EXPD

Expeditors International of Washington reported past first-quarter 2026 results with revenue of US$2,782.96 million and net income of US$229.61 million, alongside diluted EPS of US$1.71 that exceeded analyst expectations. The company coupled this earnings beat with a semi-annual dividend of US$0.81 per share and continued buybacks, underscoring a multi-pronged approach to returning cash to shareholders. We’ll now examine how this combination of stronger airfreight performance and stepped-up capital returns shapes Expeditors International’s investment narrative. Uncover the next big thing with 24 elite penny stocks that balance risk and reward. To own Expeditors, you really need to believe in the value of an asset‑light logistics specialist that can convert volatile freight cycles into steady cash generation. The latest quarter backs that up: airfreight strength and an 11% rise in operating income supported an earnings beat, while a higher US$0.81 dividend and ongoing buybacks reinforce the focus on returning capital. Those moves likely give a small near term boost to sentiment after the sector selloff, but they do not fundamentally change the key debate around the stock’s premium valuation and relatively modest forecast growth. Short term, the main catalysts still sit in freight mix and pricing, plus how effectively management uses its new US$3 billion repurchase authorization. The biggest risk is that slower growth leaves that premium multiple exposed if freight conditions soften. However, there is also a less visible risk tied to recent insider selling that investors should understand. Expeditors International of Washington's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be. Three fair value views from the Simply Wall St Community span roughly US$103.84 to US$157.68, underlining how far opinions can stretch. Set that against Expeditors’ recent earnings beat and richer capital returns, and you can see why investors may reach very different conclusions about how sustainable current profitability really is. Explore 3 other fair value estimates on Expeditors International of Washington - why the stock might be worth as much as $157.68! Disagree with this assessment? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Exped...

Expeditors International of Washington EXPD posted first-quarter 2026 earnings of $1.71 per share, up 16.3% year over year and above the Zacks Consensus Estimate of $1.33. Total revenues came in at $2.78 billion, up 4.4% from the year-ago quarter and ahead of the consensus mark of $2.58 billion. Results reflected resilient demand in select end markets and solid execution amid disruption late in the quarter. Airfreight tonnage increased 5% year over year, supported by strength from technology customers and improved per-kilo profitability in the early part of the quarter. Expeditors International of Washington price-consensus-eps-surprise-chart | Expeditors International of Washington Quote Management pointed to significant disruption in the final month of the quarter, emphasizing the company’s ability to develop routing strategies and customer solutions as conditions shifted. EXPD leaned on its non-asset-based model to stay flexible, keep freight moving and protect profitability across products and geographies. The company also highlighted a more stable balance between sell and buy pricing early in the quarter in airfreight, which supported gross margin improvement sequentially. As conditions became more dynamic, EXPD stressed risk management and rapid adjustments to rates and capacity availability. Performance varied sharply by product line, underscoring the importance of diversification within the portfolio. Airfreight services revenues rose to $1.03 billion, reflecting higher volumes and firmer yield dynamics earlier in the quarter. Customs brokerage and other services revenues increased to $1.15 billion, benefiting from higher entry volumes, tariff-driven complexity and pricing initiatives. By contrast, ocean freight and ocean services revenues declined to $598.9 million as industry conditions remained pressured. Ocean container volume decreased 4% year over year, and management cited lower pricing and softer volumes, particularly on exports from Asia, as profitability per container came under pressure despite favorable buy rates and cost control. EXPD’s operating income improved to $294.8 million, up 11% year over year, as revenue growth and product mix helped lift profitability. Operating margin expanded to about 10.6% compared with roughly 10% in the year-ago quarter, reflecting better operating leverage despite an uneven freight environment. On the co...

Expeditors International (EXPD) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +28.25%. A quarter ago, it was expected that this logistics services provider would post earnings of $1.46 per share when it actually produced earnings of $1.49, delivering a surprise of +2.05%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Expeditors International, which belongs to the Zacks Transportation - Services industry, posted revenues of $2.78 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.02%. This compares to year-ago revenues of $2.67 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Expeditors International shares have lost about 6.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While Expeditors International has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Expeditors International was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in...

For the quarter ended March 2026, Expeditors International (EXPD) reported revenue of $2.78 billion, up 4.4% over the same period last year. EPS came in at $1.71, compared to $1.47 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.58 billion, representing a surprise of +8.02%. The company delivered an EPS surprise of +28.25%, with the consensus EPS estimate being $1.33. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Expeditors International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Airfreight services: $1.03 billion versus $925.41 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change. Revenues- Ocean freight and ocean services: $598.88 million versus $585.66 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -23.4% change. Revenues- Customs brokerage and other services: $1.15 billion compared to the $1.06 billion average estimate based on four analysts. The reported number represents a change of +17.3% year over year. Net revenues- Airfreight services: $261.38 million versus $242.79 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.2% change. Net revenues- Customs brokerage and other services: $527.57 million versus the three-analyst average estimate of $479.31 million. The reported number represents a year-over-year change of +23.1%. Net revenues- Ocean freight and ocean services: $182.86 million compared to the $159.79 million average estimate based on three analysts. The reported number represents a change of -12% year over year. View all Key Company Metrics for Expeditors International here>>> Shares of Expeditors International have returned -4% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stoc...

BELLEVUE, Wash. (AP) — BELLEVUE, Wash. (AP) — Expeditors International of Washington Inc. (EXPD) on Tuesday reported first-quarter profit of $229.6 million. On a per-share basis, the Bellevue, Washington-based company said it had net income of $1.71. The results beat Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of $1.33 per share. The logistics services provider posted revenue of $2.78 billion in the period, also surpassing Street forecasts. Four analysts surveyed by Zacks expected $2.58 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on EXPD at https://www.zacks.com/ap/EXPD

Expeditors International of Washington (EXPD) reported Q1 earnings Tuesday of $1.71 per diluted shar

BELLEVUE, Wash., May 05, 2026--(BUSINESS WIRE)--Expeditors International of Washington, Inc. (NYSE:EXPD) today announced first quarter 2026 financial results including the following comparisons to the same quarter of 2025: Diluted Net Earnings Attributable to Shareholders per share (EPS1) increased 16% to $1.71 Net Earnings Attributable to Shareholders increased 13% to $230 million Operating Income increased 11% to $295 million Revenues increased 4% to $2.8 billion Airfreight tonnage increased 5% and ocean container volume decreased 4% Customs, Transcon, Distribution, and Order Management each achieved double-digit revenue growth Cash returned to shareholders in the form of share repurchases was $288 million Daniel R. Wall, President and Chief Executive Officer, commented: "During a period marked by significant disruption in the final month of the quarter, we continued to demonstrate our ability to bring solutions to our customers. This quarter also demonstrates the resilience of our non-asset-based model, as we grew revenues and margins in most of our products and geographies. We relied heavily on the hard work of our people, especially those close to the conflict in the Middle East. We were well prepared for disruption and adapted quickly. As soon as hostilities began, we developed strategies and solutions for our customers to keep freight moving out of and around impacted areas. In periods of heightened disruption, our teams demonstrate their capabilities and advance our aspiration to be the world's most trusted and valued logistics provider. I want to thank our people for their dedication and focus during this challenging time." Q1 2026 Operational Highlights Airfreight services: "Airfreight gross margins increased sequentially from the fourth quarter of 2025 on higher per-kilo profitability, from higher rates and a more stable balance between sell and buy pricing for the first two months of the quarter, as air capacity was less constrained until the conflict in the Middle East began. Airfreight tonnage increased from the first quarter of 2025 as demand from technology customers remained strong. We remained agile and focused on risk management while also managing buy and sell rates during this dynamic time." Ocean freight and ocean services: "As expected, the imbalance of global capacity versus demand, which we began to see in the latter half of 2025, co...

Canadian Pacific Kansas City CP is scheduled to report first-quarter 2026 results on April 29, after the market close. The Zacks Consensus Estimate for CP’s first-quarter 2026 earnings has been revised downward 6.02% to 78 cents per share over the past 60 days. The consensus mark indicates a 5.4% increase from first-quarter 2025 actuals. The Zacks Consensus Estimate for first-quarter 2026 revenues is pegged at $2.71 billion, indicating a 2.7% increase from the first-quarter 2025 actuals. Canadian Pacific has a discouraging earnings surprise history, wherein its earnings have underperformed the Zacks Consensus Estimate in three of the trailing four quarters and met once in the remaining, delivering an average miss of 1.62%. Canadian Pacific Kansas City Limited price-eps-surprise | Canadian Pacific Kansas City Limited Quote We expect CP’s performance in the to-be-reported quarter to have been significantly impacted by softness in the freight market demand and lower volumes. Carloads from Fertilizers and sulphur, Forest products, Energy & chemicals, Metals & minerals, Automotive and intermodal are expected to have decreased 5.2%, 11.1%, 7.5%, 8%, 9.6% and 0.6%, respectively, on a year over year basis, in the first quarter of 2026. Rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have materially affected CP’s performance in the March-end quarter. On the contrary, the Zacks Consensus Estimate for total revenues ton miles (RTMs) is likely to have improved 2% year over year in the to-be-reported quarter. This improvement is expected to have been driven by a rise in freight revenues at key sub-groups like Grain, Potash and intermodal, which are anticipated to have increased 10.5%, 18.5% and 1%, respectively, on a year-over-year basis. Our proven model does not conclusively predict an earnings beat for Canadian Pacific this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover before they’re reported with our Earnings ESP Filter. CP has an Earnings ESP of -0.86% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Canadian Pacific Kansas City reported unimpressive fourth-quarter 2025 results, wherein both earnings and revenues missed t...

Expeditors International of Washington EXPD is scheduled to report its first-quarter 2026 results on May 5, before market open. The Zacks Consensus Estimate for EXPD’s first-quarter 2026 earnings has remained flat at $1.33 per share over the past 60 days. The consensus mark for earnings implies a 9.5% decrease from first-quarter 2025 actuals. Meanwhile, the Zacks Consensus Estimate for revenues is pegged at $2.58 billion, indicating a decline of 3.4% from first-quarter 2025 actuals. Expeditors has an encouraging earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.1%. Expeditors International of Washington, Inc. price-eps-surprise | Expeditors International of Washington, Inc. Quote Let’s see how things have shaped up for EXPD this earnings season. We expect EXPD’s performance in the to-be-reported quarter to have been bolstered by high revenues despite freight woes. Segmental revenues are likely to have been boosted by growth in airfreight tonnage on exports, mainly from North and South Asia. The Zacks Consensus Estimate for first-quarter Airfreight Services is pegged at $925.4 million, indicating an increase of 2.6% from first-quarter 2025 actuals. The Zacks Consensus Estimate for Customs brokerage and other services revenues is currently pinned at $1.06 billion, indicating an 8.2% increase from first-quarter 2025 actuals. On the contrary, rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have materially affected EXPD’s performance in the March-end quarter. Softness in freight market demand is likely to have significantly impacted the company’s performance in the March-end quarter of 2026. The ocean freight and services segment is expected to have underperformed, with the Zacks Consensus Estimate for the first quarter pegged at $688 million, down 25% on a year-over-year basis. Our proven model predicts an earnings beat for Expeditors International of Washington this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. EXPD has an Earnings ESP of +1.25% and a Zacks Rank #3 at present....

Canadian National Railway CNI is scheduled to report first-quarter 2026 results on April 29, before market open. The Zacks Consensus Estimate for CNI’s first-quarter 2026 earnings has been revised downward by 1.5% over the past 60 days to $1.31 per share. The consensus mark for earnings implies a 1.6% increase from first-quarter 2025 actuals. Meanwhile, the Zacks Consensus Estimate for revenues is pegged at $3.17 billion, which indicates growth of 3.3% from the first-quarter 2025 actuals. Canadian National has an encouraging earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters (missed the mark in the remaining quarter), delivering an average beat of 2.26%. Canadian National Railway Company price-eps-surprise | Canadian National Railway Company Quote Let us see how things have shaped up for CNI this earnings season. We expect CNI’s performance in the to-be-reported quarter to have been bolstered by record grain transportation volumes, supported by enhanced locomotive reliability, efficient resource allocation and targeted infrastructure investments to ensure smooth operations. On the contrary, rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have materially affected CNI’s performance in the March-end quarter. Softness in freight market demand and lower volumes are likely to have significantly impacted the company’s performance in the March-end quarter of 2026. The Zacks Consensus Estimate for revenue ton miles from the Metals & Minerals and Forest Products segments suggests declines of 8% and 8.5%, respectively, from the year-ago actuals. Our proven model conclusively predicts an earnings beat for Canadian National this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. CNI has an Earnings ESP of +0.36% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Earnings of $1.49 per share (C$2.03) outpaced the Zacks Consensus Estimate by 4.2% and increased 14.6% year over year. Revenues amounted to $3.20 billion (C$4.46 billion), which surpassed the Zacks Consensus Estimate b...

Grab GRAB is scheduled to report first-quarter 2026 results on May 4, after the market closes. The Zacks Consensus Estimate for GRAB’s first-quarter 2026 earnings has remained flat at 3 cents per share over the past 60 days. The consensus mark indicates a more than 100% increase from first-quarter 2025 actuals. The Zacks Consensus Estimate for first-quarter 2026 revenues is pegged at $938.35 billion, indicating a 21.4% increase from the first-quarter 2025 actuals. Grab has a discouraging earnings surprise history, wherein the company’s earnings have underperformed the Zacks Consensus Estimate in three of the trailing four quarters and met once in the remaining, delivering an average miss of 54.2%. Grab Holdings Limited price-consensus-eps-surprise-chart | Grab Holdings Limited Quote We expect Grab's performance in the to-be-reported quarter to have been significantly impacted by the ongoing geopolitical tensions in the Middle East and supply-chain disruptions, which are likely to have materially affected GRAB’s performance in the March-end quarter. On the contrary, the top line is expected to have been boosted by an increase in deliveries, supported by the growth in On-Demand (Gross Merchandise Value) GMV and Advertising business revenues. The Zacks Consensus Estimate for revenues from deliveries is currently pegged at $521 million for the first quarter of 2026, which implies a 25.5% increase from year-ago actuals. Growth in the mobility and financial services segments is likely to have contributed to the overall results. The Zacks Consensus Estimate for Mobility revenues is pegged at $339 million, reflecting a 20.2% increase from first-quarter 2025 actuals. It places Financial Services revenues at $124.65 million, marking a 66.2% year-over-year rise. Our proven model does not conclusively predict an earnings beat for Grab this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. GRAB has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Grab reported breakeven earnings in the fourth quarter of 2025, in contrast to the Zacks Consensus Estimate and the year-ago reported figure of 1 cent per...

C.H. Robinson Worldwide CHRW is scheduled to report first-quarter 2026 results on April 29, after market close. The Zacks Consensus Estimate for the first-quarter 2026 earnings has been revised downward by 3.1% over the past 60 days to $1.24 per share. The consensus mark indicates a 6% increase from the first-quarter 2025 actuals. The Zacks Consensus Estimate for first-quarter 2026 revenues is pegged at $4.08 billion, indicating a 0.8% decrease from the first quarter of 2025 actuals. C.H. Robinson has an encouraging earnings surprise history. The company’s earnings have outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.83%. C.H. Robinson Worldwide, Inc. price-eps-surprise | C.H. Robinson Worldwide, Inc. Quote Let’s see how things have shaped up for C.H. Robinson this earnings season. We expect CHRW’s performance in the to-be-reported quarter to have been significantly impacted by softness in the freight market demand, lower volumes in its North America truckload servicesand lower pricing in the ocean services. The Zacks Consensus Estimate for Global Forwarding’s first-quarter 2026 revenues is pegged at $704.85 million, indicating a 9% decrease from the year-ago reported figure. For All Other and Corporate (Robinson Fresh, Managed Services and Other Surface Transportation), first-quarter 2026 revenues are pegged at $385.13 million, indicating a 4.5% decline from the year-ago reported figure. The ongoing geopolitical tensions in the Middle East and supply-chain disruptions are likely to have materially affected CHRW’s performance in the March-end quarter. On the contrary, C.H. Robinson’s initiatives to boost its bottom-line performance in the to-be-reported quarter through effective cost management are encouraging. The Zacks Consensus Estimate for first-quarter 2026 North American Surface Transportation revenues is pegged at $2.90 billion, indicating a 1% increase from the year-ago reported figure. Our proven model does not predict an earnings beat for C.H. Robinson this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Which is not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. CHRW has an Earnings ESP of -0.21% and a Zacks Rank #3 at presen...