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Jun 30, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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