Expeditors International of Washington (EXPD), a global logistics company based in Bellevue, Washington, is up 30% year-to-date, ranking 8th out of 44 stocks in the iShares US Transportation ETF, despite Wall Street skepticism. In the second quarter, earnings per share surged 51.5% to $2.03, about 21% above consensus, with revenue up 32.1% to $3.50 billion. The stock trades around $193, against an average analyst price target of just $159, with 5 of the 17 analysts covering the name rating it a strong sell. Johnson Controls (JCI), the other highlighted stock, is up 29.7% YTD, driven by data center cooling demand expected to reach double-digit percentages of FY26 revenue.
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