XPO
Moves shared-trailer freight across North America and provides multi-service transportation across Europe.
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Profile
Moves freight through North American less-than-truckload and European transportation networks. The larger North American segment consolidates multiple customers' shipments in shared trailers, while European operations combine trucking, brokerage and multimodal services across several markets.
Moves palletized freight through a shared North American less-than-truckload network, consolidating shipments from multiple customers across service centers and linehaul routes. European Transportation combines dedicated and less-than-truckload carriage with brokerage, managed transportation and multimodal logistics.
The North American LTL segment is the larger business and includes cross-border service with Mexico and Canada, intra-Canada service and trailer manufacturing. European revenue is concentrated in France, the United Kingdom and other European markets.
Execution rests on service reliability, network scope, safe and efficient use of labor and equipment, and proprietary technology used to move freight. Shipment demand, yield and competition across two regional networks shape results, while former contract logistics and brokered transportation operations now sit in GXO and RXO.
Company facts
Categories
Key statistics
Year to date +35.8% · Average volume (30d) 919.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Oppenheimer | Reiterate | Outperform | $236 | $238 | |
| Jul 31, 2026 | Stephens | Reiterate | Overweight | $170 | $270 | |
| Jul 30, 2026 | Goldman Sachs | Reiterate | Buy | $220 | $247 | |
| Jul 21, 2026 | Stifel Nicolaus | Target | $237 | $241 | ||
| Jul 15, 2026 | Citigroup | Initiate | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $1.48 | $1.70 | +14.9% | $2.28B | $2.36B | +3.4% | −0.06% |
| Apr 30, 2026Q1 FY26 | $0.88 | $1.01 | +14.9% | $2.04B | $2.10B | +2.8% | −2.20% |
| Feb 5, 2026Q4 FY25 | $0.76 | $0.88 | +15.2% | $1.96B | $2.01B | +2.8% | +9.69% |
| Oct 30, 2025Q3 FY25 | $1.02 | $1.07 | +4.9% | $2.07B | $2.11B | +1.9% | +5.81% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.95B | $2.08B | $2.11B | $2.01B | $2.10B | $2.36B | |
| Gross profit | $207.0M | $268.0M | $271.0M | $233.0M | $239.0M | $352.0M | |
| Operating income | $151.0M | $198.0M | $207.0M | $162.0M | $184.0M | $290.0M | |
| Net income | $69.0M | $106.0M | $82.0M | $59.0M | $101.0M | $162.0M | |
| Diluted EPS | $0.57 | $0.89 | $0.68 | $0.50 | $0.85 | $1.36 | |
| Gross margin | 10.6% | 12.9% | 12.8% | 11.6% | 11.4% | 14.9% | |
| Operating margin | 7.7% | 9.5% | 9.8% | 8.1% | 8.8% | 12.3% |
Fiscal years (4-quarter sums)FY21 $12.81B · FY22 $3.86B · FY23 $7.74B · FY24 $8.07B · FY25 $8.16B
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $298.0M · Total debt $3.99B · Total assets $8.33B · Shareholders' equity $1.96B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 117.09M · Float 103.19M · 88.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.54M | 12.42% | 13F | Aug 7, 2026 |
| MFN Partners Management, LP | 9.87M | 8.43% | 13F | Aug 12, 2026 |
| Capital Research Global Investors | 8.27M | 7.06% | 13F | Aug 12, 2026 |
| Capital World Investors | 5.83M | 4.98% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 5.11M | 4.36% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Christopher Michael Brown | officer: Chief Accounting Officer | −3,750 | $201.94 |
| Aug 10, 2026 | Christopher Michael Brown | officer: Chief Accounting Officer | −1,250 | $201.41 |
| May 28, 2026 | Allison Landry | director | −2,400 | $215.61 |
| Sep 11, 2025 | Allison Landry | director | −3,250 | $135.04 |
Peers
- FedEx Freight
Nationwide scale in North American less-than-truckload freight
- Old Dominion Freight Line
Direct national LTL rival with an integrated service-center network
- Saia
National LTL carrier competing for the same shipper freight
- TFI International
TForce Freight overlaps in North American LTL and cross-border lanes
- ArcBest
ABF Freight network contests national asset-based LTL shipments
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| XPO | $188.56 | +0.01% | $22.08B | 55.6 | 32.1 | 2.6 | +13.2% |
| FedEx Freight | $133.60 | +0.07% | $19.95B | 34.5 | 27.5 | 2.3 | — |
| Old Dominion Freight Line | $199.00 | +0.19% | $41.31B | 38.3 | 31.8 | 7.4 | +10.4% |
| Saia | $352.25 | −0.03% | $9.40B | 34.0 | 27.7 | 2.8 | +17.1% |
| TFI International | $133.75 | +0.33% | $10.96B | 30.3 | 18.7 | 1.2 | +51.2% |
| ArcBest | $136.54 | −0.05% | $3.05B | 197.9 | 16.8 | 0.7 | +15.9% |
| Median | 34.5 | 27.5 | 2.3 | +16.5% |