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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
Headquarters
Greenwich, United States
Website
www.xpo.com

XPO Metrics

BasicAdvanced
$22B
44.67
$4.24
1.71
-

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 is turning revenue growth into stronger profits: in Q3, revenue rose 17% year on year and adjusted operating income rose 35%, while the adjusted operating ratio improved by 260 basis points to 80.1%. (XPO)
Volume and pricing are both improving: Q3 tonnage rose 5% and yield excluding fuel increased 3.6%; XPO reported that October volumes and pricing were strengthening further. That combination could support continued earnings growth if it holds. (FreightWaves)
XPO’s expanded network and improving service may help it win more freight: it now has 300 North American service centres, coverage of 99% of US postcodes, and 15% more dock-door capacity than in 2021. Its Q3 damage claims ratio remained below 0.2%. (XPO, XPO)
Higher fuel and labour costs are already absorbing some of the operating gains: XPO said both partly offset LTL EBITDA growth in Q3, and reported wage and benefit costs rose 11%. Sustained cost inflation could slow margin expansion. (XPO, Investing.com)
Europe remains a relatively low-margin business and adds uncertainty while XPO pursues a sale: Q3 adjusted EBITDA was $48 million on $900 million of revenue, and management has said it is waiting for the right price. A delayed or disappointing disposal could prolong the drag. (XPO, The Motley Fool)
The shares may offer less room for error after their strong recovery: a recent analysis described XPO as trading at a premium to peers and argued that the valuation could limit further upside. A slowdown in freight growth or margin gains could therefore prompt a sharp re-rating. (Seeking Alpha)
Data summarised monthly by Lightyear AI. Last updated on 29 Oct 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

XPO News

AllArticlesVideos

What XPO (XPO) Said on Its Q3 Earnings Call

MarketBeat15 hours ago

US railroads pull ahead as high fuel costs hit truckers harder

Reuters1 week ago

Benzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yet

Benzinga4 weeks ago

Funds containing XPO

AllUSDEURGBP
Funds
Fund name
Fund size
$XPO weighting
SPDR S&P 400 US Mid Cap$SPY4
$6.4B0.62%
SPDR S&P 400 US Mid Cap£SPX4
$6.4B0.62%
SPDR MSCI World Industrials€WIND
$222M0.22%
iShares MSCI USA SRI€QDVR
$3.2B0.14%
iShares MSCI USA SRI$SUAS
$3.2B0.14%
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.
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