Expeditors International of Washington, Inc. (EXPD) Stock Price & Analysis
Expeditors International of Washington, Inc. (EXPD) closed at USD 196.19 on Thursday, October 22, 2026, down 0.42% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 197.01; the Oct 22, 2026 session ranged USD 194.22–199.61 on volume of 1,345,682 shares. Market capitalization is $25.50B, with a 52-week range of USD 116.84–200.66 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/EXPD.md
Key facts (EXPD)
- Last four reported quarters (through Jun 30, 2026): revenue $12.0B, net income $919M (7.6% margin), free cash flow $924M (SEC filings).
- Valuation: P/E 27.8x (avg 23.3x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold EXPD (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 3.17 on a 1–5 scale) (18 analysts), mean target USD 181.47 (range 100–220).
- Total return with dividends: 1Y +67.3% vs S&P 500 +14.9%; 5Y +68.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 2.23, revenue estimate $3.60B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (EXPD)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $16.5B | $17.1B | $9.30B | $10.6B | $11.1B | $12.0B |
| Operating income | $1.91B | $1.82B | $940M | $1.04B | $1.05B | $1.18B |
| Net income | $1.42B | $1.36B | $753M | $810M | $810M | $919M |
| EPS (diluted) | $8.27 | $8.26 | $5.01 | $5.72 | $5.95 | — |
| Free cash flow | $832M | $2.04B | $1.01B | $683M | $953M | $924M |
| Operating margin | 11.6% | 10.7% | 10.1% | 9.8% | 9.5% | 9.8% |
| Net margin | 8.6% | 8.0% | 8.1% | 7.6% | 7.3% | 7.6% |
| Revenue growth | +72.4% | +3.3% | -45.5% | +14.0% | +4.4% | — |
| Cash + short-term investments | $1.73B | $2.03B | $1.51B | $1.15B | $1.31B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (EXPD)
P/E 27.8x · P/S 2.1x · P/FCF 27.6x · P/B 12.0x · FCF yield 3.62% · Earnings yield 3.60% · Buyback yield (TTM) 3.53%
P/E at fiscal year-ends: Dec 2025 25.1x, Dec 2024 19.4x, Dec 2023 25.4x.
Superinvestors (SEC 13F-HR, Q2 2026) (EXPD)
1 of 80 tracked investors hold EXPD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.55% | $329M | Reduced -66.0% |
Analysts (EXPD)
Consensus Hold (mean 3.17 on a 1–5 scale), 18 analysts; mean target USD 181.47 (low 100, high 220).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-05 | JP Morgan | Target raised | Neutral | $200 → $214 |
| 2026-10-02 | UBS | Target raised | Buy | $210 → $220 |
| 2026-10-01 | Baird | Target raised | Neutral | $190 → $200 |
| 2026-09-30 | BNP Paribas | Initiated | Neutral | $180 |
| 2026-09-29 | Barclays | Target raised | Underweight | $160 → $165 |
| 2026-08-05 | UBS | Target raised | Buy | $191 → $210 |
| 2026-08-05 | TD Cowen | Target raised | Sell | $148 → $176 |
| 2026-08-05 | Barclays | Target raised | Underweight | $150 → $160 |
| 2026-08-05 | JP Morgan | Upgrade | Underweight → Neutral | $200 |
| 2026-07-21 | B of A Securities | Target raised | Buy | $181 → $189 |
| 2026-07-15 | Citizens | Initiated | Market Perform | |
| 2026-07-15 | Truist Securities | Target raised | Hold | $145 → $175 |
Total return (dividends reinvested) (EXPD)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +67.3% | +68.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +67.6% | +11.0% |
| Volatility (annualized) | 30.9% | 25.9% |
| Max drawdown | -15.9% (Feb 2026→Feb 2026) | -34.3% (Dec 2021→Sep 2022) |
EXPD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.23 | $1.84 | +21.1% | $3.60B | 13 |
| Next quarter (ends Dec 2026) | $1.97 | $1.68 | +17.4% | $3.42B | 13 |
| Current fiscal year (ends Dec 2026) | $7.90 | $6.88 | +14.8% | $13.24B | 15 |
| Next fiscal year (ends Dec 2027) | $8.20 | $7.12 | +15.2% | $13.29B | 15 |
EXPD options: expected move
Options price a move of about ±7.1% (±$13.85) by Nov 20, 2026, which includes earnings on Nov 3, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 31.3% | ±7.1% |
| Dec 18, 2026 | 56 | 28.1% | ±8.9% |
| Feb 19, 2027 | 119 | 26.2% | ±12.0% |
| May 21, 2027 | 210 | 27.3% | ±16.6% |
30-day implied volatility 31% vs 20.8% realized over the last 30 trading days. Put/call ratio (volume) 0.1. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 196.19 |
|---|---|
| Change | ▼ 0.42% (down) |
| Previous Close | USD 197.01 |
| Open | USD 196.96 |
| Day Range | USD 194.22 – 199.61 |
| 52-Week Range | USD 116.84 – 200.66 |
| Volume | 1,345,682 shares |
| Market Cap | $25.50B |
| Exchange | NYQ |
Technical Analysis (EXPD)
Nexqual's technical model rates EXPD "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 56.46 (neutral) |
| vs SMA50 | Above (USD 190.42) |
| MACD | 2.44 (positive) |
Analyst Ratings (EXPD)
Wall Street analysts rate EXPD "Hold" based on 18 analysts, with a mean price target of USD 181.47 (range USD 100–220), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 181.47 |
| High Target | USD 220 |
| Low Target | USD 100 |
| Buy / Hold / Sell | 3 / 10 / 5 |
Earnings (EXPD)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 2.22 |
| Revenue Estimate | $3.60B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.03 vs est 1.69 ▲ beat |
| 2026-03-31 | USD 1.71 vs est 1.34 ▲ beat |
| 2025-12-31 | USD 1.49 vs est 1.46 ▲ beat |
| 2025-09-30 | USD 1.64 vs est 1.39 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (EXPD)
| Total Revenue | $12.04B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +32.10% |
| Gross Margin | +13.55% |
| Operating Margin | +10.71% |
| Profit Margin | +7.63% |
| ROE | +42.67% |
| Debt / Equity | 0.27 |
| Current Ratio | 1.57 |
| Total Cash | $1.03B |
| Total Debt | $567.28M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $923.86M (7.7% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (EXPD)
Nexqual rates Expeditors International of Washington, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Mixed — Revenue +4.4% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 14%, operating 11% (last 12 months) |
| Balance Sheet | Strong — $1.03B cash vs $567M debt, net cash position |
| Cash Flow | Solid — FCF $924M (last 4 quarters to Jun 2026, SEC), 8% margin |
| Efficiency | Strong — ROE 43%, ROA 15.2% |
Ownership (EXPD)
| Insider Ownership | +0.63% |
|---|---|
| Institutional Ownership | +100.10% |
| Shares Outstanding | 129.99M |
| Float | 129.03M |
| Short % of Float | +3.87% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (EXPD)
Expeditors International of Washington, Inc. is led by Daniel R. Wall, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| CEO, President & Director | Daniel R. Wall |
|---|---|
| SVP & Chief Financial Officer | David A. Hackett |
| Senior Vice President of Professional Services | Blake R. Bell |
| President of Global Geographies | Kelly K. Blacker |
| President of Global Products | Roberto A. Martinez |
Major Backers & Investors (EXPD)
Notable institutional backers of Expeditors International of Washington, Inc. include LOOMIS SAYLES & CO L P, FIL LTD, Boston Partners, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| LOOMIS SAYLES & CO L P | 4.23% |
| FIL LTD | 2.38% |
| Boston Partners | 2.31% |
| Bank of America Corporation | 1.99% |
| Morgan Stanley | 1.81% |
| Fidelity | 1.31% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.68% |
| BlackRock | 10.35% |
| State Street | 5.64% |
| Geode Capital | 2.74% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JBHT | J.B. Hunt Transport Services, I | USD 230.59 | ▲ 0.87% |
| CHRW | C.H. Robinson Worldwide, Inc. | USD 142.31 | ▲ 0.96% |
| FDXF | FedEx Freight Holding Company, | USD 111.02 | ▲ 2.84% |
| ZTO | ZTO Express (Cayman) Inc. | USD 20.06 | ▲ 0.96% |
| FDX | FedEx Corporation | USD 303.92 | ▲ 1.91% |
| UPS | United Parcel Service, Inc. | USD 101.52 | ▲ 1.96% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
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