Expeditors International of Wshngtn Inc vs FTAI Aviation Ltd — how do they compare? Expeditors International of Wshngtn Inc trades at $181.05 (market cap $23.24B), while FTAI Aviation Ltd trades at $200.97 (market cap $21.93B). The key difference: Expeditors International of Wshngtn Inc and FTAI Aviation Ltd are close in size by market cap, and Expeditors International of Wshngtn Inc pays the higher dividend (0.91%). Which is the better fit depends on your goals.
| EXPD | FTAI | |
|---|---|---|
Market Cap | $23.24B | $21.93B |
Sector | Industrials | Industrials |
52-Week High | $178.22 | $310.04 |
52-Week Low | $111.37 | $109.92 |
Enterprise Value | $22.49B | $24.97B |
Dividend Yield | 0.91% | 0.7% |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $180.87, up 1.49% with strong technical momentum and bullish moving averages. The company demonstrates solid fundamentals with consistent earnings beats, posting Q1 2026 EPS of $1.71 versus $1.33 expected. Revenue grew to $11.07B in 2025 with a 7.48% net margin and impressive 36.59% ROE. Recent dividend of $0.81 reinforces shareholder returns while cash flow trends show operational strength.
Despite trading above the $161.50 consensus target, EXPD's earnings momentum and operational efficiency support continued upside potential. Key risks include analyst skepticism with only 12% buy ratings and overbought technical conditions. The stock's premium valuation requires sustained execution amid transportation industry challenges and economic uncertainties.
FTAI Aviation Ltd. (FTAI) trades at $199.72, down 3.15% on the day, with technical indicators signaling a bearish trend. The company reported strong revenue growth to $2.51B in 2025 and a net income margin near 19%, but has missed earnings expectations for three consecutive quarters. Recent strategic moves include a collaboration for Boeing 737-800 freighters and a major credit facility expansion to over $2 billion, highlighting its focus on aerospace services and the emerging data center power segment.
The outlook is mixed. Strong analyst consensus (18 Buy ratings) and robust profitability metrics like a 226.91% ROE support a bullish long-term view, driven by aerospace growth and data center innovation. However, near-term risks include consistent earnings misses, a high P/E ratio of 42.59, and negative operating cash flow, which could pressure the stock if execution falters or macro conditions worsen.
Trailing returns across standard periods
Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →