XPO LOGISTICS INC

NYSE: XPO (XPO, Inc.)

Last update: 02 Mar, 9:58PM

215.18

4.71 (2.24%)

Previous Close 210.47
Open 207.31
Volume 2,577,558
Avg. Volume (3M) 1,770,443
Market Cap 25,258,745,856
Price / Earnings (TTM) 81.20
Price / Earnings (Forward) 40.98
Price / Sales 2.65
Price / Book 11.44
52 Weeks Range
85.06 (-60%) — 217.42 (1%)
Earnings Date 29 Apr 2026
Profit Margin 4.86%
Operating Margin (TTM) 7.83%
Diluted EPS (TTM) 3.25
Quarterly Revenue Growth (YOY) -3.20%
Quarterly Earnings Growth (YOY) 3.00%
Total Debt/Equity (MRQ) 252.13%
Current Ratio (MRQ) 1.02
Operating Cash Flow (TTM) 805.00 M
Levered Free Cash Flow (TTM) 67.88 M
Return on Assets (TTM) 5.81%
Return on Equity (TTM) 26.18%

Market Trend

Short Term Medium Term
Industry Trucking (US) Bullish Bearish
Trucking (Global) Bullish Bearish
Stock XPO, Inc. Bullish Bullish

AIStockmoo Score

-2.3
Analyst Consensus -1.5
Insider Activity -4.0
Price Volatility -3.0
Technical Moving Averages -2.5
Technical Oscillators -0.5
Average -2.30

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
XPO 25 B - 81.20 11.44
TFII 9 B 2.03% 28.65 3.41
KNX 10 B 1.37% 144.76 1.30
SNDR 5 B 0.33% 48.25 1.46
RXO 3 B - - 1.43

Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.

Sector Industrials
Industry Trucking
Investment Style Mid Growth
% Held by Insiders 1.78%
% Held by Institutions 107.16%

Ownership

Name Date Shares Held
Cercano Management Llc 31 Dec 2025 1,945,996
52 Weeks Range
85.06 (-60%) — 217.42 (1%)
Price Target Range
148.00 (-31%) — 228.00 (5%)
High 228.00 (Oppenheimer, 5.96%) Buy
Median 203.00 (-5.66%)
Low 148.00 (Evercore ISI Group, -31.22%) Hold
Average 192.60 (-10.49%)
Total 7 Buy, 3 Hold
Avg. Price @ Call 187.39
Firm Date Target Price Call Price @ Call
JP Morgan 10 Mar 2026 201.00 (-6.59%) Buy 194.68
06 Feb 2026 189.00 (-12.17%) Buy 203.61
Oppenheimer 03 Mar 2026 228.00 (5.96%) Buy 215.37
06 Feb 2026 198.00 (-7.98%) Buy 203.61
Susquehanna 11 Feb 2026 210.00 (-2.41%) Hold 201.83
05 Jan 2026 160.00 (-25.64%) Buy 145.15
Citigroup 09 Feb 2026 205.00 (-4.73%) Hold 206.86
08 Jan 2026 171.00 (-20.53%) Hold 143.85
Stifel 06 Feb 2026 206.00 (-4.27%) Buy 203.61
21 Jan 2026 166.00 (-22.86%) Buy 149.82
Truist Securities 06 Feb 2026 200.00 (-7.05%) Buy 203.61
Wells Fargo 06 Feb 2026 205.00 (-4.73%) Buy 203.61
Benchmark 16 Jan 2026 165.00 (-23.32%) Buy 150.41
Evercore ISI Group 13 Jan 2026 148.00 (-31.22%) Hold 147.22
TD Cowen 09 Jan 2026 158.00 (-26.57%) Buy 146.73
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Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
BATES DAVID J. - 194.68 -17,166 -3,341,877
BROWN CHRISTOPHER MICHAEL - 191.67 -3,538 -683,942
CASSITY WENDY - 194.68 -12,497 -2,432,916
HARIK MARIO A - 194.68 -142,731 -27,786,871
WISMANS KYLE - 194.68 -7,537 -1,467,303
Aggregate Net Quantity -183,469
Aggregate Net Value ($) -35,712,909
Aggregate Avg. Buy ($) -
Aggregate Avg. Sell ($) 193.68
Name Holder Date Type Quantity Price Value ($)
HARIK MARIO A Officer 10 Mar 2026 Disposed (-) 142,731 194.68 27,786,871
HARIK MARIO A Officer 10 Mar 2026 Option execute 295,202 - -
WISMANS KYLE Officer 10 Mar 2026 Disposed (-) 7,537 194.68 1,467,303
WISMANS KYLE Officer 10 Mar 2026 Option execute 14,762 - -
BATES DAVID J. Officer 10 Mar 2026 Disposed (-) 17,166 194.68 3,341,877
BATES DAVID J. Officer 10 Mar 2026 Option execute 39,515 - -
CASSITY WENDY Officer 10 Mar 2026 Disposed (-) 12,497 194.68 2,432,916
CASSITY WENDY Officer 10 Mar 2026 Option execute 27,037 - -
BROWN CHRISTOPHER MICHAEL Officer 10 Mar 2026 Disposed (-) 2,736 194.68 532,644
BROWN CHRISTOPHER MICHAEL Officer 10 Mar 2026 Option execute 5,904 - -
BROWN CHRISTOPHER MICHAEL Officer 07 Mar 2026 Disposed (-) 802 188.65 151,297
BROWN CHRISTOPHER MICHAEL Officer 07 Mar 2026 Option execute 1,659 - -
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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