NYSE · Industrials

EXPEDITORS INTL WASH INC EXPD

Expeditors International of Washington, Inc., together with its subsidiaries, provides logistics services in the Americas, North Asia, South Asia, Europe, and Middle East, Africa, and India.

Integrated Freight & Logistics

Company profile

Business mix

  • The company offers airfreight services, such as air freight consolidation and forwarding; ocean freight and ocean services.
  • It also provides optimization, trade compliance consulting, cargo insurance, cargo security, and solutions.
  • In addition, it acts as a freight consolidator or as an agent for the airline that carries the shipment.
  • Further, the company provides ancillary services that include preparation of shipping and customs documentation, packing, crating, insurance services, and the preparation of documentation to comply with local export and import laws.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in integrated freight & logistics?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.93 FCF 4.39% Buyback 3.66%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.1% $851.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $83.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +10.9% +583,468 / 5,361,717
Coatue Management Philippe Laffont 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$54.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$54.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major increase Shares 17.1% 13F value change +$72.7M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.0% 13F value change +$52.4M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.5% 13F value change +$170.7M
13F 2026-03-31 Filed 2026-05-12
Minor reduction Shares -5.8% 13F value change -$89.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 5,361,717 Last 4 periods +583,468 (+10.9%) Total shares 5,945,185 Value $851.5M

Recent mentions

No public mentions.