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Sep 30, 2025
Expeditors Q3 2025 Earnings Report
Expeditors reported lower revenue and operating income for Q3 2025, but managed a slight EPS increase despite declines in net income.
Key Takeaways
In Q3 2025, Expeditors posted a modest 1% EPS gain amid a 4% decline in revenue. Net income and operating income also fell. Growth in airfreight volume partially offset softness in ocean freight. Customs brokerage continued to perform well.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Expeditors did not issue numeric forward guidance but emphasized maintaining strong service, adapting to slower market growth, and investing in high-return opportunities.
Positive Outlook
- EPS increased 1% year-over-year
- Airfreight tonnage grew 4%, driven by AI infrastructure demand
- Customs brokerage delivered stable, strong growth
- Over $212M in share repurchases during the quarter
- Strategic focus on high-return investments and capital efficiency
Challenges Ahead
- Revenue declined 4% year-over-year
- Operating income fell by 4% to $288 million
- Net income declined by 3%
- Ocean freight volume and pricing continued to drop
- Ongoing volatility in air and ocean markets
Historical Earnings Impact
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Avg. Return Before/After Earnings
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