How Is Expeditors International's Stock Performance Compared to Other Logistics Stocks?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2025
0mins
Source: NASDAQ.COM
Company Overview: Expeditors International of Washington, Inc. is a prominent third-party logistics provider with a market cap of $16.3 billion, specializing in global logistics management and outperforming peers like J.B. Hunt Transport Services over various time frames.
Recent Performance: The company's stock rose 3.9% following impressive Q4 results, showcasing a 29.7% year-over-year revenue increase to $2.95 billion, but analysts maintain a cautious "Moderate Sell" rating amid mixed long-term prospects.
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Analyst Views on EXPD
Wall Street analysts forecast EXPD stock price to fall
10 Analyst Rating
2 Buy
4 Hold
4 Sell
Hold
Current: 157.190
Low
95.00
Averages
141.11
High
179.00
Current: 157.190
Low
95.00
Averages
141.11
High
179.00
About EXPD
Expeditors International of Washington, Inc. is a global logistics company. The Company’s services include consolidation or forwarding of air and ocean freight, customs brokerage, vendor consolidation, cargo insurance, time-definite transportation, order management, warehousing and distribution and customized logistics solutions. The Company’s primary services include airfreight services, ocean freight and ocean services, and customs brokerage and other services. It provides a full suite of global logistics services, offering customers access to an international network of people and integrated information systems to support the movement and strategic positioning of goods. As a third-party logistics provider, it purchases cargo space from carriers on a volume basis and resells that space to its customers. In addition, its Project Cargo unit handles special project shipments that move via a single method or combination of air, ocean, and/or ground transportation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Downgrade: Ryanair's earnings estimate for fiscal 2027 has been revised downward by 20.2% over the past 60 days, while the 2028 estimate has dropped by 13.4%, indicating a lack of confidence from analysts regarding the company's future profitability, which may deter investor interest in its stock.
- Poor Stock Performance: The company's shares have declined by 11.3% over the past three months, underperforming the Transportation - Airline industry's overall decline of 10.1%, reflecting a pessimistic market outlook that could hinder its financing capabilities.
- Weak Industry Ranking: Ryanair currently holds a Zacks Industry Rank of 217 out of 243, placing it in the bottom 15%, which suggests a lack of competitiveness within its sector and may further diminish investor confidence in its stock.
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Expeditors International Likely to Announce Dividend Increase
- Dividend Growth Expectation: Expeditors International is likely to announce a dividend increase in May, continuing its 29-year streak of consecutive dividend growth, with analysts projecting an annual dividend of $1.57 per share, reflecting nearly a 2.0% increase from the previous payout of $0.77.
- Dividend History Review: The company last declared a dividend of $0.77 per share in May 2025, yielding 1.10%, and raised its dividend by 5.5% from $0.73 in May 2024, demonstrating its commitment to consistent dividend growth.
- Robust Dividend Growth Rate: Expeditors has achieved an approximate 8.17% dividend growth rate over the past five years, maintaining a 1.54% annual payout ratio, which reflects strong profitability and effective cash flow management.
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Expeditors International Q1 Earnings Exceed Expectations
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- Revenue Growth: The company achieved revenues of $2.78 billion in Q1, a 4.1% year-over-year increase that exceeded market expectations by $160 million, demonstrating its sustained competitiveness in the global logistics market.
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- Shareholder Returns: The company returned $288 million to shareholders through share repurchases in Q1, showcasing its robust cash flow and commitment to shareholder value, further enhancing its attractiveness for long-term investment.
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Expeditors International Reports Q1 Earnings Growth
- Earnings Growth: Expeditors International reported a net income of $229.61 million for Q1, translating to an EPS of $1.71, which marks a significant increase from last year's $203.79 million and $1.47 per share, indicating strong profitability.
- Revenue Increase: The company's revenue rose by 4.5% year-over-year to $2.78 billion, up from $2.66 billion last year, reflecting stable growth in business and a rebound in market demand.
- Market Performance: Against the backdrop of a recovering global logistics industry, Expeditors' earnings growth not only enhances its competitive position but also provides a solid foundation for future expansion and investment.
- Financial Health: The sustained growth in earnings and revenue indicates a robust financial condition, enabling the company to support future strategic investments and business development, further solidifying its leadership in the industry.
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Expeditors International Reports Strong Q1 2026 Financial Results
- Net Earnings Growth: In Q1 2026, Expeditors reported a 13% year-over-year increase in net earnings to $230 million, demonstrating strong performance in the global logistics market despite geopolitical uncertainties.
- Earnings Per Share Increase: The diluted earnings per share (EPS) rose by 16% to $1.71, reflecting effective strategies in enhancing profitability, which boosts investor confidence.
- Operating Income Rise: Operating income increased by 11% to $295 million year-over-year, indicating revenue growth across multiple business segments, particularly in air and ocean freight services.
- Shareholder Returns: The company repurchased 2 million shares for a total of $288 million in Q1, showcasing confidence in its own value while providing substantial returns to shareholders.
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Middle East Tensions Weigh on Stock Market Performance
- Market Decline: The S&P 500 index fell by 0.41%, the Dow Jones Industrial Average dropped by 1.13%, and the Nasdaq 100 index decreased by 0.21%, reflecting investor concerns over escalating tensions in the Middle East, which dampened market sentiment.
- Oil Price Surge: WTI crude oil prices surged over 4% following exchanges of fire between the US and Iran in the Strait of Hormuz, raising inflation expectations and pushing bond yields higher, with the 10-year T-note yield reaching a five-week high of 4.46%.
- Strong Economic Data: US March factory orders rose by 1.5% month-over-month, exceeding expectations of 0.6%, marking the largest increase in four months, indicating economic resilience that could provide support to the stock market.
- Earnings Optimism: As of Monday, 82% of the 322 S&P 500 companies that reported Q1 earnings exceeded estimates, with projected earnings growth of 12% year-over-year for Q1, although excluding the technology sector, the growth is only 3%, highlighting performance disparities across sectors.
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- Earnings Downgrade: Ryanair's earnings estimate for fiscal 2027 has been revised downward by 20.2% over the past 60 days, while the 2028 estimate has dropped by 13.4%, indicating a lack of confidence from analysts regarding the company's future profitability, which may deter investor interest in its stock.
- Poor Stock Performance: The company's shares have declined by 11.3% over the past three months, underperforming the Transportation - Airline industry's overall decline of 10.1%, reflecting a pessimistic market outlook that could hinder its financing capabilities.
- Weak Industry Ranking: Ryanair currently holds a Zacks Industry Rank of 217 out of 243, placing it in the bottom 15%, which suggests a lack of competitiveness within its sector and may further diminish investor confidence in its stock.
- Rising Operating Costs: The total operating costs for Ryanair have steadily increased from approximately $2.7 billion in fiscal 2021 to $13.4 billion in fiscal 2025, driven by business expansion, inflation, and rising fuel and labor costs, with ongoing cost pressures threatening the company's profitability and financial flexibility.
See More
Expeditors International Likely to Announce Dividend Increase
- Dividend Growth Expectation: Expeditors International is likely to announce a dividend increase in May, continuing its 29-year streak of consecutive dividend growth, with analysts projecting an annual dividend of $1.57 per share, reflecting nearly a 2.0% increase from the previous payout of $0.77.
- Dividend History Review: The company last declared a dividend of $0.77 per share in May 2025, yielding 1.10%, and raised its dividend by 5.5% from $0.73 in May 2024, demonstrating its commitment to consistent dividend growth.
- Robust Dividend Growth Rate: Expeditors has achieved an approximate 8.17% dividend growth rate over the past five years, maintaining a 1.54% annual payout ratio, which reflects strong profitability and effective cash flow management.
- Ratings and Market Performance: The company holds an A rating for safety, A+ for growth, C- for yield, and A+ for dividend consistency, indicating its solid performance and attractiveness to investors in the market.
See More
Expeditors International Q1 Earnings Exceed Expectations
- Earnings Beat: Expeditors International reported a Q1 GAAP EPS of $1.71, surpassing expectations by $0.37, indicating strong performance in the current economic climate and boosting investor confidence.
- Revenue Growth: The company achieved revenues of $2.78 billion in Q1, a 4.1% year-over-year increase that exceeded market expectations by $160 million, demonstrating its sustained competitiveness in the global logistics market.
- Volume Changes: While ocean container volumes decreased by 4%, airfreight tonnage increased by 5%, reflecting strong demand in air transport that may lay the groundwork for future revenue growth.
- Shareholder Returns: The company returned $288 million to shareholders through share repurchases in Q1, showcasing its robust cash flow and commitment to shareholder value, further enhancing its attractiveness for long-term investment.
See More
Expeditors International Reports Q1 Earnings Growth
- Earnings Growth: Expeditors International reported a net income of $229.61 million for Q1, translating to an EPS of $1.71, which marks a significant increase from last year's $203.79 million and $1.47 per share, indicating strong profitability.
- Revenue Increase: The company's revenue rose by 4.5% year-over-year to $2.78 billion, up from $2.66 billion last year, reflecting stable growth in business and a rebound in market demand.
- Market Performance: Against the backdrop of a recovering global logistics industry, Expeditors' earnings growth not only enhances its competitive position but also provides a solid foundation for future expansion and investment.
- Financial Health: The sustained growth in earnings and revenue indicates a robust financial condition, enabling the company to support future strategic investments and business development, further solidifying its leadership in the industry.
See More
Expeditors International Reports Strong Q1 2026 Financial Results
- Net Earnings Growth: In Q1 2026, Expeditors reported a 13% year-over-year increase in net earnings to $230 million, demonstrating strong performance in the global logistics market despite geopolitical uncertainties.
- Earnings Per Share Increase: The diluted earnings per share (EPS) rose by 16% to $1.71, reflecting effective strategies in enhancing profitability, which boosts investor confidence.
- Operating Income Rise: Operating income increased by 11% to $295 million year-over-year, indicating revenue growth across multiple business segments, particularly in air and ocean freight services.
- Shareholder Returns: The company repurchased 2 million shares for a total of $288 million in Q1, showcasing confidence in its own value while providing substantial returns to shareholders.
See More
Middle East Tensions Weigh on Stock Market Performance
- Market Decline: The S&P 500 index fell by 0.41%, the Dow Jones Industrial Average dropped by 1.13%, and the Nasdaq 100 index decreased by 0.21%, reflecting investor concerns over escalating tensions in the Middle East, which dampened market sentiment.
- Oil Price Surge: WTI crude oil prices surged over 4% following exchanges of fire between the US and Iran in the Strait of Hormuz, raising inflation expectations and pushing bond yields higher, with the 10-year T-note yield reaching a five-week high of 4.46%.
- Strong Economic Data: US March factory orders rose by 1.5% month-over-month, exceeding expectations of 0.6%, marking the largest increase in four months, indicating economic resilience that could provide support to the stock market.
- Earnings Optimism: As of Monday, 82% of the 322 S&P 500 companies that reported Q1 earnings exceeded estimates, with projected earnings growth of 12% year-over-year for Q1, although excluding the technology sector, the growth is only 3%, highlighting performance disparities across sectors.
See More
