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EXPD

Expeditors International

NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-05-08

$156.69+3.18%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, EXPD has a signal label of "favorable" with a composite score of 31.6. The company momentum score increased significantly by 25.7 points, reaching 60.9. This improvement in momentum contributed to the favorable signal label. The analysis is provisional, indicating that the data may be subject to change.

Composite +32as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
strong
Top 20% of industrials cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    0.10
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
215248288291
F2 · Value
neutral
Mid-cohort by earnings yield
Why this rank
Price
$156.69
TTM EPS
$5.78
Earnings yield
3.7%
P/E (TTM)
27.1

Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3

F3 · Earnings quality
fragile
Bottom 20% cash conversion in industrials cohort
Why this rank
TTM NI ($M)
810
TTM CFO ($M)
723
CFO/NI
0.89
L2

Watch

has something changed worth re-reading?
F4 · Management stability
volatile
Bottom 20% activity in industrials cohort· see deep-dive ↓
capital unfriendlyBottom 10% — net capital-unfriendly direction
Earnings setup · pre-print positioning
forward-looking
bullish strongEPS revised +10.4% / 30d, n=10for period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $1.47 → $1.62 (+10.4% / 30d). 1 raised, 0 cut, 10 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d, 2 maintained. 13% of analysts rate Buy.

Price target activity

3 PT revisions / 30d. Avg target 4.3% above current price.

Material events

1 positive, 0 negative / 30d. See F4 management tile for the event list.

Market and fundamentals agree — analysts are positioned bullishly on a fundamentally strong name.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
2

Stated priorities

Insufficient transcript history for this ticker.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
moderateworst 12m loss −16%, typical day ±0.9%
Why this risk level

Recent vol — 30d annualized 36%; 252d 31%.

Drawdown — Max 1y −16%. Bad day move −2%.

Beta to sector ETF (XLI) 0.63 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 48/100, drawdown 68/100, beta 63/100, earnings vol .

Calm + bullish setup — clean pre-earnings positioning pattern.

Sector regime
headwind-7.8%sector vs S&P 500, 60d

via XLI

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. score change · company_momentum_score
    severity 43

    Company momentum rose by 25.7 points (from 35.2 to 60.9).

  2. label change · signal_label
    severity 20

    Signal changed from 'mild_favorable' to 'favorable'.

As of May 8, 2026, the company momentum score for EXPD rose by 25.7 points, increasing from 35.2 to 60.9. Additionally, the signal label changed from "mild_favorable" to "favorable." These changes indicate an upward shift in momentum and a more positive signal label. The information is provisional.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite65.1 / 100
Capital allocation72
Earnings discipline60
Margin discipline75
Balance sheet55
Guidance credibility
Post-call reaction50

Met or beat guidance 0% of the last 1 guided quarters · -0.6% avg surprise

as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

No qualifying priorities for this snapshot. Check back after the next refresh.

5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
55higher = cheaper

Roughly priced in line with peers.

Compared to its own history
52higher = cheaper

Around its own typical valuation.

P/E
24.6x
EV/EBITDA
17.4x
FCF yield
4.5%

P/E over the last 5 years

71 monthly points
fairas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
EXPD
Expeditors International
+32fairmoderate
CAT
Caterpillar Inc.
+13expensivemoderate
GE
GE Aerospace
+11expensivemoderate
GEV
GE Vernova
+10fullmoderate
RTX
RTX Corporation
+20fairmoderate
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
0.9%
A bad day (95th %ile)
A rough but not unusual down day.
-2.4%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-15.9%
Earnings-day move
How much price usually moves on earnings day.
moderateas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
  • If next-quarter guidance is raised (currently NEW as of 2026-05-05)+4.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently NEW as of 2026-05-05)-8.0 pts
  • If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
  • If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-05-053d agoItem 2.02

    Results of Operations and Financial Condition. On May 5, 2026, Expeditors International of Washington, Inc., a Washington corporation, issued a press release announcing first quarter 2026 financial results. A copy of the press release is furnished as Exhibit 99.1 to this report. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchan…

    earnings preannouncementpositivescore 67
  2. 2026-05-053d agoItem 8.01

    Other Events. On May 5, 2026, Expeditors International of Washington, Inc., a Washington corporation, issued a press release announcing a semi-annual cash dividend. A copy of the press release is filed as Exhibit 99.1 to this report.

    capital allocationneutralscore 48
  3. 2026-03-231mo agoItem 7.01

    Regulation FD Disclosure. The following information is included in this document as a result of Expeditors' policy regarding public disclosure of corporate information. SAFE HARBOR FOR FORWARD-LOOKING STATEMENTS UNDER SECURITIES LITIGATION REFORM ACT OF 1995; CERTAIN CAUTIONARY STATEMENTS Certain portions of this document contain forward-looking statements, which are based on certain assumptions and expectations of future events that are subject to risks and uncertainties. These forward-looki…

    legal regulatorynegativescore 18
  4. 2026-02-242mo agoItem 2.02

    Results of Operations and Financial Condition. On February 24, 2026, Expeditors International of Washington, Inc., a Washington corporation, issued a press release announcing fourth quarter financial results. A copy of the press release is furnished as Exhibit 99.1 to this report. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exch…

    earnings preannouncementneutralscore 12
  5. 2026-02-242mo agoItem 8.01

    Other Events. On February 24, 2026, Expeditors International of Washington, Inc., a Washington corporation, issued a press release announcing an authorization to repurchase shares. A copy of the press release is furnished as Exhibit 99.1 to this report.

    capital allocationpositivescore 10
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-02-25 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.