Industrials·Air Freight & Logistics·$19.6B
Expeditors International Washington (EXPD) is a leading logistics company specializing in air freight and supply chain management. With a market cap of $20 billion, it plays a crucial role in global trade, helping businesses efficiently transport goods across borders....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will show how well the company is managing costs and revenues.
Revenue Growth
Revenue growth reflects the company's ability to expand its business and capture market share in a competitive environment.
1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
6Q
EPS Beat Rate
88%
Avg EPS Surprise
+11.04%
Avg Stock Reaction
-0.20%
In Q4 2025, EXPD reported an EPS of $1.49, slightly beating expectations. However, the stock reacted negatively, dropping 7.22% the following day, indicating investor caution despite the earnings beat.
Management Promises & Guidance
Overall, investors are cautiously optimistic about EXPD's upcoming earnings, given its history of beating EPS estimates. However, uncertainty around revenue growth and operational challenges may temper enthusiasm.
Bull Case
If EXPD continues its trend of beating EPS estimates, it could signal strong operational management and resilience in a challenging market, potentially leading to a positive stock reaction.
Bear Case
Conversely, if the company fails to show significant revenue growth or faces operational setbacks, it could lead to a negative market reaction, especially given the recent stock performance.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and will show how well the company is managing costs and revenues.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its business and capture market share in a competitive environment.
Operational Efficiency
N/AMetrics related to operational efficiency will indicate how well EXPD is managing its logistics processes amidst potential supply chain disruptions.
The print will turn on these two things.
Q1
What is the expected revenue growth rate for this quarter?
Revenue growth will be crucial in assessing the company's ability to navigate market challenges and meet investor expectations.
Q2
How is EXPD addressing operational efficiency in light of recent supply chain disruptions?
Operational efficiency will directly impact profitability and customer satisfaction, making it a key focus for investors.
Why consensus could be wrong
The Street may underestimate EXPD's ability to leverage technology investments for operational efficiency, which could drive better-than-expected results this quarter.
Supporting Evidence
The company has a strong track record of beating EPS estimates, suggesting operational resilience.
Recent investments in technology may yield quicker returns than anticipated, enhancing logistics capabilities.
Key Risk
If operational efficiency metrics show significant improvement, it could challenge the current cautious consensus.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around whether EXPD can maintain its growth trajectory amidst ongoing supply chain challenges.
Bull Confirmed If
Revenue growth of 10% or more year-over-year would confirm the bull case.
Bear Confirmed If
Revenue growth below 5% would support the bear case.
Implied Move
±6.74%
Historical Avg
±4.2%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±6.7% while EXPD has averaged ±4.2% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If EXPD beats expectations and raises guidance, history suggests a positive stock reaction, potentially around a 4.21% increase.
In-Line / Cautious
If the results are in line but management's commentary is cautious, the stock may experience a muted response as investors weigh future risks.
Miss
Should EXPD miss expectations, history suggests a potential drop of around 4.21%, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026