View ValuationXPO 将来の成長Future 基準チェック /46XPO利益と収益がそれぞれ年間19.7%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.2% 20.2%なると予測されています。主要情報19.7%収益成長率20.24%EPS成長率Transportation 収益成長26.2%収益成長率6.1%将来の株主資本利益率26.16%アナリストカバレッジGood最終更新日06 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 27Xpo, Inc. Announces Appointment of Michael Kneeland to Board of Directors, Effective July 27, 2026XPO, Inc. announced that Michael Kneeland has joined the company’s board of directors, effectively July 27, 2026. Mr. Kneeland is non-executive chairman of United Rentals, the world’s largest equipment rental company. He joined United Rentals in 1998 and subsequently led the company as chief executive officer from 2007 to 2019, including 10 concurrent years as president. He became chairman upon his retirement in 2019. He has also served as a director of GXO Logistics, Inc. since 2025, and non-executive chair of the board of directors of Gildan Activewear Inc. since 2024.お知らせ • Jun 30XPO, Inc. to Report Q2, 2026 Results on Jul 30, 2026XPO, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026お知らせ • Jun 29+ 7 more updatesXPO, Inc.(NYSE:XPO) dropped from Russell Small Cap Comp Value BenchmarkXPO, Inc.(NYSE:XPO) dropped from Russell Small Cap Comp Value Benchmarkお知らせ • Jun 05XPO, Inc. Unveils Trailer FleetXPO, Inc. has unveiled a new fleet of trailers to commemorate America’s upcoming 250th anniversary. These trailers, constructed at XPO’s manufacturing facility in Searcy, Arkansas, feature patriotic branding inspired by the American flag and will be transported across the country by XPO drivers, including military veterans and those recognized for exceptional safety records. The launch event at the Searcy facility underscores XPO’s unique position as the only freight transportation provider in the United States that builds its own trailers, having produced over 100,000 units since 1994. As one of the largest less-than-truckload (LTL) carriers in the nation, XPO moves 16 billion pounds of freight annually, serving 55,000 customers with a network of 594 locations and 37,000 employees across North America and Europe. This initiative not only celebrates the dedication and hard work of XPO’s drivers and freight professionals but also highlights the critical role the trucking industry plays in supporting the American economy, with trucks moving more than 70% of the nation’s freight by weight each year.Recent Insider Transactions • May 30Independent Vice Chair recently sold Mex$9.0m worth of stockOn the 28th of May, Allison Landry sold around 2k shares on-market at roughly Mex$3,737 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Allison has been a net seller over the last 12 months, reducing personal holdings by Mex$17m.お知らせ • May 29XPO, Inc. Announces Resignation of Wendy Cassity as Chief Legal Officer and Corporate Secretary, Effective on or About June 18, 2026On May 20, 2026, XPO, Inc. announced that Wendy Cassity notified the company of her intention to resign as chief legal officer and corporate secretary of the company effective on or about June 18, 2026. Her resignation is for personal reasons.Board Change • May 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08+ 1 more updateXPO, Inc., Annual General Meeting, May 19, 2026XPO, Inc., Annual General Meeting, May 19, 2026. Location: meetnow.global/m6w4llv, United StatesBoard Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to Mex$3,400, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 11x in the Transportation industry in South America. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,360 per share.お知らせ • Jan 13XPO, Inc. to Report Q4, 2025 Results on Feb 05, 2026XPO, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026お知らせ • Dec 15XPO, Inc. Announces Executive ChangesXPO, Inc. announced on December 15, 2025, that Brad Jacobs will step down as Executive Chairman of the Board, effective December 31, 2025. Jacobs will transition to the role of Special Advisor to the Company through June 30, 2026. Mario Harik will serve as Chairman of the Board while continuing in his role as CEO, which he has held since 2022. Harik’s increased responsibility underscores the Company’s commitment to continuity of strategy and long-term value creation for customers, employees, and shareholders.お知らせ • Sep 18XPO, Inc. to Report Q3, 2025 Results on Oct 30, 2025XPO, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025お知らせ • Jun 26XPO, Inc. to Report Q2, 2025 Results on Jul 31, 2025XPO, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025お知らせ • Apr 18XPO, Inc. to Report Q1, 2025 Results on Apr 30, 2025XPO, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Apr 04XPO, Inc., Annual General Meeting, May 15, 2025XPO, Inc., Annual General Meeting, May 15, 2025. Location: at meetnow.global/m6dat65, United Statesお知らせ • Mar 28XPO, Inc. (NYSE:XPO) announces an Equity Buyback for $750 million worth of its shares.XPO Logistics, Inc. (NYSE:XPO) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock.お知らせ • Jan 09XPO, Inc. to Report Q4, 2024 Results on Feb 06, 2025XPO, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025お知らせ • Oct 03XPO, Inc. to Report Q3, 2024 Results on Oct 30, 2024XPO, Inc. announced that they will report Q3, 2024 results on Oct 30, 2024お知らせ • Aug 16XPO Reportedly Again Exploring Sale of European Transportation BusinessXPO, Inc. (NYSE:XPO) has renewed a sale of its European transportation business almost two years after it shelved a plan to sell the operation. The logistics company is working with advisers to solicit potential interest in the business, according to a Bloomberg report on August 14, 2024, which cited people familiar with the matter. The unit may see as much as $2 billion a sale. Deliberations about a possible sale are ongoing and XPO may decide to keep the business, according to the report. A potential sale comes after XPO announced in December 2022 that it ended plans to divest its European business, citing weakened capital markets in Europe. XPO (XPO) announced in March 2022 it planned to divest its European business and North American intermodal operation. XPO said it expected to divest its European business through either a sale or a listing on a European stock exchange.お知らせ • Jul 10XPO, Inc. to Report Q2, 2024 Results on Aug 01, 2024XPO, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024お知らせ • Jul 03XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value IndexXPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Indexお知らせ • Jun 08XPO, Inc. Announces Resignation of Jason Aiken as Board of DirectorsXPO, Inc. announced on June 3, 2024, Jason Aiken notified the company of his resignation from the board of directors (the board) of the company effective as of June 6, 2024. Effective as of June 6, 2024, the board reduced the size of the board from nine to eight directors.お知らせ • Apr 04XPO, Inc. to Report Q1, 2024 Results on May 03, 2024XPO, Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024お知らせ • Apr 03XPO, Inc., Annual General Meeting, May 16, 2024XPO, Inc., Annual General Meeting, May 16, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider elect nine members of our Board of Directors for a term to expire at the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to consider To ratify the appointment of KPMG LLP as Company independent registered public accounting firm for fiscal year 2024; To consider to conduct an advisory vote to approve the executive compensation of company named executive officers (the “NEOs”), as disclosed in the Proxy Statement; to consider to conduct an advisory vote on the frequency of future advisory votes to approve executive compensation; and to consider and transact other business as may properly come before the Annual Meeting or any adjournment or postponement thereof.Board Change • Dec 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Dec 22XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million.XPO, Inc. (NYSE:XPO) selected as the successful bidder to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million on November 28, 2023. XPO, Inc. (NYSE:XPO) entered into an asset purchase agreement to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 4, 2023. As part of the agreement, XPO will assume certain liabilities related to the 28 service centers, including liabilities under the three leases, and certain cure costs required to be paid pursuant to Chapter 11 of the U.S. Code. Concurrently, on December 4, 2023, XPO entered into a senior secured bridge term loan credit agreement with Credit Agricole Corporate and Investment Bank, to borrow up to an aggregate amount of $870 million (the “Bridge Facility”), to be borrowed on or prior to March 7, 2024. The proceeds of the Bridge Facility, together with cash on hand, will be used to finance the Yellow Asset Acquisition. XPO also intends to commence a private offering of $585 million in aggregate principal amount of senior unsecured notes due 2032 and seek commitments for $400 million in new incremental senior secured term loans maturing 2031 under its existing term loan facility. XPO intends to use the net proceeds from the Financing Transactions, together with cash on hand, to finance the Yellow Asset Acquisition and/or repay amounts outstanding under the Bridge Facility, to repay in full XPO's existing 6.250% Senior Notes due 2025, to pay fees, costs and expenses related to the Financing Transactions, the repayment of the Existing Notes and the Yellow Asset Acquisition. The transaction is subject to approval by U.S. Bankruptcy Court for the District of Delaware. The transaction is expected to close by the end of 2023. Wachtell, Lipton, Rosen & Katz is serving as legal advisor to XPO in connection with the Yellow Asset Acquisition and the Financing Transactions. As of December 12, 2023, United States Bankruptcy Court for the District of Delaware has approved the deal. Kirkland & Ellis LLP and Goodmans LLP acted as a legal advisor to XPO, Inc. (NYSE:XPO). XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 20, 2023.Board Change • Dec 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 30XPO, Inc. to Report Q3, 2023 Results on Oct 30, 2023XPO, Inc. announced that they will report Q3, 2023 results on Oct 30, 2023Board Change • Aug 08High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jul 22XPO, Inc. Announces Chief Financial Officer ChangesXPO, Inc. announced the promotion of Kyle Wismans to the position of chief financial officer, effective August 11, 2023. Wismans currently serves as XPO’s senior vice president, revenue management and finance, after joining the company in 2019 as senior vice president, financial planning and analysis. He will succeed CFO Carl Anderson, who is stepping down to rejoin a former colleague in an industry where he worked for over a decade. Wismans has held numerous senior financial positions during his 17-year career with global public companies. Prior to XPO, he was an executive with General Electric Company and Baker Hughes for over a decade, including leadership positions as head of global financial planning and analysis for two divisions, chief financial officer for the oil and gas pressure control business, as well as senior responsibilities with the global audit staff. He holds a degree in business administration from the University of Michigan, Stephen M. Ross School of Business.お知らせ • Jul 12XPO, Inc. to Report Q2, 2023 Results on Aug 04, 2023XPO, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023Board Change • Jul 08High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Mar 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Mario Harik was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.60 (vs US$2.88 in FY 2021)Full year 2022 results: EPS: US$1.60 (down from US$2.88 in FY 2021). Revenue: US$7.72b (down 40% from FY 2021). Net income: US$184.0m (down 43% from FY 2021). Profit margin: 2.4% (down from 2.5% in FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Transportation industry in South America. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Feb 09XPO, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2022XPO, Inc. reported impairment charges for the fourth quarter ended December 31, 2022. For the quarter, the company reported goodwill impairment of $64 million.Board Change • Jan 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Mario Harik was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 18Xpo, Inc. Appoints Ali Faghri as Chief Strategy OfficerXPO announced the appointment of Ali Faghri as chief strategy officer, effective immediately. Faghri is responsible for XPO's strategy and analysis of growth opportunities, and oversees the company's engagement with the investment community. Hereports to Mario Harik, XPO's chief executive officer. Faghri is a prominent Wall Street analyst who has specialized in the automotive sector for 12 years, covering market leaders in manufacturing, retail and mobility, such as Tesla, CarMax, AutoZone and Uber. He most recently was a managing director with Guggenheim Partners, LLC, where he led the automotive team for five years. Faghri holds a degree in engineering from Cornell University.お知らせ • Jan 11XPO, Inc. to Report Q4, 2022 Results on Feb 08, 2023XPO, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023Reported Earnings • Aug 05Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: US$1.23. Revenue: US$3.23b (flat on 2Q 2021). Net income: US$141.0m (up US$141.0m from 2Q 2021). Profit margin: 4.4% (up from null in 2Q 2021). Over the next year, revenue is expected to shrink by 1.9% compared to a 39% growth forecast for the industry in Mexico.Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$4.25 (vs US$1.09 in 1Q 2021)First quarter 2022 results: EPS: US$4.25 (up from US$1.09 in 1Q 2021). Revenue: US$3.47b (down 27% from 1Q 2021). Net income: US$489.0m (up 325% from 1Q 2021). Profit margin: 14% (up from 2.4% in 1Q 2021). Over the next year, revenue is forecast to grow 1.4%, compared to a 32% growth forecast for the industry in Mexico.Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS US$0.19 (vs US$0.92 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$3.27b (down 23% from 3Q 2020). Net income: US$21.0m (down 75% from 3Q 2020). Profit margin: 0.6% (down from 2.0% in 3Q 2020). The decrease in margin was driven by lower revenue.Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Johnny Taylor was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.39 (vs US$1.45 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$5.04b (up 44% from 2Q 2020). Net income: US$156.0m (up US$288.0m from 2Q 2020). Profit margin: 3.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 39% share price decline to US$1,686, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Transportation industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,212 per share.Recent Insider Transactions • Jun 19Chief Accounting Officer recently sold Mex$30m worth of stockOn the 16th of June, Lance Robinson sold around 10k shares on-market at roughly Mex$3,043 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$498m more than they bought in the last 12 months.Reported Earnings • May 05First quarter 2021 earnings released: EPS US$1.09 (vs US$0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$4.77b (up 24% from 1Q 2020). Net income: US$115.0m (up 448% from 1Q 2020). Profit margin: 2.4% (up from 0.5% in 1Q 2020).Recent Insider Transactions • Feb 20Independent Director recently sold Mex$90m worth of stockOn the 19th of February, Adrian Kingshott sold around 38k shares on-market at roughly Mex$2,403 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$291m more than they bought in the last 12 months.Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS US$0.92The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$4.22b (up 1.6% from 3Q 2019). Net income: US$84.0m (down 28% from 3Q 2019). Profit margin: 2.0% (down from 2.8% in 3Q 2019). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Nov 10Revenue beats expectationsRevenue exceeded analyst estimates by 9.8%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.0% growth forecast for the Logistics industry in Mexico.お知らせ • Oct 10XPO Logistics, Inc. to Report Q3, 2020 Results on Nov 05, 2020XPO Logistics, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020業績と収益の成長予測BMV:XPO * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202810,1578191,0801,6961012/31/20279,5266928051,3882112/31/20269,0385656941,185206/30/20268,5744045881,088N/A3/31/20268,2993484581,027N/A12/31/20258,157316329986N/A9/30/20258,068332232949N/A6/30/20258,009345154842N/A3/31/20258,008389123805N/A12/31/20248,07238719808N/A9/30/20248,090370-793869N/A6/30/20248,017361-836838N/A3/31/20247,855242-856759N/A12/31/20237,744192-851682N/A9/30/20237,63598-56605N/A6/30/20237,6011041635N/A3/31/20237,73116977699N/A12/31/20227,718184311832N/A9/30/20223,644119343754N/A6/30/20224,96848202578N/A3/31/20226,10765431749N/A12/31/20217,20296452721N/A9/30/202112,383234526821N/A6/30/202111,7882418471,030N/A3/31/20219,3241640878N/A12/31/20206,168-138636885N/A9/30/202011,397196311,039N/A6/30/202012,8761084011,021N/A3/31/202016,392357N/A1,067N/A12/31/201910,681201N/A791N/A9/30/201916,901366N/A1,008N/A6/30/201917,082350N/A1,018N/A3/31/201917,207366N/A1,025N/A12/31/201817,279390N/A1,102N/A9/30/201817,084494N/A802N/A6/30/201816,636450N/A807N/A3/31/201816,034360N/A751N/A12/31/201715,381312N/A785N/A9/30/201714,864152N/A740N/A6/30/201714,690108N/A584N/A3/31/201714,613103N/A634N/A12/31/201614,61963N/A622N/A9/30/201614,285-27N/A456N/A6/30/201612,933-134N/A382N/A3/31/201610,466-251N/A50N/A12/31/20157,623-246N/A91N/A9/30/20155,112-235N/A31N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: XPO *の予測収益成長率 (年間19.7% ) は 貯蓄率 ( 9.1% ) を上回っています。収益対市場: XPO *の収益 ( 19.7% ) はMX市場 ( 8.3% ) よりも速いペースで成長すると予測されています。高成長収益: XPO *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: XPO *の収益 ( 6.1% ) MX市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: XPO *の収益 ( 6.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: XPO *の 自己資本利益率 は、3年後には高くなると予測されています ( 26.2 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/09 04:15終値2026/05/27 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋XPO, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関Eric MorganBarclaysChristopher KuhnBenchmark CompanyKevin SterlingBenchmark Company30 その他のアナリストを表示
お知らせ • Jul 27Xpo, Inc. Announces Appointment of Michael Kneeland to Board of Directors, Effective July 27, 2026XPO, Inc. announced that Michael Kneeland has joined the company’s board of directors, effectively July 27, 2026. Mr. Kneeland is non-executive chairman of United Rentals, the world’s largest equipment rental company. He joined United Rentals in 1998 and subsequently led the company as chief executive officer from 2007 to 2019, including 10 concurrent years as president. He became chairman upon his retirement in 2019. He has also served as a director of GXO Logistics, Inc. since 2025, and non-executive chair of the board of directors of Gildan Activewear Inc. since 2024.
お知らせ • Jun 30XPO, Inc. to Report Q2, 2026 Results on Jul 30, 2026XPO, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026
お知らせ • Jun 29+ 7 more updatesXPO, Inc.(NYSE:XPO) dropped from Russell Small Cap Comp Value BenchmarkXPO, Inc.(NYSE:XPO) dropped from Russell Small Cap Comp Value Benchmark
お知らせ • Jun 05XPO, Inc. Unveils Trailer FleetXPO, Inc. has unveiled a new fleet of trailers to commemorate America’s upcoming 250th anniversary. These trailers, constructed at XPO’s manufacturing facility in Searcy, Arkansas, feature patriotic branding inspired by the American flag and will be transported across the country by XPO drivers, including military veterans and those recognized for exceptional safety records. The launch event at the Searcy facility underscores XPO’s unique position as the only freight transportation provider in the United States that builds its own trailers, having produced over 100,000 units since 1994. As one of the largest less-than-truckload (LTL) carriers in the nation, XPO moves 16 billion pounds of freight annually, serving 55,000 customers with a network of 594 locations and 37,000 employees across North America and Europe. This initiative not only celebrates the dedication and hard work of XPO’s drivers and freight professionals but also highlights the critical role the trucking industry plays in supporting the American economy, with trucks moving more than 70% of the nation’s freight by weight each year.
Recent Insider Transactions • May 30Independent Vice Chair recently sold Mex$9.0m worth of stockOn the 28th of May, Allison Landry sold around 2k shares on-market at roughly Mex$3,737 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Allison has been a net seller over the last 12 months, reducing personal holdings by Mex$17m.
お知らせ • May 29XPO, Inc. Announces Resignation of Wendy Cassity as Chief Legal Officer and Corporate Secretary, Effective on or About June 18, 2026On May 20, 2026, XPO, Inc. announced that Wendy Cassity notified the company of her intention to resign as chief legal officer and corporate secretary of the company effective on or about June 18, 2026. Her resignation is for personal reasons.
Board Change • May 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08+ 1 more updateXPO, Inc., Annual General Meeting, May 19, 2026XPO, Inc., Annual General Meeting, May 19, 2026. Location: meetnow.global/m6w4llv, United States
Board Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 28%After last week's 28% share price gain to Mex$3,400, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 11x in the Transportation industry in South America. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,360 per share.
お知らせ • Jan 13XPO, Inc. to Report Q4, 2025 Results on Feb 05, 2026XPO, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026
お知らせ • Dec 15XPO, Inc. Announces Executive ChangesXPO, Inc. announced on December 15, 2025, that Brad Jacobs will step down as Executive Chairman of the Board, effective December 31, 2025. Jacobs will transition to the role of Special Advisor to the Company through June 30, 2026. Mario Harik will serve as Chairman of the Board while continuing in his role as CEO, which he has held since 2022. Harik’s increased responsibility underscores the Company’s commitment to continuity of strategy and long-term value creation for customers, employees, and shareholders.
お知らせ • Sep 18XPO, Inc. to Report Q3, 2025 Results on Oct 30, 2025XPO, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
お知らせ • Jun 26XPO, Inc. to Report Q2, 2025 Results on Jul 31, 2025XPO, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025
お知らせ • Apr 18XPO, Inc. to Report Q1, 2025 Results on Apr 30, 2025XPO, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Apr 04XPO, Inc., Annual General Meeting, May 15, 2025XPO, Inc., Annual General Meeting, May 15, 2025. Location: at meetnow.global/m6dat65, United States
お知らせ • Mar 28XPO, Inc. (NYSE:XPO) announces an Equity Buyback for $750 million worth of its shares.XPO Logistics, Inc. (NYSE:XPO) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock.
お知らせ • Jan 09XPO, Inc. to Report Q4, 2024 Results on Feb 06, 2025XPO, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025
お知らせ • Oct 03XPO, Inc. to Report Q3, 2024 Results on Oct 30, 2024XPO, Inc. announced that they will report Q3, 2024 results on Oct 30, 2024
お知らせ • Aug 16XPO Reportedly Again Exploring Sale of European Transportation BusinessXPO, Inc. (NYSE:XPO) has renewed a sale of its European transportation business almost two years after it shelved a plan to sell the operation. The logistics company is working with advisers to solicit potential interest in the business, according to a Bloomberg report on August 14, 2024, which cited people familiar with the matter. The unit may see as much as $2 billion a sale. Deliberations about a possible sale are ongoing and XPO may decide to keep the business, according to the report. A potential sale comes after XPO announced in December 2022 that it ended plans to divest its European business, citing weakened capital markets in Europe. XPO (XPO) announced in March 2022 it planned to divest its European business and North American intermodal operation. XPO said it expected to divest its European business through either a sale or a listing on a European stock exchange.
お知らせ • Jul 10XPO, Inc. to Report Q2, 2024 Results on Aug 01, 2024XPO, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
お知らせ • Jul 03XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value IndexXPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Index
お知らせ • Jun 08XPO, Inc. Announces Resignation of Jason Aiken as Board of DirectorsXPO, Inc. announced on June 3, 2024, Jason Aiken notified the company of his resignation from the board of directors (the board) of the company effective as of June 6, 2024. Effective as of June 6, 2024, the board reduced the size of the board from nine to eight directors.
お知らせ • Apr 04XPO, Inc. to Report Q1, 2024 Results on May 03, 2024XPO, Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024
お知らせ • Apr 03XPO, Inc., Annual General Meeting, May 16, 2024XPO, Inc., Annual General Meeting, May 16, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider elect nine members of our Board of Directors for a term to expire at the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to consider To ratify the appointment of KPMG LLP as Company independent registered public accounting firm for fiscal year 2024; To consider to conduct an advisory vote to approve the executive compensation of company named executive officers (the “NEOs”), as disclosed in the Proxy Statement; to consider to conduct an advisory vote on the frequency of future advisory votes to approve executive compensation; and to consider and transact other business as may properly come before the Annual Meeting or any adjournment or postponement thereof.
Board Change • Dec 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 22XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million.XPO, Inc. (NYSE:XPO) selected as the successful bidder to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million on November 28, 2023. XPO, Inc. (NYSE:XPO) entered into an asset purchase agreement to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 4, 2023. As part of the agreement, XPO will assume certain liabilities related to the 28 service centers, including liabilities under the three leases, and certain cure costs required to be paid pursuant to Chapter 11 of the U.S. Code. Concurrently, on December 4, 2023, XPO entered into a senior secured bridge term loan credit agreement with Credit Agricole Corporate and Investment Bank, to borrow up to an aggregate amount of $870 million (the “Bridge Facility”), to be borrowed on or prior to March 7, 2024. The proceeds of the Bridge Facility, together with cash on hand, will be used to finance the Yellow Asset Acquisition. XPO also intends to commence a private offering of $585 million in aggregate principal amount of senior unsecured notes due 2032 and seek commitments for $400 million in new incremental senior secured term loans maturing 2031 under its existing term loan facility. XPO intends to use the net proceeds from the Financing Transactions, together with cash on hand, to finance the Yellow Asset Acquisition and/or repay amounts outstanding under the Bridge Facility, to repay in full XPO's existing 6.250% Senior Notes due 2025, to pay fees, costs and expenses related to the Financing Transactions, the repayment of the Existing Notes and the Yellow Asset Acquisition. The transaction is subject to approval by U.S. Bankruptcy Court for the District of Delaware. The transaction is expected to close by the end of 2023. Wachtell, Lipton, Rosen & Katz is serving as legal advisor to XPO in connection with the Yellow Asset Acquisition and the Financing Transactions. As of December 12, 2023, United States Bankruptcy Court for the District of Delaware has approved the deal. Kirkland & Ellis LLP and Goodmans LLP acted as a legal advisor to XPO, Inc. (NYSE:XPO). XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 20, 2023.
Board Change • Dec 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 30XPO, Inc. to Report Q3, 2023 Results on Oct 30, 2023XPO, Inc. announced that they will report Q3, 2023 results on Oct 30, 2023
Board Change • Aug 08High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jul 22XPO, Inc. Announces Chief Financial Officer ChangesXPO, Inc. announced the promotion of Kyle Wismans to the position of chief financial officer, effective August 11, 2023. Wismans currently serves as XPO’s senior vice president, revenue management and finance, after joining the company in 2019 as senior vice president, financial planning and analysis. He will succeed CFO Carl Anderson, who is stepping down to rejoin a former colleague in an industry where he worked for over a decade. Wismans has held numerous senior financial positions during his 17-year career with global public companies. Prior to XPO, he was an executive with General Electric Company and Baker Hughes for over a decade, including leadership positions as head of global financial planning and analysis for two divisions, chief financial officer for the oil and gas pressure control business, as well as senior responsibilities with the global audit staff. He holds a degree in business administration from the University of Michigan, Stephen M. Ross School of Business.
お知らせ • Jul 12XPO, Inc. to Report Q2, 2023 Results on Aug 04, 2023XPO, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023
Board Change • Jul 08High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Mar 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Mario Harik was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.60 (vs US$2.88 in FY 2021)Full year 2022 results: EPS: US$1.60 (down from US$2.88 in FY 2021). Revenue: US$7.72b (down 40% from FY 2021). Net income: US$184.0m (down 43% from FY 2021). Profit margin: 2.4% (down from 2.5% in FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Transportation industry in South America. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Feb 09XPO, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2022XPO, Inc. reported impairment charges for the fourth quarter ended December 31, 2022. For the quarter, the company reported goodwill impairment of $64 million.
Board Change • Jan 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Mario Harik was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 18Xpo, Inc. Appoints Ali Faghri as Chief Strategy OfficerXPO announced the appointment of Ali Faghri as chief strategy officer, effective immediately. Faghri is responsible for XPO's strategy and analysis of growth opportunities, and oversees the company's engagement with the investment community. Hereports to Mario Harik, XPO's chief executive officer. Faghri is a prominent Wall Street analyst who has specialized in the automotive sector for 12 years, covering market leaders in manufacturing, retail and mobility, such as Tesla, CarMax, AutoZone and Uber. He most recently was a managing director with Guggenheim Partners, LLC, where he led the automotive team for five years. Faghri holds a degree in engineering from Cornell University.
お知らせ • Jan 11XPO, Inc. to Report Q4, 2022 Results on Feb 08, 2023XPO, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023
Reported Earnings • Aug 05Second quarter 2022 earnings releasedSecond quarter 2022 results: EPS: US$1.23. Revenue: US$3.23b (flat on 2Q 2021). Net income: US$141.0m (up US$141.0m from 2Q 2021). Profit margin: 4.4% (up from null in 2Q 2021). Over the next year, revenue is expected to shrink by 1.9% compared to a 39% growth forecast for the industry in Mexico.
Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$4.25 (vs US$1.09 in 1Q 2021)First quarter 2022 results: EPS: US$4.25 (up from US$1.09 in 1Q 2021). Revenue: US$3.47b (down 27% from 1Q 2021). Net income: US$489.0m (up 325% from 1Q 2021). Profit margin: 14% (up from 2.4% in 1Q 2021). Over the next year, revenue is forecast to grow 1.4%, compared to a 32% growth forecast for the industry in Mexico.
Reported Earnings • Nov 04Third quarter 2021 earnings released: EPS US$0.19 (vs US$0.92 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$3.27b (down 23% from 3Q 2020). Net income: US$21.0m (down 75% from 3Q 2020). Profit margin: 0.6% (down from 2.0% in 3Q 2020). The decrease in margin was driven by lower revenue.
Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Johnny Taylor was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.39 (vs US$1.45 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$5.04b (up 44% from 2Q 2020). Net income: US$156.0m (up US$288.0m from 2Q 2020). Profit margin: 3.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 39% share price decline to US$1,686, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Transportation industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,212 per share.
Recent Insider Transactions • Jun 19Chief Accounting Officer recently sold Mex$30m worth of stockOn the 16th of June, Lance Robinson sold around 10k shares on-market at roughly Mex$3,043 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$498m more than they bought in the last 12 months.
Reported Earnings • May 05First quarter 2021 earnings released: EPS US$1.09 (vs US$0.23 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$4.77b (up 24% from 1Q 2020). Net income: US$115.0m (up 448% from 1Q 2020). Profit margin: 2.4% (up from 0.5% in 1Q 2020).
Recent Insider Transactions • Feb 20Independent Director recently sold Mex$90m worth of stockOn the 19th of February, Adrian Kingshott sold around 38k shares on-market at roughly Mex$2,403 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$291m more than they bought in the last 12 months.
Reported Earnings • Nov 10Third quarter 2020 earnings released: EPS US$0.92The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$4.22b (up 1.6% from 3Q 2019). Net income: US$84.0m (down 28% from 3Q 2019). Profit margin: 2.0% (down from 2.8% in 3Q 2019). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Nov 10Revenue beats expectationsRevenue exceeded analyst estimates by 9.8%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.0% growth forecast for the Logistics industry in Mexico.
お知らせ • Oct 10XPO Logistics, Inc. to Report Q3, 2020 Results on Nov 05, 2020XPO Logistics, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020