| EXPD |
Report |
Diluted EPS |
BEAT |
pred ~$1.73 vs. cons $1.68 |
MEDIUM |
| EXPD |
Report |
Revenue |
MISS |
pred ~$2.86B vs. cons $2.91B |
MEDIUM |
| EXPD |
Report |
Operating income |
BEAT |
pred ~$291M vs. cons $285M |
MEDIUM |
| EXPD |
Guide |
Implied full-year EPS outlook |
BETTER |
guide ~$6.82 vs. cons $6.74 (FY2026) |
LOW |
| EXPD |
Guide |
Airfreight tonnage growth commentary |
LOWER |
guide ~4% vs. cons 5% (Q3 2026) |
LOW |
| EXPD |
Guide |
Operating efficiency commentary |
LOWER |
guide ~29.5% vs. cons 30.0% (Q3 2026) |
LOW |
| EXPD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| EXPD |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A margin-led EPS beat should initially outweigh the revenue miss, but softer Q3 airfreight growth and efficiency imply that only about $0.08 of the roughly $0.11 Q2 EPS upside flows into FY2026 estimates, limiting revisions and causing part of the day-1 gain to fade. |
MEDIUM |