Expeditors International of Wshngtn Inc vs Utilities Select Sector SPDR Fund — how do they compare? Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.27B), while Utilities Select Sector SPDR Fund trades at $43.65. The key difference: Expeditors International of Wshngtn Inc pays a 0.91% dividend while Utilities Select Sector SPDR Fund pays none, and Expeditors International of Wshngtn Inc is trading nearer its 52-week high, Utilities Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| EXPD | XLU | |
|---|---|---|
Market Cap | $23.27B | — |
Sector | Industrials | — |
52-Week High | $182.80 | $47.73 |
52-Week Low | $113.13 | $41.31 |
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.
XLU trades at $43.61, up 0.51% with a bearish technical signal from moving averages. The ETF benefits from AI-driven power demand, with recent news highlighting increased call option activity and sector momentum. Support sits at $42-43 while resistance is at $44-45. The utilities sector is gaining attention as AI data centers drive electricity consumption growth.
The outlook remains mixed with technical weakness offset by strong sector fundamentals. AI power demand creates growth opportunities, but regulatory risks and interest rate sensitivity pose challenges. The ETF's defensive income characteristics provide stability amid market volatility.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.
Read more on XLU →