XPO/$XPO

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About XPO

Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.

Ticker

$XPO

Primary listing

NYSE

Industry

Ground Transportation

Employees

38,000

ISIN

US9837931008

XPO Metrics

BasicAdvanced
$14B
37.11
$3.25
1.90
-

What the Analysts think about XPO

Analyst ratings (Buy, Hold, Sell) for XPO stock.

Bulls say / Bears say

XPO's effective implementation of its LTL 2.0 plan has led to robust long-term operating performance, prompting Benchmark to raise its price target to $140.00 (Investing.com).
The acquisition of 28 terminals from Yellow Corporation for $870 million is expected to enhance XPO's expansion and service capabilities, contributing to long-term growth (Markets Insider).
XPO's strategic pricing and cost-efficiency measures have improved its operating ratio, with pricing in the quarter up 6.9%, leading to margin enhancements despite a soft freight environment (Finviz).
Susquehanna adjusted XPO's price target to $145 from $160, reflecting concerns over a slow start to 2024 in underlying volumes within the less-than-truckload sector (Investing.com).
Analysts have raised concerns about XPO's valuation, noting that the stock is trading at a premium compared to its historical and peer multiples, which may not be justified by current growth prospects (Monexa).
XPO's revenue in the quarter fell 3.2% to $1.95 billion, with tonnage per day down 7.5% and shipments per day falling 5.8%, indicating potential challenges in maintaining volume growth (Finviz).
Data summarised monthly by Lightyear AI. Last updated on 11 Jun 2025.

XPO Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

XPO Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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