EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPD)Stock Analysis
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Rank #446 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
EXPD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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.
What's Driving EXPD's Business? Latest 10-Q Breakdown
✓ 30/30 datapoints verifiedAI-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
44% and 45% increases in average sell and buy rates plus 14% higher tonnage, driven by strong technology-sector demand for AI infrastructure
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%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.4% YoYNet Income
+0.0% YoYOperating Income
+1.1% YoYEPS (Diluted)
+4.0% YoYTotal Assets
+2.9% YoYOp. Cash Flow
+39.1% YoYFree Cash Flow
+39.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $11.07B +4.4% | $10.60B +14.0% | $9.30B -45.5% | $17.07B +3.3% | $16.52B +72.4% | $9.58B |
| Net Income | $810.3M +0.0% | $810.1M +7.6% | $752.9M -44.5% | $1.36B -4.1% | $1.42B +103.3% | $696.1M |
| Operating Income | $1.05B +1.1% | $1.04B +10.8% | $939.9M -48.5% | $1.82B -4.4% | $1.91B +103.0% | $940.4M |
| EPS (Diluted) | $5.95 +4.0% | $5.72 +14.2% | $5.01 -39.3% | $8.26 -0.1% | $8.27 +103.2% | $4.07 |
| Total Assets | $4.89B +2.9% | $4.75B +5.1% | $4.52B -19.1% | $5.59B -26.5% | $7.61B +54.4% | $4.93B |
| Operating Cash Flow | $1.01B +39.1% | $723.4M -31.3% | $1.05B -50.5% | $2.13B +145.2% | $868.5M +32.6% | $655.0M |
| Free Cash Flow | $953.4M +39.6% | $682.9M -32.6% | $1.01B -50.4% | $2.04B +145.5% | $832.2M +37.0% | $607.4M |
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Available Research
13F Pro tracks comprehensive data for EXPEDITORS INTERNATIONAL OF WASHINGTON INC including:
Top Institutional Holders of EXPD
BlackRock, Inc.
$2.2B13,456,209 shVANGUARD CAPITAL MANAGEMENT LLC
$1.4B8,548,852 shSTATE STREET CORP
$1.2B7,335,241 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B6,624,219 shLOOMIS SAYLES & CO L P
$895.9M5,497,102 shGEODE CAPITAL MANAGEMENT, LLC
$577.8M3,558,998 shFIL Ltd
$503.6M3,089,896 shBoston Partners
$490.1M3,005,837 shBANK OF AMERICA CORP /DE/
$421.5M2,585,934 shMORGAN STANLEY
$382.6M2,347,257 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.2B | 13,456,209 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 8,548,852 |
| STATE STREET CORP | $1.2B | 7,335,241 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 6,624,219 |
| LOOMIS SAYLES & CO L P | $895.9M | 5,497,102 |
| GEODE CAPITAL MANAGEMENT, LLC | $577.8M | 3,558,998 |
| FIL Ltd | $503.6M | 3,089,896 |
| Boston Partners | $490.1M | 3,005,837 |
| BANK OF AMERICA CORP /DE/ | $421.5M | 2,585,934 |
| MORGAN STANLEY | $382.6M | 2,347,257 |
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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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Popular Research
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.