Expeditors
Moves global freight through carrier capacity, customs expertise and a company-operated logistics network.
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Profile
Buys cargo capacity from air, ocean and ground carriers, then sells freight forwarding, customs brokerage, warehousing and related logistics services through a global office network. An asset-light model pairs local execution with common systems while remaining dependent on trade volumes, carrier capacity and regulatory compliance.
Coordinates airfreight, ocean freight, customs brokerage and ground transportation without owning aircraft or ships. Cargo space is bought from airlines, ocean carriers and trucking providers, then resold with routing, consolidation, documentation and order-management services. Warehousing, distribution, project cargo and trade-compliance consulting round out the offering.
A company-operated network of district and branch offices spans six continents, linking local operators through common processes and an integrated technology platform. District teams sell and execute services locally, while carrier procurement, regulatory expertise and shared systems support consistent delivery. The model depends on international trade volumes, available carrier capacity, working relationships with transportation providers and government agencies, and compliance with changing customs, security and trade rules.
Company facts
Categories
Key statistics
Year to date +25.8% · Average volume (30d) 1.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | UBS | Reiterate | Buy | $191 | $210 | |
| Aug 5, 2026 | Robert W. Baird | Target | $157 | $190 | ||
| Aug 5, 2026 | Barclays | Reiterate | Underweight | $150 | $160 | |
| Aug 5, 2026 | JP Morgan | Upgrade | Underweight | Neutral | ||
| Jul 15, 2026 | Stifel Nicolaus | Target | $136 | $158 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.69 | $2.03 | +20.1% | $2.91B | $3.50B | +20.4% | +6.38% |
| May 5, 2026Q1 FY26 | $1.33 | $1.71 | +28.6% | $2.61B | $2.78B | +6.6% | −1.20% |
| Feb 24, 2026Q4 FY25 | $1.47 | $1.49 | +1.4% | $2.83B | $2.86B | +1.0% | +2.19% |
| Nov 4, 2025Q3 FY25 | $1.39 | $1.64 | +18.0% | $2.72B | $2.89B | +6.2% | +1.61% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.67B | $2.65B | $2.89B | $2.86B | $2.78B | $3.50B | |
| Gross profit | $352.9M | $413.3M | $464.7M | $413.3M | $971.8M | $1.03B | |
| Operating income | $265.9M | $247.7M | $288.0M | $250.9M | $294.8M | $349.6M | |
| Net income | $203.8M | $183.6M | $222.3M | $201.2M | $229.6M | $266.2M | |
| Diluted EPS | $1.47 | $1.34 | $1.64 | $1.49 | $1.71 | $2.03 | |
| Gross margin | 13.2% | 15.6% | 16.1% | 14.5% | 34.9% | 29.3% | |
| Operating margin | 10.0% | 9.3% | 10.0% | 8.8% | 10.6% | 10.0% |
Fiscal years (4-quarter sums)FY21 $16.52B · FY22 $17.07B · FY23 $9.30B · FY24 $10.60B · FY25 $11.07B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $1.03B · Total debt $567.3M · Total assets $5.13B · Shareholders' equity $2.12B
Dividends
Raised for 32 straight years — most recently to $0.81 from $0.77 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.81 | raised from $0.77 |
| Dec 1, 2025 | Dec 1 | Dec 15 | $0.77 | |
| Jun 2, 2025 | Jun 2 | Jun 16 | $0.77 | raised from $0.73 |
| Dec 2, 2024 | Dec 2 | Dec 16 | $0.73 | |
| Jun 3, 2024 | Jun 3 | Jun 17 | $0.73 | raised from $0.69 |
| Nov 30, 2023 | Dec 1 | Dec 15 | $0.69 | |
| May 31, 2023 | Jun 1 | Jun 15 | $0.69 | raised from $0.67 |
| Nov 30, 2022 | Dec 1 | Dec 15 | $0.67 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 130.79M · Float 129.97M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.46M | 10.29% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 8.55M | 6.54% | 13F | Aug 13, 2026 |
| State Street Corp | 7.34M | 5.61% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 6.62M | 5.06% | 13F | Aug 13, 2026 |
| Loomis Sayles & Co L P | 5.50M | 4.20% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 27, 2026 | Blake R. Bell | officer: President Global Business Dev | −10,351 | $144.08 |
| Feb 27, 2026 | Daniel R. Wall | officer: President and CEO | −6,100 | $145.07 |
| Nov 7, 2025 | Mark A. Emmert | director | −5,400 | $135.25 |
| Nov 5, 2025 | Jeffrey F. Dickerman | officer: Senior VP/Gen Counsel/Corp Sec | −1,500 | $134.17 |
| Sep 5, 2025 | Robert Paul Carlile | director | −2,500 | $120.51 |
Peers
- C.H. Robinson Worldwide
Truck brokerage plus global forwarding and customs overlap
- UPS
Forwarding, customs, distribution, and contract-logistics overlap
- GXO Logistics
Contract logistics, warehousing, and fulfillment overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Expeditors | $190.97 | −0.03% | $24.98B | 27.8 | 24.8 | 2.1 | +32.1% |
| C.H. Robinson Worldwide | $150.39 | −0.03% | $17.73B | 28.7 | 21.9 | 1.0 | +19.3% |
| UPS | $105.33 | +0.01% | $89.47B | 19.6 | 13.6 | 1.0 | +7.4% |
| GXO Logistics | $47.60 | +0.04% | $5.48B | 42.0 | 14.4 | 0.4 | +4.3% |
| Median | 28.7 | 14.4 | 1.0 | +7.4% |