Analyse produit facultative
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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.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
