Board Change • Feb 19
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to Mex$3,400, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 11x in the Transportation industry in South America. Total returns to shareholders of 404% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,360 per share. Aankondiging • Jan 13
XPO, Inc. to Report Q4, 2025 Results on Feb 05, 2026 XPO, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 05, 2026 Aankondiging • Dec 15
XPO, Inc. Announces Executive Changes XPO, 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. Aankondiging • Sep 18
XPO, Inc. to Report Q3, 2025 Results on Oct 30, 2025 XPO, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025 Aankondiging • Jun 26
XPO, Inc. to Report Q2, 2025 Results on Jul 31, 2025 XPO, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025 Aankondiging • Apr 18
XPO, Inc. to Report Q1, 2025 Results on Apr 30, 2025 XPO, Inc. announced that they will report Q1, 2025 results on Apr 30, 2025 Aankondiging • Apr 04
XPO, Inc., Annual General Meeting, May 15, 2025 XPO, Inc., Annual General Meeting, May 15, 2025. Location: at meetnow.global/m6dat65, United States Aankondiging • Mar 28
XPO, 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. Aankondiging • Jan 09
XPO, Inc. to Report Q4, 2024 Results on Feb 06, 2025 XPO, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025 Aankondiging • Oct 03
XPO, Inc. to Report Q3, 2024 Results on Oct 30, 2024 XPO, Inc. announced that they will report Q3, 2024 results on Oct 30, 2024 Aankondiging • Aug 16
XPO Reportedly Again Exploring Sale of European Transportation Business XPO, 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. Aankondiging • Jul 10
XPO, Inc. to Report Q2, 2024 Results on Aug 01, 2024 XPO, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024 Aankondiging • Jul 03
XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Index XPO, Inc.(NYSE:XPO) dropped from Russell 3000E Value Index Aankondiging • Jun 08
XPO, Inc. Announces Resignation of Jason Aiken as Board of Directors XPO, 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. Aankondiging • Apr 04
XPO, Inc. to Report Q1, 2024 Results on May 03, 2024 XPO, Inc. announced that they will report Q1, 2024 results Pre-Market on May 03, 2024 Aankondiging • Apr 03
XPO, Inc., Annual General Meeting, May 16, 2024 XPO, Inc., Annual General Meeting, May 16, 2024, at 10:00 US Eastern Standard Time. Agenda: To consider elect nine members of our Board of Directors for a term to expire at the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to consider To ratify the appointment of KPMG LLP as Company independent registered public accounting firm for fiscal year 2024; To consider to conduct an advisory vote to approve the executive compensation of company named executive officers (the “NEOs”), as disclosed in the Proxy Statement; to consider to conduct an advisory vote on the frequency of future advisory votes to approve executive compensation; and to consider and transact other business as may properly come before the Annual Meeting or any adjournment or postponement thereof. Board Change • Dec 30
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Dec 22
XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million. XPO, Inc. (NYSE:XPO) selected as the successful bidder to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million on November 28, 2023. XPO, Inc. (NYSE:XPO) entered into an asset purchase agreement to acquire 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 4, 2023. As part of the agreement, XPO will assume certain liabilities related to the 28 service centers, including liabilities under the three leases, and certain cure costs required to be paid pursuant to Chapter 11 of the U.S. Code. Concurrently, on December 4, 2023, XPO entered into a senior secured bridge term loan credit agreement with Credit Agricole Corporate and Investment Bank, to borrow up to an aggregate amount of $870 million (the “Bridge Facility”), to be borrowed on or prior to March 7, 2024. The proceeds of the Bridge Facility, together with cash on hand, will be used to finance the Yellow Asset Acquisition. XPO also intends to commence a private offering of $585 million in aggregate principal amount of senior unsecured notes due 2032 and seek commitments for $400 million in new incremental senior secured term loans maturing 2031 under its existing term loan facility. XPO intends to use the net proceeds from the Financing Transactions, together with cash on hand, to finance the Yellow Asset Acquisition and/or repay amounts outstanding under the Bridge Facility, to repay in full XPO's existing 6.250% Senior Notes due 2025, to pay fees, costs and expenses related to the Financing Transactions, the repayment of the Existing Notes and the Yellow Asset Acquisition. The transaction is subject to approval by U.S. Bankruptcy Court for the District of Delaware. The transaction is expected to close by the end of 2023. Wachtell, Lipton, Rosen & Katz is serving as legal advisor to XPO in connection with the Yellow Asset Acquisition and the Financing Transactions. As of December 12, 2023, United States Bankruptcy Court for the District of Delaware has approved the deal. Kirkland & Ellis LLP and Goodmans LLP acted as a legal advisor to XPO, Inc. (NYSE:XPO).
XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) on December 20, 2023. Board Change • Dec 16
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Sep 30
XPO, Inc. to Report Q3, 2023 Results on Oct 30, 2023 XPO, Inc. announced that they will report Q3, 2023 results on Oct 30, 2023 Board Change • Aug 08
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Jul 22
XPO, Inc. Announces Chief Financial Officer Changes XPO, 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. Aankondiging • Jul 12
XPO, Inc. to Report Q2, 2023 Results on Aug 04, 2023 XPO, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 04, 2023 Board Change • Jul 08
High number of new and inexperienced directors There are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Independent Director Michael Jesselson is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Mar 23
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director J. Frye was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Feb 13
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Director Mario Harik was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: US$1.60 (vs US$2.88 in FY 2021) Full year 2022 results: EPS: US$1.60 (down from US$2.88 in FY 2021). Revenue: US$7.72b (down 40% from FY 2021). Net income: US$184.0m (down 43% from FY 2021). Profit margin: 2.4% (down from 2.5% in FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Transportation industry in South America. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings. Aankondiging • Feb 09
XPO, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2022 XPO, Inc. reported impairment charges for the fourth quarter ended December 31, 2022. For the quarter, the company reported goodwill impairment of $64 million. Board Change • Jan 31
High number of new directors There 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. Aankondiging • Jan 18
Xpo, Inc. Appoints Ali Faghri as Chief Strategy Officer XPO 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. Aankondiging • Jan 11
XPO, Inc. to Report Q4, 2022 Results on Feb 08, 2023 XPO, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023 Reported Earnings • Aug 05
Second quarter 2022 earnings released Second quarter 2022 results: EPS: US$1.23. Revenue: US$3.23b (flat on 2Q 2021). Net income: US$141.0m (up US$141.0m from 2Q 2021). Profit margin: 4.4% (up from null in 2Q 2021). Over the next year, revenue is expected to shrink by 1.9% compared to a 39% growth forecast for the industry in Mexico. Reported Earnings • May 10
First quarter 2022 earnings released: EPS: US$4.25 (vs US$1.09 in 1Q 2021) First quarter 2022 results: EPS: US$4.25 (up from US$1.09 in 1Q 2021). Revenue: US$3.47b (down 27% from 1Q 2021). Net income: US$489.0m (up 325% from 1Q 2021). Profit margin: 14% (up from 2.4% in 1Q 2021). Over the next year, revenue is forecast to grow 1.4%, compared to a 32% growth forecast for the industry in Mexico. Reported Earnings • Nov 04
Third quarter 2021 earnings released: EPS US$0.19 (vs US$0.92 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$3.27b (down 23% from 3Q 2020). Net income: US$21.0m (down 75% from 3Q 2020). Profit margin: 0.6% (down from 2.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Board Change • Oct 21
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Johnny Taylor was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$1.39 (vs US$1.45 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$5.04b (up 44% from 2Q 2020). Net income: US$156.0m (up US$288.0m from 2Q 2020). Profit margin: 3.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment deteriorated over the past week After last week's 39% share price decline to US$1,686, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 19x in the Transportation industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,212 per share. Recent Insider Transactions • Jun 19
Chief Accounting Officer recently sold Mex$30m worth of stock On the 16th of June, Lance Robinson sold around 10k shares on-market at roughly Mex$3,043 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$498m more than they bought in the last 12 months. Reported Earnings • May 05
First quarter 2021 earnings released: EPS US$1.09 (vs US$0.23 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$4.77b (up 24% from 1Q 2020). Net income: US$115.0m (up 448% from 1Q 2020). Profit margin: 2.4% (up from 0.5% in 1Q 2020). Recent Insider Transactions • Feb 20
Independent Director recently sold Mex$90m worth of stock On the 19th of February, Adrian Kingshott sold around 38k shares on-market at roughly Mex$2,403 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$291m more than they bought in the last 12 months. Reported Earnings • Nov 10
Third quarter 2020 earnings released: EPS US$0.92 The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$4.22b (up 1.6% from 3Q 2019). Net income: US$84.0m (down 28% from 3Q 2019). Profit margin: 2.0% (down from 2.8% in 3Q 2019). The decrease in margin was driven by higher expenses. Analyst Estimate Surprise Post Earnings • Nov 10
Revenue beats expectations Revenue exceeded analyst estimates by 9.8%. Over the next year, revenue is forecast to grow 6.4%, compared to a 9.0% growth forecast for the Logistics industry in Mexico. Aankondiging • Oct 10
XPO Logistics, Inc. to Report Q3, 2020 Results on Nov 05, 2020 XPO Logistics, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020 
