Expeditors rated hold as air freight profits may drop when capacity normalizes, with customs as core profit driver.

Expeditors is rated a hold due to concerns that current high profits from air freight, driven by AI server shipments, may not be sustainable once capacity returns to normal. Nearly half of the recent revenue growth came from air freight, but management expects rates to normalize. The company’s customs business remains the core, higher-margin segment benefiting from complex trade rules and AI efficiencies. Trading at 22 times 2027 earnings per share, the stock is priced for upside, with investors advised to wait for further updates or a price pullback.

Expeditors International trades at USD 193.09 on Pluang as of Nov 11, 2026 23:51 WIB, up 2.06% in one day. The stock's market cap stands at $24.48 billion, with a 52-week high of $204.31 and a low of $138.30. Investors on Pluang show full buy interest, holding the stock for an average of 47 days.