XPO (XPO) Aandelenoverzicht
XPO, Inc. biedt samen met zijn dochterondernemingen vrachtvervoersdiensten aan in de Verenigde Staten, Noord-Amerika, Frankrijk, het Verenigd Koninkrijk en de rest van Europa. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
XPO Community Fair Values
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Analyst Price Targets
XPO, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$210.61 |
| 52 Week Hoogtepunt | US$232.05 |
| 52 Week Laag | US$116.68 |
| Bèta | 1.64 |
| 1 maand verandering | 5.57% |
| 3 maanden verandering | -7.47% |
| 1 Jaar Verandering | 63.98% |
| 3 jaar verandering | 222.68% |
| 5 jaar verandering | 48.71% |
| Verandering sinds IPO | 6,481.56% |
Recent nieuws en updates
Narratiefupdate • Jul 16
XPO: Freight Upcycle Optimism Will Face Test From Rich P E
Analysts have nudged their fair value estimate for XPO higher to about $157 from roughly $152, reflecting slightly firmer margin assumptions and updated price targets that point to tighter freight capacity and a gradually improving transport cycle. Analyst Commentary Recent Street research on XPO shows generally constructive views on the freight cycle, but it also highlights a set of valuation and execution risks that readers should keep in mind when weighing the stock.Narratiefupdate • Jul 02
XPO: Elevated P/E Will Depend On Sustaining Freight Cycle Upswing
Analysts have lifted the XPO fair value estimate by about $17 to $151.90, reflecting updates to revenue growth, profit margin, and future P/E assumptions in light of higher price targets across recent Street research on the stock. Analyst Commentary Recent Street research around XPO shows a cluster of higher price targets and constructive views on the less than truckload segment, but it also highlights areas where expectations and valuations are becoming more sensitive to execution and freight cycle trends.Analyse-artikel • Jun 21
XPO (XPO) Stock Could Be 10.7% Undervalued After Its Recent Pullback
XPO (XPO) has drawn fresh attention after recent share price moves, with the stock down 1.1% on the day and 12.6% over the past week, following what has been described as a strong year-to-date performance. See our latest analysis for XPO. Despite the recent pullback, with a 1-day share price return of down 1.13% and a 7-day share price return of down 12.63%, XPO still shows strong momentum when you look at the 43.74% year to date share price return and very large multi year total shareholder...
Narratiefupdate • Jun 18
XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares
Analysts have nudged XPO's consensus price target higher by a low single-digit percentage, reflecting updated models that factor in sustained less than truckload demand, improving truckload supply conditions and incremental mid-quarter volume updates across recent research. Analyst Commentary Recent research on XPO stock has leaned positive, with several bullish analysts revisiting their fair value assumptions after company updates and broader industry data points.Recent updates
Narratiefupdate • Jul 16
XPO: Freight Upcycle Optimism Will Face Test From Rich P E
Analysts have nudged their fair value estimate for XPO higher to about $157 from roughly $152, reflecting slightly firmer margin assumptions and updated price targets that point to tighter freight capacity and a gradually improving transport cycle. Analyst Commentary Recent Street research on XPO shows generally constructive views on the freight cycle, but it also highlights a set of valuation and execution risks that readers should keep in mind when weighing the stock.Narratiefupdate • Jul 02
XPO: Elevated P/E Will Depend On Sustaining Freight Cycle Upswing
Analysts have lifted the XPO fair value estimate by about $17 to $151.90, reflecting updates to revenue growth, profit margin, and future P/E assumptions in light of higher price targets across recent Street research on the stock. Analyst Commentary Recent Street research around XPO shows a cluster of higher price targets and constructive views on the less than truckload segment, but it also highlights areas where expectations and valuations are becoming more sensitive to execution and freight cycle trends.Analyse-artikel • Jun 21
XPO (XPO) Stock Could Be 10.7% Undervalued After Its Recent Pullback
XPO (XPO) has drawn fresh attention after recent share price moves, with the stock down 1.1% on the day and 12.6% over the past week, following what has been described as a strong year-to-date performance. See our latest analysis for XPO. Despite the recent pullback, with a 1-day share price return of down 1.13% and a 7-day share price return of down 12.63%, XPO still shows strong momentum when you look at the 43.74% year to date share price return and very large multi year total shareholder...Narratiefupdate • Jun 18
XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares
Analysts have nudged XPO's consensus price target higher by a low single-digit percentage, reflecting updated models that factor in sustained less than truckload demand, improving truckload supply conditions and incremental mid-quarter volume updates across recent research. Analyst Commentary Recent research on XPO stock has leaned positive, with several bullish analysts revisiting their fair value assumptions after company updates and broader industry data points.
Narratiefupdate • Jun 04
XPO: LTL Execution And Refinancing Terms Will Shape 2026 Risk Balance
Analysts have adjusted the XPO fair value estimate upward from $219.61 to $223.50, citing recently raised Street price targets and research indicating sustained demand and pricing momentum in less-than-truckload freight. Analyst Commentary Recent Street research on XPO centers on how the company is executing in less-than-truckload freight, how that ties into industrial activity, and what that could mean for valuation.Narratiefupdate • May 16
XPO: Freight Network Resilience And LTL Execution Are Expected To Reprice Shares
Analysts have lifted the XPO fair value estimate to $275 from $250, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that are broadly consistent with the recent wave of higher Street price targets across the stock. Analyst Commentary Recent Street research has leaned constructive on XPO, with a series of higher price targets, especially during the first quarter of 2026.Seeking Alpha • May 14
XPO: Overvaluation In Sync With Bearish Signals, Justifies Its Downward Path
Summary XPO, Inc. remains fundamentally sound but is severely overvalued, with a P/E of 68.14x and significant downside risk. Recent Q1 2026 results showed robust 7.3% YoY revenue growth and margin expansion, benefiting from LTL market undercapacity and higher demand. Despite operational resilience and ample liquidity, intensifying inflation, rising fuel costs, and market uncertainties threaten future demand and profitability. I maintain a sell rating as technicals confirm bearish momentum and the current price far exceeds reasonable valuation targets. Read the full article on Seeking AlphaNarratiefupdate • May 02
XPO: LTL Execution And HALO Assets Will Guide 2026 Risk Balance
Analysts have lifted XPO's fair value estimate from $207.04 to $219.61, reflecting a series of higher Street price targets tied to expectations for slightly stronger revenue growth, improved profit margins, and a steady forward P/E outlook. Analyst Commentary Recent Street research around XPO clusters around higher price targets and refreshed models, with a mix of upbeat and more cautious voices feeding into the updated fair value estimate.Narratiefupdate • Apr 17
XPO: LTL Execution And HALO Network Assets Will Shape 2026 Risk Reward
XPO's updated analyst price target edges up by about $3 to $207, with analysts pointing to steady tonnage and shipment trends, ongoing yield and cost efficiency work, and renewed interest in transportation networks as long lived infrastructure assets. Analyst Commentary Recent Street research on XPO shows a mix of optimism on execution and infrastructure value, alongside a few pockets of caution.Narratiefupdate • Apr 03
XPO: Elevated P/E Levels Will Face Ongoing Freight Cycle Weakness
The updated analyst price target for XPO edges slightly lower by about $0.10 to $134.77 as analysts balance a modestly lower assumed future P/E multiple with slightly higher revenue growth and profit margin inputs. Analyst Commentary Recent research on XPO shows a mix of higher price targets from several firms and a growing pocket of caution as some Bearish analysts question how much upside is left after the stock's prior rally.Narratiefupdate • Mar 20
XPO: Freight Cycle Weakness Will Test Lofty Earnings Expectations
The analyst price target for XPO has been raised from $105.46 to $134.88, reflecting analysts' updated views on faster revenue growth, higher profit margins, and more supportive sector research commentary around less than truckload carriers and transportation networks. Analyst Commentary Recent Street research around XPO shows a clear split between more optimistic views tied to less than truckload fundamentals and efficiency initiatives, and a growing pocket of caution around valuation, earnings risk, and the freight cycle.Narratiefupdate • Mar 06
XPO: LTL Margin Efficiency And Physical Network Resilience Will Shape 2026 Risk Reward
Analysts have lifted their blended XPO price target from about $156 to about $204. They point to stronger less than truckload operating trends, yield and cost efficiency efforts, and the perceived value of its physical transport network as key supports for higher fair value assumptions and a richer future P/E multiple.Narratiefupdate • Feb 19
XPO: Freight Cycle Recovery And Margin Expansion Are Expected To Reprice Shares
The analyst fair value estimate for XPO has been raised from $180 to $250. This increase reflects higher Street price targets across several firms as analysts factor in stronger revenue growth, improving margins, a richer assumed future P/E, and a slightly lower discount rate in their models.Narratiefupdate • Feb 05
XPO: AI Productivity And Margin Expansion Versus Cyclical Freight And Multiple Risk
The analyst price target on XPO has increased by $35, reflecting updated views on slightly stronger revenue growth, modestly improved profit margins, and a small adjustment to the assumed discount rate and future P/E multiple. Analyst Commentary Recent Street research on XPO reflects a wide range of opinions, with several firms revising price targets and ratings as they reassess earnings power, valuation multiples, and sector positioning into 2026 and beyond.Narratiefupdate • Jan 22
XPO: Margin Efficiency And AI Productivity Will Shape Mixed 2026 Risk Reward Profile
The analyst price target for XPO increased slightly to US$156.08 from US$151.24, as analysts point to continued margin efficiency, modestly adjusted revenue expectations, and a slightly higher assumed future P/E multiple in their updated models. Analyst Commentary Recent research on XPO reflects a mixed but engaged analyst community, with several firms revisiting their price targets and ratings as they reassess the company’s execution, margin profile, and exposure to trucking and less than truckload markets.Narratiefupdate • Jan 08
XPO: AI Productivity And Margin Expansion Will Drive Next Freight Upcycle Outperformance
Analysts have modestly lifted their price targets on XPO, with a roughly $7 to $16 range of increases across recent reports. They highlight improving margins, better than expected tonnage trends, and potential for further productivity gains, even as some now see a more challenging path for trucking stocks overall.Narratiefupdate • Dec 25
XPO Margins Will Expand As Productivity Gains Drive Next Freight Upcycle Outperformance
Analysts have raised their XPO fair value estimate to $180 from $156, reflecting increased confidence in the company’s margin expansion, revenue growth potential, and ability to capture share in the next freight upcycle despite a still challenging demand backdrop. Analyst Commentary Recent research updates on XPO continue to skew positive, with multiple bullish analysts revising price targets higher and reiterating favorable ratings.Narratiefupdate • Dec 11
XPO: Margin Gains And AI Productivity Will Support Future Cycle Upside Amid Uncertainty
The analyst price target for XPO has inched higher from about $150 to roughly $151 per share, as analysts point to continued margin expansion, improving operating ratios, and XPO's positioning to capture market share in the next freight upcycle, despite a still muted demand backdrop. Analyst Commentary Bullish analysts are broadly constructive on XPO's execution, highlighting the company's ability to expand margins and improve operating ratios despite a freight environment that remains soft and visibility that is still limited.Narratiefupdate • Nov 27
XPO: Margin Improvement And Productivity Will Support Performance As Demand Uncertainty Persists
The analyst price target for XPO has risen slightly from $148.63 to $149.67. Analysts highlight the company’s ongoing margin improvement and outperformance relative to peers as primary drivers of this upward adjustment.Narratiefupdate • Nov 11
XPO: Margin Gains And Productivity Will Balance Industry Risks Ahead
Analysts have increased their price target for XPO from $141.52 to $148.63 per share. They cite strong margin outperformance, improvements in yield and productivity, and management’s confidence in continued earnings growth despite a challenging freight environment.Narratiefupdate • Oct 27
Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience
Analysts have modestly increased their price target for XPO to $141.52 from $140.80. They cite gradual improvements in the freight market and maintain a cautious but constructive outlook on cost discipline and network efficiency.Narratiefupdate • Oct 13
AI Optimization And Fleet Modernization Will Transform LTL Operations
Analysts have modestly increased XPO’s fair value estimate from $139.38 to $140.80. They cite mixed updates in trucking demand, terminal expansion, and ongoing uncertainty around freight volumes and pricing.Narratiefupdate • Sep 11
AI Optimization And Fleet Modernization Will Transform LTL Operations
Analysts have modestly raised XPO’s price target to $139.38, citing ongoing terminal expansion, margin improvement, and cost efficiencies that offset freight market softness, though near-term upside is limited by valuation and mixed sector demand trends. Analyst Commentary Bullish analysts see XPO's terminal expansion and continued growth in local accounts as offsetting domestic freight weakness, supporting stable volumes and core pricing despite choppy demand.Analyse-artikel • Jul 26
We Ran A Stock Scan For Earnings Growth And XPO (NYSE:XPO) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Feb 11
XPO: Full Speed Ahead On Margin Improvement, But The Stock Might Be Out Of Gas
Summary XPO delivered strong Q4'24 results, with EPS beating estimates and significant LTL margin expansion, despite a slight revenue decline. Full-year 2024 saw XPO achieve 4% revenue growth and a 27% increase in adjusted EBITDA, driven by operational discipline and network investments. Despite a positive outlook and further margin expansion potential, XPO's current valuation appears high, trading at a premium to historical and peer multiples. Given the cyclical nature and current valuation, I recommend waiting for a better entry point closer to historical EV/EBITDA multiples around 12.0x. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
XPO: Valuation Has Hit A Speed Bump (Rating Downgrade)
Summary XPO's shares have risen 73% since my initial 'buy' recommendation, but current valuation levels suggest limited upside potential, prompting a downgrade to 'hold'. Q3'24 results showed strong performance, with a 20% increase in adjusted EBITDA and a 200bps improvement in LTL adjusted operating ratio. Despite solid execution, macroeconomic headwinds and softness in the freight market pose risks to XPO's future growth and pricing power. Elevated valuation multiples indicate that now may be a good time to take profits and reassess at lower levels. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
XPO: Capitalizing On Opportunities Amidst Market Challenges
Summary XPO's Q2'24 results were strong, driven by growth in North American LTL revenues and effective execution of the 'LTL 2.0' strategy. Despite macro challenges, XPO capitalized on Yellow Corp's bankruptcy, enhancing market share and operational efficiencies, with a focus on margin improvement and cost management. XPO's valuation remains attractive, with a lower EV/EBITDA multiple and strong EBITDA growth prospects, making it a compelling investment even after strong share price returns year to date. Read the full article on Seeking Alpha
Nieuw narratief • Aug 22
Revamping Freight Operations Sparks Revenue Surge And Outshines Industry Averages
Focused strategy on service improvement, including reducing damage claims and enhancing on-time performance, strengthens revenue growth and customer loyalty.Seeking Alpha • Aug 14
XPO: Company-Specific Initiatives Should Continue To Drive Outperformance
Summary XPO Inc. is positioned for future growth through strategic initiatives like increased pricing and focus on high-margin services and local channels. Despite tough Y/Y comparisons, XPO's revenue continues to increase due to improved service quality, premium offerings, and increased accessorial revenues. XPO's margin outlook remains strong with improved operating ratio, increased network capacity, and focus on high-margin services and efficiency. Valuation suggests it remains an attractive buy. Read the full article on Seeking AlphaRendement voor aandeelhouders
| XPO | US Transportation | US Markt | |
|---|---|---|---|
| 7D | 0.6% | 0.7% | -1.4% |
| 1Y | 64.0% | 14.2% | 17.1% |
Rendement versus industrie: XPO overtrof de US Transportation industrie, die het afgelopen jaar een rendement 14.2 % opleverde.
Rendement versus markt: XPO overtrof de US markt, die het afgelopen jaar een rendement opleverde van 17.1 %.
Prijsvolatiliteit
| XPO volatility | |
|---|---|
| XPO Average Weekly Movement | 5.7% |
| Transportation Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: XPO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van XPO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1989 | 37,000 | Mario Harik | www.xpo.com |
XPO, Inc. biedt samen met zijn dochterondernemingen vrachtvervoersdiensten aan in de Verenigde Staten, Noord-Amerika, Frankrijk, het Verenigd Koninkrijk en de rest van Europa. Het bedrijf is actief in twee segmenten, Noord-Amerika Less-Than-Truckload (LTL) en European Transportation. Het Noord-Amerikaanse LTL-segment biedt verladers geografische dichtheid en dag-definiete binnenlandse en grensoverschrijdende diensten naar de VS, Mexico, Canada en het Caribisch gebied.
XPO, Inc. Samenvatting
| XPO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$25.25b |
| Inkomsten(TTM) | US$348.00m |
| Inkomsten(TTM) | US$8.30b |
71.1x
Koers/Winstverhouding3.0x
P/S-verhoudingIs XPO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| XPO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$8.30b |
| Kosten van inkomsten | US$6.76b |
| Brutowinst | US$1.54b |
| Overige uitgaven | US$1.19b |
| Inkomsten | US$348.00m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 30, 2026
| Winst per aandeel (EPS) | 2.96 |
| Brutomarge | 18.56% |
| Nettowinstmarge | 4.19% |
| Schuld/Eigen Vermogen Verhouding | 166.9% |
Hoe presteerde XPO op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/20 05:48 |
| Aandelenkoers aan het einde van de dag | 2026/07/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
XPO, Inc. wordt gevolgd door 33 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Eric Morgan | Barclays |
| Christopher Kuhn | Benchmark Company |
| Kevin Sterling | Benchmark Company |