XPO Logistics, Inc.
XPO
NYSE·Industrials·Trucking·Mkt cap $22.6B
$193.10
▲ +4.49%
P/E
56.63
Mkt Cap
$22.6B
52-Wk Range
$121.48–$232.05
52-Week Range
$121.48 - $232.05
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 45.6% over the trailing year
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 1.7).
- Premium valuation to Logistics & Delivery peers
Growth
Stable outlook
E-commerce and omnichannel retail expansion driving last-mile logistics demand
Value
Premium valuation to Logistics & Delivery peers
Momentum
Weak
-14.1% over 3m
Quality
Thin
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying XPO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $1.70 vs $1.48 consensus (+14.9% surprise). Revenue of $2.4B vs $2.3B expected (+3.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+14.9%
Revenue trend · last 8Q
—
-1%
-3%
+0%
+3%
+5%
+7%
+13%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.1B
$1.9B
$2.0B
$2.1B
$2.1B
$2.0B
$2.1B
$2.4B
Margins · last 8Q
Gross
-10.2%
Operating
11.5%
Profit
6.9%
Wall Street consensus
17 analysts · 76% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
76%
Hold
18%
Sell
6%
Median Price Target
—
Latest: Bank of America · Sep 4, 2026
vs Industry
How XPO stacks vs Trucking
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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