For the quarter ended September 2026, Expeditors International (EXPD Quick QuoteEXPD - Free Report) reported revenue of $4.11 billion, up 41.9% over the same period last year. EPS came in at $2.65, compared to $1.64 in the year-ago quarter.

The reported revenue represents a surprise of +13.05% over the Zacks Consensus Estimate of $3.63 billion. With the consensus EPS estimate being $2.24, the EPS surprise was +18.3%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Expeditors International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Airfreight services: $1.54 billion versus $1.44 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +51.4% change.
• Revenues- Ocean freight and ocean services: $1.1 billion compared to the $850.27 million average estimate based on three analysts. The reported number represents a change of +47.8% year over year.
• Net revenues- Ocean freight and ocean services: $241.34 million versus $205.97 million estimated by three analysts on average.
• Net revenues- Airfreight services: $375.15 million versus $341.18 million estimated by three analysts on average.
• Net revenues- Customs brokerage and other services: $597.19 million compared to the $561.36 million average estimate based on three analysts.
• Revenues- Customs brokerage and other services: $1.46 billion compared to the $1.35 billion average estimate based on three analysts. The reported number represents a change of +29.4% year over year.

View all Key Company Metrics for Expeditors International here>>>

Shares of Expeditors International have returned +3.3% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.