Expeditors Q4 2025 EPS falls 11% to $1.49; revenue down 3%, new $3 billion buyback
Expeditors International reported fourth-quarter 2025 results that declined from the same quarter of 2024, with diluted EPS down 11% to $1.49 and revenue down 3% to $2.9 billion. The company said ocean rates fell sharply and may remain soft in 2026, and its Board approved a new share repurchase program of up to $3 billion, which takes effect when the current program ends at 130 million outstanding shares.
Key points
- Diluted EPS was $1.49 versus $1.68 a year earlier, down 11%; net earnings attributable to shareholders were $201 million, down 15%.
- Operating income fell 17% to $251 million; ocean revenue per container fell 41% compared with the fourth quarter of 2024.
- For full-year 2025, diluted EPS rose 4% to $5.95 and the company returned $875 million through dividends and share repurchases.
- The Board authorized a new share repurchase program of up to $3 billion on February 23, 2026, effective when the current program expires at 130 million outstanding shares.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 24, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.