Expeditors International of Washington, Inc. (EXPD)

In the past six months, Expeditors announced a semi-annual cash dividend of $0.77 and reported its first-quarter 2025 EPS of $1.47, a 25.4% increase compared to Q1 2024. Daniel Wall was appointed as the new CEO. B of A Securities downgraded Expeditors from "Neutral" to "Underperform", while Truist Securities initiated coverage with a "Hold" recommendation. The stock price as of July 16, 2025, was $112.93 per share, representing a decline of 6.52% from July 17, 2024, but a 1.20% increase over the past six months.

Expeditors International's operating results have historically been subject to seasonal demand trends, with the first quarter typically being the weakest and the third and fourth quarters generally the strongest. Factors such as weather patterns and national holidays have historically influenced this pattern. The company's pricing model is flexible, allowing them to meet space requirements throughout the year, including peak periods.

Expeditors International of Washington, Inc. is a non-asset-based third-party logistics provider focusing on international freight forwarding. The company purchases cargo space from carriers and resells it to customers. Its services include airfreight, ocean freight, customs brokerage, warehousing, distribution, and other logistics solutions, serving industries like aerospace, automotive, fashion, healthcare, manufacturing, oil & energy, retail, and technology.

Expeditors International has a significant global presence, operating in over 100 countries with more than 340 offices across six continents. The company's strategic global office locations show a concentration in Asia Pacific, North America, Europe, and Latin America. Geographically, Expeditors derives most of its revenue from the United States, Europe, and North Asia.

Expeditors International has maintained a strong brand reputation, holding a 4.7/5 customer satisfaction rating and receiving multiple industry awards for supply chain excellence. The company's Net Promoter Score (NPS) is 41, with 62% of its customers identified as Promoters. Expeditors is known for its tailored services in freight forwarding, customs brokerage, transportation management, and distribution.

Institutional investors hold a significant majority of Expeditors International shares, accounting for approximately 96.03% to 98.25% of the company's stock. Major institutional holders include Vanguard Group Inc., BlackRock Inc., and State Street Corp. Individual investors hold about 0.64% of the company's stock, while corporate insiders own approximately 3.33%. Peter J. Rose is identified as the largest individual shareholder.