Expeditors International (EXPD)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$188.80+0.89%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
Research Workspace
Put EXPD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 7% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 35% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskExpeditors International's growth trajectory relies on strong demand for logistics services. Revenue grew 32% year over year, exceeding expectations by 18%. It trades at 27.5× P/E versus a peer median of 24×. The market is pricing in more growth than we forecast, indicating expectations look full. A specific risk is if EXPD cuts guidance on the next call, which could negatively impact the stock. Peer multiples imply a price about 35% below where it trades (it looks expensive on this basis). Our read remains intact.
Trailing returns as of 2026-09-04. EXPD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering EXPD (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for EXPD in the last 4 months.
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Compare EXPD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EXPD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Air Freight & Logistics — fair value, gap to price, and forward P/E.
Compare the value case
Put EXPD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Manage unpredictable freight environment
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $188.80
The last 12 months of price, then the range of analyst 12-month targets from today’s $188.80.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New tariffs may disrupt supply chain management efforts.
Advances: Share repurchase program
Share buyback completion supports capital allocation strategy.
Advances: Manage unpredictable freight environment
Strong quarter supports operational profitability and freight management.
Advances: Manage unpredictable freight environment
Strong sales indicate effective management of freight environment.
Price target increase reflects freight strength.
Strong Q1 results indicate operational success.
Layoffs indicate potential operational challenges.
Geopolitical pressures could impact operations.