Apr. 4 at 9:15 AM
$EXPD – deep value + cash flow story brewing
Revenue still huge — ~
$11.07B last 12 mos with solid profitability and operating margins near ~9.5%. Strong free cash flow ~
$953M and operating cash flow ~
$1.01B show real cash generation power.
Expeditors isn’t just moving freight — it’s printing cash and returning it via dividends + buybacks while maintaining a clean balance sheet.
Valuation metrics (P/FCF, EV/EBITDA) are reasonable vs peers, and long-term trend still intact with institutions holding heavy positions.
Macro tailwinds in global trade + customs brokerage demand keep revenue streams diversified, and margins resilient even in choppy freight cycles.
This isn’t meme momentum — it’s cash-flow + valuation + trend all aligned. Worth watching for continuation if volume picks up.
