Q2 FY2026 EarningsQ2 FY26 beat consensus significantly across all major financial metrics: revenue $3.50B vs. $2.91B expected, and diluted EPS $2.03 vs. $1.69 expected. Airfreight services led the outperformance with a 57% YoY revenue surge driven by technology demand for AI infrastructure. Despite a $25M restructuring charge, operating income rose 41% YoY to $350M, exceeding the consensus of $295M, supported by a lower-than-expected tax rate of 25.4% vs. 26.1%.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Expeditors(EXPD) the Revenue is 3.502 B (+32.07%), Beat estimate;the EBIT is 349.62 M (+41.13%), Beat estimate;the EPS is 2.03 (+51.49%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
3.50B32.07%
2.91B9.58%
+0.60B22.49%
EBITExceed expectations
0.35B41.13%
0.29B18.99%
+0.05B22.14%
EPSExceed expectations
2.0351.49%
1.692626.31%
+0.337425.18%
Upcoming earnings report - Q3 FY2026
Available dateNov 3, 2026
Estimate Revenue$3.464 B
Estimate EBIT$374.63 M
Estimate EPS$2.1383
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf