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Expeditors International of Washington, Inc. (EXPD) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$163.97

Change

+0.12%

Market Cap

$22.25B

Avg Volume

1.4M

Company Overview

Expeditors International of Washington, Inc. (EXPD) is a logistics service provider based in Bellevue, Washington. The company specializes in air and ocean freight transportation, offering services like freight consolidation, customs brokerage, and warehousing. Their clients span various sectors, including retail, healthcare, technology, and industrial manufacturing, all of which rely on efficient logistics to manage supply chains and distribution.

As a leader in the integrated freight and logistics sector, Expeditors enjoys a strong competitive position, driven by a robust global network and a reputation for reliability. They face competition from other major logistics companies, such as DHL, FedEx, and UPS, but their focus on customer customization and technology integration gives them a distinct edge. However, the rising costs of transportation and global supply chain disruptions pose potential threats to their profitability.

Currently, Expeditors is experiencing steady growth, bolstered by increased demand for logistics services post-pandemic. The company has made recent strides in enhancing its technology offerings and expanding its global presence, which positions it well for future opportunities. Their strategic emphasis on customer service and operational efficiency has helped them maintain profitability, even amid fluctuating market conditions.

Key Financials

Market Cap

$22.25B

Revenue

$11.17B

EBITDA

$1.16B

Gross Margin

13.7%

Profit Margin

7.6%

Revenue Growth

-3.5%

Total Cash

$1.19B

Total Debt

$560.36M

Free Cash Flow

$743.46M

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

26.71

Forward P/E

27.38

Beta

1.13

52-Week High

$167.19

52-Week Low

$100.47

EPS

$6.14

50-Day Avg

$154.76

200-Day Avg

$127.83

Price/Book

9.64

Technical Analysis

Over the past 52 weeks, Expeditors International of Washington, Inc. (EXPD) has exhibited a strong upward trend, with a significant price increase of 48.5%, currently resting at $163.97. Key support can be identified at approximately $120, where the stock found a floor several times throughout the year, while resistance is evident near the latest peak of around $165.04 observed in February. The chart shows a series of higher lows and higher highs, indicative of a bullish trend. In recent weeks, momentum has been relatively strong, with the price moving consistently upward, although it has recently approached the resistance level, suggesting potential future volatility as it tests this area. Currently, at $163.97, the stock is trading near the upper end of its 52-week range, implying strong investor confidence but also the possibility of a pullback if resistance holds firm.

Recent News and Developments

EXPD Stock Reaches New 52-Week High

Expeditors International of Washington, Inc. (EXPD) saw its stock price hit a new 52-week high during trading on Tuesday, February 3, 2026. The stock traded as high as $165.74, closing at $165.2410 on that day. This upward movement reflects positive investor sentiment, with the stock previously closing at $163.55.

Positive Price Movement in Early February

In the first few days of February 2026, EXPD demonstrated generally positive price movement. On February 2, 2026, the stock closed at $163.55, marking a 1.87% increase. It continued this trend on February 4, 2026, closing at $162.87, a 0.40% rise from the previous day, following a brief dip on February 3rd.

Analyst Upgrade from BofA Securities in Early January

BofA Securities upgraded Expeditors International’s rating from “Neutral” to “Buy” on January 9, 2026. While slightly outside the strict one-week window, this recent upgrade signals an improved outlook from a major analyst firm for EXPD.

Market Sentiment and Analyst Recommendations

Bull Case

Expeditors just hit a 52-week high at $165.74 and BofA upgraded to Buy in January, signaling institutional conviction is building. The company sits on $1.19B in cash against just $560M in debt, giving it fortress balance sheet optionality for acquisitions or shareholder returns. At a 26.71 P/E, EXPD isn’t cheap, but it’s pricing in a recovery narrative that makes sense if freight volumes normalize post-cycle. The 48.5% gain over 52 weeks shows the market already believes in a turnaround, and with Q4 earnings due February 24th, there’s real catalyst potential if management signals volume stabilization. Expeditors’ global logistics network and customs expertise create sticky relationships that should sustain pricing power once shipping demand rebounds.

Bear Case

Revenue is down 3.5% and that’s the real problem here. At $163.97, the stock is near all-time highs while the business is contracting, which means you’re buying on hope, not fundamentals. The 26.71 P/E is above historical averages for a logistics company facing freight headwinds, and the analyst target of $140.47 sits 14% below current price. Analyst consensus is split wide (range $95 to $179), which screams uncertainty. If Q4 earnings disappoint or management guides lower on 2026 volumes, this stock has 30-40% downside to retest support at $120. Macro freight conditions remain soft, and Expeditors has limited control over that cycle.

What to Watch

Q4 2025 earnings on February 24th are make-or-break. Focus on revenue trends, operating margins, and management’s 2026 guidance on freight volumes and pricing. Watch whether they maintain the dividend or signal capital return plans given that $1.19B cash position. Monitor freight indices like the Cass Freight Index and Baltic Dry Index weekly to confirm the macro backdrop is actually improving. If the stock breaks above $167 with volume, that’s a new technical breakout. If it rolls over and closes below $160, the rally loses credibility and $150-155 becomes the next test. Track competitor earnings (FedEx, UPS, XPO) for broader logistics health signals.

Analyst Consensus

NONE

Based on 15 analyst opinions

Low Target

$95.00

Mean Target

$140.47

High Target

$179.00

Earnings and Financial Data

Sector

Industrials

Industry

Integrated Freight & Logistics

Employees

20,170

Earnings & Dividends

Next Earnings

Nov 04, 2025

EPS (Trailing)

$6.14

Dividend Yield

94.0%

Payout Ratio

24.4%

Frequently Asked Questions

Is EXPD a good stock to buy?

With a P/E ratio of 26.71, EXPD is priced at a premium compared to industry peers. Analysts have set a target price of $140.47, suggesting the stock may be overvalued at its current price of $163.97. Caution is warranted for new investors.

What is EXPD’s price target?

The consensus price target for Expeditors International is $140.47. This indicates a potential downside of about 14% from the current price level. Investors should consider this target before making buying decisions.

Does EXPD pay a dividend?

Yes, EXPD has a dividend yield of 94.0%, which is exceptionally high. This makes the stock attractive for income-focused investors, although it’s crucial to verify the sustainability of such a yield.

What is EXPD’s market capitalization?

Expeditors International has a market cap of $22.25 billion. This positions it as a significant player in the integrated freight and logistics industry. The size can provide some stability, but investors must still weigh growth prospects.

What is EXPD’s 52-week price range?

The stock’s 52-week range is $100.47 to $167.19. This shows considerable volatility, with the current price near its high. Investors should assess whether the stock’s past performance aligns with their risk tolerance and investment strategies.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.