NYSE · EXPD
Expeditors International of Washington, Inc.
Industrials · Integrated Freight & Logistics
$196.43▲ 0.11% ($0.22)at close
As of 4:00 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 13.6% revenue growth a year for 10 years. Our scenarios assume 4.1–7.2%.
Its past 4 years averaged −9.5% a year.
Value per share
Base case
$117.21
Price used $196.43 is 1.7× this
USD · TTM ending Jun 30, 2026 · Price Oct 26, 8:00 PM UTC
Revenue each value needs
Revenue today $12B. The price needs $43.1B by 2036. Base case: $21B. At its recent pace: $4.4B. Bear to Bull: $18B to $24.1B.
Revenue today $12B. The price needs $43.1B by 2036. Base case: $21B. At its recent pace: $4.4B. Bear to Bull: $18B to $24.1B.
Revenue in 2036
today $12B
+$22.1Bmore than the Base case · 2.1×
Value per share · Base case
$117.21
Price $196.43
1.7× this
- 10-yr revenue CAGR
- 5.7%
- Ending operating margin
- 8.9%
- Discount rate
- 9.5%
USD · TTM ending Jun 30, 2026 · Price Oct 26, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 64.17% over the last year. Revenue grew 6.77% over the trailing twelve months. Operating margin moved from 9.9% to 9.83%. Free cash flow grew 14.04% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (87th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 9.83% — continued expansion would be needed to justify the premium. Revenue growth of 6.77% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Expeditors International of Washington, Inc. functions as a prominent global logistics and supply chain management enterprise.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Profitability & growth
Analyst consensus
5
Buy
21
Hold
7
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 3, 2026
Q3 FY26 · EPS est $2.22 · Revenue est $3.6B
Same quarter, year over year
FY26 YTD +33.1%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $3.74 vs $2.81 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $5.94
- +3.8%
- FY24
- $5.72
- —
Q2 FY26
Reported Aug 4, 2026 · Latest
HoverTap a cell to inspect
Actual
$2.03
Estimate
$1.69
Year over year
+51.5%
Vs prior quarter
+18.7%
Institutional Sentiment
Expeditors International of Washington, Inc. · EXPD
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.