XPO Resultados de beneficios anteriores
Pasado controles de criterios 2/6
XPO ha aumentado sus beneficios a una tasa media anual de 28.4%, mientras que los beneficios de la industria de Transportation han experimentado un crecimiento de 0.4% anual. Los ingresos han ido disminuyendo a una tasa media de 1.7% al año. La rentabilidad financiera de XPO es de 18.8%, y sus márgenes netos son de 4.2%.
Información clave
28.40%
Tasa de crecimiento de los beneficios
26.51%
Tasa de crecimiento del BPA
| Crecimiento de la industria Transportation | 15.63% |
| Tasa de crecimiento de los ingresos | -1.69% |
| Rentabilidad financiera | 18.80% |
| Margen neto | 4.19% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Seeking Alpha • May 14
XPO: Overvaluation In Sync With Bearish Signals, Justifies Its Downward Path
Summary XPO, Inc. remains fundamentally sound but is severely overvalued, with a P/E of 68.14x and significant downside risk. Recent Q1 2026 results showed robust 7.3% YoY revenue growth and margin expansion, benefiting from LTL market undercapacity and higher demand. Despite operational resilience and ample liquidity, intensifying inflation, rising fuel costs, and market uncertainties threaten future demand and profitability. I maintain a sell rating as technicals confirm bearish momentum and the current price far exceeds reasonable valuation targets. Read the full article on Seeking AlphaActualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • Jul 26
We Ran A Stock Scan For Earnings Growth And XPO (NYSE:XPO) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Jul 11
Calculating The Fair Value Of XPO, Inc. (NYSE:XPO)
Key Insights Using the 2 Stage Free Cash Flow to Equity, XPO fair value estimate is US$146 Current share price of...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 Alpha
Nueva narrativa • Aug 22
Revamping Freight Operations Sparks Revenue Surge And Outshines Industry Averages
Focused strategy on service improvement, including reducing damage claims and enhancing on-time performance, strengthens revenue growth and customer loyalty.Seeking Alpha • Aug 14
XPO: Company-Specific Initiatives Should Continue To Drive Outperformance
Summary XPO Inc. is positioned for future growth through strategic initiatives like increased pricing and focus on high-margin services and local channels. Despite tough Y/Y comparisons, XPO's revenue continues to increase due to improved service quality, premium offerings, and increased accessorial revenues. XPO's margin outlook remains strong with improved operating ratio, increased network capacity, and focus on high-margin services and efficiency. Valuation suggests it remains an attractive buy. Read the full article on Seeking AlphaSeeking Alpha • Jun 01
XPO: Focus On Being A Premium Service Organisation
Summary XPO's historical financial results show consistent revenue growth, although 2023's growth was modest due to a soft freight transportation environment. Furthermore, profit margins have expanded year-over-year as well. Its strong market positioning in the North American LTL industry, investment in network capacity, and focus on high service quality are expected to bolster its outlook. XPO's strategic initiatives are bearing fruit, as its gross revenue per hundredweight has been consistently increasing while its damage claims are consistently contracting. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero XPO. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 8,299 | 348 | 160 | 0 |
| 31 Dec 25 | 8,157 | 316 | 161 | 0 |
| 30 Sep 25 | 8,068 | 332 | 122 | 0 |
| 30 Jun 25 | 8,009 | 345 | 113 | 0 |
| 31 Mar 25 | 8,008 | 389 | 106 | 0 |
| 31 Dec 24 | 8,072 | 387 | 109 | 0 |
| 30 Sep 24 | 8,090 | 370 | 125 | 0 |
| 30 Jun 24 | 8,017 | 361 | 130 | 0 |
| 31 Mar 24 | 7,855 | 242 | 143 | 0 |
| 31 Dec 23 | 7,744 | 192 | 149 | 0 |
| 30 Sep 23 | 7,635 | 98 | 107 | 0 |
| 30 Jun 23 | 7,601 | 104 | 109 | 0 |
| 31 Mar 23 | 7,731 | 169 | 111 | 0 |
| 31 Dec 22 | 7,718 | 184 | 183 | 0 |
| 30 Sep 22 | 3,644 | 119 | -132 | 0 |
| 30 Jun 22 | 4,968 | 48 | 137 | 0 |
| 31 Mar 22 | 6,107 | 65 | 413 | 0 |
| 31 Dec 21 | 7,202 | 96 | 113 | 0 |
| 30 Sep 21 | 12,383 | 234 | 1,219 | 0 |
| 30 Jun 21 | 11,788 | 241 | 1,203 | 0 |
| 31 Mar 21 | 9,324 | 1 | 978 | 0 |
| 31 Dec 20 | 6,168 | -138 | 698 | 0 |
| 30 Sep 20 | 11,397 | 19 | 1,322 | 0 |
| 30 Jun 20 | 12,876 | 108 | 1,433 | 0 |
| 31 Mar 20 | 16,392 | 357 | 1,785 | 0 |
| 31 Dec 19 | 10,681 | 201 | 1,044 | 0 |
| 30 Sep 19 | 16,901 | 366 | 1,698 | 0 |
| 30 Jun 19 | 17,082 | 350 | 1,739 | 0 |
| 31 Mar 19 | 17,207 | 366 | 1,761 | 0 |
| 31 Dec 18 | 17,279 | 390 | 1,717 | 0 |
| 30 Sep 18 | 17,084 | 494 | 1,786 | 0 |
| 30 Jun 18 | 16,636 | 450 | 1,710 | 0 |
| 31 Mar 18 | 16,034 | 360 | 1,659 | 0 |
| 31 Dec 17 | 15,381 | 312 | 1,617 | 0 |
| 30 Sep 17 | 14,864 | 152 | 1,610 | 0 |
| 30 Jun 17 | 14,690 | 108 | 1,624 | 0 |
| 31 Mar 17 | 14,613 | 103 | 1,611 | 0 |
| 31 Dec 16 | 14,619 | 63 | 1,628 | 0 |
| 30 Sep 16 | 14,285 | -27 | 1,719 | 0 |
| 30 Jun 16 | 12,933 | -134 | 1,619 | 0 |
| 31 Mar 16 | 10,466 | -251 | 1,430 | 0 |
| 31 Dec 15 | 7,623 | -246 | 1,113 | 0 |
| 30 Sep 15 | 5,112 | -235 | 732 | 0 |
| 30 Jun 15 | 3,412 | -154 | 555 | 0 |
Ingresos de calidad: XPO tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(4.2%) de XPO son inferiores a los del año pasado (4.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lXPO han crecido significativamente en un 28.4% al año.
Acelerando crecimiento: XPO ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: XPO tuvo un crecimiento negativo de los beneficios (-10.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Transportation (-12.3%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de XPO (18.8%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/18 20:31 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
XPO, Inc. está cubierta por 31 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Eric Morgan | Barclays |
| Christopher Kuhn | Benchmark Company |
| Kevin Sterling | Benchmark Company |