The quarter also marked a leadership transition as Dan Wall assumed the CEO position early in the period, which Stifel characterized as aligned with the company's measured strategy, noting Wall brings incremental experience while maintaining a long history with Expeditors' company culture. Despite the strong performance, Stifel remains neutral on the stock, citing uncertainty in the international trade climate and challenges in identifying clear paths toward industry growth, positive mix changes, and market share gains, particularly when considered against Expeditors' resilient valuation. In other recent news, Expeditors International has reported strong financial results, with a notable 26% year-over-year increase in earnings per share (EPS) to $1.47 for the first quarter of 2025. This performance surpassed both Benchmark's estimate of $1.26 and the FactSet consensus of $1.37. The company's revenue also grew by 4%, driven by increased airfreight revenues and ocean volumes.