If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider XPO (XPO - Free Report) . This company, which is in the Zacks Transportation - Truck industry, shows potential for another earnings beat.
This freight management company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 14.64%.
For the last reported quarter, XPO came out with earnings of $1.01 per share versus the Zacks Consensus Estimate of $0.89 per share, representing a surprise of 13.48%. For the previous quarter, the company was expected to post earnings of $0.76 per share and it actually produced earnings of $0.88 per share, delivering a surprise of 15.79%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for XPO. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
XPO currently has an Earnings ESP of +0.37%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 30, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Castleark Management LLC trimmed its position in shares of XPO, Inc. (NYSE:XPO – Free Report) by 52.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,849 shares of the transportation company’s stock after selling 28,420 shares during the period. Castleark Management LLC’s holdings in XPO were worth $5,029,000 at the end of the most recent quarter.
Several other hedge funds have also recently bought and sold shares of XPO. Parallel Advisors LLC lifted its holdings in shares of XPO by 13.2% during the 1st quarter. Parallel Advisors LLC now owns 421 shares of the transportation company’s stock worth $82,000 after acquiring an additional 49 shares during the period. V Square Quantitative Management LLC increased its stake in XPO by 19.1% in the first quarter. V Square Quantitative Management LLC now owns 374 shares of the transportation company’s stock valued at $73,000 after acquiring an additional 60 shares during the last quarter. Smartleaf Asset Management LLC raised its position in XPO by 13.8% during the fourth quarter. Smartleaf Asset Management LLC now owns 494 shares of the transportation company’s stock valued at $68,000 after purchasing an additional 60 shares in the last quarter. Root Financial Partners LLC raised its position in XPO by 21.1% during the first quarter. Root Financial Partners LLC now owns 362 shares of the transportation company’s stock valued at $70,000 after purchasing an additional 63 shares in the last quarter. Finally, UMB Bank n.a. lifted its stake in XPO by 4.4% during the fourth quarter. UMB Bank n.a. now owns 1,483 shares of the transportation company’s stock worth $202,000 after purchasing an additional 63 shares during the last quarter. 97.73% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth XPO has been the topic of several recent analyst reports. Evercore upgraded XPO from an “in-line” rating to an “outperform” rating in a research note on Wednesday, July 1st. Stifel Nicolaus upped their price objective on XPO from $237.00 to $241.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Susquehanna lifted their target price on XPO from $212.00 to $214.00 and gave the company a “neutral” rating in a research report on Tuesday, July 14th. JPMorgan Chase & Co. boosted their target price on XPO from $208.00 to $210.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. Finally, Oppenheimer raised their price target on shares of XPO from $228.00 to $236.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, XPO presently has an average rating of “Moderate Buy” and a consensus target price of $219.76.
Check Out Our Latest Report on XPO
XPO Price Performance Shares of XPO opened at $207.76 on Tuesday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.71. The stock has a market cap of $24.39 billion, a PE ratio of 71.15, a PEG ratio of 2.44 and a beta of 1.85. XPO, Inc. has a 12-month low of $116.68 and a 12-month high of $232.05. The business has a 50-day simple moving average of $210.46 and a two-hundred day simple moving average of $198.10.
XPO (NYSE:XPO – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.01 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.12. XPO had a return on equity of 26.21% and a net margin of 4.19%.The firm had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same period last year, the firm posted $0.73 earnings per share. The business’s revenue for the quarter was up 7.3% on a year-over-year basis. Analysts anticipate that XPO, Inc. will post 4.91 earnings per share for the current fiscal year.
Insider Buying and Selling In other XPO news, Director Allison Landry sold 2,400 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $215.61, for a total transaction of $517,464.00. Following the sale, the director directly owned 4,849 shares of the company’s stock, valued at $1,045,492.89. The trade was a 33.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.87% of the stock is currently owned by corporate insiders.
About XPO (Free Report)
XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.
In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.
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Entropy Technologies LP lifted its stake in shares of XPO, Inc. (NYSE:XPO – Free Report) by 136.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,869 shares of the transportation company’s stock after buying an additional 7,419 shares during the quarter. Entropy Technologies LP’s holdings in XPO were worth $2,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Border to Coast Pensions Partnership Ltd purchased a new position in shares of XPO during the 1st quarter worth approximately $36,048,000. Econ Financial Services Corp purchased a new position in shares of XPO in the 4th quarter valued at approximately $1,837,000. Calamos Advisors LLC lifted its stake in shares of XPO by 247.8% in the 4th quarter. Calamos Advisors LLC now owns 13,973 shares of the transportation company’s stock valued at $1,899,000 after purchasing an additional 9,956 shares during the period. Bank of New York Mellon Corp boosted its position in shares of XPO by 0.9% during the first quarter. Bank of New York Mellon Corp now owns 716,747 shares of the transportation company’s stock valued at $139,443,000 after purchasing an additional 6,167 shares in the last quarter. Finally, K.J. Harrison & Partners Inc boosted its position in shares of XPO by 460.0% during the fourth quarter. K.J. Harrison & Partners Inc now owns 28,000 shares of the transportation company’s stock valued at $3,805,000 after purchasing an additional 23,000 shares in the last quarter. Hedge funds and other institutional investors own 97.73% of the company’s stock.
Wall Street Analyst Weigh In A number of equities analysts have issued reports on XPO shares. Stephens upgraded XPO to a “strong-buy” rating in a report on Wednesday, July 8th. UBS Group boosted their target price on shares of XPO from $236.00 to $257.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $220.00 target price on shares of XPO in a research report on Thursday, April 30th. Weiss Ratings raised shares of XPO from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Finally, Stifel Nicolaus increased their price target on shares of XPO from $237.00 to $241.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $219.76.
Get Our Latest Report on XPO
XPO Stock Down 0.2% XPO stock opened at $212.60 on Monday. The business has a 50 day moving average of $210.31 and a 200 day moving average of $197.69. The firm has a market cap of $24.96 billion, a PE ratio of 72.81, a price-to-earnings-growth ratio of 2.44 and a beta of 1.85. XPO, Inc. has a twelve month low of $116.68 and a twelve month high of $232.05. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.71.
XPO (NYSE:XPO – Get Free Report) last released its earnings results on Thursday, April 30th. The transportation company reported $1.01 EPS for the quarter, topping the consensus estimate of $0.89 by $0.12. XPO had a return on equity of 26.21% and a net margin of 4.19%.The business had revenue of $2.10 billion for the quarter, compared to the consensus estimate of $2.04 billion. During the same period in the previous year, the company posted $0.73 earnings per share. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. On average, research analysts forecast that XPO, Inc. will post 4.91 EPS for the current fiscal year.
Insider Activity In other news, Director Allison Landry sold 2,400 shares of XPO stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $215.61, for a total value of $517,464.00. Following the completion of the transaction, the director owned 4,849 shares of the company’s stock, valued at $1,045,492.89. The trade was a 33.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.87% of the stock is currently owned by corporate insiders.
XPO Profile (Free Report)
XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.
In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.
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GREENWICH, Conn., July 27, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today announced that Michael Kneeland has joined the company’s board of directors, effectively immediately. The appointment expands XPO’s board to eight members, seven of whom are independent.
Mario Harik, chairman and chief executive officer of XPO, said, “Michael is an outstanding addition to our board. Throughout his career, he and his teams have created more than $60 billion in shareholder value through operational excellence, disciplined capital allocation and strategic governance. His expertise is strongly aligned with XPO’s commitment to delivering outsized returns for our shareholders.”
Kneeland is non-executive chairman of United Rentals, the world’s largest equipment rental company. He additionally serves as chairman of Gildan Activewear, and as a director of XPO spin-off GXO Logistics. Kneeland joined United Rentals in 1998 and subsequently led the company as chief executive officer from 2007 to 2019, including 10 concurrent years as president. He became chairman upon his retirement in 2019.
For additional information on XPO’s board of directors and senior management team, visit the Leadership section of the company’s website.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
Wall Street expects a year-over-year increase in earnings on higher revenues when XPO (XPO - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis freight management company is expected to post quarterly earnings of $1.49 per share in its upcoming report, which represents a year-over-year change of +41.9%.
Revenues are expected to be $2.28 billion, up 9.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.52% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for XPO?For XPO, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.37%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that XPO will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that XPO would post earnings of $0.89 per share when it actually produced earnings of $1.01, delivering a surprise of +13.48%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
XPO appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Transportation - Truck industry, Old Dominion Freight Line (ODFL - Free Report) , is soon expected to post earnings of $1.52 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +19.7%. This quarter's revenue is expected to be $1.54 billion, up 9.5% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Old Dominion has been revised 2.8% up to the current level. Nevertheless, the company now has an Earnings ESP of +1.02%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Old Dominion will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Allspring Global Investments Holdings LLC boosted its holdings in XPO, Inc. (NYSE:XPO – Free Report) by 358.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 391,800 shares of the transportation company’s stock after acquiring an additional 306,373 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.33% of XPO worth $77,745,000 at the end of the most recent quarter.
A number of other institutional investors also recently added to or reduced their stakes in XPO. Toth Financial Advisory Corp increased its stake in XPO by 100.0% during the 4th quarter. Toth Financial Advisory Corp now owns 200 shares of the transportation company’s stock valued at $27,000 after buying an additional 100 shares during the period. Elyxium Wealth LLC bought a new position in XPO during the 4th quarter valued at $28,000. Torren Management LLC acquired a new position in shares of XPO during the 4th quarter valued at $37,000. Horizon Investments LLC bought a new stake in shares of XPO in the 3rd quarter worth $39,000. Finally, International Assets Investment Management LLC bought a new stake in shares of XPO in the 4th quarter worth $41,000. Institutional investors and hedge funds own 97.73% of the company’s stock.
Insiders Place Their Bets In other XPO news, Director Allison Landry sold 2,400 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $215.61, for a total transaction of $517,464.00. Following the completion of the transaction, the director owned 4,849 shares of the company’s stock, valued at $1,045,492.89. The trade was a 33.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.87% of the company’s stock.
Analyst Ratings Changes XPO has been the subject of several research reports. Oppenheimer raised their target price on XPO from $228.00 to $236.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Stifel Nicolaus set a $237.00 price target on shares of XPO in a report on Friday, May 1st. Truist Financial set a $240.00 price objective on shares of XPO in a research report on Friday, May 1st. Barclays lifted their price objective on shares of XPO from $195.00 to $250.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Finally, Evercore upgraded shares of XPO from an “in-line” rating to an “outperform” rating in a report on Wednesday, July 1st. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $219.57.
Get Our Latest Stock Analysis on XPO
XPO Stock Performance Shares of XPO stock opened at $214.67 on Friday. The company has a debt-to-equity ratio of 1.71, a current ratio of 0.99 and a quick ratio of 0.99. XPO, Inc. has a fifty-two week low of $116.68 and a fifty-two week high of $232.05. The stock’s 50-day moving average is $209.09 and its two-hundred day moving average is $194.68. The firm has a market cap of $25.20 billion, a P/E ratio of 73.52, a PEG ratio of 2.52 and a beta of 1.85.
XPO (NYSE:XPO – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.12. The business had revenue of $2.10 billion during the quarter, compared to analyst estimates of $2.04 billion. XPO had a return on equity of 26.21% and a net margin of 4.19%.The firm’s revenue was up 7.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.73 EPS. Analysts predict that XPO, Inc. will post 4.9 earnings per share for the current fiscal year.
XPO Company Profile (Free Report)
XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.
In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.
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GREENWICH, Conn., July 16, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today announced its team of 36 drivers who will compete in this year’s National Truck Driving Championships (NTDC), taking place August 11-14 in Pittsburgh.
The annual NTDC, hosted by the American Trucking Associations (ATA), is the trucking industry’s premier safety and skills competition. Known as the “Super Bowl of Safety,” NTDC dates to 1937 and brings together hundreds of the nation’s most accomplished professional drivers to compete for the coveted title of National Grand Champion.
Mario Harik, chairman and chief executive officer of XPO, said, "The National Truck Driving Championships recognize the best professional drivers in our industry, and we're proud to have 36 XPO drivers competing this year. Their commitment to safety, discipline and excellence reflects the high standards they uphold every day for our customers. We look forward to cheering them on in Pittsburgh."
XPO’s finalists come from 23 states and have collectively appeared at NTDC over 200 times. Each qualified for nationals by winning their vehicle class at their state championships and maintaining an accident-free driving record for more than one year.
Five of XPO’s finalists were named Grand Champions of their state competitions, earning the highest overall score across nine equipment categories. Each of these five drivers has achieved at least one million consecutive accident-free miles during their time at XPO.
XPO’s five state Grand Champions are:
Chris Poynor (Washington): Chris will appear at his 10th nationals, representing Washington as Grand Champion for the second year in a row. He has driven over two million accident-free miles over his 25 years at XPO.Curt McMellon (Louisiana): Curt won Rookie of the Year at his first Louisiana Truck Driving Championships and is returning to nationals for the seventh year. Since joining XPO in 2010, he has driven over one million accident-free miles.Ernie Budlowski (Connecticut): Ernie is returning to nationals for the 15th year, following a second-place finish at the 2025 NTDC. He has driven over two million accident-free miles over his 31-year career at XPO.Joe Hicks (Rhode Island): Joe is an eight-time Rhode Island Grand Champion and is competing at nationals for the 12th time. He has driven over one million accident-free miles since he joined XPO in 2007.Steve Iburg (Iowa): Steve is making his sixth trip to nationals, having achieved two million accident-free miles earlier this year after 23 years on the road with XPO. XPO’s 2026 NTDC Finalists
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
GREENWICH, Conn., June 29, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) will hold its second quarter conference call and webcast on Thursday, July 30, at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and made available on www.xpo.com.
Access information:
Call toll-free from US/Canada: 1-877-269-7756
International callers: +1-201-689-7817
Live webcast online at: www.xpo.com/investors
A replay of the conference call will be available until August 29, 2026, by calling toll-free (from US/Canada) 1-877-660-6853; international callers dial +1-201-612-7415. Use the passcode 13761453. Additionally, the call will be archived on www.xpo.com/investors.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
Here are two stocks with buy rank and strong momentum characteristics for investors to consider today, June 18:
TWFG, Inc. (TWFG - Free Report) : This insurance company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 9.7% over the last 60 days.
TWFG's shares gained 15.1% over the last three months compared with the S&P 500’s decline of 13.9%. The company possesses a Momentum Score of B.
XPO, Inc. (XPO - Free Report) : This freight transportation services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% over the last 60 days.
XPO’s shares gained 45.6% over the last six months compared with the S&P 500’s decline of 10.6%. The company possesses a Momentum Score of A.
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Learn more about the Momentum score and how it is calculated here.
New AI tools aim to improve advertiser ROI, reduce acquisition costs, and strengthen long-term platform growth
SUNNYVALE, Calif. & SINGAPORE--(BUSINESS WIRE)--KNOREX Ltd. (NYSE American: KNRX) (“KNOREX” or the “Company”), a leading provider of AI-driven advertising technology solutions, today announced major advancements to its KNOREX XPO℠ platform. The update introduces an AI-powered Keyword Optimizer for Google Ads and a sophisticated Machine Learning-based Data-Driven Attribution (DDA) model for Meta, Google, TikTok, and other major native platforms. The enhancements are designed to help advertisers improve return on investment, reduce customer acquisition costs, and drive more efficient campaign performance.
These innovations arrive as the AI-driven marketing and advertising market is projected to surge from $20.4 billion in 2024 to over $80 billion by 2030, according to Grand View Research. KNOREX’s latest tools are designed to capture this demand by automating complex optimizations and providing unprecedented transparency into "walled garden" environments.
The KNOREX XPO℠ Keyword Optimizer eliminates the friction of manual keyword management. By dynamically replacing underperforming or stagnant terms with high-potential alternatives, the engine ensures campaigns remain competitive and cost-efficient in real-time.
In a pilot program across 26 active campaigns, the Optimizer delivered significant performance gains:
Lower Cost and Greater Efficiency: Achieved a 31% improvement in average Cost-Per-Click (CPC) by using only 4% of total spend to generate a disproportionate share of total clicks Higher Traffic: Generated over additional 7% of new clicks from rotated keywords The optimizer continuously removes non-performing keywords and replaces them with high-potential alternatives, ensuring campaigns remain active, competitive, and cost-efficient without manual intervention.
New Data-Driven Attribution Model Improves Visibility Across Platforms
As digital ecosystems become increasingly fragmented, advertisers struggle to track the true customer journey. KNOREX’s new DDA model utilizes machine learning to bridge the gap between disparate platforms, providing a unified view of performance.
Key Capabilities Include:
Better visibility across the entire customer journey Clear identification of which campaigns drive conversions Improved understanding of return on advertising spend A Unified AI Platform for Modern Online Advertising
These enhancements integrate seamlessly with KNOREX’s existing AI suite, including the previously announced KAIROS™ bid and CPA models.
Together, they establish KNOREX XPO as a comprehensive platform for:
Automated campaign optimization at scale Intelligent discovery of new traffic and keyword opportunities Transparent cross-channel attribution Sustainable improvements in Return on Ad Spend (ROAS) “These enhancements position KNOREX XPO to capitalize on one of the fastest-growing segments in digital advertising, where AI-driven solutions are expected to exceed $80 billion by the end of the decade,” said Dr. Justin Choo, CEO of KNOREX. “By increasing automation, improving campaign performance, and delivering clearer ROI insights across channels, we are strengthening our competitive position while expanding our addressable market, deepening customer retention and platform stickiness, and driving long-term, scalable growth for our shareholders.”
About KNOREX Ltd.
Founded in 2009, KNOREX Ltd. (NYSE American: KNRX) is a B2B technology company that provides AI-driven cross-channel programmatic advertising products and solutions to help businesses to simplify digital advertising. The Company's flagship platform, KNOREX XPOsm, is an AI-powered, cloud-based advertising technology platform that enables marketers to efficiently plan, execute, and optimize cross-channel ad campaigns across a diverse range of digital media, including social media, search, CTV/OTT, video, audio, display, native, and DOOH advertising.
By leveraging advanced AI/ML-driven automation, KNOREX XPO allows advertisers to enhance campaign performance, reduce wasted ad spend, and scale their marketing efforts while maintaining efficiency and transparency. The platform is designed to address the growing complexity in digital marketing by centralizing campaign execution and analytics into a unified, data-driven workflow.
KNOREX serves global enterprises, agencies, and brands across multiple industries, helping them navigate the rapidly evolving digital advertising landscape with automated, intelligent, and data-driven solutions. The Company has operations in the United States, Vietnam, India, Malaysia, and Singapore.
For additional information, please visit www.knorex.com.
FORWARD-LOOKING STATEMENTS
Certain statements in this press release are “forward-looking statements” as defined under the federal securities laws, including, but not limited to, the Company’s expectations regarding the completion, timing and size of the proposed Offering and statements regarding the use of proceeds from the sale of the Company’s shares in the Offering. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company’s current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy and financial needs, including the expectation that the Offering will be successfully completed. Investors can find many (but not all) of these statements by the use of words such as “believe,” “plan,” “expect,” “intend,” “should,” “seek,” “estimate,” “will,” “aim,” and “anticipate,” or other similar expressions in this press release. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the Company’s registration statement and other filings with the SEC.
Analysts on Wall Street project that XPO (XPO - Free Report) will announce quarterly earnings of $0.89 per share in its forthcoming report, representing an increase of 21.9% year over year. Revenues are projected to reach $2.06 billion, increasing 5.4% from the same quarter last year.
Over the last 30 days, there has been an upward revision of 1.6% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
Bearing this in mind, let's now explore the average estimates of specific XPO metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Revenue- European Transportation Segment' of $832.08 million. The estimate points to a change of +6.4% from the year-ago quarter.
Analysts expect 'Revenue- North American Less-Than-Truckload Segment' to come in at $1.22 billion. The estimate indicates a change of +3.7% from the prior-year quarter.
Analysts' assessment points toward 'Adjusted operating ratio' reaching 84.3%. The estimate is in contrast to the year-ago figure of 85.9%.
According to the collective judgment of analysts, 'Number of working days' should come in at 63 . Compared to the present estimate, the company reported 63 in the same quarter last year.
The combined assessment of analysts suggests that 'Shipments per day' will likely reach 49,223 . The estimate compares to the year-ago value of 48,400 .
It is projected by analysts that the 'Gross revenue per hundredweight (excluding fuel surcharges)' will reach $25.86 . The estimate compares to the year-ago value of $24.73 .
Analysts predict that the 'Gross revenue per hundredweight (including fuel surcharges)' will reach $30.11 . Compared to the present estimate, the company reported $29.06 in the same quarter last year.
The consensus among analysts is that 'Average weight per shipment' will reach $1327.2 pounds. The estimate compares to the year-ago value of $1352.0 pounds.
Analysts forecast 'Net revenue per shipment' to reach $399.45 . The estimate compares to the year-ago value of $384.27 .
The average prediction of analysts places 'Pounds per day' at 65 millions of pounds. The estimate compares to the year-ago value of 65 millions of pounds.
Based on the collective assessment of analysts, 'Adjusted EBITDA- European Transportation Segment' should arrive at $32.26 million. The estimate is in contrast to the year-ago figure of $32.00 million.
The consensus estimate for 'Adjusted EBITDA- North American Less-Than-Truckload Segment' stands at $284.34 million. The estimate is in contrast to the year-ago figure of $250.00 million.
View all Key Company Metrics for XPO here>>>
XPO shares have witnessed a change of +14.1% in the past month, in contrast to the Zacks S&P 500 composite's +12.2% move. With a Zacks Rank #3 (Hold), XPO is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider XPO (XPO - Free Report) . This company, which is in the Zacks Transportation - Truck industry, shows potential for another earnings beat.
This freight management company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.87%.
For the last reported quarter, XPO came out with earnings of $0.88 per share versus the Zacks Consensus Estimate of $0.76 per share, representing a surprise of 15.79%. For the previous quarter, the company was expected to post earnings of $1.01 per share and it actually produced earnings of $1.07 per share, delivering a surprise of 5.94%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for XPO lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
XPO currently has an Earnings ESP of +0.42%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on April 30, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
GREENWICH, Conn., April 30, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) today announced its financial results for the first quarter 2026. The company reported diluted earnings per share of $0.85, compared with $0.58 for the same period in 2025, and adjusted diluted earnings per share of $1.01, compared with $0.73 for the same period in 2025.
First Quarter 2026 Summary Results Three Months Ended March 31, Revenue Operating Income (Loss)(in millions) 2026 2025 Change % 2026 2025 Change %North American Less-Than-Truckload Segment $1,229 $1,172 4.9% $189 $158 19.6%European Transportation Segment 868 782 11.0% (6) 1 NMCorporate - - 0.0% (9) (9) 0.0%Total $2,096 $1,954 7.3% $174 $151 15.2% Adjusted Operating Income(1) Adjusted EBITDA(1)(in millions) 2026 2025 Change % 2026 2025 Change %North American Less-Than-Truckload Segment $198 $165 20.0% $290 $250 16.0%European Transportation Segment 6 6 0.0% 33 32 3.1%Corporate NA NA NA (4) (4) 0.0%Total $NA $NA NA $319 $278 14.7% Net Income Diluted EPS(in millions, except for per-share data) 2026 2025 Change % 2026 2025 Change %Total $101 $69 46.4% $0.85 $0.58 46.6% Diluted Weighted-Average Common Shares Outstanding Adjusted Diluted EPS(1)(in millions, except for per-share data) 2026 2025 2026 2025 Change %Total 119 120 $1.01 $0.73 38.4% Amounts may not add due to rounding.NM - Not meaningfulNA - Not applicable(1)See the “Non-GAAP Financial Measures” section of the press release. Mario Harik, chairman and chief executive officer of XPO, said, “We reported a strong start to 2026, with 38% growth in adjusted diluted EPS and 15% growth in adjusted EBITDA, year-over-year. These results mark an acceleration in our performance and the momentum we’re building across the business.
“In North American LTL, we increased adjusted operating income by 20% year-over-year and improved our adjusted operating ratio by 200 basis points to 83.9%, significantly outperforming seasonality. This was supported by profitable market share gains and above-market pricing growth earned through continuous service improvements. We reduced our damage claims ratio to less than 0.2%, with damages at a record low. And we surpassed our productivity targets by leveraging AI to operate our network more efficiently.”
Harik concluded, “We’re continuing to deliver robust incremental margins and industry-leading operating ratio improvement, with the greatest upside still ahead. We have a clear path to compounding earnings growth and accelerating free cash flow generation, with returns amplified as freight demand recovers."
First Quarter Highlights
For the first quarter 2026, the company generated revenue of $2.10 billion, compared with $1.95 billion for the same period in 2025.
Operating income was $174 million for the first quarter, compared with $151 million for the same period in 2025. Net income was $101 million for the first quarter, compared with $69 million for the same period in 2025. Diluted earnings per share was $0.85 for the first quarter, compared with $0.58 for the same period in 2025.
Adjusted net income, a non-GAAP financial measure, was $121 million for the first quarter, compared with $87 million for the same period in 2025. Adjusted diluted EPS, a non-GAAP financial measure, was $1.01 for the first quarter, compared with $0.73 for the same period in 2025.
Adjusted earnings before interest, taxes, depreciation and amortization (“adjusted EBITDA”), a non-GAAP financial measure, was $319 million for the first quarter, compared with $278 million for the same period in 2025.
The company generated $183 million of cash flow from operating activities in the first quarter and ended the quarter with $237 million of cash and cash equivalents on hand, after completing $104 million of net capital expenditures, $30 million of common stock repurchases, and $30 million of term loan repayments.
Results by Business Segment
North American Less-Than-Truckload (LTL): The segment grew revenue to $1.23 billion for the first quarter 2026, compared with $1.17 billion for the same period in 2025. On a year-over-year basis, yield, excluding fuel, increased 4.0%, shipments per day increased 3.0%, and tonnage per day increased 0.1%. Operating income increased to $189 million for the first quarter, compared with $158 million for the same period in 2025. Adjusted operating income, a non-GAAP financial measure, increased to $198 million for the first quarter, compared with $165 million for the same period in 2025. Adjusted operating ratio, a non-GAAP financial measure, was 83.9%, reflecting a year-over-year improvement of 200 basis points.
Adjusted EBITDA for the first quarter was $290 million, compared with $250 million for the same period in 2025. The increase in adjusted EBITDA was due primarily to yield growth, higher fuel surcharge revenue and productivity improvements, partially offset by wage inflation and higher fuel costs.
European Transportation: The segment grew revenue to $868 million for the first quarter 2026, compared with $782 million for the same period in 2025. Operating income was a loss of $6 million for the first quarter, compared with income of $1 million for the same period in 2025.Adjusted EBITDA was $33 million for the first quarter, compared with $32 million for the same period in 2025.
Corporate: The segment generated an operating loss of $9 million for the first quarter 2026, consistent with the same period in 2025.Adjusted EBITDA was a loss of $4 million for the first quarter 2026, consistent with the same period in 2025.
Conference Call
The company will hold a conference call on Thursday, April 30, 2026, at 8:30 a.m. Eastern Time. Participants can call toll-free (from US/Canada) 1-877-269-7756; international callers dial +1-201-689-7817. A live webcast of the conference will be available on the investor relations area of the company’s website, xpo.com/investors. The conference will be archived until May 30, 2026. To access the replay by phone, call toll-free (from US/Canada) 1-877-660-6853; international callers dial +1-201-612-7415. Use participant passcode 13759585.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
Non-GAAP Financial Measures
As required by the rules of the Securities and Exchange Commission (“SEC”), we provide reconciliations of the non-GAAP financial measures contained in this press release to the most directly comparable measure under GAAP, which are set forth in the financial tables attached to this press release.
XPO’s non-GAAP financial measures in this press release include: adjusted earnings before interest, taxes, depreciation and amortization (“adjusted EBITDA”) on a consolidated basis and for corporate; adjusted EBITDA margin on a consolidated basis; adjusted net income; adjusted diluted earnings per share (“adjusted diluted EPS”); adjusted operating income for our North American Less-Than-Truckload and European Transportation segments; and adjusted operating ratio for our North American Less-Than-Truckload segment.
We believe that the above adjusted financial measures facilitate analysis of our ongoing business operations because they exclude items that may not be reflective of, or are unrelated to, XPO and its business segments’ core operating performance, and may assist investors with comparisons to prior periods and assessing trends in our underlying businesses. Other companies may calculate these non-GAAP financial measures differently, and therefore our measures may not be comparable to similarly titled measures of other companies. These non-GAAP financial measures should only be used as supplemental measures of our operating performance.
Adjusted EBITDA, adjusted EBITDA margin, adjusted net income, adjusted diluted EPS, adjusted operating income and adjusted operating ratio include adjustments for transaction and integration costs, as well as restructuring costs and other adjustments as set forth in the attached tables. Transaction and integration adjustments are generally incremental costs that result from an actual or planned acquisition, divestiture or spin-off and may include transaction costs, consulting fees, stock-based compensation, retention awards, internal salaries and wages (to the extent the individuals are assigned full-time to integration and transformation activities) and certain costs related to integrating and converging IT systems. Restructuring costs primarily relate to severance costs associated with business optimization initiatives. Management uses these non-GAAP financial measures in making financial, operating and planning decisions and evaluating XPO’s and each business segment’s ongoing performance.
We believe that adjusted EBITDA and adjusted EBITDA margin improve comparability from period to period by removing the impact of our capital structure (interest and financing expenses), asset base (depreciation and amortization), tax impacts and other adjustments as set out in the attached tables that management has determined are not reflective of core operating activities and thereby assist investors with assessing trends in our underlying businesses. We believe that adjusted net income and adjusted diluted EPS improve the comparability of our operating results from period to period by removing the impact of certain costs and gains that management has determined are not reflective of our core operating activities, including amortization of acquisition-related intangible assets, transaction and integration costs, restructuring costs and other adjustments as set out in the attached tables. We believe that adjusted operating income and adjusted operating ratio improve the comparability of our operating results from period to period by removing the impact of certain transaction and integration costs and restructuring costs, as well as amortization expense and other adjustments as set out in the attached tables.
Forward-looking Statements
This release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target,” “trajectory” or the negative of these terms or other comparable terms. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances.
These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors that might cause or contribute to a material difference include the risks discussed in our filings with the SEC, and the following: the effects of business, economic, political, legal, and regulatory impacts or conflicts upon our operations; supply chain disruptions and shortages, strains on production or extraction of raw materials, cost inflation and labor and equipment shortages; our ability to align our investments in capital assets, including equipment, service centers, and warehouses to our customers’ demands; our ability to implement our cost and revenue initiatives and realize growth and expansion as a result of those initiatives; our ability to improve pricing growth; the effectiveness of our action plan, and other management actions, to improve our North American LTL business; our ability to continue insourcing linehaul in ways that enhance our network efficiency and productivity; the anticipated impact of a freight market recovery on our business; our ability to capture profitable share gains, facilitate yield growth, and improve margins during an upcycle; our ability to benefit from a sale, spin-off or other divestiture of one or more business units or to successfully integrate and realize anticipated synergies, cost savings and profit opportunities from acquired companies; goodwill impairment; issues related to compliance with data protection laws, competition laws, and intellectual property laws; fluctuations in currency exchange rates, fuel prices and fuel surcharges; our ability to develop and implement proprietary technology and suitable information technology systems that contribute to cost and productivity improvements; the impact of potential cyber-attacks and information technology or data security breaches or failures; our ability to repurchase shares on favorable terms; our indebtedness; our ability to raise debt and equity capital; fluctuations in interest rates; seasonal fluctuations; our ability to maintain positive relationships with our network of third-party transportation providers; our ability to attract and retain management talent and key employees including qualified drivers; labor matters; litigation; and competition.
All forward-looking statements set forth in this release are qualified by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking statements except to the extent required by law.
XPO, Inc.Condensed Consolidated Statements of Income(Unaudited)(In millions, except per share data) Three Months Ended March 31, 2026 2025 Change % Revenue$2,096 $1,954 7.3%Salaries, wages and employee benefits 880 832 5.8%Purchased transportation 423 399 6.0%Fuel, operating expenses and supplies 423 393 7.6%Operating taxes and licenses 21 19 10.5%Insurance and claims 34 35 -2.9%Gains on sales of property and equipment (1) (2) -50.0%Depreciation and amortization expense 131 123 6.5%Legal matters(1) - (11) -100.0%Transaction and integration costs 2 3 -33.3%Restructuring costs 9 12 -25.0%Operating income 174 151 15.2%Other income (3) (1) 200.0%Debt extinguishment loss - 5 -100.0%Interest expense 53 56 -5.4%Income before income tax provision 124 91 36.3%Income tax provision 23 22 4.5%Net income$101 $69 46.4% Earnings per share data Basic earnings per share$0.87 $0.59 Diluted earnings per share$0.85 $0.58 Weighted-average common shares outstanding Basic weighted-average common shares outstanding 117 117 Diluted weighted-average common shares outstanding 119 120 Amounts may not add due to rounding.(1)Reflects the settlement of claims against certain truck manufacturers related to purchases by our European Transportation segment covering periods prior to 2015. XPO, Inc.Condensed Consolidated Balance Sheets(Unaudited)(In millions, except per share data) March 31, December 31, 2026
2025
ASSETS Current assets Cash and cash equivalents$237 $310 Accounts receivable, net of allowances of $40 and $40, respectively 1,163 1,035 Other current assets 275 285 Total current assets 1,675 1,630 Long-term assets Property and equipment, net of $2,407 and $2,360 in accumulated depreciation, respectively 3,652 3,664 Operating lease assets 758 777 Goodwill 1,532 1,547 Identifiable intangible assets, net of $590 and $580 in accumulated amortization, respectively 295 311 Other long-term assets 270 265 Total long-term assets 6,508 6,564 Total assets$8,183 $8,194 LIABILITIES AND STOCKHOLDERS’ EQUITY Current liabilities Accounts payable$462 $455 Accrued expenses 800 760 Short-term borrowings and current maturities of long-term debt 104 60 Short-term operating lease liabilities 164 166 Other current liabilities 161 113 Total current liabilities 1,691 1,555 Long-term liabilities Long-term debt 3,172 3,253 Deferred tax liability 494 482 Employee benefit obligations 84 86 Long-term operating lease liabilities 591 611 Other long-term liabilities 300 345 Total long-term liabilities 4,642 4,778 Stockholders’ equity Common stock, $0.001 par value; 300 shares authorized; 117 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively - - Additional paid-in capital 1,055 1,160 Retained earnings 989 888 Accumulated other comprehensive loss (194) (187)Total equity 1,851 1,861 Total liabilities and equity$8,183 $8,194 Amounts may not add due to rounding. XPO, Inc.Condensed Consolidated Statements of Cash Flows(Unaudited)(In millions) Three Months Ended March 31, 2026 2025 Cash flows from operating activities Net income$101 $69 Adjustments to reconcile net income to net cash from operating activities Depreciation and amortization 131 123 Stock compensation expense 13 15 Accretion of debt 3 3 Deferred tax expense 9 4 Gains on sales of property and equipment (1) (2) Other 7 9 Changes in assets and liabilities Accounts receivable (146) (107) Other assets 1 1 Accounts payable 16 (7) Accrued expenses and other liabilities 49 35 Net cash provided by operating activities 183 142 Cash flows from investing activities Payment for purchases of property and equipment (111) (199) Proceeds from sale of property and equipment 7 7 Payment for settlement of cross-currency swaps (3) - Net cash used in investing activities (107) (191)Cash flows from financing activities Repurchase of debt (30) - Repayment of debt and finance leases (20) (18) Payment for debt issuance costs - (3) Repurchase of common stock (30) - Change in bank overdrafts 20 38 Payment for tax withholdings for restricted shares (88) (47) Other 1 1 Net cash used in financing activities (147) (30)Effect of exchange rates on cash, cash equivalents and restricted cash (2) 1 Net decrease in cash, cash equivalents and restricted cash (72) (78)Cash, cash equivalents and restricted cash, beginning of period 330 298 Cash, cash equivalents and restricted cash, end of period$257 $221 Amounts may not add due to rounding. North American Less-Than-Truckload SegmentSummary Financial Table(Unaudited)(In millions) Three Months Ended March 31, 2026
2025
Change % Revenue (excluding fuel surcharge revenue)$1,028 $994 3.4%Fuel surcharge revenue 201 178 12.9%Revenue 1,229 1,172 4.9%Salaries, wages and employee benefits 642 615 4.4%Purchased transportation 30 37 -18.9%Fuel, operating expenses and supplies(1) 236 232 1.7%Operating taxes and licenses 16 16 0.0%Insurance and claims 18 24 -25.0%Losses on sales of property and equipment 1 - NMDepreciation and amortization 97 90 7.8%Operating income 189 158 19.6%Operating ratio(2) 84.6% 86.5% Amortization expense 9 9 Gains on real estate transactions - (2) Adjusted operating income(3)$198 $165 20.0%Adjusted operating ratio(3) (4) 83.9% 85.9% Depreciation expense 88 80 Pension income 4 2 Gains on real estate transactions - 2 Adjusted EBITDA(5)$290 $250 16.0%Adjusted EBITDA margin(5) 23.6% 21.3% Amounts may not add due to rounding.NM - Not meaningful.(1)Fuel, operating expenses and supplies includes fuel-related taxes.(2)Operating ratio is calculated as (1 - (Operating income divided by Revenue)) using the underlying unrounded amounts.(3)See the “Non-GAAP Financial Measures” section of the press release.(4)Adjusted operating ratio is calculated as (1 - (Adjusted operating income divided by Revenue)) using the underlying unrounded amounts; adjusted operating margin is the inverse of adjusted operating ratio.(5)Adjusted EBITDA is used by our chief operating decision maker to evaluate segment profit (loss) in accordance with ASC 280. Adjusted EBITDA margin is calculated as Adjusted EBITDA divided by Revenue using the underlying unrounded amounts. North American Less-Than-TruckloadSummary Data Table(Unaudited) Three Months Ended March 31, 2026 2025 Change % Pounds per day (thousands) 65,510 65,427 0.1% Shipments per day 49,834 48,400 3.0% Average weight per shipment (in pounds) 1,315 1,352 -2.8% Revenue per shipment (including fuel surcharges)$394.14 $384.27 2.6% Revenue per shipment (excluding fuel surcharges)$329.77 $325.74 1.2% Gross revenue per hundredweight (including fuel surcharges)(1)$30.61 $29.06 5.3% Revenue per hundredweight (excluding fuel surcharges)(1)$25.71 $24.73 4.0% Average length of haul (in miles) 852.6 845.6 Total average load factor(2) 22,294 22,434 -0.6% Average age of tractor fleet (years) 3.9 4.0 Number of working days 62.5 63.0 (1)Gross revenue per hundredweight excludes the adjustment required for financial statement purposes in accordance with the company's revenue recognition policy.(2)Total average load factor equals freight pound miles divided by total linehaul miles.Note: Table excludes the company's trailer manufacturing operations. Percentages presented are calculated using the underlying unrounded amounts. European Transportation SegmentSummary Financial Table(Unaudited)(In millions) Three Months Ended March 31, 2026
2025
Change % Revenue$868 $782 11.0%Salaries, wages and employee benefits 235 212 10.8%Purchased transportation 394 363 8.5%Fuel, operating expenses and supplies (1) 187 162 15.4%Operating taxes and licenses 5 3 66.7%Insurance and claims 16 10 60.0%Gains on sales of property and equipment (2) (1) 100.0%Depreciation and amortization 33 32 3.1%Legal matters (2) - (11) -100.0%Restructuring costs 6 11 -45.5%Operating income (loss)$(6) $1 NMAmortization expense 6 5 Legal matters (2) - (11) Restructuring costs 6 11 Adjusted operating income (3)$6 $6 0.0%Depreciation expense 27 27 Adjusted EBITDA (4)$33 $32 3.1%Adjusted EBITDA margin (4) 3.8% 4.1% Amounts may not add due to rounding.NM - Not meaningful.(1) Fuel, operating expenses and supplies includes fuel-related taxes.(2) Reflects the settlement of claims against certain truck manufacturers related to purchases by our European Transportation segment covering periods prior to 2015.(3) See the “Non-GAAP Financial Measures” section of the press release.(4) Adjusted EBITDA is used by our chief operating decision maker to evaluate segment profit (loss) in accordance with ASC 280. Adjusted EBITDA margin is calculated as Adjusted EBITDA divided by Revenue using the underlying unrounded amounts. CorporateSummary Financial Table(Unaudited)(In millions) Three Months Ended March 31, 2026
2025
Change % Revenue$- $- 0.0%Salaries, wages and employee benefits 4 4 0.0%Depreciation and amortization 1 1 0.0%Transaction and integration costs 1 3 -66.7%Restructuring costs 3 1 200.0%Operating loss$(9) $(9) 0.0%Depreciation and amortization 1 1 Transaction and integration costs 1 3 Restructuring costs 3 1 Adjusted EBITDA (1)$(4) $(4) 0.0% Amounts may not add due to rounding.(1) See the “Non-GAAP Financial Measures” section of the press release. XPO, Inc.Reconciliation of Non-GAAP Measures(Unaudited)(In millions) Three Months Ended March 31, 2026
2025
Change % Reconciliation of Net Income to Adjusted EBITDA Net income$101 $69 46.4%Debt extinguishment loss - 5 Interest expense 53 56 Income tax provision 23 22 Depreciation and amortization expense 131 123 Legal matters (1) - (11) Transaction and integration costs 2 3 Restructuring costs 9 12 Adjusted EBITDA (2)$319 $278 14.7%Revenue$2,096 $1,954 7.3%Adjusted EBITDA margin (2) (3) 15.2% 14.2% Amounts may not add due to rounding.(1) Reflects the settlement of claims against certain truck manufacturers related to purchases by our European Transportation segment covering periods prior to 2015.(2) See the “Non-GAAP Financial Measures” section of the press release.(3) Adjusted EBITDA margin is calculated as Adjusted EBITDA divided by Revenue using the underlying unrounded amounts. XPO, Inc.Reconciliation of Non-GAAP Measures (cont.)(Unaudited)(In millions, except per share data) Three Months Ended March 31, 2026 2025 Reconciliation of Net Income and Diluted Earnings Per Share to Adjusted Net Income and Adjusted Earnings Per Share Net income$101 $69 Debt extinguishment loss - 5 Amortization of acquisition-related intangible assets 15 14 Legal matters (1) - (11) Transaction and integration costs 2 3 Restructuring costs 9 12 Income tax associated with the adjustments above (2) (3) (5) European legal entity reorganization (3) (3) 1 Adjusted net income (4)$121 $87 Adjusted diluted earnings per share (4)$1.01 $0.73 Weighted-average common shares outstanding Diluted weighted-average common shares outstanding 119 120 Amounts may not add due to rounding. (1) Reflects the settlement of claims against certain truck manufacturers related to purchases by our European Transportation segment covering periods prior to 2015. (2) This line item reflects the aggregate tax benefit of all non-tax related adjustments reflected in the table above. The detail by line item is as follows: Debt extinguishment loss$- $1 Amortization of acquisition-related intangible assets 2 2 Transaction and integration costs - 1 Restructuring costs - 1 $3 $5 Amounts may not add due to rounding.The income tax rate applied to reconciling items is based on the GAAP annual effective tax rate, excluding discrete items, non-deductible compensation, losses for which no tax benefit can be recognized, and contribution- and margin-based taxes. (3) Reflects an adjustment recognized during the first quarters of 2026 and 2025 to the tax benefit recognized in the second quarter of 2024 related to a legal entity reorganization within our European Transportation business.(4) See the "Non-GAAP Financial Measures" section of the press release.
XPO (XPO - Free Report) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +13.97%. A quarter ago, it was expected that this freight management company would post earnings of $0.76 per share when it actually produced earnings of $0.88, delivering a surprise of +15.79%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
XPO, which belongs to the Zacks Transportation - Truck industry, posted revenues of $2.1 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.75%. This compares to year-ago revenues of $1.95 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
XPO shares have added about 59.5% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for XPO?While XPO has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for XPO was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.29 on $2.2 billion in revenues for the coming quarter and $4.49 on $8.57 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Truck is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Forward Air (FWRD - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This contractor for the air cargo industry is expected to post quarterly loss of $0.35 per share in its upcoming report, which represents a year-over-year change of +78%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Forward Air's revenues are expected to be $620 million, up 1.1% from the year-ago quarter.
For the quarter ended March 2026, XPO (XPO - Free Report) reported revenue of $2.1 billion, up 7.3% over the same period last year. EPS came in at $1.01, compared to $0.73 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.06 billion, representing a surprise of +1.75%. The company delivered an EPS surprise of +13.97%, with the consensus EPS estimate being $0.89.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how XPO performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Adjusted operating ratio: 83.9% versus 84.3% estimated by three analysts on average.Number of working days: 63 versus 63 estimated by three analysts on average.Shipments per day: 49,834 versus the three-analyst average estimate of 49,223.Gross revenue per hundredweight (excluding fuel surcharges): $25.71 versus $25.86 estimated by three analysts on average.Gross revenue per hundredweight (including fuel surcharges): $30.61 versus $30.11 estimated by three analysts on average.Average weight per shipment: 1,315.00 lbs compared to the 1,327.21 lbs average estimate based on three analysts.Net revenue per shipment: $394.14 versus the two-analyst average estimate of $399.45.Pounds per day: 65.51 Mlbs compared to the 65.29 Mlbs average estimate based on two analysts.Revenue- European Transportation Segment: $868 million compared to the $832.08 million average estimate based on four analysts. The reported number represents a change of +11% year over year.Revenue- North American Less-Than-Truckload Segment: $1.23 billion compared to the $1.22 billion average estimate based on four analysts. The reported number represents a change of +4.9% year over year.Adjusted EBITDA- Corporate: $-4 million versus $-4.2 million estimated by five analysts on average.Adjusted EBITDA- European Transportation Segment: $33 million compared to the $32.26 million average estimate based on five analysts.View all Key Company Metrics for XPO here>>>
Shares of XPO have returned +9.2% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
XPO (XPO 0.48%), the less-than-truckload (LTL) trucking company, hasn't gotten a lot of attention from investors, but the stock has quietly doubled over the last year, outperforming industry peers like Old Dominion Freight Line and Saia.
XPO data by YCharts
As an industry, these LTL stocks have a history of outperforming the market as the sector has outgrown other types of transportation and benefited from industry dynamics that allow for strong pricing power and high operating leverage. Additionally, the bankruptcy of Yellow in 2023 allowed these operators to gain market share and the ability to grow by acquiring Yellow's assets. It also raised prices by eliminating excess capacity. Over the last year, investors have turned bullish on the sector as the industrial economy seems to be returning to growth, as the Institute for Supply Management (ISM) manufacturing survey shows, which has indicated an expansion every month this year after a long streak of contractions. Operators like XPO tend to see the survey as an indicator of industrial demand.
However, XPO stock has jumped not just because of industrywide tailwinds, but because of its own business improvements and execution, including lowering its damage claims ratio, increasing productivity, and driving wider operating margins.
Those trends were on display in its first-quarter earnings report.
Image source: XPO.
XPO delivers again XPO beat estimates on the top and bottom lines as it returned to growth in tonnage and shipments. Revenue in the quarter rose 7.3% to $2.1 billion, ahead of the consensus at $2.04 billion. The core North America segment reported 5% growth to $1.23 billion as yield, or pricing, rose 4%, while shipments were up 3% on a 0.1% increase in tonnage.
XPO's operating ratio, the inverse of operating margin, improved by 200 basis points to 83.9%, driven by a reduction in its damage claims ratio to 0.2%, or a record low. Meanwhile, it's invested in AI to deliver improvements in areas like route optimization and training, improving operations, and cutting costs.
On the bottom line, adjusted earnings per share jumped from $0.73 to $1.01, ahead of the consensus at $0.88. As a trucking company, XPO doesn't give guidance, but the tailwinds supporting the business operationally and on a macro-level seem like reasons to be optimistic.
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What's next for XPO XPO's stock has soared in the past because forward expectations have significantly improved for the stock due to both the company's execution and improving macroeconomics.
In an interview with The Motley Fool, Chief Strategy Officer Ali Faghri explained that the company was expecting to allocate more capital to share buybacks and paying down debt.
The company is targeting spending 8%-12% of its revenue on capex through 2027, and aiming for free cash flow to double from last year, when it was $329 million.
Faghri added, "We're going to have a lot of excess cash above and beyond the investments in the business," allowing us to spend on buybacks and debt pay-down. The company finished the quarter with $3.2 billion, in part from a history of acquisitions, and $237 million in cash.
Faghri also said that the company expects to generate billions of dollars over the next few years and would leverage its previous investment, as its capex is actually expected to go down. That, combined with the improving tailwinds in the industrial economy, could lead to surging profits over the next few years.
XPO is on track to hit the 2027 goals it set out in 2021, including a compound annual growth rate (CAGR) of 6%-8% in revenue and a 600 basis point improvement in adjusted operating ratio. Going forward, Faghri expects adjusted operating ratio to fall below 80%, signaling continued margin improvement at XPO.
While high expectations may now be baked into the stock, XPO could be an inflection point with profits. The stock still looks like a buy.
XPO, Inc. delivered strong Q1 results, with 7% revenue growth and 38% EPS growth, outperforming estimates. XPO's LTL segment drove margin expansion, achieving an 83.9% operating ratio and 23.6% EBITDA margin, highlighting operational excellence amid a tough freight cycle. Despite management's ambitious low-70s OR target and early signs of freight market stabilization, volume growth remains a key external dependency.
GREENWICH, Conn., May 06, 2026 (GLOBE NEWSWIRE) --
XPO (NYSE: XPO), a leading provider of freight transportation in North America, today announced that it has been named a 2026 VETS Indexes 4 Star Employer for the fourth year in a row. This recognition highlights XPO’s ongoing dedication to recruiting veteran and military talent and creating a workplace where they can build meaningful, long-term civilian careers.
Nicholas Antaki, president of VETS Indexes, said, “XPO has demonstrated meaningful and measurable support for veterans and the military-connected community through its commitment to building opportunities for those who served. Employers like XPO continue to set the standard and help drive the future of veteran employment forward.”
Tony Graham, president of the West Division at XPO and a US Army and National Guard veteran, added, “Recruiting and supporting veteran and military talent is a core part of our strategy as we develop the next generation of leaders in freight transportation. That starts with providing a welcoming and rewarding environment for military-connected individuals as they transition to civilian careers. We are proud to honor the contributions of those who have served and grateful for the impact they make at XPO.”
This year, hundreds of organizations were evaluated for the VETS Indexes Employer Awards. Honorees were selected based on their exceptional support for veterans, members of the National Guard and Reserves, and military spouses.
To explore career opportunities at XPO, visit our military recruitment site at
xpo.jobs/military.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on
The price trend for XPO (XPO - Free Report) has been bearish lately and the stock has lost 6.3% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this freight management company enhances its prospects of a trend reversal.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Increases the Odds of a Turnaround for XPOThere has been an upward trend in earnings estimate revisions for XPO lately, which can certainly be considered a bullish indicator on the fundamental side. That's because a positive trend in earnings estimate revisions usually translates into price appreciation in the near term.
The consensus EPS estimate for the current year has increased 7.9% over the last 30 days. This means that the Wall Street analysts covering XPO are majorly in agreement about the company's potential to report better earnings than what they predicted earlier.
If this is not enough, you should note that XPO currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of XPO, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.
On May 20, 2026, XPO Inc XPO shares rose 4.2%, bringing the current price to $210.73. The stock has experienced a 52-week range between $110.78 and $231.46, reflecting significant volatility over the past year.
GF Value™ verdict: XPO's current price is $210.73, which is 66.4% above the GF Value™ of $126.62, indicating the stock is overvalued.GF Score™: XPO has a GF Score™ of 76/100, which categorizes it as above average in terms of overall financial health and performance.Most notable signal: The momentum rank is 9/10, suggesting strong recent price performance. Is XPO Overvalued or Undervalued? The current market price of XPO Inc is $210.73, which stands significantly above the GF Value™ of $126.62. This represents a 66.4% overvaluation, indicating a lack of margin of safety for potential investors. The GF Valuation label classifies XPO as significantly overvalued, which raises the risk for investors considering entry points at these levels. If the stock price does not adjust to reflect its intrinsic value, investors may face potential losses as the market corrects.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The substantial difference between the market price and the GF Value™ signals caution for those looking at XPO shares for investment.
How Does XPO's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 72.2x 37.4x Forward P/E 43.3x N/A XPO's current P/E ratio of 72.2x is 93% above its 5-year median P/E of 37.4x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, further reinforcing the notion that XPO is currently overvalued based on historical metrics.
What Does XPO's GF Score™ Tell Us? Metric Rating GF Score™ 76 Financial Strength 5/10 Profitability 7/10 Growth 6/10 Valuation 3/10 Momentum 9/10 The GF Score™ of 76/100 indicates that XPO is above average in its overall performance metrics. The strongest area is its momentum rank of 9/10, reflecting robust price performance over recent periods. However, the valuation rank of 3/10 highlights significant concerns regarding its current price relative to its intrinsic value, suggesting that while XPO may exhibit growth and profitability, its overvaluation poses considerable risks.
What Are Insiders Doing with XPO Stock? There have been no insider transactions involving XPO stock in the last three months. This lack of insider activity may suggest a neutral stance from executives regarding the stock's current valuation and future prospects, indicating that insiders do not see immediate opportunities for profit from buying or selling shares at this time.
What This Means for Investors Based on the GF Value™ assessment, XPO Inc is currently overvalued. The significant disparity between the stock's market price and its intrinsic value signals caution for potential investors, as the stock may not offer a favorable risk-reward profile at this time.
For the complete analysis, visit the XPO Inc XPO stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is XPO's GF Score™?
XPO's GF Score™ is 76/100, indicating that the stock is above average in terms of financial health and performance metrics based on GuruFocus' proprietary rankings.
Is XPO overvalued or undervalued?
XPO is overvalued, with a current price of $210.73 compared to a GF Value™ of $126.62, suggesting a significant margin above intrinsic value.
What is XPO's P/E ratio?
XPO's P/E ratio is 72.2x, which is substantially higher than its 5-year median P/E of 37.4x, indicating the stock is trading at a significant premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
GREENWICH, Conn., June 03, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for May 2026. LTL tonnage per day increased 0.5%, as compared with May 2025, attributable to a year-over-year increase of 3.3% in shipments per day and a decrease of 2.7% in weight per shipment. Actual results for May 2026 may vary from the preliminary results reported above.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
Forward-looking Statements
This release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target,” “trajectory” or the negative of these terms or other comparable terms. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances.
These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors that might cause or contribute to a material difference include the risks discussed in our filings with the SEC, and the following: the effects of business, economic, political, legal, and regulatory impacts or conflicts upon our operations; supply chain disruptions and shortages, strains on production or extraction of raw materials, cost inflation and labor and equipment shortages; our ability to align our investments in capital assets, including equipment, service centers, and warehouses to our customers’ demands; our ability to implement our cost and revenue initiatives and realize growth and expansion as a result of those initiatives; our ability to improve pricing growth; the effectiveness of our action plan, and other management actions, to improve our North American LTL business; our ability to continue insourcing linehaul in ways that enhance our network efficiency and productivity; the anticipated impact of a freight market recovery on our business; our ability to capture profitable share gains, facilitate yield growth, and improve margins during an upcycle; our ability to benefit from a sale, spin-off or other divestiture of one or more business units or to successfully integrate and realize anticipated synergies, cost savings and profit opportunities from acquired companies; goodwill impairment; issues related to compliance with data protection laws, competition laws, and intellectual property laws; fluctuations in currency exchange rates, fuel prices and fuel surcharges; our ability to develop and implement proprietary technology and suitable information technology systems that contribute to cost and productivity improvements; the impact of potential cyber-attacks and information technology or data security breaches or failures; our ability to repurchase shares on favorable terms; our indebtedness; our ability to raise debt and equity capital; fluctuations in interest rates; seasonal fluctuations; our ability to maintain positive relationships with our network of third-party transportation providers; our ability to attract and retain management talent and key employees including qualified drivers; labor matters; litigation; and competition. We caution that our operating results for May 2026 are not necessarily indicative of the results that may be expected for future periods.
All forward-looking statements set forth in this release are qualified by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking statements except to the extent required by law.
GREENWICH, Conn., June 04, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today unveiled a new fleet of trailers honoring America’s upcoming 250th anniversary.
Built at XPO’s manufacturing facility in Searcy, Arkansas, the trailers feature patriotic branding inspired by the American flag. XPO drivers, including military veterans and those with more than one million consecutive safe-driving miles, will transport the trailers across the country while moving freight for the company’s customers.
Mario Harik, chairman and chief executive officer of XPO, said, “The trucking industry is the backbone of the American economy. As we approach the nation’s 250th anniversary, we’re proud to recognize the drivers and freight transportation professionals who help deliver the goods we all depend on every day. These trailers are a tribute to their hard work and dedication to keeping America moving.”
XPO debuted the trailer fleet during an event at its Searcy manufacturing facility today. The company is one of the largest trailer manufacturers in the United States and the only freight transportation provider in the country that builds its own trailers. XPO has produced more than 100,000 trailers at the facility since it opened in 1994.
According to the American Trucking Associations, trucks move more than 70% of the nation’s freight by weight each year. XPO is among the largest less-than-truckload (LTL) carriers in the country, moving 16 billion pounds of freight annually.
About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 16 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 594 locations and 37,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn, Facebook, X, Instagram and YouTube.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at XPO (XPO - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. XPO currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if XPO is a promising momentum pick, let's examine some Momentum Style elements to see if this freight management company holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For XPO, shares are up 5.58% over the past week while the Zacks Transportation - Truck industry is up 6.73% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 5.98% compares favorably with the industry's 19.39% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of XPO have increased 19.94% over the past quarter, and have gained 87.93% in the last year. In comparison, the S&P 500 has only moved 10.8% and 28.41%, respectively.
Investors should also take note of XPO's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now XPO is averaging 1,648,616 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with XPO.
Over the past two months, 10 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost XPO's consensus estimate, increasing from $4.47 to $4.84 in the past 60 days. Looking at the next fiscal year, 9 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that XPO is a #1 (Strong Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep XPO on your short list.
DaVita Inc. DVA: This kidney dialysis company has a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.4% over the last 60 days.
DaVita Inc. has a PEG ratio of 0.63 compared with 2.08 for the industry. The company possesses a Growth Score of A.
XPO, Inc. XPO: This freight transportation company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% over the last 60 days.
XPO has a PEG ratio of 2.55 compared with 2.58 for the industry. The company possesses a Growth Score of B.
Pitney Bowes Inc. PBI: This shipping and mailing services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 11% over the last 60 days.
Pitney Bowes has a PEG ratio of 0.76 compared with 0.88 for the industry. The company possesses a Growth Score of A.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, June 9:
XPO, Inc. (XPO - Free Report) : This freight transportation company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8% over the last 60 days.
XPO's shares gained 15.6% over the last three months compared with the S&P 500’s decline of 9.1%. The company possesses a Momentum Score of A.
Caterpillar Inc. (CAT - Free Report) : This industrial machinery company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.5% over the last 60 days.
Caterpillar’s shares gained 28% over the last three months compared with the S&P 500’s decline of 9.1%. The company possesses a Momentum Score of B.
Unisys Corporation (UIS - Free Report) : This technology services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 14.8% over the last 60 days.
Unisys’ shares gained 72.3% over the last three months compared with the S&P 500’s decline of 9.1%. The company possesses a Momentum Score of B.
See the full list of top ranked stocks here
Learn more about the Momentum score and how it is calculated here.
