Expeditors International of Washington (EXPD) saw its stock surge 6.15% in pre-market trading on Tuesday, following the release of its impressive third-quarter earnings report that significantly outperformed analysts' expectations. The global logistics company demonstrated resilience in a challenging freight environment, with both earnings per share and revenue beating Wall Street estimates.

For the third quarter of 2025, Expeditors reported earnings per share (EPS) of $1.64, surpassing the FactSet consensus estimate of $1.41 and slightly improving from $1.63 in the same quarter last year. The company's revenue for the quarter came in at $2.9 billion, exceeding analysts' projections of $2.67 billion, despite a 4% year-over-year decline from $3 billion in Q3 2024. Expeditors' net income for the quarter stood at $222 million.

While facing headwinds in ocean freight with decreased container volumes and pricing volatility, Expeditors showed strength in other areas of its business. The company reported a 4% increase in airfreight tonnage, driven by exports from North and South Asia, as well as growth in strategic verticals like technology and pharmaceuticals. Additionally, Expeditors' customs brokerage segment demonstrated robust growth, benefiting from high demand and investments in AI infrastructure. The company's ability to navigate market challenges and deliver solid results across diverse business segments appears to be resonating well with investors, as reflected in the pre-market stock surge.