A Business at a Glance
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Company Overview XPO, Inc., together with its subsidiaries, is a leading provider of freight transportation services, with company-specific avenues for value creation. We use our proprietary technology to move goods efficiently through supply chains for approximately 55,000 customers in North America and Europe. As of December 31, 2025, we had approximately 37,000 employees and 592 locations in 17 countries. Our company has two reportable segments: North American Less-Than-Truckload (“LTL”), the largest component of our business; and European Transportation. North American LTL Segment LTL in North America is a bedrock industry providing a critical service to the economy, with secular growth drivers, a favorable pricing environment and an established competitive landscape. XPO has one of the largest LTL networks in North America, with approximately 9% share of the U.S. market, estimated to be $53 billion in 2024.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 8.2B | 8.2B | 8.1B | 7.7B | 7.7B | 7.2B |
| Net Income | 316M | 316M | 387M | 189M | 666M | 336M |
| EPS | $2.64 | $2.64 | $3.23 | $1.60 | $5.76 | $2.93 |
| Free Cash Flow | 329M | 329M | 19M | -839M | 303M | 387M |
| ROIC | 9.8% | 9.9% | 12.0% | 8.8% | 7.1% | 4.5% |
| Gross Margin | - | - | - | - | 35.9% | 36.1% |
| Debt/Equity | 1.78 | 1.78 | 2.11 | 2.68 | 2.50 | 3.14 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | 656M | 656M | 660M | 438M | 377M | 312M |
| Operating Margin | 8.0% | 8.0% | 8.2% | 5.7% | 4.9% | 4.3% |
| ROE | 17.0% | 18.3% | 27.0% | 16.6% | 62.0% | 16.9% |
| Shares Outstanding | 120M | 120M | 120M | 118M | 116M | 115M |
XPO, Inc. passes 5 of 9 quality checks, suggesting mixed fundamentals.
XPO, Inc. trades at 80.4x trailing earnings, compared to its 15-year median P/E of 39.1x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 75.5x vs a median of 13.2x. The company's 5-year average ROIC is 8.5% with a gross margin of 36.0%. Total shareholder yield (buybacks) is 0.5%. At current prices, the estimated annualized return to fair value is +1.0%.
XPO, Inc. (XPO) has a current P/E ratio of 80.4, compared to its historical median P/E of 39.1. The stock is currently considered Expensive based on its historical valuation range.
XPO, Inc. (XPO) has a 5-year average return on invested capital (ROIC) of 8.5%. This is below average and may indicate limited pricing power.
XPO, Inc. (XPO) has a market capitalization of $25.4B. It is classified as a large-cap stock.
XPO, Inc. (XPO) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 0.49%.
Based on historical P/E analysis, XPO, Inc. (XPO) appears expensive. The current P/E of 80.4 is 105% above its historical median of 39.1. The estimated fair value CAGR (P/E method) is 20.6%.
XPO, Inc. (XPO) operates in the Transportation Services industry, within the Industrials sector.
XPO, Inc. (XPO) reported annual revenue of $8.2 billion in its most recent fiscal year, based on SEC EDGAR filings.
XPO, Inc. (XPO) has a net profit margin of 3.9%. This is a modest margin.
XPO, Inc. (XPO) generated $329 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
XPO, Inc. (XPO) has a debt-to-equity ratio of 1.78. This indicates higher leverage, which may increase financial risk.
XPO, Inc. (XPO) reported earnings per share (EPS) of $2.64 in its most recent fiscal year.
XPO, Inc. (XPO) has a return on equity (ROE) of 18.3%. This indicates the company generates strong returns for shareholders.
XPO, Inc. (XPO) has a 5-year average gross margin of 36.0%. This indicates decent pricing power.
The Ledger Terminal provides 16 years of financial data for XPO, Inc. (XPO), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
XPO, Inc. (XPO) has a book value per share of $15.55, based on its most recent annual SEC filing.