Expeditors International Of Washington Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Expeditors International Of Washington Inc (EXPD) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Expeditors International Of Washington Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 12,036M vs 218,747M combined for tracked competitors (5.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+16.4% annualized vs trailing 12 months), vs accelerating (+4.6%) for its tracked peer group.
- Growth: Expeditors International Of Washington Inc generated 32.1% revenue growth year over year in Q2 2026, vs 10.6% for its tracked competitors combined.
- Profitability: Its 7.6% net margin compares with 4.4% for the peer group.
- Scale: Expeditors International Of Washington Inc ranks #1 of 57 companies by market capitalization in the Marine Transportation industry, holding 22.4% of industry market cap.
- Peer revenue share: Expeditors International Of Washington Inc accounted for 5.8% of combined revenue among its tracked peer group, up from 4.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.60M compares with $0.21M for the peer group (2.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
EXPD Sales vs. its Competitors, Q2 2026
Expeditors International Of Washington Inc reported revenue growth of 32.07 % year on year in Q2 2026, above its competitors' combined revenue growth of 10.60 %.
With a net margin of 7.63 %, Expeditors International Of Washington Inc achieved higher profitability than its competitors (4.44 %).
Expeditors International Of Washington Inc generated 5.77 % of the combined sales of its peer group, up from 4.88 % a year earlier.
Expeditors International Of Washington Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Expeditors International Of Washington Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Expeditors International Of Washington Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Expeditors International Of Washington Inc's competitor groups requires a Commercial License.
For context: the Marine Transportation industry grew revenue 2.3% year over year, combined, vs 32.1% for Expeditors International Of Washington Inc. Expeditors International Of Washington Inc's share of combined industry revenue moved from 6.10% to 7.87%, a gain of 1.77 percentage points.
Expeditors International Of Washington Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Expeditors International Of Washington Inc | Yes | Yes | Yes | No |
| Competitors combined (11) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 62.50 % (5 of 8) | 33.30 % (2 of 6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
EXPD Stock Performance relative to its Competitors
EXPD Stock Performance relative to Similar-Size Competitors
EXPD Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Matson inc | 282.9% | Outperformed |
| 2 | Sfl Corporation Ltd | 282.9% | Outperformed |
| 3 | Danaos Corporation | 282.9% | Outperformed |
| 4 | Fedex Corporation | 282.9% | Outperformed |
| 5 | Global Ship Lease Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Expeditors International Of Washington Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Expeditors International Of Washington Inc's Comment on Competition and Industry Peers
The global logistics services industry is intensely competitive and is expected
to remain so for the foreseeable future. There are a large number of companies
competing in one or more segments of the industry, but the number of firms with
a global network that offer a full complement of logistics services is more
limited. Many of these competitors have significantly more resources than the
Company. Depending on the location of the shipper and the importer, the Company
must compete against both the niche players and larger entities. The industry
continues to experience consolidations into larger firms striving for stronger
and more complete multinational and multi-service networks. However, regional
and local competitors still maintain a strong market presence in certain areas.
The primary competitive factors in the global logistics services industry continue
to be price and quality of service, including reliability, responsiveness, expertise,
convenience, and scope of operations. The Company emphasizes quality customer
service and believes that its prices are competitive with the prices of others
in the industry. Larger customers utilize the services of multiple logistics
providers and implement more sophisticated and efficient procedures for the
management of their logistics supply chains by embracing strategies such as
just-in-time inventory management. Accordingly, timely and accurate information
integrated into customer service capabilities are a significant factor in attracting
and retaining customers. This information integrated into customer service capabilities
includes customized Electronic Data Interchange (“EDI”), on-line
freight tracing and tracking applications and customized reporting. Customized
EDI applications allow the transfer of key information between customers’,
service providers and the Company’s systems. Freight tracing and tracking
applications provide customers with near real time visibility to the location,
transit time and estimated delivery time of inventory in transit.
Management believes that the ability to develop and deliver innovative solutions
to meet customers’ increasingly sophisticated information requirements
is a critical factor in the ongoing success of the Company. The Company devotes
a significant amount of resources towards the maintenance and enhancement of
systems that currently meet these customer demands. Management believes that
the Company’s existing systems are competitive with the systems currently
in use by other logistics services companies with which it competes.
Unlike many of its competitors, who have tended to grow by merger and acquisition, the Company operates the same transportation and accounting computer software, running on a common hardware platform, in all of its full-service locations. Small and middle-tier competitors, in general, do not have the resources available to develop these customized systems. Historically, growth through aggressive acquisition has proven to be a challenge for many of the Company’s competitors and typically involves the purchase of significant “goodwill.” As a result, the Company has pursued a strategy emphasizing organic growth supplemented by certain strategic acquisitions.
The Company’s ability to attract, retain, and motivate highly qualified personnel with experience in global logistics services is an essential, if not the most important, element of its ability to compete in the industry. To this end, the Company has adopted incentive compensation programs which make percentages of an operating units net revenues or profits available to managers for distribution among key personnel. The Company believes that these incentive compensation programs, combined with its experienced personnel and its ability to coordinate global marketing efforts, provide it with a distinct competitive advantage.
Publicly Traded Peers of Expeditors International Of Washington Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Expeditors International Of Washington Inc | 24,774.13 | 12,036.00 |
| United Parcel Service Inc | 80,206.75 | 89,930.00 |
| Fedex Corporation | 69,226.35 | 94,720.00 |
| C h Robinson Worldwide Inc | 17,751.89 | 16,996.51 |
| Matson inc | 6,770.54 | 3,459.20 |
| Gxo Logistics Inc | 5,180.69 | 13,641.00 |
| SUBTOTAL | 213,112.40 | 234,679.44 |
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Sources: Expeditors International Of Washington Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Expeditors International Of Washington Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Expeditors International Of Washington Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| United Parcel Service Inc | U.S. Domestic Package 66.62 % |
| Fedex Corporation | Federal Express 86.86 % |
| C h Robinson Worldwide Inc | North American Service Transportation (nast) 72.83 % |
| Matson inc | Ocean Transportation Segment 81.35 % |
| Gxo Logistics Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Expeditors International Of Washington Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Expeditors International Of Washington Inc | 24,774 | 601,800 | 46,067 |
| United Parcel Service Inc | 80,207 | 195,500 | 9,935 |
| Fedex Corporation | 69,226 | 209,558 | 9,801 |
| C h Robinson Worldwide Inc | 17,752 | 1,433,700 | 53,423 |
| Matson inc | 6,771 | 17,296,000 | 2,319,000 |
| Gxo Logistics Inc | 5,181 | 88,578 | 877 |
| PEERS TOTAL | 188,338 | 205,321 | 10,796 |
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Expeditors International Of Washington Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Expeditors International Of Washington Inc | US 34.30 % |
| Fedex Corporation | United States 71.73 % |
| Gxo Logistics Inc | United Kingdom 48.36 % |
| Danaos Corporation | Europe 51.61 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Expeditors International Of Washington Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 55 companies in Expeditors International Of Washington Inc's industry classification, broader than the peer set above. Market cap in millions of $.Expeditors International Of Washington Inc ranks #1 of 55 companies by market capitalization in its industry, holding 22.38 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 980, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Expeditors International Of Washington Inc | 24,521 | 22.38 % |
| 2 | C h Robinson Worldwide Inc | 17,448 | 15.93 % |
| 3 | Frontline Plc | 10,823 | 9.88 % |
| 4 | Cmb tech Nv | 4,404 | 4.02 % |
| 5 | Brink s Co | 1,234 | 5.2% |
| 6 | Scorpio Tankers Inc | 1,234 | 5.2% |
| 7 | Torm Plc | 1,234 | 5.2% |
| 8 | Zim Integrated Shipping Services Ltd | 1,234 | 5.2% |
| 9 | Dht Holdings Inc | 1,234 | 5.2% |
| 10 | Star Bulk Carriers Corp | 1,234 | 5.2% |
Market cap and industry share for the rest of Expeditors International Of Washington Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Expeditors International Of Washington Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Expeditors International Of Washington Inc | 24,521 | 53.96 % |
| 2 | C h Robinson Worldwide Inc | 17,448 | 8.86 % |
| 3 | Frontline Plc | 1,234 | 12.3% |
| 4 | Cmb tech Nv | 1,234 | 12.3% |
| 5 | Brink s Co | 1,234 | 12.3% |
| 6 | Scorpio Tankers Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Expeditors International Of Washington Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Expeditors International Of Washington Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Marine Transportation industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (65 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 47.92 % (avg) | - |
| Operating Margin | 9.83 % | industry median | +1.9 pp |
| EBITDA Margin | 10.69 % | 22.53 % (avg) | -11.8 pp |
| Capital Intensity (Capex / Revenue) | 0.40 % | 15.33 % (avg) | -14.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Expeditors International Of Washington Inc's Valuation vs Competitive Position
Valuation multiples vs the Marine Transportation industry average (65 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 23.9x | 11.0x | +12.9x |
| EV / EBITDA | 15.8x | 7.1x | +8.7x |
| P/B | 9.5x | 1.2x | +8.3x |
| Return on Equity | 40.73 % | industry aggregate | 16.74 % |
| Return on Invested Capital | 25.50 % | 4.43 % (avg) | 21.07 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Expeditors International Of Washington Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 17.59 % | 0.46 % | 23.74 % | 63.33 % | 3.32 % | -45.52 % | 13.98 % | 4.42 % |
| Operating Margin | 9.79 % | 9.38 % | 9.30 % | 11.56 % | 10.69 % | 10.11 % | 9.82 % | 9.51 % |
| Return on Invested Capital | 20.32 % | 16.65 % | 18.67 % | 27.97 % | 25.33 % | 17.74 % | 23.23 % | 23.06 % |
| P/E | 20.1x | 22.4x | 22.4x | 15.3x | 13.1x | 24.5x | 20.4x | 25.3x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Expeditors International Of Washington Inc's Strategic Group Map
Every company in Expeditors International Of Washington Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Expeditors International Of Washington Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Expeditors International Of Washington Inc's BCG Growth-Share Matrix
Relative market share (vs Expeditors International Of Washington Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Expeditors International Of Washington Inc falls in the Cash Cow quadrant: relative market share of 1.41x vs its largest competitor, in an industry growing revenue -0.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Expeditors International Of Washington Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 980 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.40 % vs industry average 15.33 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Expeditors International Of Washington Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Expeditors International Of Washington Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Expeditors International Of Washington Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Expeditors International Of Washington Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Expeditors International Of Washington Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 55, 22.38 % share).
- Return on equity 16.7 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+16.4% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
No rule matched.
Opportunities
- A meaningful share of tracked competitors (60.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Expeditors International Of Washington Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Expeditors International Of Washington Inc | 0.56 | 1.73 | - |
| United Parcel Service Inc | 0.39 | 1.23 | 1.94 |
| Fedex Corporation | 0.49 | 1.36 | 1.00 |
| C h Robinson Worldwide Inc | 0.08 | 1.57 | 0.75 |
| Matson inc | 0.21 | 0.86 | 0.13 |
| Gxo Logistics Inc | 0.18 | 0.80 | 1.27 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Expeditors International Of Washington Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Expeditors International Of Washington Inc | Q2 2026 | +32.1 % | +45.3 % |
| United Parcel Service Inc | Q2 2026 | +7.6 % | -52.9 % |
| Fedex Corporation | Q2 2026 | +12.5 % | -3.3 % |
| C h Robinson Worldwide Inc | Q2 2026 | +19.3 % | +22.5 % |
| Matson inc | Q2 2026 | +16.7 % | +36.6 % |
| Gxo Logistics Inc | Q2 2026 | +4.3 % | -3.6 % |
| PEERS TOTAL | +10.7 % | -13.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Expeditors International Of Washington Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Expeditors International Of Washington Inc | Q2 2026 | +37.8 % | -24.5 % |
| United Parcel Service Inc | Q2 2026 | +113.0 % | -38.3 % |
| Fedex Corporation | Q2 2026 | +264.6 % | +0.1 % |
| C h Robinson Worldwide Inc | Q2 2026 | - | -9.5 % |
| Matson inc | Q2 2026 | - | +140.1 % |
| Gxo Logistics Inc | Q2 2026 | +4.3 % | +38.3 % |
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Expeditors International Of Washington Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Expeditors International Of Washington Inc | 18.81% | 38.74% | 40.73% |
| United Parcel Service Inc | 6.36% | 7.71% | 29.02% |
| Fedex Corporation | 4.79% | 6.76% | 15.11% |
| C h Robinson Worldwide Inc | 11.86% | 17.42% | 36.01% |
| Matson inc | 10.01% | 14.03% | 16.94% |
| Gxo Logistics Inc | 1.11% | 1.62% | 4.49% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Expeditors International Of Washington Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Expeditors International Of Washington Inc | 27.53 | 2.06 |
| United Parcel Service Inc | 17.53 | 0.89 |
| Fedex Corporation | 17.81 | 0.73 |
| C h Robinson Worldwide Inc | 28.30 | 1.04 |
| Matson inc | 15.10 | 1.96 |
| Gxo Logistics Inc | 38.59 | 0.38 |
| PEERS AVERAGE | 16.88 | 0.91 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.