| EXPD |
Report |
Customs Brokerage Net Revenue |
BEAT |
pred ~$555M vs. cons $537.7M |
MEDIUM |
| EXPD |
Report |
Air Freight Net Revenue |
MISS |
pred ~$272M vs. cons $278.4M |
LOW |
| EXPD |
Report |
Operating EPS (Diluted) |
BEAT |
pred ~$1.74 vs. cons $1.71 |
MEDIUM |
| EXPD |
Guide |
Customs Brokerage trajectory (Q3 2026) |
BETTER |
guide constructive vs. cons ~$545M implied Q3 |
MEDIUM |
| EXPD |
Guide |
Air Freight outlook (Q3 2026) |
UNCHANGED |
guide cautious/unchanged vs. cons ~$270M implied Q3 |
MEDIUM |
| EXPD |
Guide |
Ocean market (Q3 2026) |
UNCHANGED |
guide unchanged/cautious vs. cons ~$185M implied Q3 |
HIGH |
| EXPD |
Guide |
Operating margin / efficiency (FY 2026) |
BETTER |
guide constructive vs. cons 10.1% FY |
MEDIUM |
| EXPD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| EXPD |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest estimate revision upward on customs beat; limited by air miss and ocean drag; no explosive follow-through given moderate beat magnitude and elevated pre-earnings run |
MEDIUM |