XPO (XPO) Aktienübersicht
XPO, Inc. bietet zusammen mit seinen Tochtergesellschaften Frachttransportdienste in den Vereinigten Staaten, Nordamerika, Frankreich, dem Vereinigten Königreich und dem übrigen Europa an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 1/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 0/6 |
XPO Community Fair Values
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Analyst Price Targets
XPO, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$202.58 |
| 52-Wochen-Hoch | US$232.05 |
| 52-Wochen-Tief | US$117.98 |
| Beta | 1.72 |
| 1 Monat Veränderung | -2.55% |
| 3 Monate Veränderung | 0.49% |
| 1 Jahr Veränderung | 68.51% |
| 3 Jahre Veränderung | 176.67% |
| 5 Jahre Veränderung | 125.39% |
| Veränderung seit IPO | 6,230.63% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Aug 02
XPO: Big Gains From Small Improvements In Its Operating Ratio (Rating Upgrade)
Summary XPO, Inc. targets a sub-80s LTL operating ratio, aiming for significant efficiency gains from its current 83.9%. Each one-point OR improvement could add $85.762M in operating income and $12.45 to XPO’s share price, per sensitivity modeling. Key drivers include disciplined pricing, network density, and service improvements, supported by recent 200bps OR improvement year-over-year. I rate XPO a Buy, expecting continued OR gains and robust LTL market dynamics to drive upside despite current valuation concerns. Read the full article on Seeking Alpha
Narrative-Update • Aug 01
XPO: LTL Execution In Tightening Freight Cycle Will Drive 2026 Upside
XPO's updated analyst price target has shifted from $223.50 to $231.00. This change reflects analysts' focus on recent Q2 outperformance, improving profit margin assumptions, and adjusted P/E expectations.Recent updates
Seeking Alpha • Aug 02
XPO: Big Gains From Small Improvements In Its Operating Ratio (Rating Upgrade)
Summary XPO, Inc. targets a sub-80s LTL operating ratio, aiming for significant efficiency gains from its current 83.9%. Each one-point OR improvement could add $85.762M in operating income and $12.45 to XPO’s share price, per sensitivity modeling. Key drivers include disciplined pricing, network density, and service improvements, supported by recent 200bps OR improvement year-over-year. I rate XPO a Buy, expecting continued OR gains and robust LTL market dynamics to drive upside despite current valuation concerns. Read the full article on Seeking AlphaNarrative-Update • Aug 01
XPO: LTL Execution In Tightening Freight Cycle Will Drive 2026 Upside
XPO's updated analyst price target has shifted from $223.50 to $231.00. This change reflects analysts' focus on recent Q2 outperformance, improving profit margin assumptions, and adjusted P/E expectations.
Narrative-Update • Jul 16
XPO: Freight Upcycle Optimism Will Face Test From Rich P E
Analysts have nudged their fair value estimate for XPO higher to about $157 from roughly $152, reflecting slightly firmer margin assumptions and updated price targets that point to tighter freight capacity and a gradually improving transport cycle. Analyst Commentary Recent Street research on XPO shows generally constructive views on the freight cycle, but it also highlights a set of valuation and execution risks that readers should keep in mind when weighing the stock.Narrative-Update • Jul 02
XPO: Elevated P/E Will Depend On Sustaining Freight Cycle Upswing
Analysts have lifted the XPO fair value estimate by about $17 to $151.90, reflecting updates to revenue growth, profit margin, and future P/E assumptions in light of higher price targets across recent Street research on the stock. Analyst Commentary Recent Street research around XPO shows a cluster of higher price targets and constructive views on the less than truckload segment, but it also highlights areas where expectations and valuations are becoming more sensitive to execution and freight cycle trends.Analyseartikel • Jun 21
XPO (XPO) Stock Could Be 10.7% Undervalued After Its Recent Pullback
XPO (XPO) has drawn fresh attention after recent share price moves, with the stock down 1.1% on the day and 12.6% over the past week, following what has been described as a strong year-to-date performance. See our latest analysis for XPO. Despite the recent pullback, with a 1-day share price return of down 1.13% and a 7-day share price return of down 12.63%, XPO still shows strong momentum when you look at the 43.74% year to date share price return and very large multi year total shareholder...
Narrative-Update • Jun 18
XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares
Analysts have nudged XPO's consensus price target higher by a low single-digit percentage, reflecting updated models that factor in sustained less than truckload demand, improving truckload supply conditions and incremental mid-quarter volume updates across recent research. Analyst Commentary Recent research on XPO stock has leaned positive, with several bullish analysts revisiting their fair value assumptions after company updates and broader industry data points.Narrative-Update • Jun 04
XPO: LTL Execution And Refinancing Terms Will Shape 2026 Risk Balance
Analysts have adjusted the XPO fair value estimate upward from $219.61 to $223.50, citing recently raised Street price targets and research indicating sustained demand and pricing momentum in less-than-truckload freight. Analyst Commentary Recent Street research on XPO centers on how the company is executing in less-than-truckload freight, how that ties into industrial activity, and what that could mean for valuation.Narrative-Update • May 16
XPO: Freight Network Resilience And LTL Execution Are Expected To Reprice Shares
Analysts have lifted the XPO fair value estimate to $275 from $250, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that are broadly consistent with the recent wave of higher Street price targets across the stock. Analyst Commentary Recent Street research has leaned constructive on XPO, with a series of higher price targets, especially during the first quarter of 2026.Narrative-Update • May 02
XPO: LTL Execution And HALO Assets Will Guide 2026 Risk Balance
Analysts have lifted XPO's fair value estimate from $207.04 to $219.61, reflecting a series of higher Street price targets tied to expectations for slightly stronger revenue growth, improved profit margins, and a steady forward P/E outlook. Analyst Commentary Recent Street research around XPO clusters around higher price targets and refreshed models, with a mix of upbeat and more cautious voices feeding into the updated fair value estimate.Narrative-Update • Apr 17
XPO: LTL Execution And HALO Network Assets Will Shape 2026 Risk Reward
XPO's updated analyst price target edges up by about $3 to $207, with analysts pointing to steady tonnage and shipment trends, ongoing yield and cost efficiency work, and renewed interest in transportation networks as long lived infrastructure assets. Analyst Commentary Recent Street research on XPO shows a mix of optimism on execution and infrastructure value, alongside a few pockets of caution.Narrative-Update • Apr 03
XPO: Elevated P/E Levels Will Face Ongoing Freight Cycle Weakness
The updated analyst price target for XPO edges slightly lower by about $0.10 to $134.77 as analysts balance a modestly lower assumed future P/E multiple with slightly higher revenue growth and profit margin inputs. Analyst Commentary Recent research on XPO shows a mix of higher price targets from several firms and a growing pocket of caution as some Bearish analysts question how much upside is left after the stock's prior rally.Narrative-Update • Mar 20
XPO: Freight Cycle Weakness Will Test Lofty Earnings Expectations
The analyst price target for XPO has been raised from $105.46 to $134.88, reflecting analysts' updated views on faster revenue growth, higher profit margins, and more supportive sector research commentary around less than truckload carriers and transportation networks. Analyst Commentary Recent Street research around XPO shows a clear split between more optimistic views tied to less than truckload fundamentals and efficiency initiatives, and a growing pocket of caution around valuation, earnings risk, and the freight cycle.Narrative-Update • Mar 06
XPO: LTL Margin Efficiency And Physical Network Resilience Will Shape 2026 Risk Reward
Analysts have lifted their blended XPO price target from about $156 to about $204. They point to stronger less than truckload operating trends, yield and cost efficiency efforts, and the perceived value of its physical transport network as key supports for higher fair value assumptions and a richer future P/E multiple.Narrative-Update • Feb 19
XPO: Freight Cycle Recovery And Margin Expansion Are Expected To Reprice Shares
The analyst fair value estimate for XPO has been raised from $180 to $250. This increase reflects higher Street price targets across several firms as analysts factor in stronger revenue growth, improving margins, a richer assumed future P/E, and a slightly lower discount rate in their models.Narrative-Update • Feb 05
XPO: AI Productivity And Margin Expansion Versus Cyclical Freight And Multiple Risk
The analyst price target on XPO has increased by $35, reflecting updated views on slightly stronger revenue growth, modestly improved profit margins, and a small adjustment to the assumed discount rate and future P/E multiple. Analyst Commentary Recent Street research on XPO reflects a wide range of opinions, with several firms revising price targets and ratings as they reassess earnings power, valuation multiples, and sector positioning into 2026 and beyond.Narrative-Update • Jan 22
XPO: Margin Efficiency And AI Productivity Will Shape Mixed 2026 Risk Reward Profile
The analyst price target for XPO increased slightly to US$156.08 from US$151.24, as analysts point to continued margin efficiency, modestly adjusted revenue expectations, and a slightly higher assumed future P/E multiple in their updated models. Analyst Commentary Recent research on XPO reflects a mixed but engaged analyst community, with several firms revisiting their price targets and ratings as they reassess the company’s execution, margin profile, and exposure to trucking and less than truckload markets.Narrative-Update • Jan 08
XPO: AI Productivity And Margin Expansion Will Drive Next Freight Upcycle Outperformance
Analysts have modestly lifted their price targets on XPO, with a roughly $7 to $16 range of increases across recent reports. They highlight improving margins, better than expected tonnage trends, and potential for further productivity gains, even as some now see a more challenging path for trucking stocks overall.Narrative-Update • Dec 25
XPO Margins Will Expand As Productivity Gains Drive Next Freight Upcycle Outperformance
Analysts have raised their XPO fair value estimate to $180 from $156, reflecting increased confidence in the company’s margin expansion, revenue growth potential, and ability to capture share in the next freight upcycle despite a still challenging demand backdrop. Analyst Commentary Recent research updates on XPO continue to skew positive, with multiple bullish analysts revising price targets higher and reiterating favorable ratings.Narrative-Update • Dec 11
XPO: Margin Gains And AI Productivity Will Support Future Cycle Upside Amid Uncertainty
The analyst price target for XPO has inched higher from about $150 to roughly $151 per share, as analysts point to continued margin expansion, improving operating ratios, and XPO's positioning to capture market share in the next freight upcycle, despite a still muted demand backdrop. Analyst Commentary Bullish analysts are broadly constructive on XPO's execution, highlighting the company's ability to expand margins and improve operating ratios despite a freight environment that remains soft and visibility that is still limited.Narrative-Update • Nov 27
XPO: Margin Improvement And Productivity Will Support Performance As Demand Uncertainty Persists
The analyst price target for XPO has risen slightly from $148.63 to $149.67. Analysts highlight the company’s ongoing margin improvement and outperformance relative to peers as primary drivers of this upward adjustment.Narrative-Update • Nov 11
XPO: Margin Gains And Productivity Will Balance Industry Risks Ahead
Analysts have increased their price target for XPO from $141.52 to $148.63 per share. They cite strong margin outperformance, improvements in yield and productivity, and management’s confidence in continued earnings growth despite a challenging freight environment.Narrative-Update • Oct 27
Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience
Analysts have modestly increased their price target for XPO to $141.52 from $140.80. They cite gradual improvements in the freight market and maintain a cautious but constructive outlook on cost discipline and network efficiency.Narrative-Update • Oct 13
AI Optimization And Fleet Modernization Will Transform LTL Operations
Analysts have modestly increased XPO’s fair value estimate from $139.38 to $140.80. They cite mixed updates in trucking demand, terminal expansion, and ongoing uncertainty around freight volumes and pricing.Narrative-Update • Sep 11
AI Optimization And Fleet Modernization Will Transform LTL Operations
Analysts have modestly raised XPO’s price target to $139.38, citing ongoing terminal expansion, margin improvement, and cost efficiencies that offset freight market softness, though near-term upside is limited by valuation and mixed sector demand trends. Analyst Commentary Bullish analysts see XPO's terminal expansion and continued growth in local accounts as offsetting domestic freight weakness, supporting stable volumes and core pricing despite choppy demand.Seeking Alpha • Feb 11
XPO: Full Speed Ahead On Margin Improvement, But The Stock Might Be Out Of Gas
Summary XPO delivered strong Q4'24 results, with EPS beating estimates and significant LTL margin expansion, despite a slight revenue decline. Full-year 2024 saw XPO achieve 4% revenue growth and a 27% increase in adjusted EBITDA, driven by operational discipline and network investments. Despite a positive outlook and further margin expansion potential, XPO's current valuation appears high, trading at a premium to historical and peer multiples. Given the cyclical nature and current valuation, I recommend waiting for a better entry point closer to historical EV/EBITDA multiples around 12.0x. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
XPO: Valuation Has Hit A Speed Bump (Rating Downgrade)
Summary XPO's shares have risen 73% since my initial 'buy' recommendation, but current valuation levels suggest limited upside potential, prompting a downgrade to 'hold'. Q3'24 results showed strong performance, with a 20% increase in adjusted EBITDA and a 200bps improvement in LTL adjusted operating ratio. Despite solid execution, macroeconomic headwinds and softness in the freight market pose risks to XPO's future growth and pricing power. Elevated valuation multiples indicate that now may be a good time to take profits and reassess at lower levels. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
XPO: Capitalizing On Opportunities Amidst Market Challenges
Summary XPO's Q2'24 results were strong, driven by growth in North American LTL revenues and effective execution of the 'LTL 2.0' strategy. Despite macro challenges, XPO capitalized on Yellow Corp's bankruptcy, enhancing market share and operational efficiencies, with a focus on margin improvement and cost management. XPO's valuation remains attractive, with a lower EV/EBITDA multiple and strong EBITDA growth prospects, making it a compelling investment even after strong share price returns year to date. Read the full article on Seeking AlphaAktionärsrenditen
| XPO | US Transportation | US Markt | |
|---|---|---|---|
| 7D | 0.8% | 2.0% | 4.2% |
| 1Y | 68.5% | 15.6% | 20.6% |
Rendite im Vergleich zur Industrie: XPO übertraf die Branche US Transportation , die im vergangenen Jahr eine Rendite von 15.6 erzielte.
Rendite vs. Markt: XPO übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.6 erzielte.
Preisvolatilität
| XPO volatility | |
|---|---|
| XPO Average Weekly Movement | 5.3% |
| Transportation Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: XPO hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: XPODie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1989 | 38,000 | Mario Harik | www.xpo.com |
XPO, Inc. bietet zusammen mit seinen Tochtergesellschaften Frachttransportdienste in den Vereinigten Staaten, Nordamerika, Frankreich, dem Vereinigten Königreich und dem übrigen Europa an. Das Unternehmen ist in zwei Segmenten tätig, dem nordamerikanischen Less-Than-Truckload (LTL) und dem europäischen Transport. Das nordamerikanische LTL-Segment bietet Verladern geografisch dichte und taggenaue inländische und grenzüberschreitende Dienstleistungen in den USA, Mexiko, Kanada und der Karibik.
XPO, Inc.'s Grundlagenzusammenfassung
| XPO grundlegende Statistiken | |
|---|---|
| Marktanteil | US$23.72b |
| Gewinn(TTM) | US$404.00m |
| Umsatz(TTM) | US$8.57b |
58.7x
Kurs-Gewinn-Verhältnis 2.8x
Kurs-Umsatz-VerhältnisIst XPO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| XPO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$8.57b |
| Kosten der Einnahmen | US$6.95b |
| Bruttogewinn | US$1.63b |
| Sonstige Ausgaben | US$1.22b |
| Gewinn | US$404.00m |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 3.45 |
| Bruttomarge | 18.99% |
| Nettogewinnspanne | 4.71% |
| Schulden/Eigenkapital-Verhältnis | 154.0% |
Wie hat sich XPO auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/09 18:34 |
| Aktienkurs zum Tagesende | 2026/08/07 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
XPO, Inc. wird von 33 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Eric Morgan | Barclays |
| Christopher Kuhn | Benchmark Company |
| Kevin Sterling | Benchmark Company |