Expeditors International of Washington, Inc. (EXPD) AI Stock Analysis

Expeditors International of Washington, Inc. is a global logistics company providing supply chain solutions across the Americas, North Asia, South Asia, Europe, the Middle East, Africa, and India. The company offers airfreight and ocean freight forwarding, consolidation, customs brokerage, ground transportation, warehousing, and distribution services. It serves clients across sectors including retail, electronics, technology, and industrial manufacturing. Expeditors also provides cargo insurance, temperature-controlled transit, tracking, trade compliance consulting, and cargo security measures. Operating as a freight consolidator and airline agent, the Seattle-based company focuses on shipment handling and documentation preparation.

Between FY2021 and FY2025, revenue fluctuated significantly, moving from $16.52B in FY2021 to $17.07B in FY2022, before revenue fell 45.5% to $9.30B in FY2023. Revenue subsequently rebounded to $10.60B in FY2024 and $11.07B in FY2025, yielding a 5-year revenue CAGR of 2.9%. Net income stood at $1.42B in FY2021, $1.36B in FY2022, $752.9M in FY2023, $810.1M in FY2024, and $813.8M in FY2025. Operating margin was 9.5% in FY2025 with gross margin at 15.3%. For the latest quarter ended June 30, 2026, quarterly revenue growth was 32.1% year-over-year, and quarterly earnings growth reached 51.5%, supporting trailing twelve month revenue of $12.04B.

As of June 30, 2026, the company held $1.03B in cash and short-term investments against total debt of $567.3M, yielding net cash of $464.2M. The company maintains a current ratio of 1.57 and a debt-to-equity ratio of 0.27 with shareholders' equity of $2.12B. In FY2025, Expeditors generated $953.4M in free cash flow from operating cash flow of $1.01B. Capital expenditures were $53.1M, while capital return included $667.3M in share buybacks and $207.4M in dividends paid.

Expeditors shares closed at $195.91 on October 16, 2026, representing a 1-year return of 67.4% compared to 16.8% for the S&P 500 (SPY). The company trades at a trailing P/E of 28.5x and a forward P/E of 24.4x, compared to the median of its S&P 500 Industrials peers of 28.4x trailing and 20.1x forward. Its enterprise value to EBITDA ratio is 19.5x against 17.2x for peers, while price-to-sales is 2.1x versus the peer median of 3.3x. Market capitalization sits at $25.47B.

Expeditors has paid dividends for 34 consecutive years and distributes payments on a Semiannual schedule. Its annualized forward dividend is $1.62 per share, representing a dividend yield of 0.83% and a payout ratio of 23.0%. Over the past five years, dividend growth annualized was 8.2%, with the last ex-dividend date on June 1, 2026. In FY2025, total dividends paid were $207.4M.

Wall Street sentiment includes 3 Strong Buy, 0 Buy, 10 Hold, 1 Sell, and 4 Strong Sell recommendations. The mean price target is $181.47, which is 7.4% below the last close of $195.91. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $13.24B and EPS of $7.90, reflecting EPS growth of 32.7%. The company has beaten EPS expectations in each of the last 4 quarters, with the next earnings date set for November 3, 2026.

This page is an AI-written research summary of Expeditors International of Washington, Inc. (EXPD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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