تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
Expeditors International of Washington Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $24.8B | |
|---|---|---|
| Revenue (ttm) | 12B | |
| Net income (ttm) | 918.8M | |
| EPS (ttm) | $6.87 | |
| Shares out | 130M | |
| P/E (trailing) | 28.6x | |
| P/E (forward) | 24.4x | |
| Dividend | $1.62 (0.83%) | |
| Volume | 844,883 | |
| Beta | 1.06 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $16.52B | $17.07B | $9.30B | $10.60B | $11.07B | -9.5% |
| Gross profit | $2.17B | $2.17B | $1.25B | $1.35B | $1.69B | -6.0% |
| Operating income | $1.91B | $1.82B | $939.9M | $1.04B | $1.05B | -13.8% |
| Net income | $1.42B | $1.36B | $752.9M | $810.1M | $810.3M | -13.0% |
| EPS (diluted) | $8.27 | $8.26 | $5.01 | $5.72 | $5.95 | -7.9% |
| EBITDA | $1.98B | $1.92B | $1.09B | $1.16B | $1.15B | -12.6% |
| R&D | — | — | — | — | — | — |
| SG&A | $16.0M | $24.3M | $510.0M | $33.3M | $40.1M | +25.8% |
Recent company headlines from major financial publishers.
In the Base scenario, assigned a probability of 60.0%, global freight forwarding volumes stabilize following post-pandemic inventory destocking, supporting a scenario target of $117.88 and an implied return of -38.2% relative to $190.80. Expeditors maintains its non-asset routing density across Asian origin gateways and high-margin customs brokerage across North America and Europe. Operating margins remain steady in the high single digits, while capital expenditures remain minimal, allowing operating cash flow to convert into free cash flow and fund ongoing share count reduction. This outcome would be disconfirmed if transpacific shipment file counts contract or if customs brokerage revenue turns negative over consecutive fiscal quarters, which investors would detect through quarterly volume and gross yield disclosures.
In the Bull scenario, carrying a probability of 20.0%, heightened supply chain complexity, carrier capacity tightness, and cross-border regulatory demands expand gross yields, lifting the scenario target to $127.57 and producing an implied return of -33.1% compared to $190.80. Acceleration in customs brokerage filings across European and American gateways combined with robust transpacific export demand boosts operating margins into the low double digits. Heightened cash flow generation funds accelerated share repurchases, retiring equity at an expanded pace. This scenario would be disconfirmed if ocean and airfreight carrier capacity loosens dramatically or if customer insourcing dampens brokerage fee expansion over the next several fiscal quarters.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 8.8% | $124 | $126 | $128 | $130 | $132 |
| 9.3% | $119 | $121 | $122 | $124 | $126 |
| 9.8% | $115 | $116 | $118 | $119 | $121 |
| 10.3% | $112 | $113 | $114 | $115 | $117 |
| 10.8% | $108 | $109 | $110 | $112 | $113 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
