Overview

* Expeditors Q3 2025 revenue beats analyst expectations despite a 4% yr/yr decline

* Expeditors Q3 2025 EPS increased 1% yr/yr to $1.64

* Company repurchased $212 mln in common stock during Q3 2025

Outlook

* Company anticipates continued pricing volatility in ocean freight due to capacity/demand imbalance

* Expeditors focuses on aligning operating costs with lower growth environment

* Company sees unpredictability in freight environment impacting future performance

Result Drivers

* AIRFREIGHT GROWTH - Increase in airfreight tonnage driven by exports from North and South Asia, and strategic verticals like technology and pharmaceuticals

* OCEAN FREIGHT CHALLENGES - Pricing volatility and lower volumes led to decreased revenues in ocean freight

* CUSTOMS BROKERAGE STRENGTH - Strong growth in customs brokerage due to high demand and AI infrastructure investments

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $2.90 $2.72

Revenue bln bln (12

Analysts

)

Q3 EPS $1.64

Q3 Net $222 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 11 "hold" and 7 "sell" or "strong sell"

* The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy."

* Wall Street's median 12-month price target for Expeditors International of Washington Inc ( EXPD ) is $116.50, about 5.1% below its November 3 closing price of $122.46

* The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)