| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | — | — | — | — | — | — | — | 1 | — | — | 1 | 2 |
| total | individual payouts | |
|---|---|---|
| 2024 | ‡‡‡ |
|
| 2023 | ‡‡‡ |
|
| 2022 | ‡‡‡ |
|
| 2021 | ‡‡‡‡ |
|
| 2020 | ‡‡‡‡ |
|
| 2019 | ‡‡‡‡ |
|
| 2017 | ‡‡‡ |
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 412.00 | 246.00 | 310.00 | 298.00 |
| Receivables | 973.00 | 977.00 | 1,035.00 | 1,267.00 |
| Inventory | — | — | — | — |
| Other | 208.00 | 283.00 | 285.00 | 249.00 |
| 1,593.00 | 1,505.00 | 1,630.00 | 1,814.00 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 532.00 | 477.00 | 455.00 | 486.00 |
| ST’ Debt | 69.00 | 62.00 | 60.00 | 159.00 |
| Other | 93.00 | 46.00 | 113.00 | 155.00 |
| 1,590.00 | 1,420.00 | 1,555.00 | 1,794.00 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 2,096.00 | 2,355.00 | — | — |
—
|
| ’25 | 1,954.00 | 2,080.00 | 2,111.00 | 2,012.00 |
8,157.00
|
| ’24 | 2,018.00 | 2,079.00 | 2,053.00 | 1,922.00 |
8,072.00
|
| ’23 | 1,907.00 | 1,917.00 | 1,980.00 | 1,940.00 |
7,744.00
|
| ’22 | 1,894.00 | 2,047.00 | 1,946.00 | 1,831.00 |
7,718.00
|
| ’21 | 2,989.00 | 3,186.00 | 3,270.00 | 1,772.00 |
7,202.00
|
| ’20 | 3,864.00 | 3,502.00 | 2,675.00 | 2,938.00 |
6,168.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 183.00 | 308.00 | — | — |
—
|
| ’25 | 142.00 | 247.00 | 371.00 | 226.00 |
986.00
|
| ’24 | 145.00 | 210.00 | 264.00 | 189.00 |
808.00
|
| ’23 | 76.00 | 131.00 | 236.00 | 251.00 |
694.00
|
| ’22 | 188.00 | 169.00 | 271.00 | 196.00 |
824.00
|
| ’21 | 77.00 | 231.00 | 250.00 | (68.00) |
490.00
|
| ’20 | 180.00 | 214.00 | (102.00) | 4.00 |
296.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 79.00 | 207.00 | — | — |
—
|
| ’25 | (50.00) | 56.00 | 221.00 | 143.00 |
370.00
|
| ’24 | (154.00) | 26.00 | 141.00 | 81.00 |
94.00
|
| ’23 | (140.00) | 5.00 | 103.00 | (778.00) |
(810.00)
|
| ’22 | 68.00 | 54.00 | 162.00 | 107.00 |
391.00
|
| ’21 | 39.00 | 194.00 | 185.00 | (66.00) |
352.00
|
| ’20 | 95.00 | 121.00 | (7.00) | 13.00 |
222.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 0.85 | 1.36 | — | — |
—
|
| ’25 | 0.58 | 0.89 | 0.68 | 0.50 |
2.64
|
| ’24 | 0.56 | 1.25 | 0.79 | 0.63 |
3.23
|
| ’23 | 0.13 | 0.28 | 0.71 | 0.49 |
1.60
|
| ’22 | 4.22 | 1.22 | 1.13 | (0.81) |
5.76
|
| ’21 | 1.02 | 1.38 | (0.49) | 1.05 |
2.93
|
| ’20 | 0.20 | (1.45) | 0.83 | 0.91 |
0.78
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 24.76 | 29.02 | 80.26 | 85.06 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 47.31 | 90.84 | 161.00 | 155.08 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 38,000 | 38,000 | 38,000 | 37,000 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.20 | 0.20 | 0.21 | 0.22 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7,718.00 | 7,744.00 | 8,072.00 | 8,157.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡ | 100.00% | 100.00% | 100.00% | 100.00% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 258.00 | 260.00 | 473.00 | 437.00 | ‡‡‡‡‡ | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.34% | 3.36% | 5.86% | 5.36% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 666.00 | 189.00 | 387.00 | 316.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 392.00 | 432.00 | 490.00 | 521.00 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 67.11 | 66.76 | 69.59 | 69.13 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | 5.79 | 1.64 | 3.33 | 2.69 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.17 | 5.98 | 6.97 | 8.36 | ‡‡‡‡ | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (3.77) | (12.97) | (6.16) | (5.22) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.40 | (6.98) | 0.81 | 3.14 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8.80 | 10.91 | 13.80 | 15.77 | ‡‡‡‡‡ | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 115.00 | 116.00 | 116.00 | 118.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 5.57 | 51.76 | 39.38 | 50.71 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.48 | 1.27 | 1.88 | 1.97 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.68 | 7.78 | 9.51 | 8.62 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.75 | 1.66 | 2.27 | 2.33 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 14.81 | (15.85) | 195.26 | 51.46 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 824.00 | 694.00 | 808.00 | 986.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (433.00) | (1,504.00) | (714.00) | (616.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 391.00 | (810.00) | 94.00 | 370.00 | ‡‡‡‡‡ | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 123.00 | 3.00 | 85.00 | 75.00 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,532.00 | 3,404.00 | 3,387.00 | 3,313.00 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,072.00 | 2,992.00 | 3,141.00 | 3,003.00 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,012.00 | 1,266.00 | 1,601.00 | 1,861.00 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8.89% | 2.75% | 5.09% | 3.97% | ‡‡‡‡‡ | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.64% | 6.43% | 8.71% | 8.44% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 61.95% | 16.59% | 27.01% | 18.26% | ‡‡‡‡‡ | — | — |
ROE
|
XPO, Inc. has undergone a profound transformation over the past decade, shedding its global logistics sprawl through the pivotal 2021 spin-off of GXO Logistics, which halved revenue to $6.2 billion but ignited efficiency gains—revenue per employee surging 183% to $171,476 and gross margins reaching an extraordinary 100%. Employee count stabilized around 38,000, fostering an asset-light LTL focus that propelled EBT from a $164 million loss in 2020 to $473 million in 2024, with ROE peaking at 61.9% in 2022 before settling at 27%. The stock reflects this momentum, climbing from $13.31 lows in 2020 to $161 highs in 2024, rewarding investors for operational leverage amid stabilizing $8 billion revenues.
Profitability metrics underscore resilience: net income rebounded to $387 million in 2024 with EPS at $3.33, projected to hit $6.78 by 2028; debt halved post-spin-off to manageable levels, free cash flow flipped positive at $94 million, and balance sheet equity grew 59%. An impending 2025 European LTL spin-off echoes GXO’s value-unlocking success, while analysts forecast 5-7% annual revenue growth to $9.6 billion by 2028, fueled by network density and e-commerce tailwinds.
Yet risks persist—freight cycles, capex intensity, and competition from Old Dominion or Saia—tempering modest analyst targets (4% average upside, up to 28%). A rare COO insider buy signals confidence, positioning XPO as a streamlined contender in a cyclical industry; its healthier setup invites scrutiny for long-term compounding potential.
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