Freedom Capital Markets upgrades Expeditors Int’l stock rating to Hold

Investing.com - Freedom Capital Markets upgraded Expeditors Int’l (NYSE:EXPD) from Sell to Hold on Monday, while raising its price target to $119.00 from $108.00. The company, with a market capitalization of $16.2 billion, has demonstrated strong financial health according to InvestingPro metrics.

The upgrade follows Expeditors’ second quarter 2025 performance, which showed a 9% increase in revenue and an 11% rise in operating income, demonstrating improved profitability despite volatile conditions in air and ocean freight rates. The company’s revenue reached $11.27 billion in the last twelve months, with a healthy return on equity of 39%.

Freedom Capital Markets highlighted the company’s cost discipline and managerial agility in navigating challenges such as fluctuating tariffs and geopolitical uncertainty as factors supporting its long-term potential.

The research firm identified Expeditors as "one of the benchmarks of operational execution in global logistics," reflecting the company’s strong performance in a complex industry environment.

Despite the upgrade and positive assessment of current performance, Freedom Capital Markets noted that volume risks for 2026 remain a concern for the global logistics provider.

In other recent news, Expeditors International reported second-quarter earnings per share of $1.34, surpassing both the FactSet consensus of $1.25 and various analyst estimates. The company’s revenue for the same period was 12% higher than Benchmark’s expectations, contributing to an 8% year-over-year earnings increase. Following these results, Stifel raised its price target for Expeditors to $118 while maintaining a Hold rating, and TD Cowen adjusted its price target to $111, citing better-than-expected performance despite a freight slowdown. However, BofA Securities downgraded the stock from Neutral to Underperform, noting rapidly falling containership rates. Truist Securities reiterated a Hold rating with a $110 price target after a discussion with Expeditors’ management, which provided limited forward visibility. Benchmark also maintained its Hold rating following the earnings report. These developments reflect varied analyst perspectives on the company’s financial performance and future outlook.

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