XPO, Inc. (XPO)

NYSE Industrials Cargo Ground Transportation S&P MidCap 400
$176.95
+0.47 (+0.27%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W-6.7%
1M-2.8%
3M-11.7%
6M-13.5%
YTD+30.2%
1Y+27.9%
3Y+127.0%
5Y+247.1%

Key statistics

Full financials →
Market cap$20.6B
P/E (TTM)41.8
EPS (TTM, diluted)$4.23
P/S2.33
P/B10.45
EV / EBITDA16.6
Revenue (TTM)$8.84B
Revenue growth+9.5%
Net margin5.7%
ROE25.5%
Debt / equity1.55
FCF yield1.6%
Dividend yield—
Payout ratio—
Beta (1Y)1.22
Volatility (1Y)41.0%
52-week range$124.82 – $232.05
Avg volume (50D)1.19M

Revenue & net income — last 8 quarters

Statements →
Oct 29, 6:47 AM ET

XPO Q3 2026 adjusted EPS rose 59% to $1.70; revenue up 12% to $2.37 billion

Positive earnings 7.01

XPO furnished an investor presentation dated October 29, 2026, under Regulation FD, which summarizes its third quarter 2026 results and its 2026 planning assumptions. The filing shows higher revenue, profit and adjusted EPS year over year, and it reaffirms the company's full year 2026 expectations and its 2021-2027 North American LTL targets.

  • Q3 2026 revenue was $2.37 billion, up 12% year over year; net income was $181 million versus $82 million in Q3 2025
  • Diluted EPS was $1.53; adjusted diluted EPS was $1.70 versus $1.07 a year earlier, up 59%
  • Adjusted EBITDA was $433 million, up 26.6% from $342 million; North American LTL adjusted operating ratio was 80.1%, improved 260 basis points year over year
  • For full year 2026, the company expects gross capex of $500 million to $600 million and interest expense of $205 million to $215 million
Read the filing on SEC.gov ↗
Oct 29, 6:45 AM ET

XPO Q3 2026 diluted EPS rises to $1.53 from $0.68; revenue up 12.4%

Positive earnings 2.02

XPO reported third quarter 2026 revenue of $2.37 billion, up 12.4% from $2.11 billion a year earlier, and diluted EPS of $1.53 versus $0.68. Net income rose to $181 million from $82 million, and adjusted diluted EPS reached $1.70 versus $1.07. Year-over-year gains were driven by North American LTL, where adjusted operating income rose 35% and the adjusted operating ratio improved 260 basis points.

  • Q3 2026 revenue $2.37 billion vs. $2.11 billion; operating income $288 million vs. $164 million
  • Diluted EPS $1.53 vs. $0.68; adjusted diluted EPS $1.70 vs. $1.07
  • North American LTL adjusted operating ratio 80.1%, a 260 basis point improvement
  • Q3 cash flow from operations $415 million; $150 million of common stock repurchases in the quarter
Read the filing on SEC.gov ↗
Jul 30, 6:45 AM ET

XPO Q2 2026 revenue rises 13% to $2.36 billion; net income up 53% to $162 million

Positive earnings Written later 2.02

XPO reported second quarter 2026 results with revenue of $2.36 billion, up 13.2% from a year earlier, and net income of $162 million, or $1.36 per diluted share, versus $0.89 a year earlier. Adjusted diluted EPS rose to $1.70 from $1.05, and the North American LTL segment posted a record 79.9% adjusted operating ratio, though the filing contains no updated full-year guidance. Shareholders benefit from stronger profit growth, but European Transportation swung to an operating loss due to restructuring costs.

  • Revenue of $2.36 billion versus $2.08 billion in Q2 2025; net income of $162 million versus $106 million
  • Diluted EPS $1.36 (GAAP) versus $0.89; adjusted diluted EPS $1.70 versus $1.05
  • North American LTL adjusted operating income rose 36% to $287 million; European Transportation operating loss of $6 million versus $11 million income, mainly due to restructuring
  • Q2 cash flow from operations $308 million; $70 million of common stock repurchases and $70 million of term loan repayments
Read the filing on SEC.gov ↗
Jul 27, 7:00 AM ET

XPO appoints Michael Kneeland, former United Rentals CEO, to its board of directors

Neutral leadership Written later 5.028.01

XPO, Inc. appointed Michael Kneeland to its board of directors effective July 27, 2026, expanding the board to eight members, seven of whom are independent. Kneeland is non-executive chairman of United Rentals and previously served as its chief executive from 2007 to 2019. The filing reports no financial results or changes to operations, so the appointment is a board governance change.

  • Kneeland was appointed by the board on July 24, 2026, effective July 27, 2026, and will serve until the 2027 annual meeting of stockholders.
  • As a non-employee director, he receives an annual cash retainer of $80,000 and an annual RSU grant currently valued at $190,000.
  • On July 27, 2026, he received a prorated grant of 388 RSUs that vest on January 4, 2027.
  • The filing states there are no related party transactions with Kneeland reportable under Item 404(a) of Regulation S-K.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Famous investors who own XPO

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $47.04M0.06% Added
Ray Dalio Bridgewater Associates $5.37M0.02% Added

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Trades disclosed by members of Congress

All XPO congressional trades →
TradedMemberTypeAmount
Aug 04, 2025Lisa McClain MI-09Sell$1,001 – $15,000
Jul 22, 2025Lisa McClain MI-09Buy$1,001 – $15,000

From House periodic transaction reports (STOCK Act); amounts are the form's ranges.

Insider transactions

All insider trades →
DateInsiderTypeSharesPriceValue
Nov 02Wismans Kyle
Chief Financial Officer
Sell 10b5-1750$191.62$143.72K
Nov 02Bates David J.
Chief Operating Officer
Sell 10b5-12.62K$194.08$507.51K
Oct 01Bates David J.
Chief Operating Officer
Sell 10b5-12.62K$177.93$465.28K
Oct 01Wismans Kyle
Chief Financial Officer
Sell 10b5-1750$175.47$131.60K

Prices are end-of-day and split-adjusted. Financial data from XPO, Inc.'s SEC XBRL filings. Not investment advice.