WallStSmart
EXPD

Expeditors International of Washington, Inc.

NYSE: EXPD · INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS

$148.79
+0.96% today

Updated 2026-04-29

Market cap
$19.79B
P/E ratio
25.01
P/S ratio
1.79x
EPS (TTM)
$5.95
Dividend yield
1.04%
52W range
$105 – $167
Volume
1.3M

Expeditors International of Washington, Inc. (EXPD) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$148.79
Consensus
$133.00
-10.61%
2030 Target
$1,163.76
+682.15%
DCF
$117.25
-38.07% MoS
11 analysts:
0 Buy5 Hold7 Sell

Management guidance

No specific CEO revenue targets or guidance ranges found in available documentation. Management emphasizes investing in AI/technology and mentions customs volume growth and complexity driving net revenue growth, but no quantified forward guidance for 2026-2030 was disclosed.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,949.30
$13.1B Rev × 20x P/S
Base case (2030)
$1,163.76
$13.1B Rev × 12x P/S
Bear case (2030)
$785.54
$13.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$9.3B$10.6B$11.1B$11.4B$11.8B$12.2B$12.6B$13.1B
Revenue growth14.0%4.4%2.7%3.7%3.4%3.5%3.5%
EPS$5.08$5.72$5.94$6.14$6.61$6.95$7.32$7.71
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$1,018.29$1,061.93$1,091.03$1,134.67$1,163.76

Catalysts & risks

Growth catalysts
+ Increasing customs volumes and cross-border transaction complexity driving organic growth
+ AI and technology investments improving operational efficiency and margin absorption
+ Supply chain normalization and Middle East logistics stabilization if geopolitical tensions ease
+ Market share gains in higher-margin service segments as competitors face AI disruption challenges
Key risks
- Softening ocean freight market and rate compression impacting near-term margins
- AI freight scaling tools from competitors (e.g., FedEx, C.H. Robinson) commoditizing logistics services
- Economic slowdown reducing freight volumes and global trade activity
- Persistent geopolitical tensions (Middle East disruptions) creating shipping volatility
- Analyst consensus remains cautious with 'Reduce' sentiment and below-current-price targets

Methodology

Expeditors International of Washington, Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 11 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.