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Dec 31, 2025
Expeditors Q4 2025 Earnings Report
Expeditors reported fourth quarter 2025 net earnings attributable to shareholders of 200707000 on revenues of 2855954000, with EPS of 1.49.
Key Takeaways
Expeditors generated Q4 2025 revenues of 2855954000, down 3% year over year, with operating income of 250910000 and net earnings attributable to shareholders of 200707000. Airfreight tonnage increased 6% while ocean container volume declined 6%.
Revenue decreased 3% year over year to 2855954000.
Operating income declined 17% to 250910000.
Airfreight tonnage increased 6% in the quarter.
Ocean container volume decreased 6% year over year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company did not provide formal quantitative guidance but expects to focus on growth diversification, pricing optimization, and cost alignment amid continued ocean rate softness and market uncertainty.
Positive Outlook
- Air margins have recovered much of the two percentage point decline in early 2026.
- Strong demand in customs brokerage and ancillary services.
- Continued investments in AI and customer vertical solutions.
- New 3000000000 share repurchase authorization approved.
- Diversified portfolio supporting balanced revenue growth.
Challenges Ahead
- Ocean sell rates declined sharply in Q4 2025.
- Operating income decreased 17% year over year.
- Ocean container volumes declined 6% year over year.
- Margins pressured in air freight due to higher buy rates.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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