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Bellevue, Washington-based Expeditors International of Washington, Inc. (EXPD) is a premier global third-party logistics provider known for its expertise in air and ocean freight forwarding, customs brokerage, and end-to-end supply chain management. Operating across the Americas, Asia, Europe, and the Middle East, the company boasts a market cap of $16.1 billion.
Shares of the company have underperformed the broader market, falling 2.4% over the past year and rising 8.4% in 2025. In comparison, the S&P 500 Index ($SPX) has rallied 16.1% over the past year and 10% in 2025.
Focusing more closely, the logistics services provider has lagged behind the Industrial Select Sector SPDR Fund’s (XLI) 19.6% return over the past 52 weeks and has gained 16.2% on a YTD basis.
Expeditors delivered a strong Q2 2025 on Aug. 5, and its shares climbed 2.1% in the following trading session. Its revenue rose 9% year-over-year to $2.65 billion and EPS up 8% to $1.34, both beating expectations. Operating income grew 11% to $248 million, supported by 7% increases in both air and ocean freight volumes and a 10.5% jump in customs brokerage revenue, partly driven by tariff-related shipment pull-forward.
For the fiscal year ending in December 2025, analysts expect EXPD’s EPS to decline 4% year-over-year to $5.49. However, the company's earnings surprise history is promising. It topped or met the consensus estimates in the last four quarters.
Among the 16 analysts covering the stock, the consensus rating is a “Moderate Sell.” That’s based on nine “Hold” ratings, one “Moderate Sell,” and six “Strong Sells.”
On Aug. 6, UBS Group raised its price target on Expeditors International of Washington from $117 to $120 while reiterating a “Neutral” rating, citing mixed analyst sentiment following the company’s strong Q2 earnings.
EXPD is trading above the mean price target of $112.43. The Street-high price target of $128 implies a potential upside of 6.6% from the current price levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
