Filings monitor · EXPD

What EXPEDITORS INTERNATIONAL OF WASHINGTON INC's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Revenue Performance and Mix67 · importance in its document · 8-K exhibit · 3 Nov 2026
   Third-quarter 2026 revenue increased 42% year over year to $4.108 billion; nine-month revenue rose 27% to $10.393 billion. Airfreight services revenue increased 51% to $1.545 billion, ocean freight and ocean services revenue increased 48%…
2. Operating Income and Margins67 · importance in its document · 8-K exhibit · 3 Nov 2026
   Third-quarter operating income increased 55% year over year to $445.4 million, while revenue rose 42% to $4.108 billion. Operating margin was approximately 10.8%, compared with approximately 10.0% in Q3 2025, an increase of about 0.9…
3. Capital Return Program58 · importance in its document · 10-Q · 2026Q3
   Expeditors returned $197 million to shareholders through common-stock repurchases in the third quarter of 2026. The February 2026 discretionary repurchase plan authorizes management to repurchase up to $3.0 billion of common stock. In the…
4. Ocean Capacity and Pricing57 · importance in its document · 10-Q · 2026Q3
   Ocean freight consolidation containers shipped increased 7% in the third quarter, while average sell and buy rates rose 52% and 61%, respectively, year over year. Rates began recovering in May as demand increased in North and South Asia,…
5. Shareholder Capital Returns44 · importance in its document · 8-K exhibit · 3 Nov 2026
   The board declared a semi-annual cash dividend of $0.81 per share on November 2, 2026. The dividend is payable December 15, 2026, to shareholders of record as of December 1, 2026. Including this dividend, the company expects to have…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Revenue Performance and MixImportance 64
  Third-quarter 2026 revenues increased 42% year over year to $4.108 billion, and nine-month revenues increased 27% to $10.393 billion. Airfreight services revenue rose 51% in the quarter to $1.545 billion, driven by 38%…
• Operating Income and MarginsImportance 64
  Third-quarter 2026 operating income increased 55% to $445.4 million from $288.0 million, while nine-month operating income increased 36% to $1.090 billion from $801.6 million. Third-quarter operating income grew faster…
• Capital Return ProgramImportance 58
  Expeditors returned $197 million to shareholders through common-stock repurchases in the third quarter of 2026. The February 2026 discretionary repurchase plan authorizes management to repurchase up to $3.0 billion of…
• Ocean Capacity and PricingImportance 57
  Ocean freight consolidation containers shipped increased 7% in the third quarter, while average sell and buy rates rose 52% and 61%, respectively, year over year. Rates began recovering in May as demand increased in…
• Airfreight Demand and CapacityImportance 49 · +1 more on this subject
  Third-quarter airfreight tonnage increased 13%, with growth primarily in exports from South Asia, North Asia and MAIR as demand from technology customers remained strong. For the first nine months of 2026, tonnage…
• Operating Expense TrendsImportance 48
  Salaries and related costs increased 20% in the third quarter to $588.3 million and 17% over nine months to $1.662 billion, principally due to higher incentive compensation, Global Technology restructuring termination…
• Income Tax Rate ChangesImportance 46
  The consolidated effective income tax rate was 23.1% for the third quarter of 2026, down from 25.2% in the third quarter of 2025, and 24.4% for the first nine months, down from 26.6%. Income tax expense nevertheless…
• Headcount / RestructuringImportance 44
  Expeditors recorded $25 million of expenses, primarily in the second quarter of 2026, in connection with its Global Technology restructuring. Restructuring termination costs contributed to higher salaries and related…
• Liquidity and Cash PositionImportance 42
  At September 30, 2026, working capital was $1.662 billion, including $1.092 billion of cash and cash equivalents, and the company had no long-term obligations or debt other than recorded lease liabilities. Operating…
• Trade Policy and TariffsImportance 40
  Beginning in 2025, the United States initiated significant tariff actions affecting imports from various countries and industries, with additional measures, retaliatory actions, enforcement initiatives and legal…
• Order Management ExpansionImportance 36
  Order management revenues increased 17% in both the third quarter and first nine months of 2026, with expenses increasing 19% and 18%, respectively. The growth reflected higher volumes from new and existing customers,…
• Capital ExpendituresImportance 33
  Capital expenditures in the third quarter of 2026 were part of $18 million in cash used in investing activities, compared with $10 million in the prior-year quarter. For the first nine months, cash used in investing…

8-K filings last 12 months

• Results, no stated guidance change12 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
• Press release attached to an 8-K3 Nov 2026 · 8-K
  Read from the attached exhibit: Capital Return Program · Shareholder Capital Returns
• Results, no stated guidance change3 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Revenue Performance and Mix · Operating Income and Margins · Operating Expense Trends
• Management change (filing not read)16 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Revenue Performance and Mix · Geographic Revenue Shift · Liquidity and Cash Position
• Results (release not read)5 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)24 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)19 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  AI Infrastructure Demand · Revenue Performance and Mix · Operating Expense Trends

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.