EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPD)Stock Analysis

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SEC EDGAR: CIK 746515EXPD stock profile & AI dashboard →

13F Pro Quality Score

66.0/100

Rank #446 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

71.7/100

Profitability

56.9/100

Balance Sheet

95.4/100

Earnings Quality

39.4/100

Free Cash Flow

49.5/100

Institutional Flow

45.8/100

Revenue Scale

88.0/100

Dilution Risk

69.8/100
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EXPD Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD), a Industrials sector company. 13F Pro's AI-powered ranking engine scores EXPD at 66.0/100 on a 32-signal composite quality model, placing it at rank #446 of 2,961 stocks — the top 25% of the AI-ranked universe. EXPD scores in the top quartile across balance sheet strength (95.4), revenue scale (88.0). Areas of concern include earnings quality (39.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), EXPEDITORS INTERNATIONAL OF WASHINGTON INC reports quarterly revenue of $3.5B, net income of $266.2M, an operating margin of 10.0%. Top institutional holders of EXPD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. EXPD trades on the NYSE exchange and files with the SEC under CIK 746515. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EXPD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EXPEDITORS INTERNATIONAL OF WASHINGTON INC directly from SEC EDGAR. EXPEDITORS INTERNATIONAL OF WASHINGTON INC's 13F Pro composite quality score has ranged between 51 and 76 since 2021, currently 66.0 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

Fun facts about EXPEDITORS INTERNATIONAL OF WASHINGTON INC

Quirks, history, and lore behind EXPD — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. logistics company · asset-light business model · listed on Nasdaq · headquartered in Seattle, Washington.
  • 2
    The Numbers
    Annual revenue has topped $10 billion in strong years, yet it owns almost none of the planes or ships it uses — thin margins, high volume, and a famously employee-owned culture drive the profits.
  • 3
    The History
    Founded in 1979 as a small customs brokerage, it grew into a global giant by mastering the art of moving other people's freight without owning a single truck.
  • 4
    The Secret
    It is one of the world's largest customs brokers and freight forwarders, acting as the invisible middleman between shippers and the carriers who actually haul the cargo.
  • 5
    The Lore
    The company is legendarily stingy with employee perks and overhead — no fancy campus, no flashy ads — yet it has rewarded long-tenured staff with profit-sharing that has minted millionaires in the back office.
  • 6
    The Giveaway
    Its ticker is EXPD, its name starts with a word meaning 'to send quickly,' and its full legal name cheekily reminds you it's still technically a company of Washington — the state, not the district.
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What's Driving EXPD's Business? Latest 10-Q Breakdown

30/30 datapoints verified

AI-extracted from EXPEDITORS INTERNATIONAL OF WASHINGTON INC's 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 32% YoY to $3.50B as airfreight surged 57% on strong AI-infrastructure-driven tech customer demand, pushing operating income up 41% to $349.6M.

Biggest Revenue Drivers

Airfreight services$1,494.8M+57% YoY

44% and 45% increases in average sell and buy rates plus 14% higher tonnage, driven by strong technology-sector demand for AI infrastructure

Customs brokerage and other services$1,296.6M+27% YoY

Increases in number and complexity of customs clearances, road freight and warehousing/distribution sustained by AI infrastructure investment

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q2 2026

$3.5B

Net Income

Q2 2026

$266.2M

Free Cash Flow

Q2 2026

$166.6M

Operating Margin

Q2 2026

10.0%

ROIC

Q2 2026

66.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.4% YoY
$11.07BFY 2025
FY22 $17.07BFY23 $9.30BFY24 $10.60BFY25 $11.07B

Net Income

+0.0% YoY
$810.3MFY 2025
FY22 $1.36BFY23 $752.9MFY24 $810.1MFY25 $810.3M

Operating Income

+1.1% YoY
$1.05BFY 2025
FY22 $1.82BFY23 $939.9MFY24 $1.04BFY25 $1.05B

EPS (Diluted)

+4.0% YoY
$5.95FY 2025
FY22 $8.26FY23 $5.01FY24 $5.72FY25 $5.95

Total Assets

+2.9% YoY
$4.89BFY 2025
FY22 $5.59BFY23 $4.52BFY24 $4.75BFY25 $4.89B

Op. Cash Flow

+39.1% YoY
$1.01BFY 2025
FY22 $2.13BFY23 $1.05BFY24 $723.4MFY25 $1.01B

Free Cash Flow

+39.6% YoY
$953.4MFY 2025
FY22 $2.04BFY23 $1.01BFY24 $682.9MFY25 $953.4M

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Available Research

13F Pro tracks comprehensive data for EXPEDITORS INTERNATIONAL OF WASHINGTON INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of EXPD

Companies Similar to EXPD

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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CHRW

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ITW

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PH

Parker-Hannifin Corp

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is EXPD a good stock to buy?

13F Pro's AI-powered analysis of EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EXPD are available on the EXPD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. EXPD is classified as a large company.

Which hedge funds own EXPD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EXPD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EXPEDITORS INTERNATIONAL OF WASHINGTON INC's investment landscape.