NYSE$EXPD

Expeditors International of Washington · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Expeditors' Q3 2022 financial performance remained strong despite uncertain economic conditions, with revenue increasing slightly and EPS growing significantly.

Expeditors International of Washington, Inc. reported a 1% increase in revenues to $4.4 billion and a 22% increase in diluted EPS to $2.54 for the third quarter of 2022, compared to the same quarter of 2021. The company faced uncertain economic conditions, including declines in airfreight tonnage and ocean container volume, but effectively managed costs and adapted to changing market dynamics.

  • Diluted EPS increased by 22% to $2.54 compared to Q3 2021.
  • Net earnings attributable to shareholders increased by 15% to $414 million.
  • Operating income increased by 8% to $527 million.
  • Revenues increased by 1% to $4.4 billion.

Headline financials

Total Revenue

$4.36B

Previous: $4.32B+1.0%
EPS (adj)

$2.54

Previous: $2.09+21.5%
Airfreight Tonnage Growth

-13.0%

Previous: 28.0%-146.4%
Ocean Container Volume Growth

-10.0%

Previous: 15.0%-166.7%
Free Cash Flow

$414M

Previous: $359M+15.4%
Net Income

$414M

Previous: $359M+15.4%
Operating Income

$527M

Previous: $490M+7.6%
Gross Profit

-$3.19B

Previous: -$3.19B-0.3%
Cash & Equivalents

$2.15B

Previous: $1.82B+18.4%
Total Assets

$6.61B

Previous: $7.08B-6.6%
Stock-Based Comp

$14.2M

Previous: $15.2M-6.8%

Revenue & EPS history

Expeditors · Revenue · Quarterly

$4.36B

Q3 2022+1%vs Q3 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Expeditors · $4.36B total across 3 segments · Q3 2022

  • Ocean Freight and Services
    $1.68B+5.4%
  • Airfreight Services
    $1.48B-9.0%
  • Customs Brokerage and Other Services
    $1.2B+9.5%

Forward guidance

The company anticipates decelerating demand and declining rates to persist for the remainder of 2022 and into 2023, while remaining focused on cost control and customer service.

Tailwinds

  • The company has a proven track record of adapting to changing operating conditions.
  • Expeditors is focused on controlling costs in the face of decelerating demand.
  • The company remains fully engaged with customers to accommodate their needs.
  • Expeditors is investing in its people, processes, and technology for the long term.
  • The company believes it will be fully capable of meeting the eventual upturn in demand.

Headwinds

  • Inflation is expected to continue exerting pressure on global supply chains.
  • High energy costs are expected to continue exerting pressure on global supply chains.
  • Government fiscal and monetary measures are expected to continue exerting pressure on global supply chains.
  • Shippers are looking to shrink retail inventories that were overstocked earlier in the year.
  • Decelerating demand and an overall decline in rates are likely to continue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+0.4%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+2.2%

Avg return

30 days after

54%

39 / 72 earnings

Positive

+10.9%

Q3 2025

Best reaction

-8.3%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.6%+11.9%+12.4%
Q4 2025-4.5%-3.1%-4.7%
Q3 2025+10.9%+12.2%+22.9%
Q1 2025-5.1%-2.4%-0.6%
Q4 2024+3.9%+2.4%+1.8%
Q3 2024-0.8%-0.3%+0.0%
Q2 2024-3.6%-1.8%+1.0%
Q1 2024+1.0%+2.3%+8.5%
Q4 2023-5.0%-3.2%-2.1%
Q3 2023+1.5%+3.5%+7.7%
Q2 2023-6.0%-6.3%-7.5%
Q1 2023+1.1%+1.0%-4.3%
Q4 2022-5.6%-3.8%-6.1%
Q3 2022+9.5%+16.9%+12.7%
Q2 2022-3.5%-2.8%-2.5%
Q1 2022+10.8%+8.0%+9.0%
Q4 2021-4.2%-0.8%-2.2%
Q3 2021+1.5%-0.5%-2.6%
Q2 2021-0.8%-1.9%-2.0%
Q1 2021+0.4%+4.9%+9.7%
Q4 2020-2.2%-3.3%+7.4%
Q3 2020+0.6%+0.5%+3.6%
Q2 2020-2.0%-0.4%+3.2%
Q1 2020+1.8%+4.8%+8.7%
Q4 2019+3.8%+2.8%-21.0%
Q3 2019+3.1%+3.4%-2.1%
Q2 2019+4.1%+3.7%+4.1%
Q1 2019-4.8%-6.2%-8.8%
Q4 2018+2.6%+2.9%+3.1%
Q3 2018+6.5%+4.1%+7.8%
Q2 2018-5.3%-5.7%-2.6%
Q1 2018+10.3%+13.1%+18.9%
Q4 2017-0.2%+2.2%-2.6%
Q3 2017+5.2%+4.1%+11.6%
Q2 2017-5.8%-7.8%-4.2%
Q1 2017-3.4%-2.9%-3.3%
Q4 2016+0.2%+0.4%-1.1%
Q3 2016-4.6%-2.5%+8.4%
Q2 2016+2.9%+3.2%+3.2%
Q1 2016-5.3%
Q4 2015-2.7%
Q3 2015-3.4%
Q2 2015+3.1%
Q1 2015+3.0%
Q4 2014+5.9%
Q3 2014+1.8%
Q2 2014-8.3%
Q1 2014+5.3%
Q4 2013-7.1%
Q3 2013-7.9%
Q2 2013+2.2%
Q1 2013+3.1%
Q4 2012-4.4%
Q3 2012+0.1%
Q2 2012+1.1%
Q1 2012-1.5%
Q4 2011+1.3%
Q3 2011+3.8%
Q2 2011-4.9%
Q1 2011+2.0%
Q4 2010-1.5%
Q3 2010-2.6%
Q2 2010-0.8%
Q1 2009+5.5%
Q1 2010-1.0%
Q4 2007-0.7%
Q4 2009-0.7%
Q3 2009+1.7%
Q3 2008+1.7%
Q2 2009+5.1%
Q2 2008+5.1%
Q4 2008+5.1%

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