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
$15B
45.42
$2.89
1.76
-

What the Analysts think about XPO

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

Bulls say / Bears say

XPO's North American LTL segment delivered an industry-best adjusted operating ratio of 82.9%, up 30 basis points year-over-year, driven by 6.1% yield growth and a 5.6% increase in revenue per shipment in Q2 2025, underscoring strong pricing power in a soft freight environment. (Transport Topics)
By insourcing linehaul operations, XPO reduced outsourced linehaul miles to 8.8% of total miles, cutting purchased transportation expenses by 53% year-over-year and enhancing long-term cost control. (Transport Dive)
XPO improved its net debt leverage ratio to 2.5 times trailing 12-month adjusted EBITDA in Q2 2025, down from 2.7 times a year ago, bolstering its financial flexibility and liquidity. (Investing.com)
In Q2 2025, shipments per day declined 5.1% and tonnage per day fell 6.7% year-over-year in XPO's North American LTL segment, highlighting persistent volume headwinds. (Transport Topics)
XPO's LTL tonnage per day in May 2025 decreased 5.7% versus May 2024, driven by a 5.0% drop in shipments per day, signaling continued demand softness. (Investing.com)
Citi downgraded XPO to Neutral in July 2025, noting its elevated P/E ratio of 39.56x could limit upside absent a significant acceleration in earnings growth. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 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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