| EXPD |
Report |
Operating EPS |
BEAT |
pred ~$1.75 vs. cons $1.71 |
MEDIUM |
| EXPD |
Report |
Operating income |
BEAT |
pred ~$306M vs. cons $297.2M |
MEDIUM |
| EXPD |
Report |
Airfreight kilo volume growth |
BEAT |
pred ~+6.0% vs. cons +4.0% |
MEDIUM |
| EXPD |
Guide |
Airfreight demand (Q3'26 proxy) |
BETTER |
guide ~+4.5% volume vs. cons +3.8% |
LOW |
| EXPD |
Guide |
Ocean freight (Q3'26 proxy) |
LOWER |
guide ~0% FEU volume vs. cons +1.4% |
LOW |
| EXPD |
Guide |
Customs brokerage demand (Q3'26) |
BETTER |
guide robust vs. cons UNVERIFIED |
LOW |
| EXPD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| EXPD |
Return |
5-day cumulative residual |
-1.0% (STABILIZE) |
STABILIZE — C-like mixed-forward package |
LOW |