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With a market cap of $24.8 billion, Expeditors International of Washington, Inc. (EXPD) is a global logistics company that provides airfreight, ocean freight, customs brokerage, and supply chain solutions across the Americas, Asia, Europe, and other regions. It offers a wide range of services including transportation, warehousing, cargo tracking, insurance, and trade compliance consulting to support international shipping needs.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Expeditors fits this criterion perfectly. The company also handles documentation, consolidation, and specialized logistics services for efficient global trade.
EXPD stock has dropped 2% from its 52-week high of $194.59. Shares of the company have increased 18.4% over the past three months, outperforming the S&P 500 Index’s ($SPX) 2.6% rise over the same time frame.
The stock is up 28.1% on a YTD basis, exceeding SPX’s 12.5% gain. In the longer term, shares of the Bellevue, Washington-based company have soared 58.9% over the past 52 weeks, compared to the 15.5% return of the SPX over the same time frame.
EXPD stock has been trading above its 200-day average since November 2025.
Expeditors shares rose 6.4% on Aug. 4 after Q2 2026 EPS jumped 51% to $2.03, net earnings increased 45% to $266 million, operating income rose 41% to $350 million, and revenue grew 32% to $3.5 billion. Strong demand drove 14% growth in airfreight tonnage, while Customs, Transcon, Distribution, and Order Management each delivered double-digit revenue growth for the second consecutive quarter, supported by AI hyperscalers and tariff-related complexity.
The company also highlighted a strong new-business pipeline and expects its technology restructuring to reduce annual costs by approximately $50 million.
In comparison, rival J.B. Hunt Transport Services, Inc. (JBHT) has lagged behind EXPD stock on a YTD basis, with JBHT stock gaining 19.1%. However, JBHT stock have surged 74.7% over the past 52 weeks, outpacing EXPD stock.
Despite the stock’s outperformance relative to the SPX, analysts remain cautious about its prospects. EXPD stock has a consensus rating of “Hold” from the 17 analysts covering it, and as of writing, the stock is trading above the mean price target of $183.36.
