XPO Inc

XPO Inc

XPO

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Market Cap$25.16B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
XPO IncXPO Inc72-19%3.12.2

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong Q1 Performance: XPO reported record first-quarter earnings with company-wide adjusted EBITDA of $319 million, up 15% year-over-year, and adjusted diluted EPS of $1.01, representing a 38% increase. North American LTL saw a 20% rise in adjusted operating income and a significant improvement in adjusted operating ratio (OR) to 83.9%, a 200-basis point year-over-year improvement.
Optimistic Volume Recovery Outlook: Management indicated growing customer optimism regarding freight demand, with survey results showing double the number of respondents expecting an acceleration in the back half of the year compared to earlier pessimism. This sentiment is particularly evident in the retail sector and certain industrial sectors like electrical and chemicals.
Pricing Momentum: The company experienced above-market pricing growth, with LTL yield rising by 4% year-over-year (excluding fuel), and expects revenue per shipment to accelerate in Q2 and through the year. Management noted strong pricing discipline, anticipating a double-digit pricing opportunity over the next few years.

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$208.04

Target Price by Analysts

4.9% downsideXPO Target Price DetailsTarget Price
$-5.19

Current Fair Value

102.4% downside

Overvalued by 102.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$25.16 Billion
Enterprise Value$28.95 Billion
Dividend Yield$- (-)
Earnings per Share$2.69
Beta1.67
Outstanding Shares117,000,000

Return

Return on Equity18.80%ROE
Return on Assets4.25%
Return on Invested Capital11.80%

Valuation & Multiples

P/E Ratio72.03P/E Ratio
PEG155.32PEG
Price to Sales3.12Price to Sales
Price to Book Ratio14.58Price to Book Ratio
Enterprise Value to Revenue3.49
Enterprise Value to EBIT37.79
Enterprise Value to Net Income83
Total Debt to Enterprise0.14
Debt to Equity2.18Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 30, 2026
EPS Estimate
$0.88
Average shareholder expectation
Revenue Estimate
$2.04 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$1.43
Average shareholder expectation
Revenue Estimate
$2.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1248 7.47%
Total Calls581,575 65.35%
Total Puts654,140 67.51%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %98.52% 6.48%
Total Invested$22.59B 34.15%
Investors Holding702 84.00%

ESG Score

No data

About XPO Logistics Inc

CEO: Bradley Jacobs

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official analysis and revenue estimates for all tax legislation. Its influence on tax policy directly impacts XPO's corporate tax burden, financial planning, and capital investment strategies.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, depreciation rules for capital expenditures (trucks), or tariffs impacting trade volumes directly affect XPO's profitability, investment decisions, and overall freight demand.

Appropriations

This committee directly allocates federal spending. Its subcommittees determine funding for infrastructure projects (e.g., roads, bridges), which are essential for XPO's operations, and could fund specific government freight contracts.

Health, Education, Labor, and Pensions

This committee directly influences labor costs, minimum wage, and union regulations, all of which are critical for a trucking company like XPO with a large workforce of drivers and logistics personnel.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, making it directly relevant to a long-distance trucking company. It influences regulations on transportation safety, logistics technology, and potentially autonomous trucking, all of which directly affect XPO.

Energy and Natural Resources

This committee oversees national energy policy, which directly impacts fuel prices (diesel) – a major operating cost for a long-distance trucking company like XPO. Regulations on energy sourcing or infrastructure could be material.

Environment and Public Works

This committee directly regulates federal highway programs, which are critical infrastructure for a trucking company. EPA regulations on vehicle emissions or environmental standards for logistics operations would also fall under its purview, directly affecting XPO's costs and compliance.