View ValuationXPO 향후 성장Future 기준 점검 4/6XPO (는) 각각 연간 20.4% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.6% 로 예상됩니다.핵심 정보20.4%이익 성장률21.23%EPS 성장률Transportation 이익 성장10.7%매출 성장률5.7%향후 자기자본이익률26.55%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • Oct 18XPO Logistics, Inc. Provides Earnings Guidance for the Third Quarter of 2022XPO Logistics, Inc. provided earnings guidance for the third quarter of 2022. For the quarter, the company expects to report revenue of approximately $3.04 billion. Operating income of $181 million to $185 million.모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient 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.공시 • Apr 08+ 1 more updateXPO, Inc., Annual General Meeting, May 19, 2026XPO, Inc., Annual General Meeting, May 19, 2026. Location: meetnow.global/m6w4llv, United States공시 • 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, 2026공시 • 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.공시 • 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, 2025공시 • Jun 26XPO, Inc. to Report Q2, 2025 Results on Jul 31, 2025XPO, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025공시 • Apr 18XPO, Inc. to Report Q1, 2025 Results on Apr 30, 2025XPO, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025공시 • Apr 04XPO, Inc., Annual General Meeting, May 15, 2025XPO, Inc., Annual General Meeting, May 15, 2025. Location: at meetnow.global/m6dat65, United States공시 • 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.공시 • 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, 2025New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks High level of debt (172% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €130, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 194% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.74 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (up from US$0.74 in 3Q 2023). Revenue: US$2.05b (up 3.7% from 3Q 2023). Net income: US$95.0m (up 11% from 3Q 2023). Profit margin: 4.6% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공시 • Oct 03XPO, Inc. to Report Q3, 2024 Results on Oct 30, 2024XPO, Inc. announced that they will report Q3, 2024 results on Oct 30, 2024공시 • 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.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.29 (vs US$0.27 in 2Q 2023)Second quarter 2024 results: EPS: US$1.29 (up from US$0.27 in 2Q 2023). Revenue: US$2.08b (up 8.5% from 2Q 2023). Net income: US$150.0m (up 384% from 2Q 2023). Profit margin: 7.2% (up from 1.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €108, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.공시 • Jul 10XPO, Inc. to Report Q2, 2024 Results on Aug 01, 2024XPO, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024공시 • Jul 03XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value IndexXPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Index공시 • 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.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.58 (vs US$0.15 in 1Q 2023)First quarter 2024 results: EPS: US$0.58 (up from US$0.15 in 1Q 2023). Revenue: US$2.02b (up 5.8% from 1Q 2023). Net income: US$67.0m (up 294% from 1Q 2023). Profit margin: 3.3% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • 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, 2024공시 • 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.Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$1.66 (vs US$1.60 in FY 2022)Full year 2023 results: EPS: US$1.66 (up from US$1.60 in FY 2022). Revenue: US$7.74b (flat on FY 2022). Net income: US$192.0m (up 4.3% from FY 2022). Profit margin: 2.5% (up from 2.4% in FY 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • 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.New Risk • Oct 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (162% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 3.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (180% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).공시 • Sep 30XPO, Inc. to Report Q3, 2023 Results on Oct 30, 2023XPO, Inc. announced that they will report Q3, 2023 results on Oct 30, 2023Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: US$0.27 (vs US$0.83 in 2Q 2022)Second quarter 2023 results: EPS: US$0.27 (down from US$0.83 in 2Q 2022). Revenue: US$1.92b (down 6.4% from 2Q 2022). Net income: US$31.0m (down 68% from 2Q 2022). Profit margin: 1.6% (down from 4.7% in 2Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • 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.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €61.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €88.13 per share.공시 • 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, 2023Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €54.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.37 per share.Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.15 (vs US$4.25 in 1Q 2022)First quarter 2023 results: EPS: US$0.15 (down from US$4.25 in 1Q 2022). Revenue: US$1.91b (down 45% from 1Q 2022). Net income: US$17.0m (down 97% from 1Q 2022). Profit margin: 0.9% (down from 14% in 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €36.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 6.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.24 per share.Recent Insider Transactions • Mar 15Independent Director recently bought €50k worth of stockOn the 10th of March, J. Frye bought around 2k shares on-market at roughly €33.51 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Buying Opportunity • Feb 11Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be €48.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Feb 09Full 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 4.3% growth forecast for the Transportation industry in Europe. 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 22% per year, which means it is significantly lagging earnings.공시 • 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.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total loss to shareholders of 18% over the past three years.공시 • 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.공시 • 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, 2023Board Change • Dec 02High 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.Board Change • Nov 03High 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.Buying Opportunity • Nov 02Now 44% undervalued after recent price dropOver the last 90 days, the stock is down 46%. The fair value is estimated to be €56.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to decline by 9.2% per annum. Earnings is also forecast to decline by 17% per annum over the same time period.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$1.14 (vs US$0.18 in 3Q 2021)Third quarter 2022 results: EPS: US$1.14 (up from US$0.18 in 3Q 2021). Revenue: US$3.04b (down 7.0% from 3Q 2021). Net income: US$131.0m (up US$110.0m from 3Q 2021). Profit margin: 4.3% (up from 0.6% in 3Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Oct 18XPO Logistics, Inc. Provides Earnings Guidance for the Third Quarter of 2022XPO Logistics, Inc. provided earnings guidance for the third quarter of 2022. For the quarter, the company expects to report revenue of approximately $3.04 billion. Operating income of $181 million to $185 million.공시 • Oct 15XPO Logistics, Inc. Announces Jason Kerr as Chief Accounting Officer for RXO Spin-OffXPO Logistics, Inc. announced that Jason Kerr will become chief accounting officer of RXO, the planned spin-off of XPO’s brokered transportation platform. Kerr has joined XPO as chief accounting officer for the North American transportation division, effective immediately. Hereports to Jamie Harris, who, as previously announced, will be chief financial officer of RXO, and currently serves as chief financial officer, North American transportation. Kerr has more than two decades of experience in public company accounting, most recently as chief accounting officer of BWX Technologies, Inc. (BWXT). During 12 years with BWXT and its legacy enterprise, The Babcock & Wilcox Company, he led accounting, reporting and compliance functions and was instrumental in the company’s 2015 spin-off. Earlier, he served as a senior manager with Deloitte & Touche LLP, and as a senior auditor with Arthur Andersen LLP. He holds a master’s degree and a bachelor’s degree in accounting from the College of Charleston in South Carolina, and is a certified public accountant.공시 • Oct 11+ 2 more updatesXPO Logistics Announces Board ChangesXPO Logistics, Inc. announced that its board of directors has approved the previously announced separation of its tech-enabled brokered transportation platform through the distribution of all of the outstanding shares of common stock of its wholly owned subsidiary, RXO, Inc., to holders of XPO common stock. The appointment of a new slate of XPO board members has been finalized as follows, effective with the separation. Six of the eight directors are independent. Brad Jacobs will continue to lead the board, and Johnny C. Taylor, Jr., Allison Landry, Jason Aiken and Michael Jesselson will remain as directors. Jacobs will serve as executive chairman, as previously announced. Taylor will serve as lead independent director and will chair the Compensation Committee. Landry will serve as vice chairman and will chair the Nominating, Governance and Sustainability Committee. Aiken will chair the Audit Committee. Three additional directors have been named to the XPO board: Bella Allaire is executive vice president of technology and operations with Raymond James Financial, and the former chief information officer of UBS Wealth Management Americas. Mario Harik will become XPO’s chief executive officer upon completion of the spin-off. He currently serves as president, less-than-truckload – North America, and chief information officer. Irene Moshouris is senior vice president and treasurer of United Rentals, and formerly served in finance management roles with Avon Products and GTE Corporation.공시 • Oct 07XPO Logistics, Inc. to Report Q3, 2022 Results on Oct 31, 2022XPO Logistics, Inc. announced that they will report Q3, 2022 results on Oct 31, 2022공시 • Sep 30XPO Logistics, Inc. Appoints Heidi Ratti as Chief Human Resources Officer for RXO Spin-OffXPO Logistics, Inc. announced that Heidi Ratti will become chief human resources officer of RXO, the planned spin-off of XPO’s tech-enabled brokered transportation platform. Ratti is currently senior vice president, human resources for XPO’s North American less-than-truckload business, and will move to RXO’s C-suite when the separation is complete. She will report to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation – North America. Ratti’s career in human resources includes 16 years of executive experience in transportation-related industries. She joined XPO’s HR organization upon the company’s acquisition of Pacer International, and subsequently became vice president, human resources before being promoted to her current position. Prior to XPO and Pacer, Ratti worked with MAHLE. She holds a degree in health administration from Eastern Michigan University.공시 • Sep 28XPO Logistics Announces Board of Directors for Planned RXO Spin-OffXPO Logistics, Inc. announced the members of the inaugural board of directors for the planned spin-off of RXO [2], its tech-enabled brokered transportation platform. The board will become effective with the closing of the spin-off transaction, which XPO expects to complete in the fourth quarter. RXO’s board composition Seven of RXO’s nine directors qualify as independent. The board appointments have been finalized as follows: · Brad Jacobs will serve as non-executive chairman of RXO, as previously announced. Jacobs is currently XPO’s chairman and chief executive officer, and will remain with XPO as executive chairman when the separation is complete. · Drew Wilkerson will serve on the board in addition to leading RXO as chief executive officer. Wilkerson is currently XPO’s president, North American transportation, and a former truck brokerage executive with C.H. Robinson. Three current XPO directors will join the RXO board as independent directors at the time of the separation, following their planned resignation from the XPO board: AnnaMaria DeSalva has been a director of XPO since September 2017, and vice chair since February 2019. She is global chairman and chief executive officer of Hill+Knowlton Strategies, and the former chief communications officer of DuPont. She will chair the Nominating, Corporate Governance and Sustainability Committee. Adrian Kingshott has been a director of XPO since September 2011. He is a managing director with Spotlight Advisors, and the former chief executive officer of AdSon. Mary Kissel has been a director of XPO since August 2021. She is an executive vice president and senior policy advisor with Stephens, and a former member of The Wall Street Journal editorial board. She will serve as vice chairman. Four additional independent directors have been named to the board: Christine Breves is executive vice president, business transformation and former chief financial officer of U.S. Steel. · Michelle Nettles is global chief people and culture officer of ManpowerGroup, and former chief people and diversity officer of Molson Coors Brewing Company. She will chair the Compensation Committee and will serve as lead independent director. Stephen Renna is a senior managing director of Ankura’s Global Strategic Advisory practice, and former chief banking officer of the U.S. Export Import Bank. Thomas Szlosek is chief financial officer of Avantor, and former chief financial officer of Honeywell. He will chair the Audit Committee.공시 • Sep 15XPO Logistics, Inc. Appoints Jared Weisfeld as Chief Strategy OfficerXPO Logistics, Inc. announced that Jared Weisfeld will become chief strategy officer of RXO, the planned spin-off of XPO's brokered transportation platform. Weisfeld has been appointed chief strategy officer for XPO's North American transportation division, effective immediately. He will be responsible for RXO's strategy and analysis of growth opportunities when the spin-off is complete, and will oversee RXO's engagement with the investment community. He reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Weisfeld was most recently with Jefferies Financial Group, where he was ranked among the top three specialists in the technology, media and telecom sector on Institutional Investor's All-America Survey for 2020 and 2021. Previously, he was a partner and technology sector head with Margate Capital Management; and served as an associate portfolio manager with Balyasny Asset Management, where he was twice recognized as analyst of the year. He began his career as a technology sector analyst with the investment banking division of Credit Suisse. Weisfeld holds a degree in applied economics and management from Cornell University.공시 • Sep 14+ 1 more updateBradley S. Jacobs Ceases to Serve as XPO Logistics, Inc.’s Chief Executive OfficerAs previously announced, in connection with the planned spin-off (the Spin-off) of the tech-enabled brokerage platform of XPO Logistics, Inc., Mr. Bradley S. Jacobs, the Chairman and Chief Executive Officer of the company, will cease to serve as the company's Chief Executive Officer. On September 13, 2022, the company entered into a new employment agreement (the Employment Agreement) with Mr. Jacobs, which will replace Mr. Jacobs' current employment agreement with the Company.공시 • Sep 13XPO Logistics, Inc. Announces Executive ChangesXPO Logistics, Inc. announced that Jay Silberkleit has been appointed chief information officer, effective upon the spin-off of XPO’s brokered transportation platform. Silberkleit will succeed Mario Harik, XPO’s current CIO and president, less-than-truckload (LTL) – North America. As previously announced, Harik will become chief executive officer of XPO once the planned spin-off is complete. Silberkleit’s 18-year career as an enterprise systems leader includes senior roles with Fortune 500 companies that have complex, network-based operations. He joined XPO as vice president, enterprise architecture in 2012, shortly after the company was founded, and was instrumental in the creation of XPO’s technology ecosystem, including its digital brokerage platform. In 2021, he was named senior vice president, technology, with responsibility for the company’s LTL optimization initiatives. Prior to XPO, Silberkleit most recently served as principal software engineer with Waste Management, Inc.공시 • Sep 08Xpo Logistics Announces Jamie Harris as Chief Financial Officer for Rxo Spin-OffXpo Logistics, Inc. announced that JamieHarris will become chief financial officer of RXO, the planned spin-off of XPO's brokered transportation platform. Harris will join XPO as chief financial officer of the North American transportation division, effective September 26, 2022, and will lead RXO's finance operations when the separation is complete. He will report to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Harris is a career CFO with 35 years of accomplishments in B2B sectors, including two decades with public companies. He joins XPO from global manufacturer SPX Technologies, where he served as CFO and treasurer. Prior to SPX, Harris was CFO and interim CEO with Elevate Textiles, Inc., and CFO with Coca-Cola Consolidated, the independent Coca-Cola franchisee in the United States. He began his career with Ernst & Young LLP. Harris holds a master's degree in business administration from Wake Forest University and a bachelor's degree in accounting from Appalachian State University, where he currently serves on the board of trustees. XPO further announced that David Murray has joined XPO's North American transportation division as vice president, financial shared services, effective immediately, and will continue to lead financial shared services while serving as treasurer of RXO once the spin-off is complete. Murray's 22-year career includes positions as head of financial planning and analysis with IAC Group, and assistant treasurer with The Mosaic Company. Earlier, he served in senior roles with General Motors Corporation, primarily in treasury. He holds a bachelor's degree and a master's degree in business administration from the Stephen M. Ross School of Business at the University of Michigan, and is a certified public accountant.공시 • Aug 26XPO Logistics, Inc. Appoints Jeff Firestone as Chief Legal Officer for RXO Spin-OffXPO Logistics, Inc. announced that Jeff Firestone will become chief legal officer of RXO, the planned spin-off of XPO’s brokered transportation platform. Firestone will join XPO as chief legal officer of the North American transportation division, effective immediately, and will lead RXO’s legal organization when the separation is complete. He reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation – North America. Firestone’s 26-year career includes more than two decades with United Parcel Service, where he held senior legal responsibility for corporate matters, litigation, governance, compliance and risk mitigation, and worked closely with UPS business leaders in achieving performance goals. Most recently, he was UPS deputy general counsel, regulatory compliance and risk, and earlier, senior vice president, business unit finance. Firestone began his career with Gibson, Dunn & Crutcher LLP. He received his juris doctorate degree from the George Washington University Law School, and holds a master’s degree in professional accounting from the University of Texas.공시 • Aug 12Xpo Logistics, Inc. Appoints Nina Reinhardt as Chief Communications Officer for Rxo Spin-OffXPO Logistics, Inc. announced that Nina Reinhardt will become the chief communications officer of RXO, the planned spin-off of XPO's brokered transportation platform. Reinhardt will join XPO as chief communications officer ofthe North American transportation division, effective immediately, and will lead RXO's communications organization when the separation is complete. She reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Reinhardt joins the company from Honeywell, where her 18-year tenure included leadership roles in external and internal communications, public affairs and investor relations. Most recently, she was vice president, external communications and public affairs, serving as chief company spokesperson and leading a global team that developed strategies and messaging for all Honeywell business units and regions. Reinhardt holds a degree in journalism and economics from Northwestern University, and is a certified Six Sigma Green Belt.공시 • Aug 06+ 1 more updateXPO Logistics, Inc. Announces That Mario Harik Joins Board of DirectorsXPO Logistics, Inc. announced that Mario Harik will succeed Brad Jacobs as chief executive officer of XPO and join the board of directors following XPO's planned spin-off of its tech-enabled brokerage platform in the fourth quarter. Jacobs will remain with XPO as executive chairman, and will become non-executive chairman of the spin-off. Mario Harik has been appointed president, North American less-than-truckload, and will succeed Brad Jacobs as XPO's chief executive officer once the spin-off is complete Brad Jacobs will remain with XPO as executive chairman XPO further announced that Harik has been named president, less-than-truckload (LTL) effective immediately, after serving as acting LTL president since October 2021. The company plans to become a pure-play LTL transportation provider in North America by completing the brokerage spin-off and the divestiture of its European business. In his first nine months as head of North American LTL, Harik improved the company's operating efficiency to a record level in the second quarter of 2022. Over the same period, he enhanced pricing, excluding fuel impact, from a year-over-year gain of 6% to 10.6%, rebalanced the network and spearheaded high-impact technology deployments. In addition, Harik accelerated the growth strategy, doubling production run-rate at the company's in-house trailer manufacturing facility and opening five new terminals, adding 345 net new doors toward a goal of 900 net new doors by year-end 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 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Jul 08XPO Logistics, Inc. to Report Q2, 2022 Results on Aug 04, 2022XPO Logistics, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022공시 • Jun 08XPO Logistics, Inc. Appoints Yoav Amiel as Chief Information Officer for Spin-OffXPO Logistics, Inc. announced that Yoav Amiel has been appointed chief information officer for the planned spin-off of the company’s asset-light brokered transportation platform. Amiel currently leads the technology organization for XPO’s North American transportation division led by Drew Wilkerson, who, as previously announced, will be chief executive officer of the spin-off company. Amiel is a high-impact technology leader with 25 years of experience, including senior positions with world-class digital marketplaces. He joined XPO in 2018 as vice president, technology and has been instrumental in driving rapid industry adoption of the XPO Connect digital brokerage platform. In 2021, his responsibilities were expanded to include strategic leadership as senior vice president, technology. Prior to XPO, Amiel served as director of product at Amazon; and as head of product – machine-learned maps with both Uber and Microsoft, among other leadership roles. He holds a bachelor of science degree in computer science and a master’s degree in business administration from Tel Aviv University in Israel.공시 • May 12XPO Logistics, Inc. Appoints Drew Wilkerson as Chief Executive Officer for Spin-OffXPO Logistics, Inc. announced that Drew Wilkerson, currently XPO's president of North American Transportation, will become chief executive officer of the company's planned spin-off of its tech-enabled brokered services platform. Wilkerson will transition to the CEO role with the spin-off, which the company expects to complete in the fourth quarter of 2022. Wilkerson is a transportation industry veteran with 14 years of leadership experience in brokerage operations. He joined XPO in 2012 to spearhead the growth of the company's flagship truck brokerage hub in Charlotte, North Carolina. Wilkerson was subsequently promoted to regional vice president and then president of XPO's North American brokerage business. In 2020, he was named president of North American Transportation, with PL responsibility for truck brokerage, expedite, intermodal, drayage, managed transportation, last mile and global forwarding.Reported Earnings • May 11First 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 1.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • May 10XPO Logistics, Inc. Announces Drew Wilkerson as Chief Executive Officer for Spin-OffXPO Logistics, Inc. announced that Drew Wilkerson, currently XPO’s president of North American Transportation, will become chief executive officer of the company’s planned spin-off of its tech-enabled brokered services platform. Wilkerson will transition to the CEO role with the spin-off, which the company expects to complete in the fourth quarter of this year. Wilkerson is a transportation industry veteran with 14 years of leadership experience in brokerage operations. He joined XPO in 2012 to spearhead the growth of the company’s truck brokerage hub in Charlotte, North Carolina. Wilkerson was subsequently promoted to regional vice president and then president of XPO’s North American brokerage business.공시 • Apr 24XPO Logistics, Inc. Introduces “Ship Net-Zero” with Truck BrokerageXPO Logistics, Inc. introduced a carbon-offset shipping option for customers of its truck brokerage business in North America. Launched on Earth Day, April 22, the company’s Ship Net-Zero with XPO program gives shippers a way to negate the carbon footprint of their freight by purchasing carbon offsets for the sustainability project of their choice. XPO’s truck brokerage services are asset-light and managed on the XPO Connect® digital platform. The technology uses data science to source capacity from a pool of more than a million trucks, capturing the carbon impact data at the time a load is tendered. The shipper-friendly program automatically tracks carbon offsets to emissions calculations in the customer’s XPO account. Recipients of the carbon offsets range from global to community-based projects, giving shippers the flexibility to apply their carbon credits to: Alternative power (wind or solar); Gas capture (landfill or livestock); Industrial process emissions reduction; Biomass fuels; Energy efficiency; Waste management; Forestry management (or urban forestry); Ozone-depleting substances (destruction or replacement) and other eco-friendly initiatives.공시 • Apr 19XPO Logistics, Inc., Annual General Meeting, May 18, 2022XPO Logistics, Inc., Annual General Meeting, May 18, 2022, at 10:00 US Eastern Standard Time. Agenda: To elect eight members of Board of Directors for a term to expire at the 2023 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for fiscal year 2022; to approve an amendment to the XPO Logistics, Inc. 2016 Omnibus Incentive Compensation Plan to increase the number of available shares thereunder; to conduct an advisory vote to approve the executive compensation of the company's named executive officers (NEOs) as disclosed in this proxy statement; to adopt a requirement that the company provide an annual disclosure of its political activities and related expenditures; to adopt a requirement that stockholders approve senior managers' severance or termination packages that exceed a certain value; and to conduct a third-party audit analyzing the adverse impact of the company's policies and practices on the civil rights of the company's stakeholders.공시 • Apr 13Xpo Logistics, Inc. Appoints David Phalen as Senior Vice President, Pricing, for North American Less-Than-Truckload BusinessXPO Logistics, Inc. announced the appointment of David Phalen to the newly created position of senior vice president, pricing for the company’s less-than-truckload (LTL) segment, effective immediately. Phalen will be responsible for leading technology-enabled pricing strategies for the company’s North American LTL network. Phalen joins XPO with more than 22 years of executive experience in pricing, revenue and yield management in the airline industry — most recently during seven years with American Airlines, where he served as managing director, international revenue management, and managing director, revenue analysis, ancillary and fulfillment. Previously, he held senior roles in pricing and revenue management with US Airways for eight years, and with America West Airlines for seven years (both now American Airlines). Earlier, he was with the financial advisory services group of Price Waterhouse. Phalen holds an MBA degree from Arizona State University.공시 • Apr 09XPO Logistics, Inc. to Report Q1, 2022 Results on May 09, 2022XPO Logistics, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €64.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Transportation industry in Europe. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.공시 • Mar 03XPO Logistics, Inc. Announces Executive ChangesEffective as of February 28, 2022, Lance Robinson, Chief Accounting Officer of the company, has elected to step down from his position for personal reasons, including to spend time with his family. Christopher Brown, current Deputy Chief Accounting Officer of the company, will succeed Mr. Robinson as Chief Accounting Officer. Mr. Robinson has also agreed to provide consulting services to the company through December 31, 2022. Mr. Brown, age 48, has served as Vice President, Financial Reporting and Technical Accounting of the Company since 2017 and was promoted to Deputy Chief Accounting Officer in December 2021. As Deputy Chief Accounting Officer, Mr. Brown manages the team responsible for XPO's periodic filings with the Securities and Exchange Commission, and also leads the technical accounting function for the Company. Prior to joining XPO, Mr. Brown served as vice president, internal audit of United Rentals, Inc. from 2014 to 2016, and as vice president, assistant controller of United Rentals, Inc. from 2006 to 2014. Previously, Mr. Brown held various roles at Xerox Corporation, including manager of the corporate finance/capital markets group in 2005, and manager, SEC reporting and technical accounting policy from 2002 to 2004.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.88 (up from US$0.86 in FY 2020). Revenue: US$12.8b (down 21% from FY 2020). Net income: US$323.0m (up 309% from FY 2020). Profit margin: 2.5% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 3.7%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Nov 24XPO Logistics, Inc. Announces Second Annual Shoe Drive to Support Soles4soulsXPO Logistics, Inc. announced the upcoming launch of its second annual shoe drive to benefit the non-profit organization Soles4Souls. The mission of Soles4Souls is to break the cycle of poverty for children and adults in need. XPO’s shoe collection kicks off on Giving Tuesday, November 30, and will continue through December. Employees at over 270 XPO sites in North America will collect new or lightly used shoes, which XPO will then ship to Soles4Souls for sorting and distribution. The company has also pledged a cash donation to Soles4Souls for each pair of shoes collected.Reported Earnings • Nov 03Third 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. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Board Change • Sep 02High 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.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 40% share price decline to US$70.58, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Transportation industry in Europe. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €110 per share.Executive Departure • Aug 04Independent Director Marlene Colucci has left the companyOn the 2nd of August, Marlene Colucci's tenure as Independent Director ended after 2.5 years in the role. As of March 2021, Marlene still personally held 2.64k shares (€278k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.Executive Departure • Aug 03Independent Director Jason Papastavrou has left the companyOn the 2nd of August, Jason Papastavrou's tenure as Independent Director ended after 9.9 years in the role. As of March 2021, Jason still personally held 180.21k shares (€19m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.Executive Departure • Aug 03Independent Director Gena Ashe has left the companyOn the 2nd of August, Gena Ashe's tenure as Independent Director ended after 5.4 years in the role. We don't have any record of a personal shareholding under Gena's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$1.39 (vs US$1.34 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$278.0m from 2Q 2020). Profit margin: 3.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.공시 • Jun 30XPO Logistics, Inc. has completed a Follow-on Equity Offering in the amount of $690 million.XPO Logistics, Inc. has completed a Follow-on Equity Offering in the amount of $690 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $138 Discount Per Security: $4.14Recent Insider Transactions • Jun 19Chief Accounting Officer recently sold €1.3m worth of stockOn the 16th of June, Lance Robinson sold around 10k shares on-market at roughly €125 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €20m 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). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 16New 90-day high: €104The company is up 6.0% from a price of €98.69 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Logistics industry, which is up 17% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €87.20 per share.Recent Insider Transactions • Feb 20Independent Director recently sold €3.7m worth of stockOn the 19th of February, Adrian Kingshott sold around 38k shares on-market at roughly €97.29 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$0.86 (vs US$3.95 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$16.3b (down 2.4% from FY 2019). Net income: US$79.0m (down 79% from FY 2019). Profit margin: 0.5% (down from 2.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 8.5%, compared to a 5.8% growth forecast for the Logistics industry in Germany.공시 • Jan 28XPO Logistics Expands Transportation Partnership with CortevaXPO Logistics, Inc. has secured a new, multi-year contract with Corteva Agriscience. XPO provides Corteva with truck brokerage and less-than-truckload services, among others. The contract extends XPO’s existing support of Corteva’s seed distribution network and expands the scope of services for crop protection products. The two companies have partnered since Corteva’s 2019 separation from DowDuPont, an XPO customer for 20 years.공시 • Jan 20+ 1 more updateIceland Extends Distribution Partnership with XPO LogisticsXPO Logistics, Inc. has renewed its contract with frozen food retail leader Iceland Foods for warehousing and distribution services. XPO will implement a phased strategy to increase growth capacity for the British supermarket chain, with scalable initiatives for technology, labor optimization, fleet optimization and cost savings. The renewal extends XPO’s partnership with Iceland to more than a decade. XPO’s distribution solution combines six Iceland warehouses with supplemental capacity at XPO shared-user sites, and additional logistics and transport support as needed for peak demand. XPO manages approximately 3,000 colleagues at Iceland distribution centers in Warrington, Deeside, Enfield, Livingston and two in Swindon. The companies co-developed a behavioral safety programme for site colleagues, resulting in consecutive annual improvements in safety performance, including 2020, during COVID-19.공시 • Jan 14XPO Logistics Announces Senior LeadershipXPO Logistics, Inc. announced the senior leadership team for the intended spin-off of the company's logistics segment. The following XPO executives will transition to their respective roles, subject to completion of the planned transaction: Malcolm Wilson, currently chief executive officer of XPO Logistics Europe, will become CEO of the new company's global business. Wilson joined XPO in 2015 through the companys acquisition of industry leader Norbert Dentressangle, where he was head of the logistics division and a member of the executive board. Richard Cawston is XPOs president, supply chain logistics Europe, and will continue in this role with the new company. Cawston joined XPO through the Norbert Dentressangle acquisition in 2015. He initially served as managing director of XPOs logistics operations in the UK and Ireland before assuming leadership of the broader European logistics network. Ashfaque Chowdhury is XPOs president, supply chain logistics Americas and Asia Pacific, and will continue in this role with the new company. Chowdhury had 20 years of senior experience with New Breed Logistics when he joined XPO in 2014, initially serving as chief information officer for the logistics segment. As head of North America, Latin America and Asia, he has transformed logistics into a data-driven business and leads the implementation of cutting-edge supply chain solutions for some of the worlds largest companies. Its board of directors will be chaired by Brad Jacobs, who will continue to serve as chairman and chief executive officer of XPO Logistics.Is New 90 Day High Low • Jan 08New 90-day high: €102The company is up 24% from its price of €82.04 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €152 per share.공시 • Jan 06XPO Logistics Uses Virtual Reality to Train Less-Than-Truckload EmployeesXPO Logistics, Inc. announced the successful pilot of its virtual reality (VR) training for less-than-truckload (LTL) employees in North America. The solution integrates XPO software with Oculus for Business headsets, and will be tested at additional LTL service centers in the coming weeks. The company’s use of virtual reality for LTL training follows its deployment of augmented reality at key logistics sites, where headsets guide employees during inventory picking. In LTL, VR is used to train cross-dock workers in the optimal method of loading freight for delivery. XPO’s LTL training creates a virtual cross-dock environment to demonstrate effective loading procedures that can protect customer freight from damage. Employees learn how to make the best use of their time and the company’s fleet, while taking safety into account. With the initial VR pilot complete, XPO has identified potentially significant benefits for its LTL business, including: Higher productivity, lower waste and fewer errors in cross-dock and driver operations; Enhanced safety and efficiency, due to the elimination of training-related travel and fewer in-person interactions overall; Better knowledge retention through a repeatable 3D experience that enables the employee to master key tasks through repetition; and Shorter ramp-up times for new employees to reach target productivity levels. XPO expects to expand its use of virtual reality into other areas of the business, such as diversity and inclusion training and remote selling.공시 • Dec 20XPO Logistics Begins US Deliveries of COVID-19 VaccineXPO Logistics, Inc. has confirmed that its expedited transportation fleet began delivering Pfizer-BioNTech COVID-19 vaccine shipments this week in support of Operation Warp Speed, the US government’s public-private alliance to combat the pandemic. XPO is a global expert in cold-chain logistics and one of North America’s managers of expedited shipments. The company has deployed its fleet of tractor-trailers to support partners in moving the heat-sensitive vaccine to US distribution points and healthcare facilities. The thermal-mapped equipment is outfitted with sensors that constantly monitor the temperature inside the trailer and alert the driver to any variances. XPO has allocated additional transportation resources to handle COVID-19 vaccines awaiting approval for emergency use. XPO routinely transports vaccines for its pharmaceutical customers, and Wilson noted that the company is no stranger to mounting an expedited response – a service XPO has offered its customers for more than three decades. Additionally, the company can provide safe storage of temperature-controlled pharmaceuticals as needed at its ISO-certified cold-chain warehouses. Throughout the pandemic, XPO has transported products used in the treatment of COVID-19, including therapeutic drugs, over-the-counter medicines and personal protective equipment. Recently, the company dedicated additional resources to deliver the essential supplies needed for large-scale vaccination efforts in North America and Europe.이익 및 매출 성장 예측DB:UX2A - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20289,8507689041,546812/31/20279,2606357591,3151912/31/20268,7965116231,136183/31/20268,2993484581,027N/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/A3/31/202016,3923574451,067N/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/A6/30/20153,412-154N/A-18N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UX2A 의 연간 예상 수익 증가율(20.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: UX2A 의 연간 수익(20.4%)이 German 시장(17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: UX2A 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: UX2A 의 수익(연간 5.7%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: UX2A 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UX2A의 자본 수익률은 3년 후 26.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 06:18종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스XPO, Inc.는 33명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Eric MorganBarclaysKevin SterlingBenchmark CompanyChristopher KuhnBenchmark Company30명의 분석가 더 보기
공시 • Oct 18XPO Logistics, Inc. Provides Earnings Guidance for the Third Quarter of 2022XPO Logistics, Inc. provided earnings guidance for the third quarter of 2022. For the quarter, the company expects to report revenue of approximately $3.04 billion. Operating income of $181 million to $185 million.
Board Change • May 20Insufficient 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • Apr 04XPO, Inc., Annual General Meeting, May 15, 2025XPO, Inc., Annual General Meeting, May 15, 2025. Location: at meetnow.global/m6dat65, United States
공시 • 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.
공시 • 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
New Risk • Nov 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risks High level of debt (172% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €130, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 194% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.82 (vs US$0.74 in 3Q 2023)Third quarter 2024 results: EPS: US$0.82 (up from US$0.74 in 3Q 2023). Revenue: US$2.05b (up 3.7% from 3Q 2023). Net income: US$95.0m (up 11% from 3Q 2023). Profit margin: 4.6% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공시 • 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
공시 • 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.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.29 (vs US$0.27 in 2Q 2023)Second quarter 2024 results: EPS: US$1.29 (up from US$0.27 in 2Q 2023). Revenue: US$2.08b (up 8.5% from 2Q 2023). Net income: US$150.0m (up 384% from 2Q 2023). Profit margin: 7.2% (up from 1.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €108, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.
공시 • 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
공시 • Jul 03XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value IndexXPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Index
공시 • 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.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.58 (vs US$0.15 in 1Q 2023)First quarter 2024 results: EPS: US$0.58 (up from US$0.15 in 1Q 2023). Revenue: US$2.02b (up 5.8% from 1Q 2023). Net income: US$67.0m (up 294% from 1Q 2023). Profit margin: 3.3% (up from 0.9% in 1Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • 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.
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: US$1.66 (vs US$1.60 in FY 2022)Full year 2023 results: EPS: US$1.66 (up from US$1.60 in FY 2022). Revenue: US$7.74b (flat on FY 2022). Net income: US$192.0m (up 4.3% from FY 2022). Profit margin: 2.5% (up from 2.4% in FY 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • 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.
New Risk • Oct 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (162% net debt to equity). Share price has been volatile over the past 3 months (6.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
New Risk • Oct 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 3.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (180% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
공시 • 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
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: US$0.27 (vs US$0.83 in 2Q 2022)Second quarter 2023 results: EPS: US$0.27 (down from US$0.83 in 2Q 2022). Revenue: US$1.92b (down 6.4% from 2Q 2022). Net income: US$31.0m (down 68% from 2Q 2022). Profit margin: 1.6% (down from 4.7% in 2Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • 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.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €61.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €88.13 per share.
공시 • 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
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €54.50, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.37 per share.
Reported Earnings • May 06First quarter 2023 earnings released: EPS: US$0.15 (vs US$4.25 in 1Q 2022)First quarter 2023 results: EPS: US$0.15 (down from US$4.25 in 1Q 2022). Revenue: US$1.91b (down 45% from 1Q 2022). Net income: US$17.0m (down 97% from 1Q 2022). Profit margin: 0.9% (down from 14% in 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €36.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Transportation industry in Europe. Total returns to shareholders of 6.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.24 per share.
Recent Insider Transactions • Mar 15Independent Director recently bought €50k worth of stockOn the 10th of March, J. Frye bought around 2k shares on-market at roughly €33.51 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Buying Opportunity • Feb 11Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be €48.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Feb 09Full 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 4.3% growth forecast for the Transportation industry in Europe. 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 22% per year, which means it is significantly lagging earnings.
공시 • 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.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total loss to shareholders of 18% over the past three years.
공시 • 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.
공시 • 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
Board Change • Dec 02High 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.
Board Change • Nov 03High 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.
Buying Opportunity • Nov 02Now 44% undervalued after recent price dropOver the last 90 days, the stock is down 46%. The fair value is estimated to be €56.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to decline by 9.2% per annum. Earnings is also forecast to decline by 17% per annum over the same time period.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$1.14 (vs US$0.18 in 3Q 2021)Third quarter 2022 results: EPS: US$1.14 (up from US$0.18 in 3Q 2021). Revenue: US$3.04b (down 7.0% from 3Q 2021). Net income: US$131.0m (up US$110.0m from 3Q 2021). Profit margin: 4.3% (up from 0.6% in 3Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Oct 18XPO Logistics, Inc. Provides Earnings Guidance for the Third Quarter of 2022XPO Logistics, Inc. provided earnings guidance for the third quarter of 2022. For the quarter, the company expects to report revenue of approximately $3.04 billion. Operating income of $181 million to $185 million.
공시 • Oct 15XPO Logistics, Inc. Announces Jason Kerr as Chief Accounting Officer for RXO Spin-OffXPO Logistics, Inc. announced that Jason Kerr will become chief accounting officer of RXO, the planned spin-off of XPO’s brokered transportation platform. Kerr has joined XPO as chief accounting officer for the North American transportation division, effective immediately. Hereports to Jamie Harris, who, as previously announced, will be chief financial officer of RXO, and currently serves as chief financial officer, North American transportation. Kerr has more than two decades of experience in public company accounting, most recently as chief accounting officer of BWX Technologies, Inc. (BWXT). During 12 years with BWXT and its legacy enterprise, The Babcock & Wilcox Company, he led accounting, reporting and compliance functions and was instrumental in the company’s 2015 spin-off. Earlier, he served as a senior manager with Deloitte & Touche LLP, and as a senior auditor with Arthur Andersen LLP. He holds a master’s degree and a bachelor’s degree in accounting from the College of Charleston in South Carolina, and is a certified public accountant.
공시 • Oct 11+ 2 more updatesXPO Logistics Announces Board ChangesXPO Logistics, Inc. announced that its board of directors has approved the previously announced separation of its tech-enabled brokered transportation platform through the distribution of all of the outstanding shares of common stock of its wholly owned subsidiary, RXO, Inc., to holders of XPO common stock. The appointment of a new slate of XPO board members has been finalized as follows, effective with the separation. Six of the eight directors are independent. Brad Jacobs will continue to lead the board, and Johnny C. Taylor, Jr., Allison Landry, Jason Aiken and Michael Jesselson will remain as directors. Jacobs will serve as executive chairman, as previously announced. Taylor will serve as lead independent director and will chair the Compensation Committee. Landry will serve as vice chairman and will chair the Nominating, Governance and Sustainability Committee. Aiken will chair the Audit Committee. Three additional directors have been named to the XPO board: Bella Allaire is executive vice president of technology and operations with Raymond James Financial, and the former chief information officer of UBS Wealth Management Americas. Mario Harik will become XPO’s chief executive officer upon completion of the spin-off. He currently serves as president, less-than-truckload – North America, and chief information officer. Irene Moshouris is senior vice president and treasurer of United Rentals, and formerly served in finance management roles with Avon Products and GTE Corporation.
공시 • Oct 07XPO Logistics, Inc. to Report Q3, 2022 Results on Oct 31, 2022XPO Logistics, Inc. announced that they will report Q3, 2022 results on Oct 31, 2022
공시 • Sep 30XPO Logistics, Inc. Appoints Heidi Ratti as Chief Human Resources Officer for RXO Spin-OffXPO Logistics, Inc. announced that Heidi Ratti will become chief human resources officer of RXO, the planned spin-off of XPO’s tech-enabled brokered transportation platform. Ratti is currently senior vice president, human resources for XPO’s North American less-than-truckload business, and will move to RXO’s C-suite when the separation is complete. She will report to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation – North America. Ratti’s career in human resources includes 16 years of executive experience in transportation-related industries. She joined XPO’s HR organization upon the company’s acquisition of Pacer International, and subsequently became vice president, human resources before being promoted to her current position. Prior to XPO and Pacer, Ratti worked with MAHLE. She holds a degree in health administration from Eastern Michigan University.
공시 • Sep 28XPO Logistics Announces Board of Directors for Planned RXO Spin-OffXPO Logistics, Inc. announced the members of the inaugural board of directors for the planned spin-off of RXO [2], its tech-enabled brokered transportation platform. The board will become effective with the closing of the spin-off transaction, which XPO expects to complete in the fourth quarter. RXO’s board composition Seven of RXO’s nine directors qualify as independent. The board appointments have been finalized as follows: · Brad Jacobs will serve as non-executive chairman of RXO, as previously announced. Jacobs is currently XPO’s chairman and chief executive officer, and will remain with XPO as executive chairman when the separation is complete. · Drew Wilkerson will serve on the board in addition to leading RXO as chief executive officer. Wilkerson is currently XPO’s president, North American transportation, and a former truck brokerage executive with C.H. Robinson. Three current XPO directors will join the RXO board as independent directors at the time of the separation, following their planned resignation from the XPO board: AnnaMaria DeSalva has been a director of XPO since September 2017, and vice chair since February 2019. She is global chairman and chief executive officer of Hill+Knowlton Strategies, and the former chief communications officer of DuPont. She will chair the Nominating, Corporate Governance and Sustainability Committee. Adrian Kingshott has been a director of XPO since September 2011. He is a managing director with Spotlight Advisors, and the former chief executive officer of AdSon. Mary Kissel has been a director of XPO since August 2021. She is an executive vice president and senior policy advisor with Stephens, and a former member of The Wall Street Journal editorial board. She will serve as vice chairman. Four additional independent directors have been named to the board: Christine Breves is executive vice president, business transformation and former chief financial officer of U.S. Steel. · Michelle Nettles is global chief people and culture officer of ManpowerGroup, and former chief people and diversity officer of Molson Coors Brewing Company. She will chair the Compensation Committee and will serve as lead independent director. Stephen Renna is a senior managing director of Ankura’s Global Strategic Advisory practice, and former chief banking officer of the U.S. Export Import Bank. Thomas Szlosek is chief financial officer of Avantor, and former chief financial officer of Honeywell. He will chair the Audit Committee.
공시 • Sep 15XPO Logistics, Inc. Appoints Jared Weisfeld as Chief Strategy OfficerXPO Logistics, Inc. announced that Jared Weisfeld will become chief strategy officer of RXO, the planned spin-off of XPO's brokered transportation platform. Weisfeld has been appointed chief strategy officer for XPO's North American transportation division, effective immediately. He will be responsible for RXO's strategy and analysis of growth opportunities when the spin-off is complete, and will oversee RXO's engagement with the investment community. He reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Weisfeld was most recently with Jefferies Financial Group, where he was ranked among the top three specialists in the technology, media and telecom sector on Institutional Investor's All-America Survey for 2020 and 2021. Previously, he was a partner and technology sector head with Margate Capital Management; and served as an associate portfolio manager with Balyasny Asset Management, where he was twice recognized as analyst of the year. He began his career as a technology sector analyst with the investment banking division of Credit Suisse. Weisfeld holds a degree in applied economics and management from Cornell University.
공시 • Sep 14+ 1 more updateBradley S. Jacobs Ceases to Serve as XPO Logistics, Inc.’s Chief Executive OfficerAs previously announced, in connection with the planned spin-off (the Spin-off) of the tech-enabled brokerage platform of XPO Logistics, Inc., Mr. Bradley S. Jacobs, the Chairman and Chief Executive Officer of the company, will cease to serve as the company's Chief Executive Officer. On September 13, 2022, the company entered into a new employment agreement (the Employment Agreement) with Mr. Jacobs, which will replace Mr. Jacobs' current employment agreement with the Company.
공시 • Sep 13XPO Logistics, Inc. Announces Executive ChangesXPO Logistics, Inc. announced that Jay Silberkleit has been appointed chief information officer, effective upon the spin-off of XPO’s brokered transportation platform. Silberkleit will succeed Mario Harik, XPO’s current CIO and president, less-than-truckload (LTL) – North America. As previously announced, Harik will become chief executive officer of XPO once the planned spin-off is complete. Silberkleit’s 18-year career as an enterprise systems leader includes senior roles with Fortune 500 companies that have complex, network-based operations. He joined XPO as vice president, enterprise architecture in 2012, shortly after the company was founded, and was instrumental in the creation of XPO’s technology ecosystem, including its digital brokerage platform. In 2021, he was named senior vice president, technology, with responsibility for the company’s LTL optimization initiatives. Prior to XPO, Silberkleit most recently served as principal software engineer with Waste Management, Inc.
공시 • Sep 08Xpo Logistics Announces Jamie Harris as Chief Financial Officer for Rxo Spin-OffXpo Logistics, Inc. announced that JamieHarris will become chief financial officer of RXO, the planned spin-off of XPO's brokered transportation platform. Harris will join XPO as chief financial officer of the North American transportation division, effective September 26, 2022, and will lead RXO's finance operations when the separation is complete. He will report to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Harris is a career CFO with 35 years of accomplishments in B2B sectors, including two decades with public companies. He joins XPO from global manufacturer SPX Technologies, where he served as CFO and treasurer. Prior to SPX, Harris was CFO and interim CEO with Elevate Textiles, Inc., and CFO with Coca-Cola Consolidated, the independent Coca-Cola franchisee in the United States. He began his career with Ernst & Young LLP. Harris holds a master's degree in business administration from Wake Forest University and a bachelor's degree in accounting from Appalachian State University, where he currently serves on the board of trustees. XPO further announced that David Murray has joined XPO's North American transportation division as vice president, financial shared services, effective immediately, and will continue to lead financial shared services while serving as treasurer of RXO once the spin-off is complete. Murray's 22-year career includes positions as head of financial planning and analysis with IAC Group, and assistant treasurer with The Mosaic Company. Earlier, he served in senior roles with General Motors Corporation, primarily in treasury. He holds a bachelor's degree and a master's degree in business administration from the Stephen M. Ross School of Business at the University of Michigan, and is a certified public accountant.
공시 • Aug 26XPO Logistics, Inc. Appoints Jeff Firestone as Chief Legal Officer for RXO Spin-OffXPO Logistics, Inc. announced that Jeff Firestone will become chief legal officer of RXO, the planned spin-off of XPO’s brokered transportation platform. Firestone will join XPO as chief legal officer of the North American transportation division, effective immediately, and will lead RXO’s legal organization when the separation is complete. He reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation – North America. Firestone’s 26-year career includes more than two decades with United Parcel Service, where he held senior legal responsibility for corporate matters, litigation, governance, compliance and risk mitigation, and worked closely with UPS business leaders in achieving performance goals. Most recently, he was UPS deputy general counsel, regulatory compliance and risk, and earlier, senior vice president, business unit finance. Firestone began his career with Gibson, Dunn & Crutcher LLP. He received his juris doctorate degree from the George Washington University Law School, and holds a master’s degree in professional accounting from the University of Texas.
공시 • Aug 12Xpo Logistics, Inc. Appoints Nina Reinhardt as Chief Communications Officer for Rxo Spin-OffXPO Logistics, Inc. announced that Nina Reinhardt will become the chief communications officer of RXO, the planned spin-off of XPO's brokered transportation platform. Reinhardt will join XPO as chief communications officer ofthe North American transportation division, effective immediately, and will lead RXO's communications organization when the separation is complete. She reports to Drew Wilkerson, who, as previously announced, will be chief executive officer of RXO, and currently serves as president, transportation -- North America. Reinhardt joins the company from Honeywell, where her 18-year tenure included leadership roles in external and internal communications, public affairs and investor relations. Most recently, she was vice president, external communications and public affairs, serving as chief company spokesperson and leading a global team that developed strategies and messaging for all Honeywell business units and regions. Reinhardt holds a degree in journalism and economics from Northwestern University, and is a certified Six Sigma Green Belt.
공시 • Aug 06+ 1 more updateXPO Logistics, Inc. Announces That Mario Harik Joins Board of DirectorsXPO Logistics, Inc. announced that Mario Harik will succeed Brad Jacobs as chief executive officer of XPO and join the board of directors following XPO's planned spin-off of its tech-enabled brokerage platform in the fourth quarter. Jacobs will remain with XPO as executive chairman, and will become non-executive chairman of the spin-off. Mario Harik has been appointed president, North American less-than-truckload, and will succeed Brad Jacobs as XPO's chief executive officer once the spin-off is complete Brad Jacobs will remain with XPO as executive chairman XPO further announced that Harik has been named president, less-than-truckload (LTL) effective immediately, after serving as acting LTL president since October 2021. The company plans to become a pure-play LTL transportation provider in North America by completing the brokerage spin-off and the divestiture of its European business. In his first nine months as head of North American LTL, Harik improved the company's operating efficiency to a record level in the second quarter of 2022. Over the same period, he enhanced pricing, excluding fuel impact, from a year-over-year gain of 6% to 10.6%, rebalanced the network and spearheaded high-impact technology deployments. In addition, Harik accelerated the growth strategy, doubling production run-rate at the company's in-house trailer manufacturing facility and opening five new terminals, adding 345 net new doors toward a goal of 900 net new doors by year-end 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 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Jul 08XPO Logistics, Inc. to Report Q2, 2022 Results on Aug 04, 2022XPO Logistics, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022
공시 • Jun 08XPO Logistics, Inc. Appoints Yoav Amiel as Chief Information Officer for Spin-OffXPO Logistics, Inc. announced that Yoav Amiel has been appointed chief information officer for the planned spin-off of the company’s asset-light brokered transportation platform. Amiel currently leads the technology organization for XPO’s North American transportation division led by Drew Wilkerson, who, as previously announced, will be chief executive officer of the spin-off company. Amiel is a high-impact technology leader with 25 years of experience, including senior positions with world-class digital marketplaces. He joined XPO in 2018 as vice president, technology and has been instrumental in driving rapid industry adoption of the XPO Connect digital brokerage platform. In 2021, his responsibilities were expanded to include strategic leadership as senior vice president, technology. Prior to XPO, Amiel served as director of product at Amazon; and as head of product – machine-learned maps with both Uber and Microsoft, among other leadership roles. He holds a bachelor of science degree in computer science and a master’s degree in business administration from Tel Aviv University in Israel.
공시 • May 12XPO Logistics, Inc. Appoints Drew Wilkerson as Chief Executive Officer for Spin-OffXPO Logistics, Inc. announced that Drew Wilkerson, currently XPO's president of North American Transportation, will become chief executive officer of the company's planned spin-off of its tech-enabled brokered services platform. Wilkerson will transition to the CEO role with the spin-off, which the company expects to complete in the fourth quarter of 2022. Wilkerson is a transportation industry veteran with 14 years of leadership experience in brokerage operations. He joined XPO in 2012 to spearhead the growth of the company's flagship truck brokerage hub in Charlotte, North Carolina. Wilkerson was subsequently promoted to regional vice president and then president of XPO's North American brokerage business. In 2020, he was named president of North American Transportation, with PL responsibility for truck brokerage, expedite, intermodal, drayage, managed transportation, last mile and global forwarding.
Reported Earnings • May 11First 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 1.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • May 10XPO Logistics, Inc. Announces Drew Wilkerson as Chief Executive Officer for Spin-OffXPO Logistics, Inc. announced that Drew Wilkerson, currently XPO’s president of North American Transportation, will become chief executive officer of the company’s planned spin-off of its tech-enabled brokered services platform. Wilkerson will transition to the CEO role with the spin-off, which the company expects to complete in the fourth quarter of this year. Wilkerson is a transportation industry veteran with 14 years of leadership experience in brokerage operations. He joined XPO in 2012 to spearhead the growth of the company’s truck brokerage hub in Charlotte, North Carolina. Wilkerson was subsequently promoted to regional vice president and then president of XPO’s North American brokerage business.
공시 • Apr 24XPO Logistics, Inc. Introduces “Ship Net-Zero” with Truck BrokerageXPO Logistics, Inc. introduced a carbon-offset shipping option for customers of its truck brokerage business in North America. Launched on Earth Day, April 22, the company’s Ship Net-Zero with XPO program gives shippers a way to negate the carbon footprint of their freight by purchasing carbon offsets for the sustainability project of their choice. XPO’s truck brokerage services are asset-light and managed on the XPO Connect® digital platform. The technology uses data science to source capacity from a pool of more than a million trucks, capturing the carbon impact data at the time a load is tendered. The shipper-friendly program automatically tracks carbon offsets to emissions calculations in the customer’s XPO account. Recipients of the carbon offsets range from global to community-based projects, giving shippers the flexibility to apply their carbon credits to: Alternative power (wind or solar); Gas capture (landfill or livestock); Industrial process emissions reduction; Biomass fuels; Energy efficiency; Waste management; Forestry management (or urban forestry); Ozone-depleting substances (destruction or replacement) and other eco-friendly initiatives.
공시 • Apr 19XPO Logistics, Inc., Annual General Meeting, May 18, 2022XPO Logistics, Inc., Annual General Meeting, May 18, 2022, at 10:00 US Eastern Standard Time. Agenda: To elect eight members of Board of Directors for a term to expire at the 2023 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for fiscal year 2022; to approve an amendment to the XPO Logistics, Inc. 2016 Omnibus Incentive Compensation Plan to increase the number of available shares thereunder; to conduct an advisory vote to approve the executive compensation of the company's named executive officers (NEOs) as disclosed in this proxy statement; to adopt a requirement that the company provide an annual disclosure of its political activities and related expenditures; to adopt a requirement that stockholders approve senior managers' severance or termination packages that exceed a certain value; and to conduct a third-party audit analyzing the adverse impact of the company's policies and practices on the civil rights of the company's stakeholders.
공시 • Apr 13Xpo Logistics, Inc. Appoints David Phalen as Senior Vice President, Pricing, for North American Less-Than-Truckload BusinessXPO Logistics, Inc. announced the appointment of David Phalen to the newly created position of senior vice president, pricing for the company’s less-than-truckload (LTL) segment, effective immediately. Phalen will be responsible for leading technology-enabled pricing strategies for the company’s North American LTL network. Phalen joins XPO with more than 22 years of executive experience in pricing, revenue and yield management in the airline industry — most recently during seven years with American Airlines, where he served as managing director, international revenue management, and managing director, revenue analysis, ancillary and fulfillment. Previously, he held senior roles in pricing and revenue management with US Airways for eight years, and with America West Airlines for seven years (both now American Airlines). Earlier, he was with the financial advisory services group of Price Waterhouse. Phalen holds an MBA degree from Arizona State University.
공시 • Apr 09XPO Logistics, Inc. to Report Q1, 2022 Results on May 09, 2022XPO Logistics, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €64.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Transportation industry in Europe. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €107 per share.
공시 • Mar 03XPO Logistics, Inc. Announces Executive ChangesEffective as of February 28, 2022, Lance Robinson, Chief Accounting Officer of the company, has elected to step down from his position for personal reasons, including to spend time with his family. Christopher Brown, current Deputy Chief Accounting Officer of the company, will succeed Mr. Robinson as Chief Accounting Officer. Mr. Robinson has also agreed to provide consulting services to the company through December 31, 2022. Mr. Brown, age 48, has served as Vice President, Financial Reporting and Technical Accounting of the Company since 2017 and was promoted to Deputy Chief Accounting Officer in December 2021. As Deputy Chief Accounting Officer, Mr. Brown manages the team responsible for XPO's periodic filings with the Securities and Exchange Commission, and also leads the technical accounting function for the Company. Prior to joining XPO, Mr. Brown served as vice president, internal audit of United Rentals, Inc. from 2014 to 2016, and as vice president, assistant controller of United Rentals, Inc. from 2006 to 2014. Previously, Mr. Brown held various roles at Xerox Corporation, including manager of the corporate finance/capital markets group in 2005, and manager, SEC reporting and technical accounting policy from 2002 to 2004.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.88 (up from US$0.86 in FY 2020). Revenue: US$12.8b (down 21% from FY 2020). Net income: US$323.0m (up 309% from FY 2020). Profit margin: 2.5% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 3.7%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Nov 24XPO Logistics, Inc. Announces Second Annual Shoe Drive to Support Soles4soulsXPO Logistics, Inc. announced the upcoming launch of its second annual shoe drive to benefit the non-profit organization Soles4Souls. The mission of Soles4Souls is to break the cycle of poverty for children and adults in need. XPO’s shoe collection kicks off on Giving Tuesday, November 30, and will continue through December. Employees at over 270 XPO sites in North America will collect new or lightly used shoes, which XPO will then ship to Soles4Souls for sorting and distribution. The company has also pledged a cash donation to Soles4Souls for each pair of shoes collected.
Reported Earnings • Nov 03Third 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. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Board Change • Sep 02High 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.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 40% share price decline to US$70.58, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Transportation industry in Europe. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €110 per share.
Executive Departure • Aug 04Independent Director Marlene Colucci has left the companyOn the 2nd of August, Marlene Colucci's tenure as Independent Director ended after 2.5 years in the role. As of March 2021, Marlene still personally held 2.64k shares (€278k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.
Executive Departure • Aug 03Independent Director Jason Papastavrou has left the companyOn the 2nd of August, Jason Papastavrou's tenure as Independent Director ended after 9.9 years in the role. As of March 2021, Jason still personally held 180.21k shares (€19m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.
Executive Departure • Aug 03Independent Director Gena Ashe has left the companyOn the 2nd of August, Gena Ashe's tenure as Independent Director ended after 5.4 years in the role. We don't have any record of a personal shareholding under Gena's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 6.00 years.
Reported Earnings • Jul 29Second quarter 2021 earnings released: EPS US$1.39 (vs US$1.34 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$278.0m from 2Q 2020). Profit margin: 3.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
공시 • Jun 30XPO Logistics, Inc. has completed a Follow-on Equity Offering in the amount of $690 million.XPO Logistics, Inc. has completed a Follow-on Equity Offering in the amount of $690 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $138 Discount Per Security: $4.14
Recent Insider Transactions • Jun 19Chief Accounting Officer recently sold €1.3m worth of stockOn the 16th of June, Lance Robinson sold around 10k shares on-market at roughly €125 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €20m 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). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 16New 90-day high: €104The company is up 6.0% from a price of €98.69 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Logistics industry, which is up 17% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €87.20 per share.
Recent Insider Transactions • Feb 20Independent Director recently sold €3.7m worth of stockOn the 19th of February, Adrian Kingshott sold around 38k shares on-market at roughly €97.29 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$0.86 (vs US$3.95 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$16.3b (down 2.4% from FY 2019). Net income: US$79.0m (down 79% from FY 2019). Profit margin: 0.5% (down from 2.3% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 2.7%. Over the next year, revenue is forecast to grow 8.5%, compared to a 5.8% growth forecast for the Logistics industry in Germany.
공시 • Jan 28XPO Logistics Expands Transportation Partnership with CortevaXPO Logistics, Inc. has secured a new, multi-year contract with Corteva Agriscience. XPO provides Corteva with truck brokerage and less-than-truckload services, among others. The contract extends XPO’s existing support of Corteva’s seed distribution network and expands the scope of services for crop protection products. The two companies have partnered since Corteva’s 2019 separation from DowDuPont, an XPO customer for 20 years.
공시 • Jan 20+ 1 more updateIceland Extends Distribution Partnership with XPO LogisticsXPO Logistics, Inc. has renewed its contract with frozen food retail leader Iceland Foods for warehousing and distribution services. XPO will implement a phased strategy to increase growth capacity for the British supermarket chain, with scalable initiatives for technology, labor optimization, fleet optimization and cost savings. The renewal extends XPO’s partnership with Iceland to more than a decade. XPO’s distribution solution combines six Iceland warehouses with supplemental capacity at XPO shared-user sites, and additional logistics and transport support as needed for peak demand. XPO manages approximately 3,000 colleagues at Iceland distribution centers in Warrington, Deeside, Enfield, Livingston and two in Swindon. The companies co-developed a behavioral safety programme for site colleagues, resulting in consecutive annual improvements in safety performance, including 2020, during COVID-19.
공시 • Jan 14XPO Logistics Announces Senior LeadershipXPO Logistics, Inc. announced the senior leadership team for the intended spin-off of the company's logistics segment. The following XPO executives will transition to their respective roles, subject to completion of the planned transaction: Malcolm Wilson, currently chief executive officer of XPO Logistics Europe, will become CEO of the new company's global business. Wilson joined XPO in 2015 through the companys acquisition of industry leader Norbert Dentressangle, where he was head of the logistics division and a member of the executive board. Richard Cawston is XPOs president, supply chain logistics Europe, and will continue in this role with the new company. Cawston joined XPO through the Norbert Dentressangle acquisition in 2015. He initially served as managing director of XPOs logistics operations in the UK and Ireland before assuming leadership of the broader European logistics network. Ashfaque Chowdhury is XPOs president, supply chain logistics Americas and Asia Pacific, and will continue in this role with the new company. Chowdhury had 20 years of senior experience with New Breed Logistics when he joined XPO in 2014, initially serving as chief information officer for the logistics segment. As head of North America, Latin America and Asia, he has transformed logistics into a data-driven business and leads the implementation of cutting-edge supply chain solutions for some of the worlds largest companies. Its board of directors will be chaired by Brad Jacobs, who will continue to serve as chairman and chief executive officer of XPO Logistics.
Is New 90 Day High Low • Jan 08New 90-day high: €102The company is up 24% from its price of €82.04 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €152 per share.
공시 • Jan 06XPO Logistics Uses Virtual Reality to Train Less-Than-Truckload EmployeesXPO Logistics, Inc. announced the successful pilot of its virtual reality (VR) training for less-than-truckload (LTL) employees in North America. The solution integrates XPO software with Oculus for Business headsets, and will be tested at additional LTL service centers in the coming weeks. The company’s use of virtual reality for LTL training follows its deployment of augmented reality at key logistics sites, where headsets guide employees during inventory picking. In LTL, VR is used to train cross-dock workers in the optimal method of loading freight for delivery. XPO’s LTL training creates a virtual cross-dock environment to demonstrate effective loading procedures that can protect customer freight from damage. Employees learn how to make the best use of their time and the company’s fleet, while taking safety into account. With the initial VR pilot complete, XPO has identified potentially significant benefits for its LTL business, including: Higher productivity, lower waste and fewer errors in cross-dock and driver operations; Enhanced safety and efficiency, due to the elimination of training-related travel and fewer in-person interactions overall; Better knowledge retention through a repeatable 3D experience that enables the employee to master key tasks through repetition; and Shorter ramp-up times for new employees to reach target productivity levels. XPO expects to expand its use of virtual reality into other areas of the business, such as diversity and inclusion training and remote selling.
공시 • Dec 20XPO Logistics Begins US Deliveries of COVID-19 VaccineXPO Logistics, Inc. has confirmed that its expedited transportation fleet began delivering Pfizer-BioNTech COVID-19 vaccine shipments this week in support of Operation Warp Speed, the US government’s public-private alliance to combat the pandemic. XPO is a global expert in cold-chain logistics and one of North America’s managers of expedited shipments. The company has deployed its fleet of tractor-trailers to support partners in moving the heat-sensitive vaccine to US distribution points and healthcare facilities. The thermal-mapped equipment is outfitted with sensors that constantly monitor the temperature inside the trailer and alert the driver to any variances. XPO has allocated additional transportation resources to handle COVID-19 vaccines awaiting approval for emergency use. XPO routinely transports vaccines for its pharmaceutical customers, and Wilson noted that the company is no stranger to mounting an expedited response – a service XPO has offered its customers for more than three decades. Additionally, the company can provide safe storage of temperature-controlled pharmaceuticals as needed at its ISO-certified cold-chain warehouses. Throughout the pandemic, XPO has transported products used in the treatment of COVID-19, including therapeutic drugs, over-the-counter medicines and personal protective equipment. Recently, the company dedicated additional resources to deliver the essential supplies needed for large-scale vaccination efforts in North America and Europe.