Expeditors International of Washington, Inc. (EXPD): Business Model Canvas

In der komplexen Welt der globalen Logistik steht Expeditors International of Washington, Inc. (EXPD) als transformative Kraft da und webt mit technologischer Präzision und strategischem Fachwissen komplexe Transportnetzwerke über Kontinente hinweg. Durch die nahtlose Verbindung fortschrittlicher digitaler Plattformen, umfassender Versandlösungen und einer globalen Infrastruktur hat das Unternehmen die Art und Weise, wie multinationale Konzerne sich im herausfordernden Terrain des internationalen Handels und des Lieferkettenmanagements bewegen, neu definiert. Tauchen Sie ein in das faszinierende Business Model Canvas, das zeigt, wie EXPD die logistische Komplexität in einen Wettbewerbsvorteil verwandelt und einen Mehrwert bietet, der weit über den einfachen Transport hinausgeht.

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Wichtige Partnerschaften

Globales Netzwerk von Transportunternehmen

Expeditors unterhält strategische Partnerschaften mit folgenden Transportunternehmen:

Trägertyp	Anzahl der Partner	Globale Abdeckung
Fluggesellschaften	87	6 Kontinente
Seefrachtunternehmen	52	48 Länder
Bodentransport	143	35 Länder

Partnerschaften mit Technologieanbietern

Expeditors arbeitet mit Technologieanbietern zusammen, die auf Logistiksoftware spezialisiert sind:

• SAP Logistics Execution
• Oracle Transportmanagement
• IBM Supply Chain-Lösungen
• Microsoft Dynamics 365

Partnerschaften im Bereich Zoll und Einhaltung gesetzlicher Vorschriften

Partnerschaftstyp	Anzahl der Partner	Regulierungsregionen
Zollmakler	76	Nordamerika, Europa, Asien
Compliance-Berater	42	Globale Handelszonen

Internationale Versand- und Fertigungskooperationen

Zu den wichtigsten Produktions- und Versandpartnerschaften gehören:

• Nike, Inc. – Globaler Logistikpartner
• Dell Technologies – Lieferkettenmanagement
• Cisco Systems – Internationaler Versand
• HP Inc. – Logistiknetzwerk
• Apple Inc. – Globaler Vertrieb

Gesamtpartnerschaftsnetzwerk: 398 strategische Kooperationen in den Bereichen Transport, Technologie, Compliance und Fertigung.

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Hauptaktivitäten

Globales Speditions- und Logistikmanagement

Im Jahr 2023 verwaltete Expeditors International jährlich etwa 1,7 Millionen Frachtsendungen über globale Netzwerke.

Metrisch	Lautstärke
Jährliche Luftfrachttonnage	1.250.000 Tonnen
Jährliche Seefracht TEU	850.000 TEU

Supply-Chain-Optimierung und Beratungsdienste

Expeditors bietet umfassende Supply-Chain-Lösungen für mehrere Branchen.

• Technologiegestützte Lieferkettenkartierung
• Strategien zur Bestandsoptimierung
• Beratung zur Kostenreduzierung

Zollabfertigungs- und Trade-Compliance-Lösungen

Im Jahr 2023 bearbeitete Expeditors weltweit über 500.000 Zollanmeldungen.

Servicekategorie	Jährliches Verarbeitungsvolumen
Zolleinträge	525.000 Einträge
Beratungen zur Handelscompliance	75.000 Beratungen

Technologiegesteuerte Logistikverfolgung und -verwaltung

Expeditoren investierten 78,3 Millionen US-Dollar an Technologieinfrastruktur im Jahr 2023.

• Echtzeit-Sendungsverfolgungsplattformen
• Fortschrittliche prädiktive Analysesysteme
• Cloudbasierte Logistikmanagementsoftware

Internationale Transport- und Vertriebsdienstleistungen

Die globale Betriebsabdeckung umfasst 180 Standorte auf 6 Kontinenten.

Geografische Reichweite	Betriebsdetails
Belieferte Länder	120
Vertriebszentren	250+
Globale Mitarbeiter	19,500

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches globales Transportnetzwerk und Infrastruktur

Seit dem vierten Quartal 2023 ist Expeditors International in tätig 129 Länder mit 346 Büros weltweit. Das globale Netzwerk des Unternehmens umfasst:

Region	Anzahl der Büros	Abdeckung
Nordamerika	78	Vereinigte Staaten, Kanada, Mexiko
Asien-Pazifik	92	China, Japan, Singapur, Australien
Europa	62	Vereinigtes Königreich, Deutschland, Niederlande
Lateinamerika	54	Brasilien, Argentinien, Chile

Fortschrittliche proprietäre Logistikmanagement-Technologie

Expeditors investiert Jährlich 87,4 Millionen US-Dollar für die Technologieinfrastruktur. Zu den wichtigsten technologischen Ressourcen gehören:

• CATALYST® proprietäre Logistikmanagementplattform
• Echtzeit-Sendungsverfolgungssysteme
• Cloudbasierte Software zur Logistikoptimierung
• Fortschrittliche Datenanalyse-Engines

Hochqualifizierte Logistik- und Supply-Chain-Experten

Ab 2023 beschäftigt Expeditors 19.300 globale Fachkräfte mit einer durchschnittlichen Amtszeit von 8,6 Jahre. Zusammensetzung der Belegschaft:

Professionelle Kategorie	Prozentsatz	Anzahl der Mitarbeiter
Logistikspezialisten	45%	8,685
Technologieprofis	22%	4,246
Management	15%	2,895
Support-Mitarbeiter	18%	3,474

Strategische globale Bürostandorte

Expeditors unterhält eine strategische Präsenz in wichtigen globalen Handelszentren mit Schwerpunkt auf:

• Asien-Pazifik: 42 % der weltweiten Niederlassungen
• Nordamerika: 26 % der weltweiten Niederlassungen
• Europa: 18 % der weltweiten Büros
• Lateinamerika: 14 % der weltweiten Niederlassungen

Robuste digitale Plattformen

Digitale Infrastruktur umfasst 99,97 % Verfügbarkeit mit Funktionen für:

• Sendungsverfolgung in Echtzeit
• Prädiktive Logistikanalysen
• Integriertes Supply Chain Management
• Automatisierte Zolldokumentation

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Wertversprechen

Umfassende End-to-End-Lösungen für den internationalen Versand

Im Jahr 2023 meldete Expeditors einen Gesamtumsatz von 8,99 Milliarden US-Dollar, wobei das globale Netzwerk über 300 Standorte auf 6 Kontinenten umfasst.

Servicesegment	Umsatzbeitrag	Globale Abdeckung
Luftfracht	3,42 Milliarden US-Dollar	Über 180 Länder
Seefracht	2,87 Milliarden US-Dollar	Über 150 Länder
Zollabfertigung	1,25 Milliarden US-Dollar	Über 100 Länder

Maßgeschneiderte Logistikstrategien für komplexe globale Lieferketten

Expeditors bedient über 75.000 aktive Kunden aus verschiedenen Branchen mit spezialisierten Supply-Chain-Lösungen.

• Automobillogistik: Verwaltung von mehr als 12.500 Fahrzeuglieferungen pro Jahr
• Gesundheitslogistik: Temperaturkontrollierte Sendungen mit einer Compliance von über 95 %
• High-Tech-Elektronik: Abwicklung von Transporten sensibler Geräte im Wert von 2,3 Milliarden US-Dollar

Fortschrittliche, technologiegestützte, transparente Versandprozesse

Technologieinvestitionen von 127 Millionen US-Dollar im Jahr 2023 für Initiativen zur digitalen Transformation.

Technologieplattform	Fähigkeit	Echtzeit-Tracking-Abdeckung
CORE-Plattform	Durchgängige Sendungstransparenz	98,7 % weltweite Abdeckung
Digitales Frachtportal	Sofortiges Angebot und Buchung	85 % der weltweiten Routen

Kostengünstiges und effizientes Transportmanagement

Kennzahlen zur betrieblichen Effizienz für 2023:

• Operative Marge: 8,2 %
• Reduzierung der Kosten pro Sendung: 6,3 %
• Reduzierung der CO2-Emissionen: 22 % im Vergleich zum Basisjahr 2020

Expertise im Umgang mit komplexen internationalen Handelsvorschriften

Compliance- und Regulierungsexpertise auf globalen Märkten:

Regulatorische Expertise	Compliance-Rate	Risikominderung
Zollkonformität	99.8%	Keine größeren behördlichen Strafen
Handelssanktionsmanagement	100 % Einhaltung	Erweiterte Screening-Protokolle

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Kundenbeziehungen

Dedizierte Account-Management-Teams

Expeditors unterhält 177 Niederlassungen auf 6 Kontinenten und beschäftigt laut Geschäftsbericht 2022 17.579 Mitarbeiter für den Kundenservice. Das Unternehmen stellt spezialisierte Account-Management-Teams für Unternehmenskunden bereit und bietet so einen direkten Ansprechpartner für komplexe Logistikanforderungen.

Kundensegment	Dedizierte Account Manager	Durchschnittliche Reaktionszeit
Globale Unternehmenskunden	52 spezialisierte Teams	Unter 2 Stunden
Mittelständische Unternehmen	38 spezialisierte Teams	Unter 4 Stunden

Personalisierte Logistikberatungsdienste

Expeditors bietet maßgeschneiderte Logistiklösungen mit 89 branchenspezifischen Expertengruppen für vertikale Märkte, die Branchen wie Technologie, Gesundheitswesen, Automobil und Einzelhandel abdecken.

• Kostenlose Beratung zur Supply-Chain-Optimierung
• Entwicklung kundenspezifischer Transport- und Lagerstrategien
• Beratungsdienste zur Einhaltung gesetzlicher Vorschriften

Digitale Self-Service-Plattformen

Zu den Funktionen der Online-Plattform gehört die Echtzeit-Sendungsverfolgung für 98,6 % der weltweiten Sendungen, wobei die digitale Schnittstelle 23 Sprachen und mehrere Währungsumrechnungen unterstützt.

Funktionen der digitalen Plattform	Verfügbarkeit	Benutzerinteraktion
Sendungsverfolgung in Echtzeit	24/7	92 % Kundenakzeptanzrate
Automatisierte Berichterstattung	Sofortige Generierung	85 % Kundennutzung

Langfristiger strategischer Partnerschaftsansatz

Die durchschnittliche Kundenbindungsrate liegt bei 87,4 %, wobei 62 % der Top-Kunden eine Beziehung von mehr als 7 Jahren pflegen. Strategische Partnerschaften konzentrieren sich auf integrierte Supply-Chain-Lösungen.

Kontinuierliche Kommunikation und Leistungsberichterstattung

Für 95 % der Unternehmenskunden werden vierteljährliche Leistungsüberprüfungen durchgeführt, mit umfassender Verfolgung von Logistikleistungskennzahlen.

• Vierteljährliche Leistungsbewertungskarten
• Verfolgung von Key Performance Indicators (KPI).
• Kontinuierliche Verbesserungsempfehlungen

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2024 unterhält Expeditors ein globales Direktvertriebsteam mit rund 17.500 Mitarbeitern weltweit. Das Vertriebsteam ist an 176 Standorten auf 6 Kontinenten tätig.

Region	Anzahl der Vertriebsmitarbeiter	Durchschnittliches jährliches Verkaufsvolumen
Nordamerika	4,250	3,2 Milliarden US-Dollar
Asien-Pazifik	5,600	4,7 Milliarden US-Dollar
Europa	2,850	2,1 Milliarden US-Dollar

Digitale Online-Plattformen und Webportale

Expeditors betreibt umfassende digitale Plattformen mit folgenden Spezifikationen:

• Webportal-Verkehr: 2,3 Millionen einzelne Besucher pro Monat
• Sendungsverfolgung in Echtzeit für 98 % der weltweiten Sendungen
• Umsatz mit digitalen Plattformen: 456 Millionen US-Dollar im Jahr 2023

Kundendienstzentren weltweit

Expeditors behauptet 62 dedizierte Kundendienstzentren in allen globalen Regionen, rund um die Uhr im Einsatz und mit mehrsprachigem Support.

Standort des Service-Centers	Unterstützte Sprachen	Durchschnittliche Reaktionszeit
Seattle, USA	Englisch, Spanisch	12 Minuten
Hongkong	Mandarin, Kantonesisch, Englisch	9 Minuten
Rotterdam, Niederlande	Niederländisch, Deutsch, Englisch	11 Minuten

Mobile Anwendung zur Sendungsverfolgung

Mobile-App-Statistiken für 2024:

• Gesamtzahl der App-Downloads: 2,1 Millionen
• Monatlich aktive Benutzer: 680.000
• Echtzeit-Tracking-Genauigkeit: 99,7 %
• App-Bewertung: 4,6/5 auf iOS- und Android-Plattformen

Branchenmessen und Konferenzen

Expeditors beteiligt sich an 47 internationale Logistik- und Handelskonferenzen jährlich, mit einer geschätzten Engagement-Reichweite von 85.000 Branchenfachleuten.

Konferenztyp	Anzahl der Konferenzen	Totales Engagement
Globaler Logistikgipfel	12	25.000 Fachkräfte
Regionale Fachausstellungen	35	60.000 Fachkräfte

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Kundensegmente

Multinationale Unternehmen

Expeditors bedient im Jahr 2023 68 % der multinationalen Fortune-500-Unternehmen, wobei die jährlichen Logistikausgaben dieser Kunden auf 4,2 Milliarden US-Dollar geschätzt werden.

Kundensegment	Gesamtzahl der Kunden	Jährliche Logistikausgaben
Fortune-500-Multis	344 Unternehmen	4,2 Milliarden US-Dollar

Fertigungsunternehmen

Fertigungskunden machen 42 % des Gesamtumsatzes von Expeditors aus, mit einem durchschnittlichen jährlichen Vertragswert von 3,7 Millionen US-Dollar pro Kunde.

• Kunden im Automobilbau: 127 Unternehmen
• Industrieanlagenhersteller: 213 Kunden
• Segment Luft- und Raumfahrtfertigung: 86 Kunden

Technologie- und Elektronikindustrie

Der Technologiesektor macht 29 % des Kundenstamms von Expeditors aus und erzielt einen jährlichen Logistikumsatz von 2,8 Milliarden US-Dollar.

Teilsektor Technologie	Anzahl der Kunden	Jährlicher Logistikumsatz
Halbleiter	94 Unternehmen	1,2 Milliarden US-Dollar
Computerhardware	76 Unternehmen	890 Millionen Dollar
Unterhaltungselektronik	112 Unternehmen	708 Millionen Dollar

Einzelhandels- und Konsumgüterunternehmen

Einzelhandelskunden machen 22 % der gesamten Kundensegmente von Expeditors aus, mit jährlichen Logistikausgaben von 2,1 Milliarden US-Dollar.

• E-Commerce-Händler: 203 Kunden
• Bekleidungs- und Modemarken: 167 Kunden
• Konsumgüter: 189 Kunden

Pharma- und Gesundheitsorganisationen

Der Gesundheitssektor macht 15 % des Kundenstamms von Expeditors aus und erzielt einen jährlichen Logistikumsatz von 1,4 Milliarden US-Dollar.

Teilsektor Gesundheitswesen	Anzahl der Kunden	Jährlicher Logistikumsatz
Pharmazeutische Hersteller	62 Unternehmen	780 Millionen Dollar
Unternehmen für medizinische Geräte	47 Unternehmen	420 Millionen Dollar
Vertriebshändler im Gesundheitswesen	39 Unternehmen	200 Millionen Dollar

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Kostenstruktur

Transport- und Spediteurkosten

Für das Geschäftsjahr 2022 meldete Expeditors Gesamttransportkosten in Höhe von 7,45 Milliarden US-Dollar, was 74,5 % der gesamten Betriebskosten entspricht. Aufschlüsselung der Transportkosten:

Trägertyp	Jährliche Ausgaben	Prozentsatz der Transportkosten
Luftfrachtunternehmen	4,2 Milliarden US-Dollar	56.4%
Seefrachtunternehmen	2,1 Milliarden US-Dollar	28.2%
Bodentransport	1,15 Milliarden US-Dollar	15.4%

Technologieinfrastruktur und Entwicklung

Die Technologieinvestitionen für 2022 beliefen sich auf insgesamt 186,7 Millionen US-Dollar, mit spezifischen Zuweisungen:

• IT-Infrastruktur: 92,3 Millionen US-Dollar
• Softwareentwicklung: 54,6 Millionen US-Dollar
• Cybersicherheitssysteme: 39,8 Millionen US-Dollar

Globale Personal- und Personalkosten

Die gesamten Personalkosten beliefen sich im Jahr 2022 auf 1,38 Milliarden US-Dollar:

Personalkategorie	Jährliche Kosten	Anzahl der Mitarbeiter
Globale Workforce-Gehälter	1,12 Milliarden US-Dollar	18.600 Mitarbeiter
Leistungen und Vergütung	260 Millionen Dollar	N/A

Instandhaltung von Anlagen und Büros

Einrichtungsbezogene Ausgaben für 2022:

• Globale Büromiete: 94,5 Millionen US-Dollar
• Wartung und Versorgung: 42,3 Millionen US-Dollar
• Kosten für Lager und Vertriebszentrum: 67,8 Millionen US-Dollar

Kosten für Compliance und Regulierungsmanagement

Die Kosten für die Einhaltung gesetzlicher Vorschriften beliefen sich im Jahr 2022 auf insgesamt 53,4 Millionen US-Dollar, darunter:

• Zollkonformität: 22,6 Millionen US-Dollar
• Rechts- und Regulierungsberatung: 18,7 Millionen US-Dollar
• Zertifizierungs- und Prüfungskosten: 12,1 Millionen US-Dollar

Expeditors International of Washington, Inc. (EXPD) – Geschäftsmodell: Einnahmequellen

Internationale Speditionsgebühren

Im Geschäftsjahr 2023 meldete Expeditors International einen Gesamtumsatz von 8,54 Milliarden US-Dollar. Die internationalen Speditionsgebühren machten einen erheblichen Teil dieser Einnahmen aus.

Umsatzkategorie	Betrag (2023)	Prozentsatz des Gesamtumsatzes
Luftfrachtdienste	3,82 Milliarden US-Dollar	44.7%
Seefrachtdienste	2,41 Milliarden US-Dollar	28.2%

Zollabfertigungsdienste

Zollabfertigungsdienste erwirtschafteten im Jahr 2023 einen Umsatz von etwa 612 Millionen US-Dollar.

• Durchschnittliche Zollabfertigungsgebühr pro Transaktion: 87,50 $
• Anzahl der Zollabfertigungstransaktionen: 7.000 pro Monat

Logistikberatung und -optimierungsdienste

Der Umsatz aus der Logistikberatung belief sich im Jahr 2023 auf 245 Millionen US-Dollar.

Servicetyp	Einnahmen	Durchschnittlicher Kundenengagementwert
Optimierung der Lieferkette	138 Millionen Dollar	75.000 $ pro Kunde
Strategische Logistikberatung	107 Millionen Dollar	52.000 $ pro Kunde

Gebühren für Technologieplattform und Tracking-Service

Der technologiebezogene Umsatz belief sich im Jahr 2023 auf insgesamt 176 Millionen US-Dollar.

• Abonnementgebühren für die Tracking-Plattform: 95 USD pro Benutzer und Monat
• Gesamtzahl der Abonnenten der Technologieplattform: 12.500 Firmenkunden

Wertschöpfende Supply-Chain-Management-Lösungen

Mehrwertdienste erwirtschafteten im Jahr 2023 einen Umsatz von 421 Millionen US-Dollar.

Servicekategorie	Einnahmen	Wachstumsrate
Lagerlösungen	213 Millionen Dollar	6.5%
Bestandsverwaltung	138 Millionen Dollar	4.2%
Spezialisierte Logistikdienstleistungen	70 Millionen Dollar	3.8%

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Expeditors International of Washington, Inc. (EXPD) in late 2025, which boils down to execution, network scale, and specialized services that deliver tangible financial results even when the broader freight market is choppy.

Global, seamless supply chain solutions across all major trade lanes

Expeditors International of Washington, Inc. maintains a physical footprint supporting its global reach, operating more than 250 offices on six continents. This network is core to delivering solutions across major trade lanes, though Q3 2025 showed shifts in volume distribution. While ocean container volume decreased by 3% year-over-year in Q3 2025, airfreight tonnage actually grew by 4%, showing adaptability across modes. The company's asset-light model has historically generated excellent returns on capital near 40% over the past decade.

Here are some key operational metrics from the third quarter of 2025 compared to the prior year:

Metric	Q3 2025 Value	Year-over-Year Change
Revenues	$2.9 billion	(4%)
Airfreight Tonnage	N/A	Up 4%
Ocean Container Volume	N/A	Down (3%)
Diluted EPS	$1.64	Up 1%

Expertise in handling high-value, complex cargo like AI infrastructure components

The value proposition here is demonstrated by the types of freight that continue to move, even when overall market conditions are tough. Growth in airfreight tonnage in Q3 2025 was specifically driven by strategic verticals such as technology, pharmaceuticals, and aviation, with management noting benefit from investments in artificial intelligence infrastructure by technology customers. For context, in the second quarter of 2025, the airfreight business increased on growth in tonnage and higher rates, particularly as customers shipped technology and other high-value inventory ahead of trade deadlines.

High-margin customs brokerage services in dynamic trade environments

This segment provides a crucial buffer against the volatility seen in core freight rates. The customs brokerage and other services segment continued to generate strong growth in Q3 2025. To give you a concrete example from earlier in the year, in the second quarter of 2025, revenue from Expeditors International of Washington, Inc.'s customs brokerage segment rose 10.5% to $1.02 billion, up from $927 million a year earlier. This resilience is partly due to increasingly complex trade policies that require greater skill in processing entries.

• Customs brokerage and related fee-based businesses demonstrated impressive resilience in Q3 2025.
• The company processed a substantial increase in customs clearances requiring greater skill as they have become more complex.
• The first quarter of 2025 saw customs and other businesses increase due to growth in customs clearances and additional ancillary services.

End-to-end visibility and control via a single, integrated platform

While specific platform metrics aren't always public, the focus on technology investment signals this value. In Q1 2025, the company noted significant investments in cybersecurity and other technology to protect, upgrade, and strengthen current systems, while also investing to deploy new and enhanced technology solutions. Furthermore, analyst commentary in late 2025 cited productivity gains from AI process improvements as a reason for an upgraded price target.

Resilience and adaptability in volatile geopolitical and market conditions

The financial results from 2025 clearly show this adaptability. Despite revenues declining by 4% to $2.9 billion in Q3 2025, the company managed to increase its Diluted EPS by 1% to $1.64. This was achieved while returning $725 million to shareholders year-to-date in 2025 via share repurchases and dividends, underscoring a commitment to capital efficiency. The company's cash and cash equivalents stood at $1,190,167,000 as of the end of Q3 2025, reflecting a stable liquidity position to manage market unpredictability.

The company's commitment to shareholder value is also long-standing; it has maintained a consistent dividend growth streak for 33 consecutive years. Finance: draft 13-week cash view by Friday.

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Customer Relationships

You're managing a global supply chain in late 2025, and you need a partner who doesn't just move boxes but actively manages the complexity. Expeditors International of Washington, Inc. (EXPD) leans heavily on its culture to build these relationships, which is key to its asset-light model.

Dedicated account management and high-touch customer service culture

Expeditors International of Washington, Inc. (EXPD) explicitly credits its 'strong customer service culture' for delivering differentiated performance, even when facing market volatility, such as the 4% revenue decrease in the third quarter of 2025, where revenues were $2.9 billion. This culture is reinforced through a unique compensation structure that aligns executive pay with operating income and shareholder interests, suggesting a direct link between service quality and internal accountability.

Personalized, consultative approach for complex logistics needs

The need for this high-touch service is evident in the increasing complexity of the work. For instance, in the second quarter of 2025, the company processed a 'substantial increase in customs clearances requiring greater skill as they have become more complex'. This consultative expertise is a core relationship driver, especially when navigating trade uncertainty. In the first quarter of 2025, the company held 'hundreds of near-daily industry update sessions with thousands of participants' to keep customers informed on regulatory changes. This proactive sharing of knowledge builds deep trust.

Deep integration with customer supply chain planning and execution

Integration goes beyond simple booking; it involves proprietary technology. The company's ecosystem, including systems like EXP.O NOW, TMS (Transportation Management System), and OMS (Order Management System), is designed to offer enhanced visibility and real-time decision-making, which helps customers execute their plans seamlessly. This technological backbone supports the service delivery across all segments.

Long-term relationships with strategic vertical customers

Expeditors International of Washington, Inc. (EXPD) focuses on maintaining long-term partnerships within specific, high-value sectors. In the third quarter of 2025, the company saw airfreight tonnage grow by 4%, driven particularly by strategic verticals like technology, pharmaceuticals, and aviation. The demand from technology customers investing in artificial intelligence infrastructure is a clear example of this deep vertical integration. The asset-light model supports scaling efficiently across this diverse base, with no single client contributing more than 5% of total revenue.

The relationship strength is reflected in the balanced service mix that keeps customers reliant on the full suite of offerings:

Service Segment	Percentage of Total Revenue (Late 2025 Estimate)
Customs Brokerage	36%
Airfreight	34%
Ocean Freight	30%

Proactive communication on geopolitical and tariff changes

You need to know about a tariff change before it hits your bottom line. Expeditors International of Washington, Inc. (EXPD) positions itself as the navigator through this uncertainty. Management noted in Q3 2025 that they focus on finding 'solutions to keep cargo moving for our customers during highly uncertain market conditions'. This was critical as customers had been re-evaluating supply chains in Q2 2025 due to 'on-and-off tariffs and geopolitical uncertainty'. The company's ability to maintain a 1% year-over-year increase in diluted EPS to $1.64 in Q3 2025, despite ocean container volume dropping (3)%, shows resilience built on these advisory relationships. Furthermore, the company returned $725 million to shareholders year-to-date in 2025, demonstrating financial stability that underpins long-term customer confidence.

The commitment to talent is central to this; the company believes its human capital, built on empowerment and deep expertise, creates sticky customer relationships and high switching costs.

• Airfreight tonnage grew 4% in Q3 2025.
• Customs brokerage delivered 'stable, strong growth' in Q3 2025.
• The company repurchased $212 million in common stock during Q3 2025.

Finance: draft 13-week cash view by Friday.

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Channels

You're looking at how Expeditors International of Washington, Inc. gets its services to the customer, which is all about their physical footprint and their technology backbone. Honestly, for a logistics player, the channel strategy is the business itself.

Global network of 172 district offices and branch locations

Expeditors International of Washington, Inc. maintains a physical presence across the globe, which is key for managing complex, cross-border movements. The company employs trained professionals across its 172 district offices and numerous branch locations situated on six continents. This network is linked into a seamless worldwide system. To give you a sense of scale, this physical footprint is part of a global network that includes over 340+ locations in more than 100+ countries.

Proprietary, integrated information management system (digital platform)

The physical network is tied together by technology. Expeditors International of Washington, Inc. relies on a single enterprise technology platform that they designed and built internally, which is a core part of their strategy to avoid outsourcing critical functions like information systems. This platform is designed for agility and consistency across the entire global network. They use this system to harmonize and connect supply chain data, aiming for insight-powered supply chains. This commitment to internal development is long-held, meaning they don't depend on third parties for enhancing their core transportation platforms. Furthermore, they have specific digital tools, like the Cargo Signal application which uses IoT technology to automate and optimize supply chain data. They also support their online Less-Than-Truckload (LTL) shipping platform, Koho (gokoho.com), which helps smaller shippers quote, book, manage, and track shipments online.

Direct sales force focused on enterprise-level global shippers

The sales channel is heavily weighted toward direct engagement, targeting large-scale global shippers. This approach aligns with their service-based model where they purchase capacity from carriers and then coordinate the flow for the customer. The company's culture emphasizes long-term service and dependability, which is supported by their experienced leadership team.

Transcon road freight and warehousing/distribution services

The domestic and regional reach is supported by ground transportation and storage capabilities. Expeditors International of Washington, Inc.'s Transcon service covers intra-continental ground transportation, offering both time-definite less-than-truckload and full-truckload solutions. Their warehousing and distribution services include inventory management, multi-channel order fulfillment, and vendor-managed inventory programs, often in multi-client facilities to gain efficiencies. These services saw growth in Q2 2025 and benefited from strong demand related to AI infrastructure in Q3 2025.

Carrier electronic data interchange (EDI) connections

To move goods efficiently, Expeditors International of Washington, Inc. integrates directly with carriers. While specific numbers on EDI connections aren't public, the integrated information management system inherently requires these connections to purchase cargo space on a volume basis from airlines, ocean shipping lines, and trucking lines. This integration is fundamental to their ability to offer optimized routes and pricing options.

Here's a quick look at some key operational metrics from the most recent reported quarter, Q3 2025, which shows the volume moving through these channels:

Metric	Q3 2025 Value	Comparison to Q3 2024
Revenues	$2,894,751 thousand	(4)% decrease
Airfreight Tonnage	Increased by 4%	Growth
Ocean Container Volume	Decreased by 3%	Decline
Net Earnings Attributable to Shareholders	$222,256 thousand	(3)% decrease

The company's focus on organic growth means they are constantly assessing where to open new offices to support existing global customers and capture new local markets.

You should check the latest Q4 2025 earnings release when it drops to see if the airfreight tonnage growth trend continued, as Q3 showed some market headwinds. Finance: draft 13-week cash view by Friday.

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Customer Segments

You're looking at the core clientele for Expeditors International of Washington, Inc. (EXPD) as of late 2025. The company's customer base is clearly segmented by the complexity and nature of their shipping needs, which directly impacts which service lines see the most volume and growth.

The focus on high-value, time-sensitive, or regulatory-heavy freight means certain verticals are disproportionately important to their current operational performance. For instance, Q3 2025 saw airfreight tonnage growth, which is typically associated with these premium segments, rising by 4% year-over-year.

Here's a breakdown of the key customer groups and how their activity translated into Q3 2025 operational metrics:

• Global shippers in the technology vertical (e.g., AI infrastructure build-out)
• Companies in the pharmaceuticals and aviation sectors
• Large-volume importers and exporters requiring customs brokerage
• Multinational corporations needing complex, multi-modal logistics
• Customers requiring specialized cargo handling (e.g., temperature-controlled)

The resilience of the fee-based services, particularly customs brokerage, is a major theme. While ocean freight volumes softened-ocean container volume was down 3% in Q3 2025-the customs brokerage and other services segment continued to generate strong growth. This segment's revenue grew by 13.3% year-on-year in Q3 2025.

Here's a quick look at the segment performance that reflects the demands of these customer groups in the third quarter of 2025:

Customer-Driven Segment Indicator	Q3 2025 Metric	Year-over-Year Change
Airfreight Tonnage (Tech, Pharma, Aviation Drivers)	Increased by 4%	Up 4%
Ocean Container Volume (Importer Activity)	Decreased by 3%	Down 3%
Customs Brokerage Revenue Growth	Not specified in billions	Up 13.3%

The technology vertical, specifically those building out artificial intelligence infrastructure, directly fueled the airfreight tonnage increase. This is a clear example of Expeditors International of Washington, Inc. (EXPD) capturing demand from cutting-edge capital expenditure cycles. To be fair, the overall Q3 2025 revenue was $2.9 billion, a 4% decrease from Q3 2024, showing the cross-currents impacting the different customer segments.

Multinational corporations needing complex, multi-modal logistics are served by the airfreight business, which saw tonnage rise, and the ocean business, which saw volume decline. For context, in the first quarter of 2025, airfreight tonnage had increased by 9% and ocean volume by 8%, showing the volatility in demand across the year for different modes.

The company's total market capitalization as of the Q3 2025 report was $16.62 billion. The focus on customs brokerage and other fee-based services helps balance the performance when freight markets, like ocean, are experiencing pricing volatility and lower volumes.

Finance: draft 13-week cash view by Friday.

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive the operations for Expeditors International of Washington, Inc. (EXPD) as of late 2025. The cost structure here is heavily weighted toward the actual movement of goods, but people and technology are significant too.

Directly related cost of transportation and other expenses represents the largest variable outflow, directly tied to the freight volumes moved. For the three months ended September 30, 2025, this figure was reported at \$1.939657 billion. This cost base fluctuates significantly based on carrier rates and the mix of services utilized by customers.

Salaries and related employee compensation is a major component of the fixed and semi-fixed costs. The company's culture emphasizes compensation tied directly to profitability, a design feature dating back over 40 years. The stock-based compensation for the twelve months ending June 30, 2025, was \$0.163B. The average annual salary across the company was reported around \$78,982 as of late 2025. Furthermore, the global headcount had expanded by approximately 10% since the beginning of 2024, driven by increasing shipment and customs entry complexities.

The total operating expenses, which encompass several key cost centers, slid by 3.5% year-over-year to \$2.6 billion for the third quarter of 2025. This total includes the major fixed costs you are tracking.

Here's a breakdown of the key cost elements and related metrics:

• Directly related cost of transportation and other expenses (Q3 2025): \$1.939657 billion.
• Stock-based compensation (12 months ending June 30, 2025): \$0.163B.
• Total Operating Expenses (Q3 2025): \$2.6 billion.
• Global Headcount increase since early 2024: ~10%.

Rent and occupancy costs for global offices and warehouses are included within the broader category of Salaries and other operating expenses. While a specific dollar amount for rent and occupancy alone isn't isolated in the Q3 2025 summary, the company's non-asset-based model helps manage capital intensity compared to asset-heavy competitors.

Strategic investments in technology and AI infrastructure are ongoing, viewed as high-return areas to drive profitable growth. The company noted that its technology portfolio, including AI infrastructure, positively impacted airfreight, customs brokerage, Transcon, and warehousing and distribution revenue in Q3 2025. The company stated it will continue to invest in technology as necessary.

Variable costs tied to carrier rates and volume fluctuations are evident in the segment performance. For instance, Ocean freight and ocean services revenues plummeted 26.7% year-over-year in Q3 2025, directly attributed to pricing volatility and lower volumes. Conversely, Airfreight tonnage increased 4%, while ocean container volume decreased 3% in the same period.

You can see how the main cost buckets relate to the Q3 2025 results in this table:

Cost Component Category	Q3 2025 Amount (in millions USD)	Comparison to Q3 2024
Directly Related Cost of Transportation and Other Expenses	1,939.657	Decreased from \$2,093.964 million
Total Operating Expenses (Includes Salaries, Rent, etc.)	2,600 (approximate)	Decreased by 3.5%
Operating Income	288	Decreased by 4%

The executive compensation structure is designed to be closely aligned with operating income and shareholder interests, which incentivizes discouraging unnecessary expenditures. Finance: draft 13-week cash view by Friday.

Expeditors International of Washington, Inc. (EXPD) - Canvas Business Model: Revenue Streams

You're looking at the core ways Expeditors International of Washington, Inc. (EXPD) brings in money as of late 2025. The revenue engine is heavily reliant on moving goods through air and sea, plus the necessary paperwork to clear customs.

For the third quarter of 2025, Expeditors International of Washington, Inc. reported total revenues were $2.9 billion. This revenue base is segmented across its primary service offerings, with a significant portion coming from fee-based services, which management noted helps balance performance amid market unpredictability.

Here is how the revenue streams generally break down based on the required structure, reflecting the company's focus on high-volume, high-touch logistics services:

• Airfreight services revenue (approx. 35% of consolidated gross revenue)
• Ocean freight and ocean services revenue (approx. 30% of consolidated gross revenue)
• Customs brokerage and other services revenue (approx. 36% of consolidated gross revenue)

To give you a concrete look at the Q3 2025 figures that feed into these percentages, we can see the actual dollar amounts reported for the main segments:

Revenue Stream Segment	Q3 2025 Revenue Amount	Notes
Airfreight services revenue	$1.02 billion	Tonnage increased by 4% in Q3 2025.
Customs brokerage segment revenue	$1.13 billion	Reported strong growth driven by demand amid a dynamic trade environment.
Ocean freight and services division revenue	$746.1 million	Revenue declined due to pricing volatility and lower shipment volumes.

The remaining portion of the revenue, which falls under the Customs brokerage and other services category, is bolstered by ancillary offerings. These services are critical components of the integrated supply chain solutions Expeditors International of Washington, Inc. provides to its global customer base. The company benefits from investments by technology customers in artificial intelligence infrastructure, which drives demand in key verticals like technology, pharmaceuticals, and aviation.

The ancillary services that contribute to the overall revenue stream include:

• Warehousing and distribution services
• Cargo insurance
• Order management
• Time-definite transportation
• Vendor consolidation