EXPD

It has been about a month since the last earnings report for Expeditors International (EXPD). Shares have added about 2.6% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Expeditors International due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Expeditors International of Washington reported second-quarter 2026 earnings of $2.03 per share, up 51.5% year over year and 20.8% above the Zacks Consensus Estimate of $1.68. Revenues increased 32.1% to $3.50 billion, surpassing the consensus mark of $2.90 billion by 20.7%. Results benefited from broad-based growth across most products, led by airfreight and customs-related services. Airfreight tonnage advanced 14% year over year, while ocean container volume was flat. Airfreight services revenues surged 57.1% year over year to $1.49 billion. The increase reflected higher volumes and elevated buy and sell rates as demand for air capacity exceeded available space, particularly late in the quarter. Tonnage increased 16% sequentially, supported by Asia-U.S. and Asia-Europe trade lanes. Management also cited sustained demand from artificial intelligence hyperscalers, including customers requiring upper-deck freighter capacity for servers. Ocean freight and ocean services revenues rose 5.2% to $710.9 million. Although quarterly container volume was unchanged from the prior-year period, volumes improved 7% from the first quarter of 2026. Management noted that carriers carefully managed capacity amid market disruptions, supporting higher rates late in the quarter. Stronger demand and improved pricing also increased profitability per container, signaling some stabilization after an extended ocean-market downturn. Customs brokerage and other services revenues climbed 26.6% to $1.30 billion. Customs, Transcon, Distribution and Order Management each delivered double-digit revenue growth for the second consecutive quarter. Demand from AI hyperscalers and other high-value technology customers supported the increase. Tariff-related complexity, new customer wins and higher declarations from existing customers also lifted customs activity. A temporary surge in filings tied to the International Emergency Economic Powers Act contributed to higher pricing. Operating income increased 41.1% year over year to $349.6 million. The operating margin improved to approximately 10% from 9.3% in the year-ago quarter, reflecting strong revenue growth and productivity gains. Salaries and other operating expenses increased 13.1% to $735.9 million. The quarter included a $25 million pretax restructuring charge related to the Global Technology team, partly offset by a $16 million gain from the sale of an underutilized property. The Global Technology restructuring is expected to reduce the company’s annual cost structure by approximately $50 million. Management said the savings equal nearly 10% of total corporate overhead expenses and should begin to benefit results after the restructuring actions are completed. Expeditors plans to continue investing in artificial intelligence, technology talent and modernization initiatives. Operating efficiency reached 32.2% during the quarter despite the restructuring charge, while headcount remained essentially flat sequentially before the planned workforce reductions. Operating income increased across most geographic regions. U.S. operating income rose 35.5% to $169.5 million, while South Asia operating income nearly doubled to $49.3 million. Europe operating income climbed 34.9% to $33.8 million. The Middle East, Africa and India region generated operating income of $20.6 million, up sharply from $7.3 million a year earlier, despite geopolitical disruptions affecting freight capacity and routing. Net cash from operating activities totaled $178.6 million, nearly matching the $179.2 million generated in the prior-year quarter. Accounts receivable increased significantly as business activity and revenues expanded. The company repurchased 2.3 million shares during the quarter at an average price of $151.50, spending $354.9 million. Including dividends, Expeditors returned $461 million to its shareholders in the quarter and $748 million during the first half of 2026. It turns out, estimates review have trended upward during the past month. The consensus estimate has shifted 18.88% due to these changes. At this time, Expeditors International has a average Growth Score of C, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Expeditors International has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Expeditors (NYSE:EXPD) and the best and worst performers in the air freight and logistics industry. The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies’ offerings while fuel costs can influence profit margins. The 4 air freight and logistics stocks we track reported a very strong Q2. As a group, revenues beat analysts’ consensus estimates by 10%. While some air freight and logistics stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.4% since the latest earnings results. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $3.50 billion, up 32.1% year on year. This print exceeded analysts’ expectations by 18.6%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS estimates. BELLEVUE, Wash.--(BUSINESS WIRE)--Expeditors International of Washington, Inc. (NYSE:EXPD) today announced that on May 4, 2026 its Board of Directors declared a semi-annual cash dividend of $0.81 per share, payable on June 15, 2026 to shareholders of record as of June 1, 2026. “Since 2024, we have returned nearly $2 billion to shareholders in dividends and share repurchases,” said David A. Hackett, Senior Vice President and Chief Financial Officer. Expeditors achieved the biggest analyst estimate beat and fastest revenue growth among its peers. Unsurprisingly, the stock is up 11.2% since reporting and currently trades at $189.66. Is now the time to buy Expeditors? Access our full analysis of the earnings results here, it’s free. Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ:CHRW) offers freight transportation and logistics services. C.H. Robinson Worldwide reported revenues of $4.93 billion, up 19.3% year on year, outperforming analysts’ expectations by 12.7%. The business had an exceptional quarter with a beat of analysts’ EPS estimates. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 13.9% since reporting. It currently trades at $149.61. Is now the time to buy C.H. Robinson Worldwide? Access our full analysis of the earnings results here, it’s free. Sporting one of the largest air cargo fleets in the world, FedEx (NYSE:FDX) is a global provider of parcel and cargo delivery services. FedEx reported revenues of $25.01 billion, up 12.5% year on year, exceeding analysts’ expectations by 4.3%. Still, it was a mixed quarter as it posted full-year EPS guidance missing analysts’ expectations significantly. FedEx delivered the weakest performance against analyst estimates of the whole group. As expected, the stock is down 3% since the results and currently trades at $327.77. Read our full analysis of FedEx’s results here. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $22.83 billion, up 7.6% year on year. This result beat analysts’ expectations by 4.4%. It was a very strong quarter as it also put up full-year EPS guidance slightly topping analysts’ expectations and full-year revenue guidance slightly topping analysts’ expectations. United Parcel Service had the slowest revenue growth among its peers. The stock is down 7.8% since reporting and currently trades at $104.18. Read our full, actionable report on United Parcel Service here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

C.H. Robinson Worldwide CHRW has a stronger fundamental case after a solid second-quarter earnings beat, improving profitability and continued shareholder returns. The stock’s sharp three-month pullback may draw investor attention, especially as earnings and margins move higher. Still, the setup is not clearly compelling. CHRW trades at a premium to industry and sector benchmarks, carries rising debt and has only limited upside to the stated price target. C.H. Robinson reported second-quarter 2026 earnings of $1.61 per share, up 24.8% year over year. The result topped the Zacks Consensus Estimate of $1.53 by 5.2%. Revenues rose 19.3% year over year to $4.93 billion and exceeded the consensus mark of $4.42 billion by 11.7%. Higher pricing across truckload, LTL, air and ocean services supported the top-line gain. Profitability improved faster than adjusted gross profit. Adjusted gross profits increased 6.5% year over year to $738.0 million, while adjusted income from operations advanced 19.5% to $263.2 million. Adjusted operating margin expanded 360 basis points to 34.7%. That improvement came even as operating expenses rose 1% to $482.2 million, showing that cost optimization and productivity gains helped offset higher incentive compensation tied to strong operating performance. The company’s earnings presentation also highlights the operating model behind the margin improvement. CHRW said it is using Lean principles and custom-built AI tools to streamline processes, reduce waste, decouple headcount growth from volume growth and drive operating leverage. Valuation limits the bull case. CHRW trades at 20.79X forward 12-month earnings, above 15.33X for the Zacks sub-industry and 14.62X for the broader transportation sector. It is also slightly above the S&P 500’s 20.34X multiple. The stock is not far from its own historical norm either. Over the past five years, CHRW’s forward P/E has ranged from 11.49X to 33.46X, with a median of 20.98X. That makes the current multiple look fair to full rather than clearly discounted. The stated $151 price target compares with a reported share price of $143.83. That implies positive but limited appreciation potential. The narrow spread matters because investors are being asked to pay near a historical median multiple while still relying on continued earnings execution. Shares have plunged 18% over the past three months, but they remain up 17.1% over the past year, so the pullback does not automatically make the stock cheap. The balance sheet adds caution. CHRW ended the second quarter with $154.59 million in cash and cash equivalents, while long-term debt stood at $1.68 billion. Cash-flow trends also weakened. Cash generated from operations fell to $35.9 million from $227.1 million in the year-ago quarter, mainly because higher freight rates drove a negative working-capital swing. Shareholder returns remain a positive offset. In the second quarter, CHRW returned $301.3 million to shareholders, including $226 million of share repurchases and $75.3 million of dividends. However, higher leverage and working-capital demands reduce financial flexibility despite solid earnings. Apart from CHRW, other stocks like Schneider National, Inc. (SNDR) and Expeditors EXPD from the similar industry have also been consistently rewarding their shareholders. C.H. Robinson Worldwide, Inc. dividend-yield-ttm | C.H. Robinson Worldwide, Inc. Quote The bottom line: C.H. Robinson’s earnings beat, margin expansion and capital returns support investor interest, especially after the stock’s recent pullback. But the valuation, debt load and limited price-target upside argue against an aggressive stance. CHRW carries a Zacks Rank #3 (Hold), which supports patience. Its Growth, Momentum and VGM Score of B are constructive, but the C Value Score aligns with a stock trading near its historical median multiple and above industry valuation benchmarks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report C.H. Robinson Worldwide, Inc. (CHRW) : Free Stock Analysis Report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report Schneider National, Inc. (SNDR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Expeditors International (EXPD) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this logistics services provider, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for Expeditors International, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The company is expected to earn $2.12 per share for the current quarter, which represents a year-over-year change of +29.3%. The Zacks Consensus Estimate for Expeditors International has increased 18.88% over the last 30 days, as four estimates have gone higher compared to no negative revisions. For the full year, the company is expected to earn $7.65 per share, representing a year-over-year change of +28.6%. There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, seven estimates have moved up for Expeditors International versus no negative revisions. This has pushed the consensus estimate 13.97% higher. Thanks to promising estimate revisions, Expeditors International currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Investors have been betting on Expeditors International because of its solid estimate revisions, as evident from the stock's 6.2% gain over the past four weeks. As its earnings growth prospects might push the stock higher, you may consider adding it to your portfolio right away. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Just about every statistic for Expeditors International in the second quarter was significantly higher than it was a year ago. In the key measurement of volume, airfreight measured in kilos was up 14% for the quarter, with the month-by-month percentage gain rising each month: 13% in April, 14% in May and 15% in June. Ocean freight did not fare as well, as measured in forty-foot equivalents. It was down 9% in April and up just 1% in May. But it rose 9% in June for an overall flat performance. That helped lead to a 32% year-on-year increase in revenue, to $3.5 billion from $2.65 billion a year earlier. Operating income rose 41%, to $349.6 million from $247.7 million in 2025. Net income jumped to $2.03 per share from $1.34 a year ago. Expeditors (NYSE: EXPD) does not hold an earnings call with analysts. The prepared comments by CEO Daniel Wall in the earnings announcement celebrated the strong quarter. “Our excellent performance this quarter, with double-digit growth across most of our products, is demonstrating that our strategy around operational excellence is working and allowing us to take market share,” Wall said. “By focusing on increasing growth in each region, product, and district, we generated tremendous growth and diversification. Our sales, account management, and operations teams all executed extremely well globally this quarter to drive and support this momentum.” ‘Highly elevated’ The strong performance of its airfreight operations came in a market that Wall said had “highly elevated” buy and sell rates, “as demand for air capacity continued to outweigh available space, particularly late in the quarter.” Wall also said the Middle East conflict reduced the number of passenger flights that could handle air freight, resulting in “constrained belly capacity.” Wall also cited strong demand from “hyperscalers,” the operators of huge cloud systems and the data centers that power them. “We have seen increased demand for freighter space, as some hyperscalers are requiring upper-deck access for their servers,” Wall said. Signs of improvement on the water The ocean market, with its weak first part of the three months followed by late strength, was still up 7% sequentially from the first quarter, as measured by volume. “We may be starting to see a flattening of the long downturn in the ocean market,” Wall said. Profitability measured per container was higher in the second quarter fueled by “heightened pricing late in the quarter.” Expeditors’ customs forwarding business has benefited from tariffs as shippers try to sort through the complexity of changing levies. That continued in the quarter. “Our customs business benefited from tariff-related complexity, along with solid growth from new customers and increased declarations from existing customers,” Wall said. He added that there has been a “temporary surge” in activity related to the tariffs under the Trump administration’s  International Emergency Economic Powers Act (IEEPA), which were ruled illegal by the Supreme Court. The cost of transportation rose faster than the increase in revenues. Transportation costs climbed 38% against the 32% increase in revenues. But salaries and other operating expenses were up just 13%, helping to lead to the increase in income. Expeditors stock has been a strong performer. It was up about 2.8% at approximately 11:15 a.m. Tuesday after the earnings release. According to Barchart, the percentage gains for Expeditors are 4.57% for the month, 25.43% for the three months and 49.9% for the last 52 weeks. More articles by John Kingston Werner CEO Leathers: just the 3rd inning in driver attrition C.H. Robinson earnings call shifts to nuclear verdict as key topic Louisiana: Motta request rejected, murder trial nears The post Strong quarter for Expeditors, air freight leads the way appeared first on FreightWaves.

Expeditors International of Washington EXPD reported second-quarter 2026 earnings of $2.03 per share, up 51.5% year over year and 20.8% above the Zacks Consensus Estimate of $1.68. Revenues increased 32.1% to $3.50 billion, surpassing the consensus mark of $2.90 billion by 20.7%. Results benefited from broad-based growth across most products, led by airfreight and customs-related services. Airfreight tonnage advanced 14% year over year, while ocean container volume was flat. Airfreight services revenues surged 57.1% year over year to $1.49 billion. The increase reflected higher volumes and elevated buy and sell rates as demand for air capacity exceeded available space, particularly late in the quarter. Tonnage increased 16% sequentially, supported by Asia-U.S. and Asia-Europe trade lanes. Management also cited sustained demand from artificial intelligence hyperscalers, including customers requiring upper-deck freighter capacity for servers. Expeditors International of Washington, Inc. price-consensus-eps-surprise-chart | Expeditors International of Washington, Inc. Quote Ocean freight and ocean services revenues rose 5.2% to $710.9 million. Although quarterly container volume was unchanged from the prior-year period, volumes improved 7% from the first quarter of 2026. Management noted that carriers carefully managed capacity amid market disruptions, supporting higher rates late in the quarter. Stronger demand and improved pricing also increased profitability per container, signaling some stabilization after an extended ocean-market downturn. Customs brokerage and other services revenues climbed 26.6% to $1.30 billion. Customs, Transcon, Distribution and Order Management each delivered double-digit revenue growth for the second consecutive quarter. Demand from AI hyperscalers and other high-value technology customers supported the increase. Tariff-related complexity, new customer wins and higher declarations from existing customers also lifted customs activity. A temporary surge in filings tied to the International Emergency Economic Powers Act contributed to higher pricing. Operating income increased 41.1% year over year to $349.6 million. The operating margin improved to approximately 10% from 9.3% in the year-ago quarter, reflecting strong revenue growth and productivity gains. Salaries and other operating expenses increased 13.1% to $735.9 million. The quarter included a $25 million pretax restructuring charge related to the Global Technology team, partly offset by a $16 million gain from the sale of an underutilized property. The Global Technology restructuring is expected to reduce the company’s annual cost structure by approximately $50 million. Management said the savings equal nearly 10% of total corporate overhead expenses and should begin to benefit results after the restructuring actions are completed. Expeditors plans to continue investing in artificial intelligence, technology talent and modernization initiatives. Operating efficiency reached 32.2% during the quarter despite the restructuring charge, while headcount remained essentially flat sequentially before the planned workforce reductions. Operating income increased across most geographic regions. U.S. operating income rose 35.5% to $169.5 million, while South Asia operating income nearly doubled to $49.3 million. Europe operating income climbed 34.9% to $33.8 million. The Middle East, Africa and India region generated operating income of $20.6 million, up sharply from $7.3 million a year earlier, despite geopolitical disruptions affecting freight capacity and routing. Net cash from operating activities totaled $178.6 million, nearly matching the $179.2 million generated in the prior-year quarter. Accounts receivable increased significantly as business activity and revenues expanded. The company repurchased 2.3 million shares during the quarter at an average price of $151.50, spending $354.9 million. Including dividends, Expeditors returned $461 million to its shareholders in the quarter and $748 million during the first half of 2026. Expeditors, currently carrying a Zacks Rank #2 (Buy), ended June with $1.03 billion in cash and cash equivalents, down from $1.31 billion at year-end 2025. Total assets reached $5.13 billion, while total shareholders’ equity stood at $2.12 billion. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Westinghouse Air Brake Technologies WAB, operating as Wabtec Corporation, reported encouraging second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate and increased year over year. Quarterly adjusted EPS of $2.76 beat the Zacks Consensus Estimate of $2.63 by 4.9% and increased 21.6% year over year, owing to higher sales and operating margin expansion. Revenues climbed 17.5% to $3.18 billion and surpassed the consensus mark of $3.08 billion by 3.2%. United Airlines Holdings, Inc. UAL reported second-quarter 2026 adjusted EPS of $1.99, down 48.6% year over year but above the Zacks Consensus Estimate of $1.92 by 3.7%. Operating revenues rose 16% to $17.67 billion and were essentially in line with the consensus mark of $17.68 billion. A 12.1% increase in total revenues per available seat mile or TRASM, and broad-based gains across premium, loyalty and cargo revenues, supported the top line despite sharply higher fuel costs. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report United Airlines Holdings Inc (UAL) : Free Stock Analysis Report Wabtec (WAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). 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Expeditors International (EXPD) reported $3.5 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 32.1%. EPS of $2.03 for the same period compares to $1.34 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $2.9 billion, representing a surprise of +20.67%. The company delivered an EPS surprise of +20.83%, with the consensus EPS estimate being $1.68. 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. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. 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: $1.49 billion versus the three-analyst average estimate of $1.11 billion. The reported number represents a year-over-year change of +57.1%. Revenues- Ocean freight and ocean services: $710.92 million compared to the $601.11 million average estimate based on three analysts. The reported number represents a change of +5.2% year over year. Net revenues- Ocean freight and ocean services: $179.04 million compared to the $180.95 million average estimate based on three analysts. The reported number represents a change of -6.9% year over year. Net revenues- Airfreight services: $360.07 million compared to the $267.33 million average estimate based on three analysts. The reported number represents a change of +42.1% year over year. Net revenues- Customs brokerage and other services: $546.39 million compared to the $552.69 million average estimate based on three analysts. The reported number represents a change of +20.7% year over year. Revenues- Customs brokerage and other services: $1.3 billion versus the three-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +26.6%. View all Key Company Metrics for Expeditors International here>>> Shares of Expeditors International have returned +3% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Expeditors International (EXPD) came out with quarterly earnings of $2.03 per share, beating the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +20.83%. A quarter ago, it was expected that this logistics services provider would post earnings of $1.33 per share when it actually produced earnings of $1.71, delivering a surprise of +28.57%. 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 $3.5 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 20.67%. This compares to year-ago revenues of $2.65 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 added about 14.5% since the beginning of the year versus the S&P 500's gain of 11%. While Expeditors International has outperformed 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 favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.79 on $3.08 billion in revenues for the coming quarter and $6.74 on $11.67 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Proficient Auto Logistics, Inc. (PAL), another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10. This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of -14.3%. The consensus EPS estimate for the quarter has been revised 16.7% lower over the last 30 days to the current level. Proficient Auto Logistics, Inc.'s revenues are expected to be $108.53 million, down 6.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Expeditors International of Washington, Inc. (EXPD) : Free Stock Analysis Report Proficient Auto Logistics, Inc. (PAL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Logistics and freight forwarding company Expeditors (NYSE:EXPD) will be reporting results this Tuesday before the bell. Here’s what to look for. Expeditors beat analysts’ revenue expectations last quarter, reporting revenues of $2.78 billion, up 4.4% year on year. It was an incredible quarter for the company, with a beat of analysts’ EPS estimates. Is Expeditors a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Expeditors’s revenue to grow 11.4% year on year, improving from the 8.7% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Expeditors has a history of exceeding Wall Street’s expectations. Looking at Expeditors’s peers in the air freight and logistics segment, some have already reported their Q2 results, giving us a hint as to what we can expect. C.H. Robinson Worldwide delivered year-on-year revenue growth of 19.3%, beating analysts’ expectations by 12.7%, and United Parcel Service reported revenues up 7.6%, topping estimates by 4.4%. C.H. Robinson Worldwide traded down 14.7% following the results while United Parcel Service was also down 7.4%. Read our full analysis of C.H. Robinson Worldwide’s results here and United Parcel Service’s results here. In the last year or so, investors have shifted their focus from one macro dynamic to the next (AI disintermediation and AI investment to geopolitical conflict, interest rates, and the health of the wider economy). While some of the air freight and logistics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5% on average over the last month. Expeditors is up 1.3% during the same time and is heading into earnings with an average analyst price target of $157.14 (compared to the current share price of $166.75). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.