The company returned USD 461 million to shareholders in Q2 via dividends and share repurchases; it set an Investor Day for Nov. 18, 2026.
Restructuring charge and expected savings
Results included a USD 25 million pretax Global Technology restructuring charge; Expeditors expects about USD 50 million in annual overhead savings.
Q2 results show higher earnings and revenue
Expeditors posted Q2 2026 diluted EPS up 51% to USD 2.03, with net earnings attributable to shareholders up 45% to USD 266.23 million.
Operating income rose 41% to USD 349.62 million, while revenue increased 32% to USD 3.5 billion.
Airfreight tonnage climbed 14%, while ocean container volume was flat; air rates stayed highly elevated amid tight capacity tied to the Middle East conflict.
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