Operational Excellence | XPO demonstrates industry-leading performance across revenue, cost, service, and financial metrics, outpacing peers in tonnage growth and market share capture |
Analyst Perspectives | Price targets range from $145 to $195, with average target of $167, reflecting growing confidence in earnings trajectory and competitive positioning |
Strategic Positioning | The company's cost discipline, pricing power, and network advantages position it to maximize gains during the next industry upcycle |
Financial Trajectory | Earnings estimates show substantial growth momentum, with projections rising from $3.70 to $4.40 for fiscal year one and reaching $5.65 for fiscal year two |
Metrics to compare | XPO | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipXPOPeersSector | |
|---|---|---|---|---|
P/E Ratio | 70.2x | 41.2x | 12.3x | |
PEG Ratio | −6.73 | −2.00 | 0.03 | |
Price/Book | 13.2x | 4.6x | 1.4x | |
Price / LTM Sales | 2.9x | 1.1x | 1.2x | |
Upside (Analyst Target) | 13.4% | 3.5% | 26.6% | |
Fair Value Upside | Unlock | −10.3% | 8.8% | Unlock |
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.