EXPD · News · 20260804N
Operating Income and Margins
EXPEDITORS INTERNATIONAL OF WASHINGTON INC · 2026-08-04 · Importance 63 · Surprise 64 · No source text
Second-quarter 2026 operating income increased 41% year over year to $350 million. Net earnings attributable to shareholders increased 45% to $266 million, while diluted EPS rose 51% to $2.03 from $1.34. Reported profitability benefited from double-digit growth in airfreight, customs brokerage and related services, together with improved ocean profitability. The company maintained stable or expanded operating margins despite a $25 million pre-tax Global Technology restructuring charge.
Key facts
- Net Earnings Attributable to Shareholders increased 45% to $266 million in Q2 2026 compared to the same quarter of 2025. source
- Operating Income increased 41% to $350 million in Q2 2026 compared to the same quarter of 2025. source
- Diluted Net Earnings Attributable to Shareholders per share (EPS1) increased 51% to $2.03 in Q2 2026 compared to the same quarter of 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +2.9% | Operating Income increased 41% to $350 million in Q2 2026 compared to the same quarter of 2025. |
| net_income | positive | realized | +2.4% | Net Earnings Attributable to Shareholders increased 45% to $266 million in Q2 2026 compared to the same quarter of 2025. |