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8 stories mentioning EXPDUpdated 10d ago

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Wire

Expeditors International of Washington's Topline Momentum Expected to Continue, UBS Says

Expeditors International of Washington's (EXPD) topline momentum is expected to continue, as key drivers of strength in airfreight activity persists while capacity constraints support rates, UBS said in a Tuesday research note.The company also continues to point to a pipeline of new business and growth with new and existing customers as a tailwind in customs, according to the note.Additionally, UBS said it expects the company to leverage AI to support productivity and support margin expansion on a multi-year basis. UBS added that the company took on a $25 million restructuring charge in Q2 that is slated to result in $50 million of savings, thus, raising the company's productivity potential.UBS raised its 2026 net revenue growth estimate to 15% from 11% previously and increased its earnings per share expectation to $7.74 from $7.33 for the full year.UBS raised its price target to $210 from $191 and maintained its buy rating on the company's stock.Price: $178.53, Change: $-2.95, Percent Change: -1.63%

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Wire

Susquehanna Adjusts Price Target on Expeditors International of Washington to $190 From $156

Expeditors International of Washington (EXPD) has an average rating of hold and mean price target of $180, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $183.19, Change: $+1.71, Percent Change: +0.94%

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Wire

Barclays Adjusts Price Target on Expeditors International of Washington to $160 From $150

Expeditors International of Washington (EXPD) has an average rating of hold and mean price target of $180, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $183.19, Change: $+1.71, Percent Change: +0.94%

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Research

JPMorgan Upgrades Expeditors International of Washington to Neutral From Underweight, Adjusts PT to $200 From $144

Expeditors International of Washington (EXPD) has an average rating of hold and mean price target of $173.08, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Expeditors International Of Washington

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $19 to $165, valuing EXPD shares at 24x our 2027 EPS estimate of $6.85 (up by $0.31) and at 25x our 2026 EPS estimate of $6.65 (up by $0.54). Our target multiples compare to EXPD's one-year average forward multiple of 24x. EXPD delivered strong Q1 results, with EPS of $1.71 vs. $1.47 in the prior year, beating our $1.37 estimate and the $1.33 consensus forecast. Revenue rose 4% to $2.7B from $2.67B, exceeding our $2.59B forecast as Airfreight and Customs strength offset Ocean weakness. Segment performance was mixed, with Airfreight revenue surging 14% to $1.03B on favorable pricing, while Ocean revenue plummeted 23% to $599M due to capacity oversupply pressuring both pricing and volumes. Management expects global capacity oversupply to persist in the near term despite maintaining Ocean profitability. Customs/Other revenue jumped 17% to $1.15B, with double-digit growth across all products, led by hyperscaler and high-value technology customer demand plus tariff complexity.

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Wire

UBS Raises Price Target on Expeditors International of Washington to $175 From $166, Maintains Buy Rating

Expeditors International of Washington (EXPD) has an average rating of hold and mean price target of $148.69, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $154.59, Change: $+2.76, Percent Change: +1.82%

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Wire

TD Cowen Adjusts Expeditors International of Washington PT to $148 From $131

TD Cowen Adjusts Expeditors International of Washington PT to $148 From $131

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Research

Research Alert: Expd: Q1 Results Top Expectations

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EXPD delivered strong Q1 results, with EPS of $1.71 versus $1.47 prior year, significantly beating our $1.37 estimate and $1.33 consensus forecast. Revenue rose 4% to $2.7B from $2.67B, exceeding our $2.59B forecast as Airfreight and Customs strength offset Ocean weakness. Mixed segment performance reflected market bifurcation, with Airfreight revenue surging 14% to $1.03B on favorable pricing while Ocean revenue plummeted 23% to $599M due to capacity oversupply pressuring both pricing and volumes. Management expects global capacity oversupply to persist near-term despite maintaining Ocean profitability. Customs/Other revenue jumped 17% to $1.15B, with double-digit growth across all products, due to hyperscaler and high-value technology customer demand plus tariff complexity. Operating margins reached the company's 30% target despite Middle East disruptions, with productivity gains from 2025 AI and technology investments beginning to materialize.

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