XPO, Inc. Company Overview and Valuation

XPO, Inc. is a leading global logistics company that provides a wide range of services, including truckload brokerage, less-than-truckload freight, last mile delivery, and more.

The company was founded in 1989 and has since grown through strategic acquisitions and organic growth.

XPO, Inc. has a diverse portfolio of brands, including XPO Logistics, Pacer, and 1-800-PACK-RAT.

XPO, Inc. operates in over 30 countries and has a global network of more than 90,000 employees.

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XPO's financials have been steadily increasing, with net sales reaching $8.17B in 2025 and $8.6B in 2026. The company's net income has also seen a significant jump, from $419M in 2025 to $552M in 2026.

XPO's net debt has been rising, with a total of $3.07B in 2025 and $2.79B in 2026. The company's board has approved a share buyback program, allowing it to purchase up to 5.7% of its stock.

The company's stock performance has been impressive, with earnings per share beating the consensus estimate by $0.21 in the last quarter. Analysts expect XPO to post 4.15 earnings per share for the current fiscal year.

Let's take a closer look at the financials of XPO Stock. The company's net sales have been steadily increasing, with a high of $12.78B in 2025 and a projected $13.45B in 2026.

One of the most notable trends in XPO's financials is the significant jump in net income. In 2025, the company's net income was $419M, but by 2026, it had more than doubled to $552M.

XPO's net debt has been a concern, with a high of $4.8B in 2025 and a projected $4.37B in 2026. However, the company's net income has been more than enough to cover its net debt, with a high of $60.22B in 2025 and a projected $79.24B in 2026.

Here's a breakdown of XPO's financials for 2025 and 2026:

Overall, XPO's financials show a strong trend of growth and stability. The company's net income has been increasing steadily, and its net debt has been manageable.

XPO stock has had a significant impact on the market, with its quarterly earnings data released on February 6th. The company reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.68 by $0.21.

XPO's return on equity is 30.36% and its net margin is 4.81%. Analysts expect the company to post 4.15 earnings per share for the current fiscal year.

The company's board has approved a share buyback program, allowing it to purchase up to 5.7% of its stock through open market purchases. This buyback authorization is a sign that the company's board of directors believes its stock is undervalued.

Here's a summary of XPO's stock performance over the past few days:

XPO's stock price has fluctuated over the past few days, with a significant drop on April 25th.

XPO, Inc. has a strong management team led by Mario Harik, who serves as the Chief Executive Officer and is 44 years old. He has been in this role since October 31, 2022.

The company's Directors include Bradley Jacobs, who is 68 years old and has been serving as Chairman since September 1, 2011. Michael Jesselson, 73 years old, has also been a Director since September 1, 2011.

The company's leadership team also includes Kyle Wismans, who is 41 years old and serves as the Director of Finance/CFO, a role he has held since August 10, 2023.

Management and Governance is a crucial aspect of any organization, and understanding the key players is essential.

Mario Harik serves as the CEO of XPO, Inc. and has been in this position since October 31, 2022. He is 44 years old.

Kyle Wismans is the Director of Finance and CFO, taking on this role on August 10, 2023. He is 41 years old.

Jay Silberkleit is the Chief Tech/Sci/R&D Officer, having started this position on April 30, 2021. Unfortunately, his age is not publicly available.

The Board of Directors at XPO, Inc. includes experienced individuals such as Bradley Jacobs, who has been the Chairman since September 1, 2011, at the age of 68. Michael Jesselson has also been a Director/Board Member since September 1, 2011, at 73 years old. Mario Harik is another Director/Board Member, having joined on October 31, 2022, at 44 years old.

Here is a list of the key managers and directors at XPO, Inc.:

XPO has faced controversy over working conditions in one of its warehouses.

The warehouse in Memphis had no windows or air conditioning and temperatures often surpassed 100 °F (38 °C).

In 2017, a worker died of cardiac arrest on the warehouse floor, and employees claimed managers told them to continue working.

XPO employees reported being forced to do strenuous jobs despite being pregnant, which led to several miscarriages.

A spokesperson for XPO dismissed these allegations as "unsubstantiated and filled with inaccuracies."

The company was also accused of fueling the controversy by its relationship with the Teamsters union.

In a separate incident, XPO agreed to pay $30 million to 784 drivers in 2021 for allegedly paying them less than minimum wage.

XPO, Inc. operates in a highly competitive logistics and transportation industry, with a global network of over 1,000 locations across more than 30 countries.

The company provides a range of services, including less-than-truckload (LTL) freight, truckload (TL) freight, and intermodal freight.

XPO's logistics and transportation business is a significant contributor to the company's revenue, with a strong presence in the US and Europe.

The ground freight industry is a complex web of logistics and transportation, with many players vying for market share. XPO, INC. is a major player in this space, with a market capitalization of $11.36 billion as of March 2022.

XPO operates in 99% of US zip codes, making it a formidable presence in the North American market. Its LTL (less-than-truckload) services are a key part of this operation.

Here's a snapshot of some of the key players in the industry:

The weighted average market capitalization of these companies is $21.47 billion, with XPO, INC. and CANADIAN PACIFIC KANSAS CITY LIMITED being the largest players in the industry.

In Europe, XPO provides a range of transportation services, including dedicated truckload, LTL, truck brokerage, managed transportation, last mile, and freight forwarding.

The company also manages multimodal solutions, such as road-rail and road-short sea combinations.

XPO has made significant investments in its European operations, including hiring 1,000 new drivers in the U.K. and Ireland in 2022.

This expansion is likely to improve the company's ability to meet growing demand for transportation services in the region.

XPO, Inc.'s market capitalization has fluctuated significantly over time, ranging from 969B to 42.63B.

The company's free-float is a high 97.56%, indicating a stable and liquid market.

XPO, Inc.'s enterprise value has also seen substantial changes, reaching as high as 2,072B in some years.

Here's a breakdown of XPO, Inc.'s valuation metrics:

These valuation metrics provide insight into the company's performance and potential for growth.

Valuation is a crucial aspect of understanding a company's financial health. Capitalization of XPO, Inc. has fluctuated between 8.53B and 17.76B.

The P/E ratio has also varied, with a 2025 estimate of 27.6x and a 2026 estimate of 20.8x. These numbers indicate the company's stock price relative to its earnings.

Enterprise value has also changed over time, ranging from 10.83B to 22.56B. This metric combines debt and equity to represent the total value of the company.

Free-Float has remained relatively stable at 97.56%. This percentage represents the portion of a company's outstanding shares available for public trading.

Here's a summary of the key valuation metrics for XPO, Inc.:

These numbers provide a snapshot of XPO, Inc.'s valuation at different points in time.

Analysts have been busy making predictions about XPO's stock price. UBS Adjusts Price Target on XPO to $108 From $170, Keeps Buy Rating.

Analysts' recommendations are crucial in determining the direction of a stock's price. UBS and Oppenheimer have both adjusted their price targets on XPO, with UBS setting a target of $108 and Oppenheimer setting a target of $142.

Truist Securities and Deutsche Bank have initiated coverage on XPO with buy ratings and price targets of $130 and $156 respectively. Accenture, Crown Castle, Netflix, Adobe, and Williams-Sonoma also received analyst recommendations on March 17, but the specifics of these recommendations are not mentioned in the text.

Here is a summary of the analyst recommendations for XPO:

XPO's stock price has been on the rise, with the company beating the consensus estimate of $0.68 earnings per share by $0.21 in its latest quarterly earnings report.

Institutional investors are taking notice, with many increasing their holdings in XPO. MassMutual Private Wealth & Trust FSB, for example, lifted its holdings by 89.0% during the 1st quarter.

This surge in investor confidence is reflected in the company's share buyback program, which allows XPO to purchase up to 5.7% of its stock through open market purchases.

Insider Activity is an important aspect of investor activity that can provide valuable insights into a company's direction and performance.

COO David J. Bates recently purchased 1,880 shares of XPO stock, increasing his ownership by 9.78%. This acquisition was worth $199,580.80 at an average cost of $106.16 per share.

Insiders, including company executives and directors, own approximately 2.00% of XPO's stock. This level of insider ownership can indicate a strong alignment of interests between the company's leadership and its shareholders.

MassMutual Private Wealth & Trust FSB lifted its holdings in XPO by 89.0% during the 1st quarter, now owning 240 shares worth $26,000.

Versant Capital Management Inc purchased a new stake in XPO in the fourth quarter worth about $29,000.

Halbert Hargrove Global Advisors LLC bought a new stake in XPO during the 4th quarter worth approximately $42,000.

Cullen Frost Bankers Inc. lifted its stake in XPO by 69.1% in the 4th quarter, now owning 318 shares worth $42,000.

Larson Financial Group LLC boosted its holdings in XPO by 25.6% in the 4th quarter, now owning 373 shares valued at $49,000.

97.73% of the stock is owned by institutional investors.

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XPO, Inc. has publicly disclosed IT services contracts that can be used to improve competitive bidding. These contracts include IT outsourcing, business process outsourcing, systems integration, and consulting.

You can gain valuable insights into XPO, Inc.'s digital strategy by analyzing their likely spend across technology areas. This can be done using IT Client Prospector.

Understanding XPO, Inc.'s IT services contracts and spending priorities is crucial for businesses looking to partner with them.

IT services contracts can be a treasure trove of valuable information for businesses looking to make informed decisions.

Publicly disclosed IT services contracts can provide insights into the competitive bidding process, helping companies to improve their own bids.

For example, XPO Inc has publicly disclosed its IT services contracts, offering a wealth of information on IT outsourcing, business process outsourcing, systems integration, and consulting.

This data can be used to identify trends and patterns in the market, giving businesses a competitive edge.

By analyzing these contracts, companies can gain a better understanding of what services are in demand and how much they cost.

Understanding ICT spend and priorities is crucial for businesses to make informed decisions about their technology investments. IT Client Prospector provides valuable insights into XPO Inc's likely spend across various technology areas, helping you grasp their digital strategy.

XPO Inc's ICT spend can be broken down into different technology areas, enabling you to identify areas of focus and potential opportunities for optimization.

XPO, Inc. operates in a competitive logistics and transportation industry, with several key players vying for market share.

One of its main competitors is DB Schenker, a German logistics giant with a global presence.

XPO, Inc. has a more extensive network of locations, with over 1,000 offices and warehouses across North America and Europe.

DB Schenker has a stronger presence in Asia, with a larger number of locations in countries such as China and Japan.

XPO, Inc. has a more diverse range of services, including freight brokerage, last mile delivery, and e-commerce fulfillment.

DB Schenker has a stronger focus on air and ocean freight, with a large number of dedicated facilities and equipment.

XPO, Inc. has a more robust technology platform, with a proprietary transportation management system that helps streamline operations.

DB Schenker has a more extensive network of partnerships with other logistics providers, which can help expand its capabilities.