XPO, Inc.

Report azionario NYSE:XPO

Capitalizzazione di mercato: US$21.1b

XPO Crescita futura

Criteri Future verificati 4/6

XPO prevede che gli utili e i ricavi cresceranno rispettivamente di 21.5% e 6.1% all'anno. Si prevede che l'EPS crescerà di 22.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.3% in 3 anni.

Informazioni chiave

21.5%

Tasso di crescita degli utili

22.13%

Tasso di crescita dell'EPS

Transportation crescita degli utili14.9%
Tasso di crescita dei ricavi6.1%
Rendimento futuro del capitale proprio26.28%
Copertura analitica

Good

Ultimo aggiornamento09 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 19

XPO: Freight Upcycle Strength Will Test Rich P E Expectations

For XPO, the updated analyst price target fair value of $161.99, up from $156.57, reflects analysts' focus on continued execution in less than truckload operations and expectations around margin trends, even as individual firms fine tune their targets following recent earnings and sector updates. Analyst Commentary Recent research on XPO highlights a mix of optimism around less than truckload execution and a more muted stance from some bearish analysts who see valuation and cycle risks as reasons for restraint.
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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:XPO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202810,1298671,0811,65511
12/31/20279,5227078041,38622
12/31/20269,0455706911,17222
6/30/20268,5744045881,088N/A
3/31/20268,2993484581,027N/A
12/31/20258,157316329986N/A
9/30/20258,068332232949N/A
6/30/20258,009345154842N/A
3/31/20258,008389123805N/A
12/31/20248,07238719808N/A
9/30/20248,090370-793869N/A
6/30/20248,017361-836838N/A
3/31/20247,855242-856759N/A
12/31/20237,744192-851682N/A
9/30/20237,63598-56605N/A
6/30/20237,6011041635N/A
3/31/20237,73116977699N/A
12/31/20227,718184311832N/A
9/30/20223,644119343754N/A
6/30/20224,96848202578N/A
3/31/20226,10765431749N/A
12/31/20217,20296452721N/A
9/30/202112,383234526821N/A
6/30/202111,7882418471,030N/A
3/31/20219,3241640878N/A
12/31/20206,168-138636885N/A
9/30/202011,397196311,039N/A
6/30/202012,8761084011,021N/A
3/31/202016,392357N/A1,067N/A
12/31/201910,681201N/A791N/A
9/30/201916,901366N/A1,008N/A
6/30/201917,082350N/A1,018N/A
3/31/201917,207366N/A1,025N/A
12/31/201817,279390N/A1,102N/A
9/30/201817,084494N/A802N/A
6/30/201816,636450N/A807N/A
3/31/201816,034360N/A751N/A
12/31/201715,381312N/A785N/A
9/30/201714,864152N/A740N/A
6/30/201714,690108N/A584N/A
3/31/201714,613103N/A634N/A
12/31/201614,61963N/A622N/A
9/30/201614,285-27N/A456N/A
6/30/201612,933-134N/A382N/A
3/31/201610,466-251N/A50N/A
12/31/20157,623-246N/A91N/A
9/30/20155,112-235N/A31N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di XPO ( 21.5% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di XPO ( 21.5% all'anno) cresceranno più rapidamente del mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di XPO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di XPO ( 6.1% all'anno) crescerà più lentamente rispetto al mercato US ( 13.3% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di XPO ( 6.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di XPO sarà elevato tra 3 anni ( 26.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/15 08:30
Prezzo dell'azione a fine giornata2026/09/15 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

XPO, Inc. è coperta da 34 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
"Eric MorganBarclays
Eric MorganBarclays
David VernonBernstein