Expeditors International of Wshngtn Inc vs Global X Defense Tech ETF — how do they compare? Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.27B), while Global X Defense Tech ETF trades at $69.5. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while Global X Defense Tech ETF pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, Global X Defense Tech ETF nearer its low. Which is the better fit depends on your goals.
| EXPD | SHLD | |
|---|---|---|
Market Cap | $23.27B | — |
Sector | Industrials | Sector/Thematic |
52-Week High | $182.80 | $78.02 |
52-Week Low | $113.13 | $58.20 |
Enterprise Value | $22.80B | — |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
EXPD trades at $178.71, up 0.08% on the day, with a bullish technical signal and strong recent earnings beats. The stock is near its pivot point of $179, with support at $177 and resistance at $181. Revenue grew to $11.07B in 2025, with net income of $810.33M and a robust ROE of 42.6%. Recent Q2 2026 EPS of $2.03 beat estimates by 20%, driven by airfreight and customs strength.
Outlook is mixed; strong profitability and earnings momentum support upside toward the $181.14 consensus target, but analyst sentiment is cautious with 63.6% Hold ratings. Risks include ocean freight contraction and unsustainable growth from tariff policies. The stock offers a dividend but faces macroeconomic and competitive pressures.
SHLD (Global X Defense Tech ETF) trades at $69.04, up 1.86% with bullish technical signals from moving averages but overbought RSI readings. The ETF benefits from institutional accumulation and positive sentiment around global defense spending increases. Recent news highlights multiple institutional investors increasing positions, while technical analysis shows strong support at $68 and resistance at $70.
Outlook remains positive given geopolitical tensions driving defense budgets higher, though overbought conditions suggest potential near-term consolidation. Key risks include political uncertainty and valuation concerns after recent gains. The ETF offers diversified exposure to defense technology with institutional confidence supporting the long-term thesis.
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 →SHLD tracks the Global X Defense Tech Index, targeting companies that lead the technological transformation of the defense sector. It focuses on pure-play innovators in cybersecurity, artificial intelligence, robotics, and advanced military systems, excluding traditional commercial aerospace to maintain a high level of thematic purity.
Read more on SHLD →