XPO, Inc.

NYSE:XPO Aktierapport

Börsvärde: US$23.3b

XPO Framtida tillväxt

Future kriterier kontrolleras 3/6

XPO förväntas öka intäkter och intäkter med 19.6% respektive 5.7% per år. EPS förväntas tillväxt med 20.1% per år. Avkastningen på eget kapital förväntas bli 26.4% om 3 år.

Viktig information

19.6%

Tillväxttakt i vinsten

20.10%

Tillväxttakt för EPS

Transportation vinsttillväxt15.1%
Intäkternas tillväxttakt5.7%
Framtida avkastning på eget kapital26.36%
Bevakning av analytiker

Good

Senast uppdaterad31 Jul 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • 7h

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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
Ny berättelse • 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.

Prognoser för vinst- och omsättningstillväxt

NYSE:XPO - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202810,1068191,0441,66010
12/31/20279,4786817901,37221
12/31/20269,0535696751,17216
6/30/20268,5744045881,088N/A
3/31/20268,2993484581,027N/A
12/31/20258,157316329986N/A
9/30/20258,068332232949N/A
6/30/20258,009345154842N/A
3/31/20258,008389123805N/A
12/31/20248,07238719808N/A
9/30/20248,090370-793869N/A
6/30/20248,017361-836838N/A
3/31/20247,855242-856759N/A
12/31/20237,744192-851682N/A
9/30/20237,63598-56605N/A
6/30/20237,6011041635N/A
3/31/20237,73116977699N/A
12/31/20227,718184311832N/A
9/30/20223,644119343754N/A
6/30/20224,96848202578N/A
3/31/20226,10765431749N/A
12/31/20217,20296452721N/A
9/30/202112,383234526821N/A
6/30/202111,7882418471,030N/A
3/31/20219,3241640878N/A
12/31/20206,168-138636885N/A
9/30/202011,397196311,039N/A
6/30/202012,8761084011,021N/A
3/31/202016,392357N/A1,067N/A
12/31/201910,681201N/A791N/A
9/30/201916,901366N/A1,008N/A
6/30/201917,082350N/A1,018N/A
3/31/201917,207366N/A1,025N/A
12/31/201817,279390N/A1,102N/A
9/30/201817,084494N/A802N/A
6/30/201816,636450N/A807N/A
3/31/201816,034360N/A751N/A
12/31/201715,381312N/A785N/A
9/30/201714,864152N/A740N/A
6/30/201714,690108N/A584N/A
3/31/201714,613103N/A634N/A
12/31/201614,61963N/A622N/A
9/30/201614,285-27N/A456N/A
6/30/201612,933-134N/A382N/A
3/31/201610,466-251N/A50N/A
12/31/20157,623-246N/A91N/A
9/30/20155,112-235N/A31N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: XPO s prognostiserade vinsttillväxt ( 19.6% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: XPO s intäkter ( 19.6% per år) förväntas växa snabbare än marknaden för US ( 16.4% per år).

Höga tillväxtresultat: XPO s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: XPO s intäkter ( 5.7% per år) förväntas växa långsammare än marknaden för US ( 12.5% per år).

Hög tillväxtintäkter: XPO s intäkter ( 5.7% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: XPO s avkastning på eget kapital förväntas bli hög om 3 år ( 26.4 %)

Upptäck tillväxtföretag

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7D

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7D

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/31 14:46
Aktiekurs vid dagens slut2026/07/31 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

XPO, Inc. bevakas av 33 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Eric MorganBarclays
Christopher KuhnBenchmark Company
Kevin SterlingBenchmark Company