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Wall Street can’t agree whether Expeditors’ boom is the new baseline
['Lawrence Lim']
The Loadstar
By Lawrence Lim 7 August 2026Look: two banks looked at the same record airfreight quarter and reached opposite conclusions about what happens next: one has Expeditors’ earnings power fading back toward $6 a share by 2028, the other has it climbing to $9.10.
That gap, not the beat itself, is the real story.
Expeditors (EXPD) posted second-quarter* adjusted earnings per share (EPS) of $2.03 earlier this week.
(*Our first take was: ’Stellar delivery; overvalued; eyes on job cuts.)
That EPS beat consensus estimates by ...