XPO (XPO)
Moves shared-trailer freight across North America and provides multi-service transportation across Europe.
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Moves freight through North American less-than-truckload and European transportation networks. The larger North American segment consolidates multiple customers' shipments in shared trailers, while European operations combine trucking, brokerage and multimodal services across several markets.
Moves palletized freight through a shared North American less-than-truckload network, consolidating shipments from multiple customers across service centers and linehaul routes. European Transportation combines dedicated and less-than-truckload carriage with brokerage, managed transportation and multimodal logistics.
The North American LTL segment is the larger business and includes cross-border service with Mexico and Canada, intra-Canada service and trailer manufacturing. European revenue is concentrated in France, the United Kingdom and other European markets.
Execution rests on service reliability, network scope, safe and efficient use of labor and equipment, and proprietary technology used to move freight. Shipment demand, yield and competition across two regional networks shape results, while former contract logistics and brokered transportation operations now sit in GXO and RXO.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Bernstein | Initiate | Rating: —Target: — | Target: $244 |
| Jul 31, 2026 | Oppenheimer | Reiterate | Rating: —Target: $236 | Target: $238 |
| Jul 31, 2026 | Stephens | Reiterate | Rating: —Target: $170 | Target: $270 |
| Jul 30, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $220 | Target: $247 |
| Jul 21, 2026 | Stifel Nicolaus | Target | Target: $237 | Target: $241 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $298.0M · Total debt $3.99B · Total assets $8.33B · Shareholders' equity $1.96B
- Revenue
- $2.36B
- Operating income
- $290.0M
- Net income
- $162.0M
No dividends on record.
| Institutions | ≈ 99.34% | 116.31M shares | |
|---|---|---|---|
| 781 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 21.93% | 25.67M shares | |
| 13 holders · as of Sep 15, 2026 | |||
| Adds to | 121.27% | ||
117.09M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 121.27%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Public Sector Pension Investment BoardInsider | 13.27% | 15.53M | filed Sep 27, 2016 |
BlackRock, Inc.Institution | 12.42% | 14.54M | as of Jun 30, 2026 |
MFN Partners Management, LPInstitution | 8.43% | 9.87M | as of Jun 30, 2026 |
Ontario Teachers’ Pension Plan BoardInsider | 7.84% | 9.17M | filed Feb 13, 2017 |
Capital Research Global InvestorsInstitution | 7.06% | 8.27M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Kyle Wismans | officer: Chief Financial Officer | −750 | $178.52 |
| Sep 14, 2026 | David J. Bates | officer: Chief Operating Officer | −2,615 | $179.41 |
| Aug 11, 2026 | Christopher Michael Brown | officer: Chief Accounting Officer | −3,750 | $201.94 |
| Aug 10, 2026 | Christopher Michael Brown | officer: Chief Accounting Officer | −1,250 | $201.41 |
| May 28, 2026 | Allison Landry | director | −2,400 | $215.61 |
- FedEx Freight
Nationwide scale in North American less-than-truckload freight
- Old Dominion Freight Line
Direct national LTL rival with an integrated service-center network
- Saia
National LTL carrier competing for the same shipper freight
- TFI International
TForce Freight overlaps in North American LTL and cross-border lanes
- ArcBest
ABF Freight network contests national asset-based LTL shipments
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| XPO | $178.51 | +2.39% | $20.41B | 51.4 | 30.2 | 2.4 | +13.2% |
| FedEx Freight | $118.57 | +0.82% | $17.58B | 30.4 | 21.4 | 2.0 | — |
| Old Dominion Freight Line | $176.49 | +0.64% | $36.47B | 33.8 | 28.2 | 6.5 | +10.4% |
| Saia | $353.52 | +1.57% | $9.28B | 33.6 | 27.6 | 2.7 | +17.1% |
| TFI International | $125.93 | +0.35% | $10.31B | 28.5 | 17.6 | 1.2 | +12.4% |
| ArcBest | $131.80 | +1.58% | $2.90B | 188.0 | 15.9 | 0.7 | +15.9% |
| Median | 33.6 | 21.4 | 2.0 | +14.1% |