TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

EXPD stock analysis: Expeditors

Expeditors (EXPD) is an S&P 500 company in Air Freight & Logistics. It grades strongest on momentum.

The model's view of EXPD · subscribers

Where EXPD ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with EXPD · updated 2026-10-05 · from prices and SEC filings

EXPD price performance

EXPD against the S&P 500, one year
+0%+20%+40%+60%EXPD +60%S&P 500 +18%2025-09-292026-10-05
Year to date+30.9%S&P 500 +14.5% · ahead by 16.4 pts
1 year+58.8%S&P 500 +17.0% · ahead by 41.8 pts
3 years+76.0%S&P 500 +89.3% · behind by 13.2 pts
5 years+78.5%S&P 500 +91.3% · behind by 12.8 pts

Total returns with dividends reinvested.

EXPD factor grades

Each grade compares EXPD with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

CValueP/E 28.3x (sector 27.2x)FCF yield 3.7% (sector 4.0%)
B-GrowthRevenue growth +7% (sector +7%)EPS growth +12% (sector +9%)
B-ProfitabilityOperating margin 9.8% (sector 16.9%)ROIC 81.9% (sector 19.9%)
A+Momentum12-month change +59%From 52-wk high 0%

EXPD in plain numbers

EXPD key statistics

SectorIndustrials
IndustryAir Freight & Logistics
IndexS&P 500
Market value$25.2B
Revenue growth (y/y)+7%
Free-cash-flow yield3.7%
Dividend yield0.8%
Next earnings (expected)2026-11-03
Valuation measures
Market value$25.2B
Enterprise value$24.2B
P/E (trailing)28.3x
Forward P/E (Torvanta estimate)26.1x
PEG (Torvanta estimate)3.16
Price / sales2.1x
Price / book11.9x
EV / revenue2.0x
EV / EBITDA19.5x
Financial highlights
Revenue, last 12 months$12.0B
Net income, last 12 months$918.8M
EPS, last 12 months (GAAP)$6.87
Operating margin9.8%
Net margin7.6%
Return on equity42.6%
Return on invested capital81.9%
Cash$1.0B
Total debt$0
Free cash flow, last 12 months$923.9M
Current ratio1.57x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

EXPD earnings trends

Revenue vs earnings
$0$875.6M$1.8B$2.6B$3.5BSep 2024 Revenue: $3.0BDec 2024 Revenue: $3.0BMar 2025 Revenue: $2.7BJun 2025 Revenue: $2.7BSep 2025 Revenue: $2.9BDec 2025 Revenue: $2.9BMar 2026 Revenue: $2.8BJun 2026 Revenue: $3.5BSep 2024 Net income: $229.6MDec 2024 Net income: $235.9MMar 2025 Net income: $203.8MJun 2025 Net income: $183.6MSep 2025 Net income: $222.3MDec 2025 Net income: $200.7MMar 2026 Net income: $229.6MJun 2026 Net income: $266.2MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 7.7%Net margin: 8.0%Net margin: 7.6%Net margin: 6.9%Net margin: 7.7%Net margin: 7.0%Net margin: 8.3%Net margin: 7.6%0%4%8%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.5$1.0$1.5$2.0Sep 2024 EPS (GAAP, diluted): $1.6Dec 2024 EPS (GAAP, diluted): $1.7Mar 2025 EPS (GAAP, diluted): $1.5Jun 2025 EPS (GAAP, diluted): $1.3Sep 2025 EPS (GAAP, diluted): $1.6Dec 2025 EPS (GAAP, diluted): $1.5Mar 2026 EPS (GAAP, diluted): $1.7Jun 2026 EPS (GAAP, diluted): $2.0Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +1% · Dec 2025 -11% · Mar 2026 +16% · Jun 2026 +51%

From the company's 10-Q and 10-K filings with the SEC.

Expeditors financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$16.7B$17.1B$9.3B$10.6B$11.1B
Net income$1.4B$1.4B$752.9M$810.1M$810.3M
EPS (GAAP)$8.26$8.28$5.00$5.72$5.94
Free cash flow$832.3M$2.0B$1.0B$682.9M$1.0B

EXPD earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-04$2.03+51%+32%+4.7%
2026-05-05$1.71+16%+4%+6.0%
2026-02-24$1.49-11%-3%-6.8%
2025-11-04$1.64+1%-4%+13.5%
2025-08-05$1.34+8%+9%+1.3%
2025-05-06$1.47+26%+21%-3.0%

About Expeditors

HeadquartersBellevue, WA
Industry (SEC code)Arrangement Of Transportation Of Freight & Cargo
Fiscal year endsDecember 31
Incorporated inWA
Listed onNYSE

From the company's SEC registration record.

Companies similar to EXPD

CompanyMarket valueP/ERevenue growthOperating margin12-month change
EXPD Expeditors$25.2B28.3x+7%9.8%+59%
CHRW C.H. Robinson$16.4B26.8x-0%4.9%+5%compare
FDX FedEx$69.1B15.6x+8%5.8%+49%compare
UPS United Parcel Service$79.3B17.3x-0%7.3%+14%compare

All Industrials stock ratings

Frequently asked questions

Is EXPD stock a buy?

Torvanta does not tell individuals what to buy. Its grades for EXPD are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is EXPD's P/E ratio?

EXPD trades at about 28.3 times its last 12 months of GAAP earnings reported to the SEC, and about 26.1 times Torvanta's own estimate of the next 12 months.

When does EXPD report earnings next?

Based on its filing history, Torvanta expects Expeditors to report around 2026-11-03.

Does EXPD pay a dividend?

Yes. Its dividend yield is about 0.8%, and it has raised its dividend 30 years in a row.

How has EXPD performed against the S&P 500?

Over the past year EXPD returned +58.8%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer