DailyIQ
|
Sector:IndustrialsAll sectors
Last updated 4 minutes ago

EXPD·Expeditors International of Washington, Inc.

$.
+. (+.%)
High
$178.64
Open
$175.36
Market Cap
23.01B
52W High
$172.18
Low
$174.64
P. Close
$175.50
P/E
27.52
52W Low
$110.48
Fwd P/E
25.26
DailyIQ Est.
$139.31
Technical Score (1D)
100
BUY
News Sentiment
50
MIXED
JPMorgan has lifted its price target for Expeditors International to $144 from $139, citing a more optimistic earnings outlook driven by stronger freight demand and margin expansion. UBS followed suit, raising its target to $191 from $175, maintaining a buy rating and signaling confidence in the company’s logistics platform and pricing power amid rising rates. Argus Research also increased its target to $174, reflecting optimism about the firm’s growth prospects and a favorable valuation profile. A technical assessment gave EXPD a 9/10 breakout strength rating, noting a tight consolidation phase and a clear entry near $167.59 with a defined risk level. Analysts noted that the stock may be trading roughly 7% below its fair‑value estimate after a 42.7% year‑to‑date return, suggesting a potential upside if valuation normalizes. The company’s strong fundamentals and a value score of 1 underscore its resilience, but broader market conditions could still limit momentum. With rising interest rates lifting freight rates, Expeditors is positioned to capture margin expansion, which could support earnings above estimates in the next quarter. Traders should monitor the upcoming earnings announcement for confirmation of revenue growth, margin expansion, and any updates on the company’s strategic initiatives in freight and supply‑chain services.
Earnings Summary
Expeditors International of Washington, Inc. is a global logistics provider that facilitates the movement of goods across the Americas, Asia, and Europe through air and ocean freight forwarding, customs brokerage, warehousing, and ground transportation, positioning it as a critical link in the international supply chain within the integrated freight & logistics industry. In the most recent quarters, the company posted a slight decline in earnings per share from $1.64 in Q3 2025 to $1.49 in Q4 2025, falling short of the $1.59 estimate, while revenue dipped modestly from $2.894 billion to $2.856 billion, yet still beating the $2.615 billion estimate for Q4 2025; earlier quarters showed consistent EPS beats and revenue growth, with Q4 2024 EPS of $1.68 versus an estimate of $1.439 and revenue of $2.954 billion, underscoring a pattern of earnings resilience amid fluctuating top‑line performance. Historically, Expeditors has maintained a strong earnings beat streak, with EPS exceeding forecasts in most quarters, while revenue has shown mixed momentum, reflecting the sector’s sensitivity to freight demand and macroeconomic conditions. Recent news has highlighted a bullish consensus, with JPMorgan, UBS, and Argus Research all raising their price targets to the $144–$191 range based on expectations of stronger freight demand, margin expansion, and favorable rate environments; these upgrades suggest that investors anticipate continued operational efficiency gains and pricing power. Forward‑looking watch points for the next quarter include monitoring freight volume trends, rate movements, and macroeconomic signals that could influence demand, as well as any strategic initiatives or expansion plans that may enhance the company’s competitive position, all of which will be critical to validating the optimistic outlook set by the upgraded analyst targets.

EPS

EstBeatMiss
$1.18$1.32$1.46$1.60$1.75Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.67 - -
Q4'25$1.59$1.49-6.3%
Q3'25$1.39$1.64+18.1%
Q2'25$1.24$1.34+7.9%
Q1'25$1.35$1.47+9.1%
Q4'24$1.44$1.68+16.7%

Revenue

EstBeatMiss
$2.6B$2.7B$2.8B$2.9B$3.0BQ4'24Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$2.9B - -
Q4'25$2.6B$2.9B+9.4%
Q3'25 - $2.9B -
Q2'25 - $2.7B -
Q1'25 - $2.7B -
Q4'24 - $3.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

EXPD Stock Snapshot

EXPD is currently trading at $177.84, giving Expeditors International of Washington, Inc. a market cap of 23.01B and a P/E ratio of 27.5. Today's range spans $174.64–$178.64, with shares opening at $175.36 and moving up $2.34 (1.3%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 50/100.

Over the past year EXPD has traded between $110.48 and $172.18 - the current price is +61.0% off the 52-week low and +3.3% from the high. 21 analysts cover the stock with a Hold consensus and a mean 12-month target of $152.79 (range $95.00–$200.00), implying downside of -14.1%.

EXPD carries a BUY signal on a 100/100 technical score, trades at $177.84 (near 52-week highs), and has neutral sentiment at 50/100. At 23.01B in Industrials market cap (P/E: 27.5), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $110.48–$172.18.

The combination of a BUY signal (100/100) and neutral news sentiment (50/100) puts EXPD on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 23.01B in Industrials market cap without immediately moving the stock. At $177.84 (near 52-week highs in the $110.48–$172.18 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.