Expeditors International of Washington, Inc. (EXPD)

Expeditors' stock (EXPD) has experienced various movements and analyst activities in the past six months. Year-to-date, EXPD stock has increased by 8.0%, but over the past 52 weeks, the stock has declined by 4.4%. The company reported strong Q2 2025 earnings, with revenue rising 9% year-over-year and EPS increasing by 8%. Expeditors is scheduled to report its Q3 2025 earnings on November 4, with earnings expected to decline by 14.11% year-over-year. Analyst ratings have varied, with several adjustments to price targets between July and October 2025. Overall, the company has a consensus rating of "Reduce" from analysts. Insider trading activity has shown more selling than buying by company insiders.

Demand for Expeditors' services is influenced by broader economic and global events. The period from 2020 to 2022 saw an exceptional surge in demand for goods, which has since normalized. Favorable seasonality is expected to be supportive in the second, third, and fourth quarters of 2025. The company also anticipates continued heightened demand for expedited ocean services and expects to benefit from steady contract logistics demand.

Expeditors International of Washington, Inc. is a global logistics and freight forwarding company that specializes in providing tailored supply chain solutions encompassing air, ocean, and ground transportation. Its core offerings include customs brokerage, cargo insurance, distribution and warehousing services, vendor consolidation, and inventory management. The company also provides airfreight and ocean freight services, leveraging proprietary information technology platforms to offer real-time visibility and data analytics. Its risk-management solutions cover compliance advisory and trade-service consulting.

Expeditors International has a significant global presence, operating over 350 offices in more than 100 countries, with major regional hubs across the Americas, Europe, Asia-Pacific, and the Middle East. The company's net sales are geographically distributed as follows: Asia (40.8%), the United States (30.7%), Europe (16%), Middle East/Africa/India (6.4%), and North America (4.1%), with Latin America accounting for 2%.

Expeditors International emphasizes a decentralized operating structure, reinforcing its reputation for reliability and customer service excellence. Expeditors has demonstrated resilience amidst logistics sector volatility. A notable past event that impacted the firm was a cyber attack in February 2022, which led to material volume headwinds and costs in the first half of 2022.

Institutional investors hold a significant portion of Expeditors International of Washington, Inc. stock, ranging from 94.02% to 96.60%. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Individual ownership stands at approximately 0.68%. Insiders own between 0.69% and 3.36% of the company's stock.