EXPD Q3 Beats Expectations, Analysts Maintain Hold, PT $160

Expeditors International (EXPD) shares surged 10.8% on Nov. 4 after reporting Q3 2025 EPS of $1.64 and revenue of $2.89B, surpassing estimates. The company highlighted 4% airfreight tonnage growth, strong customs brokerage and fee-based services, and disciplined cost management amid ocean revenue pressure. Analysts forecast FY2025 EPS of $5.92 (+3.5% YoY). Of 15 covering EXPD, the consensus is Hold (2 Strong Buy, 7 Hold, 1 Moderate Sell, 5 Strong Sell). Truist raised its PT to $160 on Jan. 15. The stock trades above the $139.38 mean PT, with the $179 high implying 22.2% upside.