Every material Form 8-K Expeditors International filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Expeditors International declared a semi-annual cash dividend of $0.81 per share, payable December 15, 2026 to shareholders of record as of December 1, 2026. The CFO said dividends and share repurchases will total more than $1 billion returned to shareholders in 2026, including this dividend.
Semi-annual cash dividend of $0.81 per share declared by the Board on November 2, 2026
Payable December 15, 2026 to shareholders of record as of December 1, 2026
Company says it will have returned more than $1 billion to shareholders in 2026 through dividends and share repurchases
Expeditors International of Washington, Inc. announced third quarter 2026 financial results, reporting significant increases in revenue, operating income, and net earnings compared to the same period in 2025. Diluted earnings per share rose to $2.65 as airfreight tonnage, ocean container volumes, and customs brokerage services all experienced growth.
Diluted earnings per share increased 62% to $2.65 for the third quarter of 2026.
Revenues increased 42% year-over-year to $4.1 billion for the quarter ended September 30, 2026.
Operating income rose 55% to $445 million compared to $288 million in the third quarter of 2025.
The company returned $197 million to shareholders through share repurchases during the third quarter.
Expeditors International said Blake Bell will change roles effective October 1, 2026, moving from President, Global Business Development to Senior Vice President, Professional Services. The company said dedicated leadership should strengthen its professional services offerings and support its growth objectives. The filing discloses no financial results, compensation changes or effects on the company's outlook.
Blake Bell's role change takes effect October 1, 2026.
He moves from President, Global Business Development to Senior Vice President, Professional Services.
The company says the change aims to strengthen professional services and accelerate growth objectives.
The filing was signed by CFO David A. Hackett on September 16, 2026.
Expeditors International reported second quarter 2026 results with diluted earnings per share of $2.03, up 51% from $1.34 a year earlier, on revenue of $3.5 billion, up 32%. The company also disclosed a $25 million pretax restructuring charge for its Global Technology team, which it expects to lower annual costs by about $50 million.
Diluted EPS was $2.03 versus $1.34 in Q2 2025; net earnings attributable to shareholders were $266 million, up 45%.
Operating income rose 41% to $350 million, and revenues rose 32% to $3.5 billion.
A $25 million pretax restructuring charge was partly offset by a $16 million gain on the sale of an underutilized property.
The company returned $461 million through share repurchases and dividends in the quarter and $748 million in the first half of 2026.
Expeditors International reported first quarter 2026 results on May 5, 2026, with diluted EPS up 16% to $1.71 and net earnings attributable to shareholders up 13% to $230 million. Revenue rose 4% to $2.8 billion, while ocean freight revenue declined and the company warned of continued ocean market weakness and an unpredictable freight environment.
Operating income rose 11% to $295 million, and net earnings attributable to shareholders rose 13% to $230 million.
Ocean freight and ocean services revenue fell to $599 million from $782 million a year earlier, due to lower pricing and volume.
The company returned $288 million to shareholders through share repurchases and generated $309 million of cash from operations in the quarter.
Management said it expects the ocean market to remain impacted by abundant capacity and weak pricing, and expects continued robust demand for customs brokerage services.
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.
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.
Expeditors International disclosed an employment agreement with Roberto A. Martinez, its President, Global Products, effective June 1, 2025, which the company entered into on May 23, 2025. The filing sets his annual base salary at $100,000, subject to Board or Compensation Committee review, and includes severance terms and a six-month non-compete. The agreement is an administrative compensation disclosure and does not report a change in company financial results.
Annual base salary of $100,000, with eligibility for incentive compensation
Agreement entered into May 23, 2025, effective June 1, 2025
Severance available on termination without cause, subject to a release of claims or resignation
Includes a six-month non-compete and 12-month non-solicitation provision
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Expeditors International filing is on SEC EDGAR ↗. 8-K briefs of other companies →