EXPEDITORS INTERNATIONAL OF WASHINGTON INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 45/100
What the filing says
Expeditors reported Q3 2026 diluted EPS of $2.65, up 62% YoY from $1.64, on net earnings of $345M (+55%) and revenues of $4.1B (+42%). Operating income rose 55% to $445M. Airfreight tonnage grew 13% and ocean containers 7% YoY. The company returned $197M in share repurchases in Q3 and $946M in total shareholder returns (dividends + buybacks) for the nine-month period. Diluted share count declined to 130.1M shares from 135.3M shares YoY.
Why this rating
Strong operational growth (revenue +42%, EPS +62%) reflects favorable market conditions and market share gains. However, magnitude (~$345M earnings on ~$15.4B market cap = 2.2% of cap for single quarter) is meaningful but not transformational. Relative to company scale, positive but within normal cyclical range.
See more from November 3, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.