Expeditors International of Washington, Inc. (EXPD)

Expeditors International of Washington beat estimates on both revenue and EPS in the second fiscal quarter of 2026, reported Aug. 4, based on preliminary results, as revenue rose about 32% to about $3.5 billion from about $2.65 billion a year ago and EPS reached $2.03. EPS of $2.03 topped the $1.69 estimate by about 20%, while revenue of about $3.5 billion exceeded the $2.91 billion consensus by roughly 20%. Net income rose about 45% to about $266 million from about $184 million a year ago, and EPS was up 51.5% from $1.34. Gross profit came in at about $1.0 billion, with gross margin near 29% and operating margin around 10%. Operating cash flow was about $691 million, and the company repurchased about $355 million of stock and paid about $106 million in dividends. Consensus for the next period calls for EPS of $1.79 on revenue of $3.21 billion.