XPO Logistics, Inc.

XPO Logistics, Inc.

XPOยทNYSE

$218.69

-1.1%
IndustrialsIntegrated Freight & Logistics

XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.

At a Glance

Live Snapshot
Market Cap$25.68B
EPS2.6900
P/E Ratio81.30
Earnings Date07/30/2026
xpo

XPO Logistics, Inc. Street Expectations Map

XPO ยท NYSE

Wall Street analysts project that XPO stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 215.71, with estimates ranging from a low of 105.00 to a high of 250.00.

Lowest Target
105.00
-51.99%
Consensus Target
215.71
-1.36%
Highest Target
250.00
14.32%

The consensus 1-year price target stands at 215.71, with estimates ranging from a low of 105.00 to a high of 250.00.

Analyst Consensus Analysis

Upside Potential

-1.4%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

67.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.28x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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XPO Logistics, Inc. Forward Estimates of Revenue

XPO ยท NYSE
Latest Revenue
8.16B
FY 2025
Avg Estimate
8.45B
FY 2026
Estimate Range
8.34B - 8.64B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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XPO Logistics, Inc. Forward Estimates of Net Income

XPO ยท NYSE
Latest Net Income
316.00M
FY 2025
Avg Estimate
552.56M
FY 2026
Estimate Range
513.09M - 592.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+74.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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XPO Logistics, Inc. Forward Estimates of EPS

XPO ยท NYSE
Latest EPS
2.69
FY 2025
Avg Estimate
$4.50
FY 2026
Estimate Range
$4.28 - $4.93
Analyst Spread

Forward Growth Analysis

Projected Growth+67.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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XPO Logistics, Inc. Forward Estimates of EBIT

XPO ยท NYSE
Latest EBIT
729.00M
FY 2025
Avg Estimate
439.00M
FY 2026
Estimate Range
433.28M - 448.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-39.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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XPO Logistics, Inc. Forward Estimates of EBITDA

XPO ยท NYSE
Latest EBITDA
1.25B
FY 2025
Avg Estimate
915.34M
FY 2026
Estimate Range
903.41M - 935.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-26.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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XPO Logistics, Inc. Forward Estimates of SG&A Expense

XPO ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
349.60M
FY 2026
Estimate Range
345.04M - 357.47M
Analyst Spread

Forward Growth Analysis

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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XPO Logistics, Inc. Insider Positioning

XPO ยท NYSE

During the last 12 months, insiders have sold $956K worth of XPO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

2.4K

517.47K

Net Activity

-517K

-$517K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

3.3K

438.87K

Net Activity

-439K

-$439K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
LA

Landry Allison

Director

5.7K sharesโ€ข2 transactions

$956K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $956K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$517K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.