XPO Logistics, Inc. (XPO) AI Stock Analysis

XPO Inc. provides comprehensive freight transportation services across the United States, North America, Europe, and globally. The company operates through two primary segments: North American LTL and Brokerage and Other Services. The North American LTL segment offers day-definite regional, inter-regional, and transcontinental less-than-truckload freight solutions, along with cross-border operations connecting the United States, Mexico, and Canada. The Brokerage and Other Services segment delivers last mile logistics solutions tailored for heavy goods across e-commerce platforms, omnichannel retail, and direct-to-consumer channels, while also managing non-core transportation modes for industrial, retail, and consumer goods customers.

Between FY2021 and FY2025, XPO expanded annual revenue from $7.20B to $8.16B, representing a 5-year compound annual growth rate of 5.7%. Operating margin expanded steadily from 4.3% in FY2021 to 8.9% in FY2025, while gross margin improved from 7.3% to 12.0%. Net income finished FY2025 at $316.0M, or $3.73 per share, down from $387.0M in FY2024. For the trailing twelve months ending June 30, 2026, revenue reached $8.57B with a net profit margin of 4.7% and an operating margin of 12.3%. In the latest quarter, revenue grew 13.2% year-over-year while quarterly earnings surged 52.8%.

As of June 30, 2026, XPO held $298.0M in cash and short-term investments against total debt of $3.99B, resulting in net debt of $3.69B. Shareholders' equity was $1.96B, reflecting a debt-to-equity ratio of 2.03 and a current ratio of 1.01. During FY2025, operating cash flow reached $986.0M, supporting capital expenditures of $657.0M and generating free cash flow of $329.0M. In addition, the company spent $125.0M on share buybacks in FY2025, while total share count increased 2.6% over five years.

At a closing price of $186.67, XPO carries a market capitalization of $21.86B and an enterprise value of $24.49B. The stock trades at a trailing price-to-earnings multiple of 54.9x and a forward P/E of 27.0x, both above the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value-to-EBITDA ratio of 19.0x and price-to-sales ratio of 2.5x also exceed peer medians of 13.9x and 1.5x. Over the past year, XPO posted a 42.4% return, outperforming the S&P 500 return of 16.8%.

Wall Street coverage consists of 17 Strong Buy, 3 Buy, 3 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target is $225.04, representing a 20.6% upside from the last close of $186.67. Consensus estimates project current fiscal year EPS of $5.50 on revenue of $9.08B, and next fiscal year EPS of $6.57 on revenue of $9.58B across 25 analysts. XPO beat EPS consensus estimates in all 4 of its last four quarters, with its next earnings release scheduled for October 29, 2026.

This page is an AI-written research summary of XPO Logistics, Inc. (XPO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: XPO income statement, XPO balance sheet, XPO key metrics, XPO analyst forecast, XPO chart. See the XPO stock overview for the latest quote and news.