The upcoming report from Expeditors International (EXPD) is expected to reveal quarterly earnings of $1.30 per share, indicating an increase of 11.1% compared to the year-ago period. Analysts forecast revenues of $2.43 billion, representing an increase of 9.9% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. ...

Summary of Expeditors International of Washington (EXPD) Update / Briefing April 30, 2025 Company Overview - **Company**: Expeditors International of Washington (EXPD) - **Industry**: Global logistics and customs brokerage Key Points and Arguments Trade Actions and Tariffs - **Current Trade Actions**: Discussion on recent trade actions and their implications, particularly focusing on tariffs imposed by the Trump administration [6][9][11] - **Reciprocal Tariffs**: A universal 10% tariff is in place for most countries, with a 25% tariff for imports from China, Hong Kong, and Macau [15][18] - **Impact of Tariffs**: Duty payments have surged into billions annually for importers, particularly affecting goods from China [18][22] - **De Minimis Exception**: The de minimis exemption for goods valued under $800 from China and Hong Kong will be removed, requiring formal entry and duty payments starting May 2 [29][30] Sector-Specific Tariffs - **Automotive Sector**: A 25% tariff on passenger vehicles and light trucks began on April 3, with auto parts tariffs set to start on May 3 [36][38] - **Exemptions**: Exemptions exist for certain goods and USMCA qualifying auto parts, but the process for US content exemption is still pending [36][38] - **Import Adjustment Credits**: Automakers producing in the US can seek credits to offset tariffs on auto parts, which could be shared with suppliers [39][41] Future Trade Developments - **Ongoing Investigations**: Seven section 232 investigations are underway, including those on semiconductors and critical minerals, with public comment periods closing on May 16 [54] - **Negotiations with Countries**: The US is engaging in trade negotiations with over 75 countries, focusing on tariffs, quotas, and economic security [55][56] - **Potential Changes**: Anticipation of additional duty rates and changes in processes based on the America First trade policy reports [62][63] Recommendations for Businesses - **Stay Informed**: Companies are advised to monitor customs updates and seek expert assistance to navigate the complex regulatory environment [24][82] - **Engagement with CBP**: Businesses should submit questions to Customs and Border Protection (CBP) for clarification on gray areas in regulations [85] Other Important Content - **Complexity of Tariff Stacking**: The presentation included a visual representation of how various tariffs can stack, complicating the duty payment process for importers [64][70] - **Dynamic Environment**: The current trade landscape is characterized by uncertainty and rapid changes, necessitating flexibility and readiness to adapt [22][82] This summary encapsulates the critical insights from the Expeditors International of Washington briefing, highlighting the current state of trade actions, sector-specific tariffs, and strategic recommendations for businesses navigating these changes.

The Zacks Transportation sector is widely diversified in nature, including airlines, railroads, package delivery companies, and truckers, to name a few. Per the latest Earnings Preview, the sector’s first-quarter 2025 earnings are expected to improve 7.9% year over year. Revenues are estimated to rise 3.4%.With most players in this diversified sector yet to report their financial numbers, we expect the likes of Expeditors International of Washington (EXPD) , GXO Logistics (GXO) and JetBlue Airways Corporati ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Expeditors International (EXPD) . This company, which is in the Zacks Transportation - Services industry, shows potential for another earnings beat.This logistics services provider has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surpris ...

It has been about a month since the last earnings report for Expeditors International (EXPD) . Shares have added about 0.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Expeditors International due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates B ...

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Expeditors International (EXPD) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Expeditors International is one of 130 companies in ...

Investors with an interest in Transportation - Services stocks have likely encountered both DHL Group Sponsored ADR (DHLGY) and Expeditors International (EXPD) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR | PART I | | | | | --- | --- | --- | --- | | | Item 1 | Business | 3 | | | Item 1A | Risk Factors | 17 | | | Item 1B | Unresolved Staff Comments | 23 | | | Item 1C | Cybersecurity | 23 | | | Item 2 | Properties | 24 | | | Item 3 | Legal Proceedings | 24 | | | Item 4 | Mine Safety Disclosures | 2 ...

Leadership Transition - Expeditors International of Washington, Inc. has appointed Daniel R. Wall as the next president and CEO, effective April 1, 2025, succeeding Jeffrey S. Musser who will step down on March 31, 2025 [1][2] - Bob Carlile, chairman of the board, praised both Musser and Wall for their long and distinguished careers within the company, highlighting their leadership qualities [3] Jeffrey S. Musser's Tenure - Musser joined Expeditors at the age of 16 and has had a 42-year career, becoming CEO in 2014 and overseeing significant growth from $6.1 billion in revenues and 14,000 employees in 2013 to $10.6 billion in revenues and over 18,000 employees in 2024 [4][5] - Under Musser's leadership, the company returned $9.6 billion to shareholders through dividends and share repurchases, and increased earnings per share by 240% [4] Daniel R. Wall's Background - Wall has been with Expeditors since March 1987, holding various leadership positions, including president of Global Products and Global Services, and most recently president of Global Geographies and Operations [6][7] - His extensive experience and proven leadership skills are expected to enhance the company's operations and competitive position in the industry [7]

I recently wrote an article on Expeditors (NYSE: EXPD ), highlighting my positive views on the company and their valuation. I believe the company has a moat as evidencedStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure: I/we have a beneficial long position in the shares of EXPD either throu ...