XPO Future Growth

Future criteria checks 4/6

XPO is forecast to grow earnings and revenue by 23.4% and 6.3% per annum respectively. EPS is expected to grow by 23.6% per annum. Return on equity is forecast to be 23.1% in 3 years.

Key information

23.4%

Earnings growth rate

23.6%

EPS growth rate

Transportation earnings growth	24.0%
Revenue growth rate	6.3%
Future return on equity	23.1%
Analyst coverage	Good
Last updated	03 May 2024

Recent future growth updates

Recent updates

Is There An Opportunity With XPO Logistics, Inc.'s (NYSE:XPO) 28% Undervaluation?

Oct 24

XPO Logistics approves separation of RXO; appoints Carl Anderson as chief financial officer

Oct 10

Is There Now An Opportunity In XPO Logistics, Inc. (NYSE:XPO)?

Oct 07

XPO Logistics hires Jamie Harris as CFO for RXO spin-off

Sep 07

Does XPO Logistics (NYSE:XPO) Have A Healthy Balance Sheet?

Aug 21

Why XPO Logistics Has So Much Upside

Aug 05

Is There An Opportunity With XPO Logistics, Inc.'s (NYSE:XPO) 32% Undervaluation?

Jul 15

XPO Logistics names planned spin-off company as RXO

Jul 12

XPO Logistics Stock: I'm Even More Bullish Now

May 25

Earnings and Revenue Growth Forecasts

NYSE:XPO - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	9,437	598	886	1,289	6
12/31/2025	8,937	531	476	1,099	15
12/31/2024	8,268	381	34	878	13
3/31/2024	7,855	242	-856	759	N/A
12/31/2023	7,744	192	-851	682	N/A
9/30/2023	7,635	98	-56	605	N/A
6/30/2023	7,601	104	1	635	N/A
3/31/2023	7,731	169	77	699	N/A
12/31/2022	7,718	184	311	832	N/A
9/30/2022	3,644	119	343	754	N/A
6/30/2022	4,968	48	202	578	N/A
3/31/2022	6,107	65	431	749	N/A
12/31/2021	7,202	96	452	721	N/A
9/30/2021	12,383	234	526	821	N/A
6/30/2021	11,788	241	847	1,030	N/A
3/31/2021	9,324	1	640	878	N/A
12/31/2020	6,168	-138	636	885	N/A
9/30/2020	11,397	19	631	1,039	N/A
6/30/2020	12,876	108	401	1,021	N/A
3/31/2020	16,392	357	445	1,067	N/A
12/31/2019	10,681	201	412	791	N/A
9/30/2019	16,901	366	457	1,008	N/A
6/30/2019	17,082	350	499	1,018	N/A
3/31/2019	17,207	366	498	1,025	N/A
12/31/2018	17,279	390	551	1,102	N/A
9/30/2018	17,084	494	274	802	N/A
6/30/2018	16,636	450	297	807	N/A
3/31/2018	16,034	360	227	751	N/A
12/31/2017	15,381	312	N/A	785	N/A
9/30/2017	14,864	152	N/A	740	N/A
6/30/2017	14,690	108	N/A	584	N/A
3/31/2017	14,613	103	N/A	634	N/A
12/31/2016	14,619	63	N/A	622	N/A
9/30/2016	14,285	-27	N/A	456	N/A
6/30/2016	12,933	-134	N/A	382	N/A
3/31/2016	10,466	-251	N/A	50	N/A
12/31/2015	7,623	-246	N/A	91	N/A
9/30/2015	5,112	-235	N/A	31	N/A
6/30/2015	3,412	-154	N/A	-18	N/A
3/31/2015	2,777	-94	N/A	35	N/A
12/31/2014	2,357	-107	N/A	-21	N/A
9/30/2014	1,783	-67	N/A	-18	N/A
6/30/2014	1,315	-62	N/A	-44	N/A
3/31/2014	871	-65	N/A	-47	N/A
12/31/2013	702	-51	N/A	-66	N/A
9/30/2013	554	-50	N/A	-69	N/A
6/30/2013	431	-47	N/A	-63	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: XPO's forecast earnings growth (23.4% per year) is above the savings rate (2.4%).

Earnings vs Market: XPO's earnings (23.4% per year) are forecast to grow faster than the US market (14.1% per year).

High Growth Earnings: XPO's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: XPO's revenue (6.3% per year) is forecast to grow slower than the US market (8.2% per year).

High Growth Revenue: XPO's revenue (6.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: XPO's Return on Equity is forecast to be high in 3 years time (23.1%)

XPO Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Price target increased by 26% to US$120

Consensus EPS estimates increase by 19%

Price target increased by 7.0% to US$87.05

Consensus EPS estimates fall by 22%

Price target increased by 9.7% to US$67.27

Price target increased by 10% to US$59.14

Recent updates

First quarter 2024 earnings: EPS misses analyst expectations

Market Participants Recognise XPO, Inc.'s (NYSE:XPO) Earnings

XPO, Inc. to Report Q1, 2024 Results on May 03, 2024

XPO, Inc., Annual General Meeting, May 16, 2024

XPO: Fairly Priced And Poised For More Growth

CEO & Director exercised options and sold US$818k worth of stock

These 4 Measures Indicate That XPO (NYSE:XPO) Is Using Debt Extensively

Price target increased by 26% to US$120

CEO & Director exercised options and sold US$822k worth of stock

XPO: What The Yellow Corp. Bankruptcy Means For The Company

Investors Still Waiting For A Pull Back In XPO, Inc. (NYSE:XPO)

XPO, Inc. (NYSE:XPO) completed the acquisition of 28 service centers from Yellow Corporation (OTCPK:YELL.Q) for approximately $870 million.

When Should You Buy XPO, Inc. (NYSE:XPO)?

XPO, Inc.'s (NYSE:XPO) Intrinsic Value Is Potentially 69% Above Its Share Price

Consensus EPS estimates increase by 19%

Price target increased by 7.0% to US$87.05

New minor risk - Profit margin trend

Third quarter 2023 earnings: EPS and revenues exceed analyst expectations

XPO: Why I Am Cautious

XPO, Inc. to Report Q3, 2023 Results on Oct 30, 2023

Calculating The Intrinsic Value Of XPO, Inc. (NYSE:XPO)

Consensus EPS estimates fall by 22%

Price target increased by 9.7% to US$67.27

Second quarter 2023 earnings: EPS misses analyst expectations

XPO, Inc. Announces Chief Financial Officer Changes

Investor sentiment improves as stock rises 16%

Price target increased by 10% to US$59.14

XPO: Growing Despite A Softer Market Environment

XPO, Inc. to Report Q2, 2023 Results on Aug 04, 2023

XPO, Inc. to Report Q2, 2023 Results on Aug 04, 2023

XPO: Riding Out The Storm, Unlocking Endless Future Potential

XPO (NYSE:XPO) Has A Pretty Healthy Balance Sheet

Is There An Opportunity With XPO, Inc.'s (NYSE:XPO) 36% Undervaluation?

Price target increased by 7.5% to US$46.62

First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Is There Now An Opportunity In XPO, Inc. (NYSE:XPO)?

Investor sentiment improves as stock rises 25%

Independent Director recently bought US$54k worth of stock

Does XPO (NYSE:XPO) Have A Healthy Balance Sheet?

The Hidden Gem Of Logistics: XPO Logistics' Untapped Potential

Price target decreased by 12% to US$42.62

Is There An Opportunity With XPO, Inc.'s (NYSE:XPO) 22% Undervaluation?

Now 23% undervalued after recent price drop

Full year 2022 earnings: EPS and revenues miss analyst expectations

XPO, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2022

XPO Non-GAAP EPS of $0.98 beats by $0.14, revenue of $1.83B misses by $10M

Investor sentiment improves as stock rises 16%

XPO: Entering A Golden Age Of Outperformance

At US$39.29, Is XPO, Inc. (NYSE:XPO) Worth Looking At Closely?

Xpo, Inc. Appoints Ali Faghri as Chief Strategy Officer

XPO: A Good Long Term Bet

XPO, Inc. to Report Q4, 2022 Results on Feb 08, 2023

Investor sentiment improved over the past week

Chief Accounting Officer exercised options and sold US$68k worth of stock

Price target decreased to US$56.19

High number of new directors

Price target decreased to US$61.00

We Think XPO Logistics (NYSE:XPO) Can Stay On Top Of Its Debt

Investor sentiment improved over the past week

High number of new directors

Now 39% undervalued after recent price drop

Third quarter 2022 earnings: EPS and revenues miss analyst expectations

XPO Logistics Q3 Earnings Preview

Is There An Opportunity With XPO Logistics, Inc.'s (NYSE:XPO) 28% Undervaluation?

XPO Logistics, Inc. Provides Earnings Guidance for the Third Quarter of 2022

XPO Logistics, Inc. Announces Jason Kerr as Chief Accounting Officer for RXO Spin-Off

XPO Logistics Announces Board Changes

XPO Logistics approves separation of RXO; appoints Carl Anderson as chief financial officer

XPO Logistics, Inc. to Report Q3, 2022 Results on Oct 31, 2022