EXPEDITORS INTERNATIONAL OF WASHINGTON INC · Arrangement of Transportation of Freight & Cargo

EXPD

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The short version

A high-quality, profitable business with growing sales.

Going well

Sales up 32% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.9% to their holdings in the quarter ending June 2026 (430 bought, 429 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$196.37+0.1% that day

Company value: $25.5B; Share price times all shares
Price vs profit (P/E): 28.6x; You pay about $29 for each $1 of yearly profit
Price vs sales: 2.1x; Company value is 2.1 times a year of sales
Dividend yield: 0.8%; Yearly dividend as a share of today's price
Cash vs value: 4%; Cash as a share of company value

From EXPD's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$3.5B+32% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $12.0B, up 6.8% from the 12 months before. Over 5 years, sales grew about 2.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of EXPD. Starting points are the company's recent numbers.

Sales growth+7% a yearRecently: +6.8% a yearProfit margin8%Last 12 months: 7.6%P/E at the end29xToday: 28.6x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$16.9B

Profit in 5 years$1.4B

Price these guesses point to$389.37+98% vs $196.37 todayAbout +15% a year, before dividends

What today's price needs: with a 8% margin and a 29x P/E, sales could shrink about 6.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/5Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.35.4%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.0B
PassShare count not growingNot diluting owners. Falling means buybacks.-17.1% in 3 years

Revenue: $11.1B; +4.4% vs prior year
5-year growth: +2.9%/yr; revenue, per year
Current ratio: 1.81x; short-term assets / bills due
Free cash flow: $1.0B; 9.1% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.