverage and high returns provide durable financial flexibility. Debt at roughly 25% of equity limits solvency risk during downturns and supports investment, M&A optionality, and sustained capital returns while preserving credit capacity across freight cycles.
Read all positive factors
Expeditors International Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where Expeditors International is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where Expeditors International is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyExpeditors International (EXPD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$20.50B
Dividend Yield1.02%
Average Volume (3M)1.08M
Price to Earnings (P/E)20.8
Beta (1Y)0.64
Revenue Growth1.13%
EPS Growth2.62%
CountryUS
Employees19,203
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)6.21
Shares Outstanding130,791,140
10 Day Avg. Volume1,269,149
30 Day Avg. Volume1,081,833
Financial Highlights & Ratios
PEG Ratio6.50
Price to Book (P/B)8.59
Price to Sales (P/S)1.83
P/FCF Ratio21.23
Enterprise Value/Market Cap0.97
Enterprise Value/Revenue1.78
Enterprise Value/Gross Profit8.78
Enterprise Value/Ebitda17.04
Forecast
1Y Price Target
$151.33Price Target Upside2.74% Upside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)6.73
Revenue Forecast (FY)$11.60B
Expeditors International Business Overview & Revenue Model
Company Description
Expeditors International of Washington, Inc. provides logistics services in the Americas, North Asia, South Asia, Europe, the Middle East, Africa, and India. The company offers airfreight services, such as air freight consolidation and forwarding;...
How the Company Makes Money
Expeditors makes money primarily by arranging and managing international transportation and trade-compliance services for customers, earning fees and margins on the services it provides rather than operating as a large asset owner of ships or airc...
Expeditors International Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
80
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 11.19B | 11.07B | 10.60B | 9.30B | 17.07B | 16.52B |
| Gross Profit | 2.26B | 1.69B | 1.35B | 1.25B | 2.17B | 2.17B |
| EBITDA | 1.17B | 1.15B | 1.10B | 1.01B | 1.88B | 1.98B |
| Net Income | 836.64M | 813.76M | 810.07M | 752.88M | 1.36B | 1.42B |
Balance Sheet | ||||||
| Total Assets | 4.78B | 4.89B | 4.75B | 4.52B | 5.59B | 7.61B |
| Cash, Cash Equivalents and Short-Term Investments | 1.32B | 1.31B | 1.15B | 1.51B | 2.03B | 1.73B |
| Total Debt | 564.98M | 570.59M | 568.94M | 527.73M | 518.47M | 467.66M |
| Total Liabilities | 2.50B | 2.53B | 2.53B | 2.13B | 2.48B | 4.11B |
| Stockholders Equity | 2.28B | 2.36B | 2.22B | 2.39B | 3.11B | 3.49B |
Cash Flow | ||||||
| Free Cash Flow | 920.55M | 953.40M | 682.89M | 1.01B | 2.04B | 832.25M |
| Operating Cash Flow | 973.11M | 1.01B | 723.36M | 1.05B | 2.13B | 868.49M |
| Investing Cash Flow | -44.19M | -44.70M | -40.52M | -39.43M | -87.71M | -36.65M |
| Financing Cash Flow | -926.33M | -802.48M | -1.03B | -1.54B | -1.68B | -613.55M |
Expeditors International Technical Analysis
Positive
147.30
Price Trends
147.09
Positive
150.94
Positive
139.75
Positive
Market Momentum
2.68
Negative
61.54
Neutral
92.97
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EXPD, the sentiment is Positive. The current price of 147.3 is below the 20-day moving average (MA) of 151.35, above the 50-day MA of 147.09, and above the 200-day MA of 139.75, indicating a bullish trend. The MACD of 2.68 indicates Negative momentum. The RSI at 61.54 is Neutral, neither overbought nor oversold. The STOCH value of 92.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EXPD.
Expeditors International Risk Analysis
Expeditors International disclosed 20 risk factors in its most recent earnings report. Expeditors International reported the most risks in the "Macro & Political" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Expeditors International Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $20.50B | 20.83 | 36.71% | 1.02% | 1.13% | 2.62% | |
73 Outperform | $24.66B | 35.63 | 17.30% | 0.89% | 0.58% | 17.20% | |
71 Outperform | $88.22B | 22.26 | 15.76% | 1.94% | 4.69% | 17.55% | |
70 Outperform | $6.08B | 33.75 | 14.64% | 2.56% | -0.79% | -28.21% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | $20.01B | 33.78 | 33.32% | 1.51% | -6.68% | 18.19% | |
58 Neutral | $81.20B | 24.20 | 33.03% | 6.55% | -2.59% | -9.78% |
* Industrials Sector Average
EXPD
Expeditors International
157.60
42.60
37.05%
CHRW
CH Robinson
173.02
74.81
76.18%
FDX
FedEx
374.97
158.64
73.33%
JBHT
JB Hunt
256.53
112.90
78.60%
LSTR
Landstar System
182.15
42.80
30.71%
UPS
United Parcel
96.83
5.56
6.09%
Expeditors International Corporate Events
Executive/Board ChangesShareholder Meetings
Expeditors International Shareholders Approve Directors and Governance Items
Positive
May 6, 2026
At its annual meeting of shareholders held on May 5, 2026, Expeditors International of Washington, Inc. shareholders elected all nine director nominees to serve until the next annual meeting or until their successors are chosen. The voting results...
Stock BuybackDividends
Expeditors International Boosts Dividend, Highlights Capital Returns
Positive
May 5, 2026
Expeditors International of Washington, Inc., a global logistics provider based in Bellevue, Washington, specializes in air and ocean freight forwarding, customs brokerage, warehousing, distribution, and other tailored supply-chain services across...
Business Operations and StrategyFinancial Disclosures
Expeditors Highlights Customs Growth, Technology Investments Amid Tariff Shifts
Positive
Mar 23, 2026
Expeditors International reported that its Customs Brokerage Other segment delivered strong double-digit year-over-year growth across road freight, warehousing, distribution, and order management in the fourth quarter of 2025, despite a moderatio...
Business Operations and StrategyStock Buyback
Expeditors International Unveils New $3 Billion Share Buyback
Positive
Feb 24, 2026
Expeditors International of Washington, Inc., a global logistics provider based in Bellevue, Washington, offers air and ocean freight consolidation and forwarding, customs brokerage, vendor consolidation, cargo insurance and a range of time‑...
Executive/Board Changes
Expeditors International Appoints Roberto Martinez President, Global Products
Neutral
Feb 19, 2026
On May 23, 2025, Expeditors International of Washington, Inc. entered into an employment agreement with Roberto A. Martinez to serve as President, Global Products, effective June 1, 2025. The agreement sets his annual base salary at $100,000, subj...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.