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XPO, Inc. Stock Price

NYSE:XPO Community·US$23.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

XPO Share Price Performance

US$200.97
81.48 (68.19%)
US$231.00
Fair Value
US$200.97
81.48 (68.19%)
10.1% undervalued intrinsic discount
US$223.50
Fair Value
Price US$200.97
AnalystConsensusTarget US$223.50
AnalystLowTarget US$156.57
AnalystHighTarget US$275.00

XPO Community Narratives

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Fair Value US$231 13.0% undervalued intrinsic discount

Cost Discipline And Efficiency Initiatives Will Support Future Network Resilience

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Fair Value US$156.57 28.4% overvalued intrinsic discount

Automation And Regulatory Pressures Will Squeeze Operating Margins

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·
Fair Value US$275 26.9% undervalued intrinsic discount

E-commerce And Digitization Will Ignite Domestic LTL Demand

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US$156.57
28.4% overvalued intrinsic discount
Revenue
6.31% p.a.
Profit Margin
8.6%
Future PE
26.99x
Price in 2029
US$198.87
US$275
26.9% undervalued intrinsic discount
Revenue
8.97% p.a.
Profit Margin
8.1%
Future PE
46.74x
Price in 2029
US$349.35

Trending Discussion

No trending discussion available.

Updated Narratives

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XPO: LTL Execution In Tightening Freight Cycle Will Drive 2026 Upside

Fair Value: US$231 13.0% undervalued intrinsic discount
10 users have set this as their fair value
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XPO: Freight Upcycle Optimism Will Face Test From Rich P E

Fair Value: US$156.57 28.4% overvalued intrinsic discount
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XPO: LTL Momentum And Tightening Truckload Capacity Are Expected To Reprice Shares

Fair Value: US$275 26.9% undervalued intrinsic discount
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Snowflake Analysis

Proven track record with adequate balance sheet.

1 Risk
3 Rewards

XPO, Inc. Key Details

US$8.6b

Revenue

US$6.9b

Cost of Revenue

US$1.6b

Gross Profit

US$1.2b

Other Expenses

US$404.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.45
18.99%
4.71%
163.4%
View Full Analysis

About XPO

Founded
1989
Employees
38000
CEO
Mario Harik
WebsiteView website
www.xpo.com

XPO, Inc., together with its subsidiaries, provides freight transportation services in the United States, North America, France, the United Kingdom, and rest of Europe. The company operates in two segments, North American Less-Than-Truckload (LTL) and European Transportation. The North American LTL segment provides shippers with geographic density and day-definite domestic and cross-border services to the U.S., Mexico, Canada, and the Caribbean. The European Transportation segment offers dedicated truckload, LTL, truck brokerage, managed transportation, last mile, freight forwarding, and warehousing and multimodal solutions to an extensive base of customers within the consumer, trade, and industrial markets. The company was formerly known as XPO Logistics, Inc. and changed its name to XPO, Inc. in December 2022. The company was founded in 1989 and is based in Greenwich, Connecticut.

Recent XPO News & Updates

Seeking Alpha Aug 02

XPO: Big Gains From Small Improvements In Its Operating Ratio (Rating Upgrade)

Summary XPO, Inc. targets a sub-80s LTL operating ratio, aiming for significant efficiency gains from its current 83.9%. Each one-point OR improvement could add $85.762M in operating income and $12.45 to XPO’s share price, per sensitivity modeling. Key drivers include disciplined pricing, network density, and service improvements, supported by recent 200bps OR improvement year-over-year. I rate XPO a Buy, expecting continued OR gains and robust LTL market dynamics to drive upside despite current valuation concerns. Read the full article on Seeking Alpha
Narrative Update Aug 01

XPO: LTL Execution In Tightening Freight Cycle Will Drive 2026 Upside

XPO's updated analyst price target has shifted from $223.50 to $231.00. This change reflects analysts' focus on recent Q2 outperformance, improving profit margin assumptions, and adjusted P/E expectations.

Recent updates

No updates