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XPO Overview

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$
0.000
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0.000(0.000%)Aft-market
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Intellectia

Loading chart...

High
215.170
Open
211.900
VWAP
212.96
Vol
263.87K
Mkt Cap
24.37B
Low
209.220
Amount
56.20M
EV/EBITDA(TTM)
21.28
Total Shares
117.41M
EV
27.41B
EV/OCF(TTM)
26.64
P/S(TTM)
2.98
XPO, Inc. is a provider of freight transportation services. The Company uses its proprietary technology to move goods through its customers supply chains in North America and Europe. It operates through two segments: North American Less-Than-Truckload (LTL), and European Transportation. The North American LTL segment provides shippers with geographic density and day-definite domestic and cross-border services to the United States (U.S.), as well as Mexico, Canada, and the Caribbean. It also includes trailer manufacturing operations. The European Transportation segment offers a range of services, such as truckload, LTL, full truckload brokerage, warehousing, managed transportation, last mile, freight forwarding, and multimodal solutions. It serves a base of customers in consumer, trade, and industrial markets. The Company offers XPO Smart, its proprietary suite of intelligent tools and analytics that self-adjusts site by site to drive productivity across LTL service center operations.
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Events Timeline

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News

Fool
7.5
05-04Fool
Amazon Launches Supply Chain Services, Disrupting Logistics Industry
  • New Business Launch: Amazon announced the launch of Amazon Supply Chain Services (ASCS), opening its logistics network to external business customers, marking its direct competition in the logistics sector and potentially pressuring traditional delivery companies.
  • Diverse Customer Base: Initial customers include Procter & Gamble, 3M, Lands' End, and American Eagle, which utilize Amazon's logistics services for raw material transportation and inventory unification, showcasing Amazon's potential in supply chain management.
  • Large Market Size: The global third-party logistics services market is valued at $1.3 trillion, indicating that Amazon does not need to capture a significant market share to impact its overall business, highlighting the strategic significance of its market entry.
  • Complex Competitive Outlook: While Amazon has robust infrastructure, historical precedents suggest that its threat to supermarkets and pharmacy sectors was exaggerated, indicating that its future success in logistics may still require time to validate.
moomoo
4.0
05-01moomoo
XPO INC: TD Cowen Increases Price Target to $224, Up from $192
  • Target Price Increase: TD Cowen has raised its target price for a specific stock to $224 from $192.
  • Market Implications: This adjustment reflects a positive outlook on the stock's performance and potential growth in the market.
seekingalpha
9.5
04-30seekingalpha
XPO Reports Record Q1 2026 Earnings with Strong Momentum
  • Record Financial Performance: XPO achieved total revenue of $2.1 billion in Q1 2026, a 7% year-over-year increase, with adjusted EBITDA reaching $319 million, up 15%, reflecting the company's strong market performance and enhanced profitability.
  • Operational Efficiency Gains: The North American LTL segment saw adjusted operating income rise by 20%, with an operating ratio improvement of 200 basis points to 83.9%, which not only exceeds seasonal expectations but also lays a solid foundation for future profit growth.
  • Technology-Driven Loss Control: By implementing new AI technology, XPO reduced its damage claims ratio to below 0.2%, achieving a record low, indicating the company's ongoing efforts to enhance operational efficiency and customer satisfaction.
  • Optimistic Future Outlook: Management anticipates further improvement in the operating ratio by 250 to 300 basis points in Q2 and expresses confidence in year-over-year revenue and yield growth, demonstrating the company's positive outlook for future market performance.
Fool
9.5
04-30Fool
XPO Stock Doubles Amid Positive Industry Outlook
  • Significant Revenue Growth: XPO's Q1 revenue rose 7.3% year-over-year to $2.1 billion, surpassing market expectations of $2.04 billion, indicating a recovery in tonnage and shipments that reflects improving industry demand.
  • Operational Efficiency Improvement: The company's operating ratio improved by 200 basis points to 83.9%, primarily due to a record low damage claims ratio of 0.2%, which not only reduced costs but also enhanced overall profitability.
  • Capital Expenditure Plans: XPO plans to allocate 8%-12% of its revenue to capital expenditures through 2027 and expects free cash flow to double from last year's $329 million, demonstrating strong cash flow management and future investment potential.
  • Market Share Expansion: The bankruptcy of Yellow has allowed XPO and its peers to gain market share, with industry dynamics enhancing pricing power, leading to anticipated sustained profit growth in the coming years, further solidifying its market position.
seekingalpha
9.5
04-30seekingalpha
XPO Reports Strong Q1 Earnings, Beats Expectations
  • Earnings Beat: XPO's Q1 non-GAAP EPS of $1.01 surpassed expectations by $0.13, reflecting strong performance in cost management and operational efficiency, which bolsters investor confidence.
  • Revenue Growth: The company reported Q1 revenue of $2.09 billion, a 7.2% year-over-year increase, exceeding market expectations by $50 million, indicating robust demand in the logistics and transportation sectors that drives overall performance.
  • Valuation Concerns: Despite the strong earnings, analysts caution that XPO's valuation has become too high, lacking a margin of safety, which could exert downward pressure on future stock prices, prompting investors to assess risks carefully.
  • Strategic Moves: ClearBridge Growth Strategy exited positions in Chipotle and Pinterest during Q1, demonstrating a keen response to market dynamics, which may influence market sentiment and investor confidence regarding XPO.
CNBC
4.5
04-30CNBC
US Stock Update: Tech Stocks and Economic Data Insights
  • Eli Lilly's Decline: Eli Lilly's stock has dropped about 17% over the past three months and is down 25% from its January peak, indicating pressure on the company amidst competitive market conditions that may affect investor confidence moving forward.
  • Caterpillar's Strong Growth: Caterpillar shares surged approximately 22% in the last three months and 163% over the past year, benefiting from the data center construction boom, showcasing its strategic advantage in infrastructure investments.
  • Amazon's Cloud Service Growth: Amazon reported a 28% growth in its cloud services in its latest earnings report, with shares rising 3% in after-hours trading and approximately 18% year-to-date, reflecting its sustained strong performance in the cloud computing market.
  • Bond Yield Changes: The 1-month Treasury bill yield stands at 3.64%, while the 10-year Treasury yield is at 4.43%, indicating shifts in market expectations regarding future economic growth, which may influence investors' asset allocation strategies.
Wall Street analysts forecast XPO stock price to rise
19 Analyst Rating
Wall Street analysts forecast XPO stock price to rise
15 Buy
3 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
90.00
Averages
155.22
High
171.00
Current: 0.000
sliders
Low
90.00
Averages
155.22
High
171.00
Oppenheimer
Oppenheimer
Outperform
maintain
$228 -> $236
AI Analysis
2026-05-04
New
Reason
Oppenheimer
Oppenheimer
Price Target
$228 -> $236
AI Analysis
2026-05-04
New
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on XPO to $236 from $228 and keeps an Outperform rating on the shares. The firm notes XPO outperformed again in Q1 2026. The company's North American LTL Q1 adjusted operating ratio improved 200 basis points year-over-year. Macro improvement could potentially lead to adjusted operating ratio upside, Oppenheimer adds.
BMO Capital
Fadi Chamoun
Outperform
maintain
$230 -> $240
2026-05-04
New
Reason
BMO Capital
Fadi Chamoun
Price Target
$230 -> $240
2026-05-04
New
maintain
Outperform
Reason
BMO Capital analyst Fadi Chamoun raised the firm's price target on XPO to $240 from $230 and keeps an Outperform rating on the shares as part of a broader research note on Transportation names. Leading demand indicators, Q1 feedback from transportation and industrial companies that have reported results, and volume/weight per shipment trends within the LTL sector all point to improving demand conditions, and the firm has raised its estimates and target prices across the group, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for XPO
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Valuation Metrics

The current forward P/E ratio for XPO Inc (XPO.N) is 48.08, compared to its 5-year average forward P/E of 23.70. For a more detailed relative valuation and DCF analysis to assess XPO Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
23.70
Current PE
48.08
Overvalued PE
32.77
Undervalued PE
14.63

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
12.14
Current EV/EBITDA
20.41
Overvalued EV/EBITDA
15.96
Undervalued EV/EBITDA
8.32

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.24
Current PS
2.56
Overvalued PS
1.86
Undervalued PS
0.63

Financials

AI Analysis
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Whales Holding XPO

D
Durable Capital Partners, LP
Holding
XPO
+68.66%
3M Return
H
Hood River Capital Management LLC
Holding
XPO
+35.11%
3M Return
H
Hawk Ridge Capital Management LP
Holding
XPO
+20.05%
3M Return
F
Frontier Capital Management
Holding
XPO
+18.89%
3M Return
F
Forest Avenue Capital Management LP
Holding
XPO
+13.37%
3M Return
G
Groupama Asset Management SA
Holding
XPO
+11.49%
3M Return

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Frequently Asked Questions

What is XPO Inc (XPO) stock price today?

The current price of XPO is 214.5 USD — it has increased 3.35

What is XPO Inc (XPO)'s business?

XPO, Inc. is a provider of freight transportation services. The Company uses its proprietary technology to move goods through its customers supply chains in North America and Europe. It operates through two segments: North American Less-Than-Truckload (LTL), and European Transportation. The North American LTL segment provides shippers with geographic density and day-definite domestic and cross-border services to the United States (U.S.), as well as Mexico, Canada, and the Caribbean. It also includes trailer manufacturing operations. The European Transportation segment offers a range of services, such as truckload, LTL, full truckload brokerage, warehousing, managed transportation, last mile, freight forwarding, and multimodal solutions. It serves a base of customers in consumer, trade, and industrial markets. The Company offers XPO Smart, its proprietary suite of intelligent tools and analytics that self-adjusts site by site to drive productivity across LTL service center operations.

What is the price predicton of XPO Stock?

Wall Street analysts forecast XPO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for XPO is155.22 USD with a low forecast of 90.00 USD and a high forecast of 171.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is XPO Inc (XPO)'s revenue for the last quarter?

XPO Inc revenue for the last quarter amounts to 2.10B USD, increased 7.27

What is XPO Inc (XPO)'s earnings per share (EPS) for the last quarter?

XPO Inc. EPS for the last quarter amounts to 0.85 USD, increased 49.12

How many employees does XPO Inc (XPO). have?

XPO Inc (XPO) has 37000 emplpoyees as of May 06 2026.

What is XPO Inc (XPO) market cap?

Today XPO has the market capitalization of 24.37B USD.