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
Sector
Mobility
Primary listing
NYSE
Employees
38,000

XPO Metrics

BasicAdvanced
$21B
52.58
$3.39
1.72
-

What the Analysts think about XPO

Analyst ratings (Buy, Hold, Sell) for XPO stock.
Analyst projections of the future price of XPO stock.

Bulls say / Bears say

North American LTL momentum continued into the latest reported month: preliminary August tonnage per day increased 3.7% year over year, driven by a 5.7% increase in shipments per day. (XPO)
XPO’s core LTL profitability is accelerating: Q2 LTL revenue increased 15.2%, adjusted EBITDA rose 30%, and the adjusted operating ratio improved 300 basis points to a record 79.9%. (XPO)
Cash generation and deleveraging are improving financial flexibility. Management reported $207 million of Q2 free cash flow, $200 million of year-to-date term-loan repayments, and expects full-year free cash flow to more than double versus 2025. (XPO)
European Transportation remains a drag: Q2 revenue rose 10.2% year over year, but operating income fell to a $6 million loss from $11 million of profit, with restructuring cited as a factor. (SEC)
Cost pressure could limit incremental margins. Q2 fuel, operating expenses and supplies increased 24% year over year, while the company also cited higher fuel costs and wage inflation as offsets to LTL productivity gains. (SEC)
The stock’s valuation leaves less room for execution misses: analysts cited by Reuters said XPO traded at a 68% premium to the S&P 500 on 2027 earnings estimates ahead of Q2 results. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

XPO Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

XPO Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing XPO

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