Expeditors International of Washington, Inc. (EXPD)

Expeditors International of Washington, Inc. (EXPD) Industrial Operations Profile

Expeditors International of Washington, Inc. is a global logistics provider specializing in freight forwarding, customs brokerage, and supply chain solutions. With a focus on air and ocean freight, the company serves a diverse range of industries, leveraging its global network and technology to deliver tailored logistics services and maintain a strong market presence.

What Is the Investment Thesis for EXPD?

Expeditors International presents a compelling investment case due to its established position in the global logistics industry and its consistent financial performance. With a market capitalization of $21.92B and a P/E ratio of 26.3, the company demonstrates financial stability. A key value driver is its ability to maintain a healthy profit margin of 7.5% and a gross margin of 20.2%. Growth catalysts include the increasing demand for global trade and supply chain optimization. However, investors may want to evaluate potential risks such as economic downturns and fluctuations in freight rates. The company's beta of 1.08 indicates market correlation.

Based on FMP financials and quantitative analysis

EXPD Key Highlights

• Market Cap of $21.92B reflects Expeditors' significant presence in the logistics industry.
• P/E Ratio of 26.3 indicates investor confidence in the company's earnings potential.
• Profit Margin of 7.5% demonstrates the company's ability to generate profit from its operations.
• Gross Margin of 20.2% highlights the efficiency of Expeditors' service delivery.
• Dividend Yield of 0.98% provides a steady income stream for investors.

Who Are EXPD's Competitors?

EXPD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are EXPD's Key Strengths?

• Global presence and extensive network.
• Strong customer relationships.
• Comprehensive service offerings.
• Experienced management team.

What Are EXPD's Weaknesses?

• Exposure to economic cycles.
• Dependence on third-party carriers.
• Potential for disruptions in global trade.
• Vulnerability to cyber security threats.

What Could Drive EXPD Stock Higher?

• Continued growth in global trade volumes.
• Increasing demand for e-commerce logistics.
• Implementation of new technology solutions to enhance efficiency.
• Expansion into new geographic markets.
• Strategic partnerships with key customers and suppliers.

What Are the Key Risks for EXPD?

• Economic downturns and recessions.
• Fluctuations in freight rates and fuel prices.
• Disruptions in global supply chains.
• Intense competition in the logistics industry.
• Changes in trade regulations and tariffs.

What Are the Growth Opportunities for EXPD?

• Expansion in Emerging Markets: Expeditors has the opportunity to expand its presence in emerging markets, particularly in Asia and Africa, where demand for logistics services is growing rapidly. These regions present significant growth potential due to increasing trade volumes and infrastructure development. By establishing strategic partnerships and investing in local operations, Expeditors can capitalize on this trend and increase its market share. This expansion could contribute significantly to revenue growth over the next 3-5 years.
• Technological Innovation: Investing in advanced technologies such as AI, blockchain, and IoT can significantly enhance Expeditors' operational efficiency and service offerings. These technologies can improve supply chain visibility, optimize routing, and reduce costs. By leveraging technology, Expeditors can offer more customized and responsive solutions to its customers, gaining a competitive edge. The timeline for realizing these benefits is estimated at 2-4 years, with ongoing investment in R&D.
• E-commerce Logistics: The rapid growth of e-commerce presents a significant opportunity for Expeditors to expand its services in last-mile delivery and fulfillment. As e-commerce continues to gain traction globally, the demand for efficient and reliable logistics solutions will increase. By developing specialized e-commerce logistics services, Expeditors can tap into this growing market and drive revenue growth. This opportunity is expected to materialize within the next 1-3 years.
• Sustainability Initiatives: As environmental concerns grow, Expeditors can differentiate itself by implementing sustainable logistics practices. This includes reducing carbon emissions, optimizing transportation routes, and using eco-friendly packaging. By promoting sustainability, Expeditors can attract environmentally conscious customers and enhance its brand reputation. The timeline for implementing these initiatives is ongoing, with continuous improvements and investments in green technologies.
• Strategic Acquisitions: Expeditors can pursue strategic acquisitions to expand its service offerings and geographic reach. By acquiring companies with complementary capabilities or presence in key markets, Expeditors can accelerate its growth and strengthen its competitive position. This strategy allows Expeditors to quickly enter new markets and gain access to new technologies and expertise. The timeline for potential acquisitions is opportunistic, depending on market conditions and available targets.

What Opportunities Does EXPD Have?

• Expansion in emerging markets.
• Adoption of new technologies.
• Growth in e-commerce logistics.
• Increasing demand for sustainable logistics.

What Threats Does EXPD Face?

• Intense competition.
• Fluctuations in fuel prices.
• Changes in trade regulations.
• Geopolitical instability.

What Are EXPD's Competitive Advantages?

• Global Network: Extensive network of offices and agents worldwide.
• Customized Solutions: Tailored logistics solutions to meet specific customer needs.
• Technology: Investment in technology to enhance supply chain visibility and efficiency.
• Reputation: Strong reputation for reliability and compliance.

What Does EXPD Do?

Expeditors International of Washington, Inc., incorporated in 1979 and headquartered in Seattle, Washington, is a global logistics company that provides a comprehensive suite of services designed to manage and optimize the flow of goods worldwide. The company's core offerings include airfreight services, encompassing consolidation and forwarding, and ocean freight services, including consolidation, direct forwarding, and order management. Expeditors also provides customs brokerage services, intra-continental ground transportation, warehousing, and distribution. Over the years, Expeditors has evolved from a regional freight forwarder to a global logistics powerhouse, expanding its geographic reach across the Americas, North Asia, South Asia, Europe, the Middle East, Africa, and India. The company serves a diverse clientele, including companies in the retailing, wholesaling, electronics, technology, industrial, and manufacturing sectors. Expeditors differentiates itself through its focus on providing customized solutions, leveraging its global network, and investing in technology to enhance supply chain visibility and efficiency. Its commitment to compliance, security, and consulting further strengthens its position as a trusted logistics partner for businesses worldwide.

What Products and Services Does EXPD Offer?

• Provides airfreight consolidation and forwarding services.
• Offers ocean freight consolidation and direct ocean forwarding.
• Provides customs brokerage services.
• Offers intra-continental ground transportation and delivery.
• Provides warehousing and distribution services.
• Offers supply chain optimization, trade compliance, and consulting services.
• Provides cargo insurance and specialized cargo monitoring and tracking.

How Does EXPD Make Money?

• Acts as a freight consolidator, combining smaller shipments into larger ones.
• Acts as an agent for airlines, arranging for the transportation of goods.
• Provides customs brokerage services, facilitating the import and export of goods.
• Offers a range of ancillary services, such as documentation preparation and insurance.

What Industry Does EXPD Operate In?

Expeditors International operates in the integrated freight and logistics industry, a sector characterized by increasing globalization and complex supply chains. The market is driven by the need for efficient transportation and distribution of goods across borders. Key trends include the adoption of digital technologies, the rise of e-commerce, and the increasing importance of sustainable logistics practices. Competitors such as C.H. Robinson Worldwide, Inc. and XPO Logistics, Inc. vie for market share. Expeditors differentiates itself through its customized solutions and global network.

Who Are EXPD's Key Customers?

• Retailing and wholesaling companies.
• Electronics companies.
• Technology companies.
• Industrial and manufacturing companies.

Net sellingInsider Activity

Over the past six months, Expeditors International of Washington, Inc. insiders filed 30 SEC Form 4 transactions — 3 sales and 27 purchases. On net that is roughly 17 shares disposed (about $97K), a signal worth weighing alongside the fundamentals.

EXPD Valuation & Market Position

With a $21.92B market cap, Expeditors International of Washington, Inc. sits in the large-cap segment of the market. Relative to its peer group, EXPD's quantitative score of 89/100 is above the peer average of 58/100.

ROE 37%Key Financial Metrics

Return on equity for Expeditors International of Washington, Inc. stands at 36.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 17.5%, showing how much profit it generates from its asset base. EXPD trades at a trailing price-to-earnings ratio of 26.29, below the Industrials sector average of ~30x. Its free cash flow yield is 4.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.79 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.8%, the inverse of the P/E and a quick read on earnings relative to price.

F-Score 7/9Financial Health

Expeditors International of Washington, Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 9.51 places it in the safe zone, indicating low near-term bankruptcy risk.

FY2026 estForward Outlook

Wall Street analysts project Expeditors International of Washington, Inc. revenue of about $11.64B for fiscal 2026, with EPS near $6.80. The estimate reflects 9 contributing analysts.

Company Profile

Expeditors International of Washington, Inc. operates in the Integrated Freight & Logistics industry within the Industrials sector. It is headquartered in Bellevue, US. The company is led by CEO Daniel R. Wall. EXPD has traded publicly since 1984.

EXPD Financials

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Latest Expeditors International of Washington, Inc. Analysis

Expeditors International of Washington, Inc. Industrials Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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