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, such as road-rail and road-short sea combinations 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 is based in Greenwich, Connecticut.
Financial Outlook | Analysts forecast significant earnings growth, with EPS projected to rise from $2.92 in FY2023 to $6.28 in FY2026, supported by strategic initiatives and market share gains |
Strategic Divestiture | Potential sale of XPO's European transportation division could unlock shareholder value, with analysts projecting mid-to-high single-digit EPS accretion |
Market Dynamics | Explore how XPO navigates soft freight demand while preparing for potential industry capacity constraints, which could lead to improved pricing power and margins |
LTL Transformation | XPO's LTL 2.0 turn-around plan drives operational efficiency, service quality, and network expansion, positioning the company for growth amid market challenges |
Metrics to compare | XPO | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipXPOPeersSector | |
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P/E Ratio | 34.1x | 16.8x | 11.8x | |
PEG Ratio | 0.33 | −0.33 | 0.03 | |
Price / Book | 8.2x | 6.7x | 1.4x | |
Price / LTM Sales | 1.6x | 0.8x | 1.2x | |
Upside (Analyst Target) | 36.9% | 30.8% | 23.8% | |
Fair Value Upside | Unlock | 28.7% | 8.8% | Unlock |