Stocks · Industrials · Integrated Freight & Logistics
Expeditors International of Washington, Inc. EXPD
$192.47 +2.52% Close, Oct 2, 2026 · NYSE · Market cap $25.17B
Strong trendLow risk
Next earnings report: Nov 3, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- At 28.0× trailing earnings, the shares trade at the highest P/E of the company's past five years.
- Earnings beat analyst estimates in each of the last 8 quarters (average surprise over the last four: +17.0%).
- The stock is in an uptrend: above its 200-day average for 244 trading days, with the 50-day average above the 200-day.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 44%
- EPS growth (TTM, YoY)Top 47%
- FCF growth (TTM, YoY)Top 46%
- Revenue growth, 3-year CAGRBottom 5%
- Revenue growth accelerationTop 18%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 1%
- Gross marginBottom 38%
- Operating marginTop 39%
- Cash conversion (OCF / net income)Bottom 21%
- Accruals (lower is better)Bottom 22%
- Net debt / EBITDA (lower is better)Top 16%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 35%
- Free-cash-flow yieldTop 45%
- EBITDA / enterprise valueBottom 43%
- Sales / enterprise valueTop 49%
- P/E vs own 5-year history (lower is better)Bottom 1%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 16%
- 6-month returnTop 19%
- 1-year return vs S&P 500Top 14%
- Distance from 52-week highTop 1%
- Trend checklist (0–4)Top 10%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 25%
- Consecutive EPS beatsTop 14%
- Share of analysts rating BuyBottom 4%
- Upside to consensus price targetBottom 5%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 10%
- Maximum drawdown, 3 yearsTop 3%
- Beta vs S&P 500 (lower is better)Top 18%
- Net debt / EBITDA (lower is better)Top 16%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 1.1% | 6.8% | ↑ |
| EPS growth (YoY) | 2.7% | 12.3% | ↑ |
| Gross margin | 13.6% | 23.9% | ↑ |
| Operating margin | 9.9% | 9.8% | ↓ |
| FCF margin | 7.2% | 7.7% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 6.8% | 1.1% | ↑ | Bottom 44% |
| EPS growth (TTM, YoY) | 12.3% | 2.7% | ↑ | Top 47% |
| Gross margin | 23.9% | 13.6% | ↑ | Bottom 38% |
| Operating margin | 9.8% | 9.9% | ↓ | Top 39% |
| Net margin | 7.6% | 7.6% | ↑ | — |
| Free-cash-flow margin | 7.7% | 7.2% | ↑ | — |
| Return on invested capital | 33.1% | — | Top 1% | |
| Revenue growth, 3-year CAGR | -13.4% | — | Bottom 5% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.06×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -1.0%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.6%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +24.5 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- -0.37×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.83%
- Net buyback yield (TTM)
- 3.29%
- Shareholder yield
- 4.12%
- Share count change, 1 year
- -3.5%
- Share count change, 3-year CAGR
- -4.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 8
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +17.0%
- Average 2-day reaction, last 8
- +2.4%
- Positive 20 days after report
- 6 of 8
Analysts
- Consensus price target
- $174.86
- Target vs current price
- -9.1%
- Analysts with a rating
- 33
- Share rating Buy or Strong Buy
- 15%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 4, 2026 | +20.1% | +6.4% | +4.9% | +11.2% | — |
| May 5, 2026 | +28.6% | +9.6% | +11.3% | +13.0% | +19.5% |
| Feb 24, 2026 | +1.4% | -7.2% | -2.7% | -6.1% | +5.3% |
| Nov 4, 2025 | +18.0% | +10.8% | +14.7% | +19.6% | +31.1% |
| Aug 5, 2025 | +7.2% | -0.5% | +0.1% | +3.4% | +2.1% |
| May 6, 2025 | +7.3% | -5.0% | +3.9% | -0.0% | +4.0% |
| Feb 18, 2025 | +21.7% | +3.9% | +2.6% | +2.9% | +1.5% |
| Nov 5, 2024 | +20.7% | +1.4% | -0.7% | +0.6% | -8.0% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 4, 2026 | $2.03 | $1.69 | +20.1% | $3.50B |
| May 5, 2026 | $1.71 | $1.33 | +28.6% | $2.78B |
| Feb 24, 2026 | $1.49 | $1.47 | +1.4% | $2.86B |
| Nov 4, 2025 | $1.64 | $1.39 | +18.0% | $2.89B |
| Aug 5, 2025 | $1.34 | $1.25 | +7.2% | $2.65B |
| May 6, 2025 | $1.47 | $1.37 | +7.3% | $2.67B |
| Feb 18, 2025 | $1.68 | $1.38 | +21.7% | $2.95B |
| Nov 5, 2024 | $1.63 | $1.35 | +20.7% | $3.00B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 28.0× | 20.4× | 100th | Top 35% |
| P/E (forward) | 24.6× | — | — | — |
| EV / EBITDA | 19.6× | — | — | Bottom 43% |
| EV / Sales | 2.05× | — | — | Top 49% |
| Free-cash-flow yield | 3.67% | — | — | Top 45% |
| Earnings yield | 3.57% | — | — | Top 35% |
P/E over the past five years
Range 11.0× – 26.4× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +58.4%
- Earnings per share growth (TTM)
- +12.3%
- Change in P/E multiple
- +36.9%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 6
- Days above the 200-day average
- 244
- 50-day average slope (20 days)
- +4.0%
- 200-day average slope (20 days)
- +2.7%
- Distance from 50-day average
- +4.1%
- Distance from 200-day average
- +18.3%
- RSI (14)
- 58.0
- Relative volume
- 1.50×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 24.9%
- Volatility vs own 5-year history
- 46th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.68
- Correlation with S&P 500
- 0.38
- Current drawdown from 1-year high
- -0.7%
- Maximum drawdown, 3 years
- -21.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Dec 16, 2021 | Sep 26, 2022 | -36.0% | 194 days | 780 days (Nov 4, 2025) |
| Feb 6, 2026 | Feb 24, 2026 | -15.9% | 11 days | 73 days (Jun 9, 2026) |
| Jul 23, 2021 | Oct 8, 2021 | -12.3% | 54 days | 19 days (Nov 4, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $25.17B
- P/E (TTM)
- 28.0
- EPS, diluted (TTM)
- $6.87
- Revenue (TTM)
- $12.04B
- Dividend yield
- 0.82%
- 52-week range
- $112.95 – $194.59
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $16.52B | $17.07B | $9.30B | $10.60B | $11.07B |
| Gross profit | $2.17B | $2.17B | $1.25B | $1.35B | $1.69B |
| Operating income | $1.91B | $1.82B | $939.9M | $1.04B | $1.05B |
| Net income | $1.42B | $1.36B | $752.9M | $810.1M | $813.8M |
| EPS (diluted) | $8.27 | $8.26 | $5.01 | $5.72 | $5.95 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.00B | $2.95B | $2.67B | $2.65B | $2.89B | $2.86B | $2.78B | $3.50B |
| Net income | $229.6M | $235.9M | $203.8M | $183.6M | $222.3M | $201.2M | $229.6M | $266.2M |
| EPS (diluted) | $1.63 | $1.68 | $1.47 | $1.34 | $1.64 | $1.49 | $1.71 | $2.03 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $868.5M | $2.13B | $1.05B | $723.4M | $1.01B |
| Capital expenditure | -$36.2M | -$86.8M | -$39.3M | -$40.5M | -$53.1M |
| Free cash flow | $832.2M | $2.04B | $1.01B | $682.9M | $953.4M |
| Dividends paid | -$195.8M | -$213.8M | -$202.0M | -$204.1M | -$207.4M |
| Net share buybacks | -$408.5M | -$1.50B | -$1.31B | -$785.8M | -$579.1M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $1.03B
- Total assets
- $5.13B
- Total liabilities
- $3.01B
- Total debt
- $567.3M
- Net debt
- -$464.2M
- Shareholders’ equity
- $2.12B
As of Jun 30, 2026 (filed Aug 5, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Jun 1, 2026 | $0.81 | Jun 15, 2026 |
| Dec 1, 2025 | $0.77 | Dec 15, 2025 |
| Jun 2, 2025 | $0.77 | Jun 16, 2025 |
| Dec 2, 2024 | $0.73 | Dec 16, 2024 |
| Jun 3, 2024 | $0.73 | Jun 17, 2024 |
| Nov 30, 2023 | $0.69 | Dec 15, 2023 |
| May 31, 2023 | $0.69 | Jun 15, 2023 |
| Nov 30, 2022 | $0.67 | Dec 15, 2022 |
Short interest
- Shares sold short
- 4,446,596
- Days to cover
- 5.48
- Change vs previous report
- +3.5%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Jun 26, 2006
- 2-for-1
- Jun 25, 2002
- 2-for-1
- Jun 1, 1999
- 2-for-1
- Dec 12, 1996
- 2-for-1
- Nov 12, 1993
- 2-for-1