| EXPD |
Report |
Diluted EPS |
BEAT |
pred ~$1.80 vs. cons $1.74 |
MEDIUM |
| EXPD |
Report |
Revenue |
MISS |
pred ~$2.87B vs. cons $2.92B |
MEDIUM |
| EXPD |
Report |
Operating income |
BEAT |
pred ~$310M vs. cons $306M |
MEDIUM |
| EXPD |
Guide |
Q3 airfreight-tonnage outlook |
LOWER |
guide ~4% YoY vs. cons 5% YoY (Q3 2026) |
LOW |
| EXPD |
Guide |
Q3 customs brokerage and other-services revenue outlook |
BETTER |
guide ~12% YoY vs. cons 10% YoY (Q3 2026) |
MEDIUM |
| EXPD |
Guide |
Q3 operating-margin outlook |
UNCHANGED |
guide ~10.6% vs. cons 10.6% (Q3 2026) |
MEDIUM |
| EXPD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| EXPD |
Return |
5-day cumulative residual |
+0.5% (FADE) |
The ~$1.80 EPS result versus $1.74 consensus and ~$310M operating income versus $306M should drive an initial positive reaction, but the ~$2.87B revenue miss versus $2.92B and softer ~4% Q3 air-volume outlook versus 5% limit out-period EPS revisions; customs strength offsets rather than fully eliminates weak ocean and volume concerns. |
MEDIUM |