Expeditors International of Washington, Inc. (EXPD) Discusses Energy Market Impacts and Supply Chain Disruptions from Iran Conflict Transcript
Expeditors International of Washington, Inc. (EXPD) Discusses Energy Market Volatility Amid Iran Conflict and Supply Chain Impacts Transcript
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.
EXPD, ZTO and ULH are emerging as resilient players in the Zacks Transportation-Services industry, even as the freight downturn and high fuel costs continue to weigh on the industry.
Expeditors International of Washington, Inc. (EXPD) Discusses Supply Chain Conditions, Customs Compliance, and Trade Impacts on the Automotive Industry Prepared Remarks Transcript
Expeditors International of Washington, Inc. (EXPD) Discusses Getting Started with the Customs ACE Portal and Common User Questions Transcript
Expeditors International of Washington, Inc. (EXPD) Discusses Customs Bonds and Importer Requirements Amid Changing Trade Landscape Transcript
Expeditors International of Washington, Inc. (EXPD) Discusses U.S. Customs Market Update and Logistics Compliance Developments Transcript
Expeditors International of Washington, Inc. (EXPD) Discusses Incoterms and Reducing Risk in Global Trade Prepared Remarks Transcript
Expeditors possesses a rare double moat: a powerful network effect and a unique, highly aligned employee compensation structure. EXPD maintains high, sustained ROE, zero debt, over $1 billion in cash, a 29-year dividend growth streak, and a low 25% payout ratio. AI disruption risk is limited by EXPD's physical infrastructure, sticky long-term contracts, and service-oriented relationships, making the business resilient versus pure brokerage models.
EXPD tops Q4 earnings and revenue estimates despite ocean freight slump, boosts shareholder returns with new $3B buyback plan.
While the top- and bottom-line numbers for Expeditors International (EXPD) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.