EXPD at a glance
Expeditors International (EXPD, SEC CIK 746515) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as August 7, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Expeditors International (EXPD) reported revenue of $11.1 billion (up 4.4% from FY2024) and net income of $810.3 million. Diluted EPS was $5.95.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Expeditors International (EXPD) shares worth $9.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $11.1B
- +4.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 40 funds
- $9.1B · +3 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Credit lines borrowings $32 million at June 30, 2026
- Contingent liabilities $81 million from standby letters of credit and guarantees
- Cash and equivalents $598 million held by non-U.S. subsidiaries
- Global economic, inflation, interest-rate and political uncertainties affecting outlook
- Potential headwinds from freight volumes, pricing, carrier capacity and customer credit quality
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 rather than 10-Q Item 1A
- Governance risk: amended bylaws expand shareholder nomination disclosures and procedural requirements, effective August 3, 2026
- Capital-allocation risk: new $3.0 billion share-repurchase authorization has no set expiration date
- Liquidity risk: repurchases reduced remaining authorization to 21 thousand shares before the prior program expired July 1, 2026
AI summary of the EXPD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Blake Bell transitions effective October 1, 2026 from President, Global Business Development to Senior Vice President, Professional Services
- Dedicated professional-services leadership signals a strategic focus on expanding that offering
Item 7.01: Regulation FD Disclosure
- Airfreight tonnage growth accelerated from 13% in April to 15% in June, supported by Asia, technology demand, market-share gains, and secured capacity
- Air rates expected to normalize over time, though AI infrastructure demand could sustain structurally higher pricing
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced August 4, 2026
- Detailed results contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 2026 EPS $2.03, up 51%; net earnings $266 million, up 45%; operating income $350 million, up 41%
- Revenue $3.5 billion, up 32%, led by airfreight revenue growth to $1.5 billion
AI summaries of EXPD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EXPD
Don't miss the next EXPD filing
- Alerts as it files. A push when EXPD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EXPD, by share count.
- Ask anything. An AI agent that reads every EXPD filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gulyas Diane H. | G | Aug 6, 2026 | 1,400 | $178.56 |
| Bell Blake R | A | Jun 15, 2026 | 31.112 | - |
| Dickerman Jeffrey F | A | Jun 15, 2026 | 10.049 | - |
| Blacker Kelly K | A | Jun 15, 2026 | 31.112 | - |
| Blacker Kelly K | A | Jun 15, 2026 | 32.424 | - |
| Bell Blake R | A | Jun 15, 2026 | 14.553 | - |
| Dickerman Jeffrey F | A | Jun 15, 2026 | 3.833 | - |
| Dickerman Jeffrey F | A | Jun 15, 2026 | 9.803 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.3B | $10.6B | $11.1B |
| Operating Income | - | $1.0B | $1.1B |
| Net Income | $752.9M | $810.1M | $810.3M |
| Op. Margin | - | 9.8% | 9.5% |
| Net Margin | 8.1% | 7.6% | 7.3% |
| Balance Sheet | |||
| Total Assets | $4.5B | $4.8B | $4.9B |
| Equity | $2.4B | $2.2B | $2.4B |
| ROE | 31.5% | 36.4% | 34.4% |
| Per Share | |||
| EPS | $5.01 | $5.72 | $5.95 |
| Cash Flow | |||
| Operating CF | $1.1B | $723.4M | $1.0B |
Source: XBRL data in Expeditors International (EXPD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EXPD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $9.15B |
| Q1 2026 | 37 | $7.89B |
| Q4 2025 | 36 | $7.98B |
| Q3 2025 | 34 | $7.03B |
| Q2 2025 | 34 | $6.41B |
| Q1 2025 | 32 | $5.21B |
| Q4 2024 | 27 | $4.12B |
| Q3 2024 | 23 | $2.43B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 263 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EXPD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
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EXPD SEC filings: frequently asked questions
Which institutions hold EXPD stock?
As of June 30, 2026, the largest Expeditors International (EXPD) holders among the 13F filers tracked by SignalX were BlackRock ($2.2 billion), Vanguard Capital Management LLC ($1.4 billion), State Street Corp ($1.2 billion), Vanguard Portfolio Management LLC ($1.1 billion), Bank of America Corp ($421.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EXPD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Expeditors International (EXPD) reported revenue of $11.1 billion (up 4.4% from FY2024) and net income of $810.3 million. Diluted EPS was $5.95. The figures come from the XBRL data in the 10-K.
What did EXPD report in its latest 8-K?
Expeditors International (EXPD) filed an 8-K on September 16, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Blake Bell transitions effective October 1, 2026 from President, Global Business Development to Senior Vice President, Professional Services.
What are the latest EXPD SEC filings?
Expeditors International (EXPD) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on August 7, 2026.
What is EXPD's SEC CIK number?
Expeditors International (EXPD)'s SEC Central Index Key (CIK) is 746515. EDGAR lists every EXPD filing under that number.
Ask anything about EXPD
The research agent reads EXPD's filings, financials, insider trades and 13F holders, then answers with sources.