| EXPD |
Report |
Diluted EPS |
BEAT |
pred ~$1.71 vs. cons $1.64 |
MEDIUM |
| EXPD |
Report |
Revenue |
IN-LINE |
pred ~$2.93B vs. cons $2.90B |
MEDIUM |
| EXPD |
Report |
Operating income |
BEAT |
pred ~$300M vs. cons ~$285M |
LOW |
| EXPD |
Guide |
Formal guidance (EXPD issues none; no earnings call) |
UNKNOWN |
guide n/a ~0 vs. cons 0 explicit items (Q3'26); event is the written release only |
HIGH |
| EXPD |
Guide |
Ocean trajectory commentary (revenue/FEU) |
LOWER |
guide ~-5% FEU / rev-per-container down ~30-40% vs. cons flat 0% (2H'26) |
MEDIUM |
| EXPD |
Guide |
Air + Customs/fee momentum (implied Q3'26 EPS) |
BETTER |
implied ~$1.72 vs. cons ~$1.70 (Q3'26) on air/customs strength |
LOW |
| EXPD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| EXPD |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Likely modest EPS beat (~$1.71 vs $1.64) but bar is very high after a ~46% run and premium ~27-28x multiple; ocean remains structurally weak and air per-kilo margins are volatile, so out-period estimate revisions skew down even on a beat. Fresh CHRW blow-up (~$205 to ~$147) has soured freight-cycle sentiment and raises de-rating risk. No call means limited ability to reset the narrative higher, so an initial pop tends to fade as analysts trim forward numbers. |
LOW |