Loading...
•
Jun 30
Expeditors Q2 2025 Earnings Report
Expeditors grew revenue, earnings, and volumes across all services despite a volatile freight environment in Q2 2025.
Key Takeaways
Expeditors reported $2.65 billion in revenue and $184 million in net income in Q2 2025, with EPS rising 8% year-over-year. Growth was driven by increased volumes and strong execution in air, ocean, and customs brokerage services. The company returned $335 million to shareholders through dividends and buybacks.
Revenue increased 9% year-over-year to $2.65 billion.
EPS rose 8% to $1.34, with net income of $184 million.
Airfreight tonnage and ocean container volume both grew 7%.
Operating income rose 11% to $248 million, reflecting disciplined cost control.
Expeditors
Expeditors
Expeditors Revenue by Segment
Expeditors Revenue by Geographic Location
Revenue by Segment
Airfreight Services Revenue
CapyFin.comOcean Freight Services Revenue
CapyFin.comCustoms & Other Services Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comOther North America Revenue
CapyFin.comLatin America Revenue
CapyFin.comNorth Asia Revenue
CapyFin.comSouth Asia Revenue
CapyFin.comEurope Revenue
CapyFin.comMEA & India Revenue
CapyFin.com Forward Guidance
Expeditors expects freight markets to remain unpredictable, with volatility in rates and customer sourcing behavior. Strategic focus remains on agility, operational execution, and maintaining profitability.
Positive Outlook
- Increased air and ocean volumes from customers adjusting supply chains.
- Resilient execution across all business segments.
- Continued investments in systems to support future growth.
- Strategic positioning to adapt quickly to market changes.
- Strong relationships and operational network provide flexibility.
Challenges Ahead
- Higher tax rate due to FX and non-deductible expenses.
- Continued volatility in air and ocean rates.
- Global geopolitical uncertainty impacting sourcing and trade.
- Challenges from increased cost pressures.
- Labor disruption and regulatory unpredictability in customs processes.
Revenue & Expenses
Visualization of income flow from segment revenue to net income