EXPD · 8-K · 20260804PR332198

Trade Policy and Tariffs

EXPEDITORS INTERNATIONAL OF WASHINGTON INC · 2026-08-04 · Importance 37 · Surprise 42

Expeditors said its customs business benefited from tariff-related complexity during the second quarter of 2026. A temporary surge in IEEPA-related filings drove higher pricing, while the company also cited the U.S. government’s restriction of de minimis entries beginning in the second quarter of 2025 as a factor affecting North Asia e-commerce and airfreight capacity. Customs brokerage and other services achieved double-digit growth for the second consecutive quarter, supported by increased declarations and complex customs activity. The release also identifies future national policy changes on tariffs and similar measures as a potential influence on results.