Is Expeditors Stock Outperforming the S&P 500?

Is Expeditors Stock Outperforming the S&P 500?

Mon, September 21, 2026 at 5:30 PM GMT+3 2 min read

• EXPD -2.41%
• ^GSPC -0.00%

With a market cap of $24.8 billion, Expeditors International of Washington, Inc. (EXPD) is a global logistics company that provides airfreight, ocean freight, customs brokerage, and supply chain solutions across the Americas, Asia, Europe, and other regions. It offers a wide range of services including transportation, warehousing, cargo tracking, insurance, and trade compliance consulting to support international shipping needs.

Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Expeditors fits this criterion perfectly. The company also handles documentation, consolidation, and specialized logistics services for efficient global trade.

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EXPD stock has dropped 2% from its 52-week high of $194.59. Shares of the company have increased 18.4% over the past three months, outperforming the S&P 500 Index's ($SPX) 2.6% rise over the same time frame.

The stock is up 28.1% on a YTD basis, exceeding SPX's 12.5% gain. In the longer term, shares of the Bellevue, Washington-based company have soared 58.9% over the past 52 weeks, compared to the 15.5% return of the SPX over the same time frame.

EXPD stock has been trading above its 200-day average since November 2025.

Expeditors shares rose 6.4% on Aug. 4 after Q2 2026 EPS jumped 51% to $2.03, net earnings increased 45% to $266 million, operating income rose 41% to $350 million, and revenue grew 32% to $3.5 billion. Strong demand drove 14% growth in airfreight tonnage, while Customs, Transcon, Distribution, and Order Management each delivered double-digit revenue growth for the second consecutive quarter, supported by AI hyperscalers and tariff-related complexity.

The company also highlighted a strong new-business pipeline and expects its technology restructuring to reduce annual costs by approximately $50 million.

In comparison, rival J.B. Hunt Transport Services, Inc. (JBHT) has lagged behind EXPD stock on a YTD basis, with JBHT stock gaining 19.1%. However, JBHT stock have surged 74.7% over the past 52 weeks, outpacing EXPD stock.

Despite the stock's outperformance relative to the SPX, analysts remain cautious about its prospects. EXPD stock has a consensus rating of "Hold" from the 17 analysts covering it, and as of writing, the stock is trading above the mean price target of $183.36.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com