Compare Expeditors International of Wshngtn Inc (EXPD) vs GXO Logistics Inc (GXO) Price & Performance

EXPD trades at $184.47, up 3.06% with strong technical momentum and bullish moving averages. The company delivered three consecutive earnings beats, with Q2 2026 EPS surging 51% to $2.03, driven by airfreight demand and customs complexity. Revenue growth accelerated to $11.07B in 2025, though net margins compressed slightly to 7.32%. Analyst sentiment remains cautious with 63.6% hold ratings, but the stock trades above the consensus price target of $181.14.

Outlook remains positive with earnings momentum and expanding AOG services, but faces risks from ocean freight contraction and valuation concerns. The current P/E of 25.8x appears stretched relative to historical levels, while institutional ownership shows mixed signals with recent reductions. Near-term performance hinges on Q3 earnings delivery against $2.12 expectations.

GXO Logistics trades at $47.85, up 1.9% in the last session, with a bearish technical signal but strong analyst backing. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6 billion in 2026. However, margins remain tight, with a net income margin of 0.96%, and the P/E ratio of 41.3 suggests high valuation relative to earnings.

The outlook is mixed: bullish analyst consensus, with 88.9% buy ratings and a $65.67 price target, indicates potential upside, but stagnant margins and bearish technicals pose risks. Investors should weigh strong business wins against cost absorption challenges highlighted in recent earnings reports.