Expeditors International

EXPD

Market cap $15.9B

Expeditors International (EXPD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

In the Zacks Transportation --Services industry, EXPD, CHRW and MATX display resilience amid headwinds, primarily the freight downturn.

Analysts rarely put "sell" ratings on S&P 500 stocks. So when they do, it makes sense to listen.

Expeditors operates a capital-light model with industry-leading returns and a unique, incentivized compensation structure that drives accountability and performance. The stock trades at historically low P/E multiples, offering an attractive entry point for a high-quality business with robust cash flow and aggressive buybacks. Concerns about global trade are weighing on valuation, but Expeditors' flexible, non-asset-heavy model and debt-free balance sheet provide resilience.

Dividend Aristocrats have shown mixed 2025 performance, with some delivering double-digit gains and others lagging, but overall stability remains a hallmark. Dividend growth is robust, with 53 of 69 Aristocrats raising payouts in 2025 and an average growth rate of 5.14%, signaling continued income reliability. My 'Promising Aristocrats' list, focused on undervaluation and projected total return, has outperformed both NOBL and SPY in August.

Expeditors shines with dividend sustainability, cost-cutting, and stock gains, while United Parcel Service struggles with weak demand and payout concerns.

BELLEVUE, Wash.--(BUSINESS WIRE)--Expeditors International of Washington, Inc. (NYSE: EXPD) announced the appointment of David A. Hackett on August 4, 2025, as Senior Vice President and Chief Financial Officer, effective October 1, 2025. Hackett has served as Vice President, Finance, since May 2024. On August 4, 2025, Expeditors' current Senior Vice President and Chief Financial Officer, Bradley S. Powell, notified the Board of Directors of his intention to retire, effective September 30, 2025.

Expeditors (EXPD) Q2 Revenue Jumps 9%

EXPD posts second-quarter earnings and revenue beats, driven by 7% growth in both air tonnage and ocean volumes each, boosting profitability.

Although the revenue and EPS for Expeditors International (EXPD) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.