LIVE

XPO

XPO Logistics, Inc.

XPO

NYSE·Industrials·Integrated Freight & Logistics·Mkt cap $24.3B

$204.63

-1.17%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$116.68 - $232.05

P/E

70.08

Fwd P/E

41.88

Beta

1.64

Div Yield

0.00%

Avg Vol

1.5M

Shares Out

117.4M

Mkt Cap

$24.3B

Price action

Price chart

Up 56.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive geographic density network enabling day-definite regional and transcontinental LTL services
  • Cross-border logistics capabilities across U.S., Mexico, and Canada with intra-Canada service
  • Integrated last-mile logistics platform for heavy goods in e-commerce and omnichannel retail
  • Diversified customer base across industrial, manufacturing, retail, food and beverage sectors

Bear Case

2 risks

  • Above-average volatility (beta 1.6).
  • High premium - requires strong execution

Growth

Stable outlook

E-commerce and omnichannel retail expansion driving last-mile logistics demand

Value

High premium - requires strong execution

Momentum

Stable

+3.3% over 3m

Quality

Thin

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 28, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $1.01 vs $0.89 consensus (+13.5% surprise). Revenue of $2.1B vs $2.0B expected (+2.8%). Beat on both top and bottom lines.

EPS beat +13.5%
Rev beat +2.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+13.5%

Next: Apr 28, 2026

Revenue trend · last 8Q

-1%

-3%

+0%

+3%

+5%

+7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$2.1B

$2.1B

$1.9B

$2.0B

$2.1B

$2.1B

$2.0B

$2.1B

Margins · last 8Q

Gross

11.4%

Operating

8.8%

Profit

4.8%

Wall Street consensus

15 analysts · 73% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

11

73%

Hold

4

27%

Sell

0%

Median Price Target

$232.50

+13.6% vs $204.63

Low $105.00
Median $232.50
High $250.00

Latest: Citi · Jun 15, 2026

9 analysts covering

vs Industry

How XPO stacks vs Integrated Freight & Logistics

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.