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Are Wall Street Analysts Predicting Expeditors International Stock Will Climb or Sink?![]() With a market cap of $16.2 billion, Expeditors International of Washington, Inc. (EXPD) is a leading global third-party logistics provider specializing in air and ocean freight forwarding, customs brokerage, and supply chain solutions. Operating across the Americas, Asia, Europe, and the Middle East, the company serves a diverse customer base in industries such as retail, technology, healthcare, and manufacturing. Shares of the Bellevue, Washington-based company have underperformed the broader market over the past 52 weeks. EXPD has risen marginally over this time frame, while the broader S&P 500 Index ($SPX) has rallied 12.5%. However, shares of Expeditors are up 6.8% on a YTD basis, outpacing SPX’s 1.3% gain. Focusing more closely, the logistics services provider has lagged behind the Industrial Select Sector SPDR Fund’s (XLI) 14.9% return over the past 52 weeks and a 9.1% YTD gain. ![]() Despite reporting better-than-expected Q1 2025 EPS of $1.47 and revenue of $2.7 billion, shares of Expeditors International fell 5% on May 6. The company’s air freight tonnage rose 9% and ocean container volume increased 8%, largely driven by one-time demand spikes as businesses pulled forward shipments ahead of potential tariff hikes. The management warned of ongoing volatility in air capacity and rates, and noted the industry is facing unprecedented regulatory unpredictability. For the fiscal year ending in December 2025, analysts expect EXPD’s EPS to decline 6.3% year-over-year to $5.36. However, the company's earnings surprise history is promising. It topped or met the consensus estimates in the last four quarters. Among the 15 analysts covering the stock, the consensus rating is a “Moderate Sell.” That’s based on nine “Hold” ratings and six “Strong Sells.” ![]() On May 7, UBS analyst Thomas Wadewitz maintained a "Neutral" rating on Expeditors International while lowering the price target to $117. As of writing, EXPD is trading above the mean price target of $108.43. The Street-high price target of $126 implies a potential upside of 6.5% from the current price levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. |
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