Expeditors International Of Washington, Inc. · NYSE:EXPD
Expeditors International Of Washington — US Customs Market Update Webinar (February 2026)
29 slides from Expeditors International Of Washington's conference presentation, Feb 10, 2026
Slide 1: US Customs Market Update
10 February 2026 US CUSTOMS MARKET UPDATE
Slide 2: Expeditors Webinar
2 EXPEDITORS WEBINAR Duration Questions Accessing the Stay Informed Slides 55 minutes of content Submit your questions After the webinar, you'll Subscribe for future in the Q&A window receive a short survey webinar invites and Live Q&A to follow via email market updates (local & We'll address them g
Slide 3: Speakers
3 SPEAKERS Madeleine Stephanie Veigel Holloway Vice President Customs, Director Customs Operations, The Americas The Americas Ted Henderson Senior Advisor, Customs Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 4: Disclaimer
4 DISCLAIMER The contents of this presentation are made available for informational purposes only and should not be relied upon for any legal, business, or financial decisions. Expeditors does not guarantee, represent or warrant any of the contents of this presentation. The contents are based on inf
Slide 5: Agenda
5 AGENDA Most Recent US Trade Actions • The Evolution of Trade Announcements • Current Tariff Announcements • India IEEPA (“Russian Oil”) • AGOA & Haiti HELP/HOPE Renewal • Trade Deals: El Salvador, Guatemala, Bangladesh • HTS Changes – Effective 01 Feb 2026 • Section 232 Auto Credit Report in ACE P
Slide 6: Most Recent US Trade Actions
Mn iT lil MOST RECENT US TRADE ACTIONS y Mi
Slide 7: The Evolution of Trade Announcements
7 THE EVOLUTION OF TRADE ANNOUNCEMENTS Initial Announcement Executive Order or CSMS (Cargo Systems Presidential Messaging Service) Proclamation Issued An initial tariff announcement is a An Executive Order or Presidential A CBP Cargo Systems Messaging public notice by the President or Proclamation l
Slide 8: Tariff Announcements vs. Actions Taken
8 TARIFF ANNOUNCEMENTS VS. ACTIONS TAKEN 20.4% 8.2% 6.1% Imposed in Full Imposed in Part Imposed in Full, then Withdrawn 16.3% 26.5% 22.4% Withdrawn Not Yet Imposed Still in Investigation Source: Bloomberg News. (2026, January 27). Bluffing or not? Counting Trump’s tariff threats versus actions. Blo
Slide 9: Changes to Tariff Rates
9 CHANGES TO TARIFF RATES Removal of “IEEPA India” (aka AGOA and Haiti HELP/HOPE Russian Oil) Tariffs Renewed The executive order removes the 25% tariffs on On 03 February 2026, the President reinstated Russian oil imports from India, effective 07 AGOA and qualifying imports from Haiti under the Feb
Slide 10: Announced Trade Deals
10 ANNOUNCED TRADE DEALS El SALVADOR GUATEMALA BANGLADESH Specific HTS codes identified Specific HTS codes identified The United States will in the trade deal that qualify in the trade deal that qualify reduce its reciprocal tariff on under CAFTA will be exempt under CAFTA will be exempt Bangladeshi
Slide 11: Current Tariff Announcements
11 100% tariff on Canadian Tariffs of 10% (rising to Retaliatory tariffs may be imports is threatened if 25%) were threatened on imposed on countries Canada signs a trade deal goods from eight supplying oil to Cuba due with China, aiming to block European countries, to a declared national Chinese go
Slide 12: HTS Changes: Effective Feb 2026
12 HTS CHANGES: EFFECTIVE 01 FEB 2026 HTS (Harmonized Tariff Schedule) numbers are updated twice a year—typically in January and July—to reflect changes in trade policy, tariff rates, and product classifications • Food – for organic • Tobacco & Nicotine Products • Machinery & Mechanical Appliances •
Slide 13: Section 232 Auto Credit Report
13 SECTION 232 AUTO CREDIT REPORT A new standard ACE report is available for importers to identify entries that claimed Section 232 automobile parts import adjustment offsets by license number. The report helps track offset amounts by license and supports compliance with Commerce-approved limits. Re
Slide 14: What Is On The Horizon?
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Slide 15: Tariff Actions in the Court System
TARIFF ACTIONS IN THE COURT SYSTEM CIT RULING 2025 SUPREME COURT EXPECTED NEXT 28 MAY 2025 CASE UPDATES HEARING STEPS om The Court of International On 31 July 2025, the On 05 November 2025, We do not have Trade (CIT) ruled that the CAFC convened en banc, the Supreme Court information on when the Int
Slide 16: Consumer Product Safety Commission - Update
16 CONSUMER PRODUCT SAFETY COMMISSION - UPDATE What Was Recently What Importers When It Applies Updated? Should Know CPSC has identified about 600 HTS 08 July 2026: Mandatory e-filing Importers must understand CPSC codes that may require electronic begins for regulated consumer product certificate r
Slide 17: Forced Labor – Withhold Release Orders
17 FORCED LABOR – WITHHOLD RELEASE ORDERS • 02 April 2025: Taepyung Salt Farm (Sea Salt) - South Korea • 28 May 2025: Fishing Vessel: Zhen Fa 7 – China • 24 September 2025: Giant Manufacturing Co., Ltd. (Bicycles) – Taiwan • 18 November 2025: Firemount Group Ltd. (Apparel) – Mauritius • 18 December
Slide 18: UFLPA Dashboard
18 UFLPA DASHBOARD • The dashboard now includes 4-digit HTS details and data from all countries of origin. • The term “Shipment” has been updated. Previously considered an entry, it now refers to a single import transaction representing a specific product or item within a customs declaration. • This
Slide 19: Forced Labor Portal
19 FORCED LABOR PORTAL • On 21 January 2026, CBP introduced a new Forced Labor Portal. • From now on, submitting the following review requests through the Forced Labor Portal is mandatory: • Withhold Release Order (WRO)/Finding admissibility reviews • Uyghur Forced Labor Prevention Act applicability
Slide 20: A Study on CBP's Current Enforcement Efforts
A STUDY ON CBP’S CURRENT ENFORCEMENT EFFORTS
Slide 21: 2025 Enforcement Paradigm Shift
21 2025 ENFORCEMENT PARADIGM SHIFT CBP Shift to Data-Driven Cross-Agency Enforcement Record Penalties and Analysis Expansion Liquidated Damages CBP transitioned from DOJ and DHS launched a Trade CBP issued over 48,000 importer-provided data to Fraud Task Force targeting duty actions in FY 2025, coll
Slide 22: DOJ Engagement in Trade Enforcement
22 DOJ ENGAGEMENT IN TRADE ENFORCEMENT Expanded DOJ Focus Record-Level Customs & Trade AD/CVD & Duty & Structure Enforcement Activity Fraud Case Examples Evasion Enforcement Trends • Creation of the Trade Fraud DOJ Press Release (16 Jan • $54.4M USD FCA • 4 of 6 FCA settlements in FY Task Force to e
Slide 23: Document-Based Declaration
23 DOCUMENT-BASED DECLARATION Customs brokers depended on documentation and reference materials to record the specifics of imported shipments. CBP validated the entry information through a restricted range of real-time sources. TRANSACTIONAL DATA • Purchase Order • Commercial Invoice • Packing List
Slide 24: Data-Validated Declaration
24 DATA-VALIDATED DECLARATION Customs brokers continue to rely on the same data sets; however, CBP has rapidly enhanced its toolkit for verifying entry data, enabling it to detect irregularities more efficiently and promptly impose entry rejections and penalties. TRANSACTIONAL DATA • Purchase Order
Slide 25: Net Revenue Recovered from Entry Summary Reviews
25 NET REVENUE RECOVERED FROM ENTRY SUMMARY REVIEWS 2025 $32.95B CBP FISCAL YEAR 2024 $677M 4,384% description here 2023 $250M 2022 $260M 2021 $470M © Expeditors International of Washington Inc. All rights reserved.
Slide 26: US Government Enforcement Activity
27 US GOVERNMENT ENFORCEMENT ACTIVITY US CBP CF28 & CF29 Activity Enforcement Activity Commentary Source: As Received by Expeditors • Increases in CBP's issuance of document requests, CF28's, and CF29’s - big rise in CF29's Document • Fewer general document requests - more Request formal requests fo
Slide 27: Key Takeaways
28 KEY TAKEAWAYS Potential Impact to Your Supply Chains Opportunities to Engage ❑ The White House has charged CBP with a significant role in ❑ Provide input on the Department of Commerce’s implementing the America First Trade Policy proposed process on how they will collect submissions ❑ CBP, along
Slide 28: Certificate of Completion
29 CERTIFICATE OF COMPLETION Continuing Education Credit to Support Your US Customs Broker License & Your NEI CCS/MCS Certifications This webinar has been approved for 1.0 credits by the NCBFAA Educational Institute Completion code for webinar NEI-022026-6-OBVL Code Expires: 04 February 2027 Origina
Slide 29: DITORS ih
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