UBS raises target for Expeditors stock to USD 220
Published on 10/02/2026 at 13:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Expeditors International of Washington (ISIN US3021301094) received a higher UBS price target of USD 220, up from USD 210, in a report published on October 2, 2026, while UBS maintained its Buy rating. Expeditors stock was trading at EUR 168.00 at Lang & Schwarz on October 2, 2026 at 1:33 p.m. CEST, up 0.76 percent versus the prior close of EUR 166.73.
UBS raises its earnings view
According to Investing.com on October 2, 2026, UBS lifted its third-quarter earnings estimate to USD 2.18 per share from USD 2.11 and placed it above the USD 2.14 consensus estimate. The brokerage cited stronger airfreight rates, rising airfreight activity and improving ocean volumes and rates.
The UBS view follows a second-quarter performance that materially exceeded expectations. Zacks reported that second-quarter 2026 revenue increased 32.10 percent year over year to USD 3.50 billion, while diluted earnings per share rose 51.50 percent to USD 2.03 and exceeded the USD 1.68 consensus estimate by 20.80 percent.
Airfreight leads the results
Airfreight services revenue climbed 57.10 percent year over year to USD 1.49 billion in the second quarter of 2026, while airfreight tonnage increased 14.00 percent. Customs brokerage and other services revenue rose 26.60 percent to USD 1.30 billion, giving Expeditors a second growth engine beyond air cargo.
Operating income reached USD 349.6 million in the second quarter of 2026, an increase of 41.10 percent from the prior-year period. The operating margin improved to 10.00 percent from 9.30 percent, although the quarter also included a USD 25.0 million pretax restructuring charge related to the Global Technology team, according to Zacks.
Target revisions meet a higher bar
UBS is not the only brokerage adjusting its view. Markets Insider reported on October 1, 2026, that Baird raised its target to USD 200 from USD 190 while keeping a Neutral rating.
That split matters for the stock's valuation story. Expeditors delivered a USD 2.03 quarterly earnings per share result against a USD 1.68 consensus estimate, but the latest targets range from a Neutral view at USD 200 to a Buy view at USD 220. The next test is the third-quarter report scheduled for November 3, 2026, according to MarketScreener.
Expeditors stock stays below its high
Expeditors stock was trading at EUR 168.00 at Lang & Schwarz on October 2, 2026 at 1:33 p.m. CEST, plus 0.76 percent versus the EUR 166.73 prior close. The primary NYSE listing had a 52-week range of USD 112.95 to USD 194.59 as of October 1, 2026, while market capitalization stood at USD 24.6 billion.
The further course of trading is shown by the continuously updated real-time quote of Expeditors stock.
Expeditors stock facts
- Company: Expeditors International of Washington, Inc.
- ISIN: US3021301094
- Ticker: EXPD
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 2, 2026, 1:33 p.m. CEST: EUR 168.00
- Change versus prior close: plus 0.76 percent
- Prior close Lang & Schwarz October 1, 2026: EUR 166.73
- Market capitalization: USD 24.6 billion as of October 1, 2026
- 52-week range: USD 112.95-194.59 as of October 1, 2026
- Sector / Industry: Industrials / Integrated Freight and Logistics
- Index membership: S&P 500
- Next earnings date: November 3, 2026
