Expeditors International (EXPD) reported $2.86 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 3.3%. EPS of $1.49 for the same period compares to $1.68 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.8 billion, representing a surprise of +2.12%. The company delivered an EPS surprise of +2.06%, with the consensus EPS estimate being $1.46.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Expeditors International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Airfreight services: $1.11 billion versus $1.04 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.
- Revenues- Ocean freight and ocean services: $611.39 million versus the four-analyst average estimate of $687.5 million. The reported number represents a year-over-year change of -32.7%.
- Revenues- Customs brokerage and other services: $1.14 billion versus $1.07 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.5% change.
- Net revenues- Airfreight services: $242.76 million versus the three-analyst average estimate of $252.72 million. The reported number represents a year-over-year change of -4.7%.
- Net revenues- Customs brokerage and other services: $499.57 million compared to the $485.71 million average estimate based on three analysts. The reported number represents a change of +10.4% year over year.
- Net revenues- Ocean freight and ocean services: $181.23 million versus $184.94 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -20.3% change.
View all Key Company Metrics for Expeditors International here>>>
Shares of Expeditors International have returned -5.8% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Expeditors International of Washington, Inc. (EXPD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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