US · Industrials · Trucking
EPS came in at 1.70 against a street estimate of 1.49 — a beat of 14.1%.
Analysts rate XPO Logistics Inc a buy (22 buy, 2 hold, 2 sell out of 26) with an average price target of $232.33.
CONFIDENT XPO reported record Q2 results with adjusted EBITDA up 25% YoY and operating ratio at 79.9%, a new company record. Management raised FY26 margin guidance to 200+ bps improvement and expects continued outperformance driven by pricing, volume recovery, and AI-driven productivity. Q2 2026 LTL dominates earnings power. Europe showing momentum but smaller contributor. Regional capacity investments in South, Southeast, Southwest, Texas, Midwest completed. Analysts pressed on demand durability, competitive dynamics, productivity persistence, and margin ceiling. Management emphasized idiosyncratic market share gains (SMB, premium services) as primary driver, not macro recovery alone; stressed AI runway remains 'massive' and productivity above 1.5 pt base case in higher-volume environments; and quantified 5-year 200-300 bps annual pricing outperformance path to low-70s OR. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.39% |
| MFN Partners Management, LP | 8.43% |
| Capital Research Global Investors | 7.06% |
| Capital World Investors | 4.98% |
| Vanguard Capital Management, LLC | 4.32% |
| Amvescap Plc. | 4.13% |
| Vanguard Portfolio Management, LLC | 4.05% |
| FMR Inc | 3.08% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 XPO, INC. DOCUMENT SUMMARY HEADLINE NUMBERS • July 2026 tonnage per day: increased 5.8% year-over-year in North American Less-Than-Truckload segment | 2026-09-03 |
| Quarterly report · Q2 2026 XPO, INC. - Q2 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (H1 2026): $4,451 million vs. $4,034 million (H1 2025) — up 1 | 2026-07-30 |
| Reg FD disclosure · Q3 2026 XPO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Document Type: Form 8-K (Current Report) filed July 30, 2026 • Company: XPO, Inc., Delaware corporat | 2026-07-30 |
| Results announced · Q3 2026 XPO Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Diluted EPS: $1.36 (Q2 2026) vs $0.89 (Q2 2025) — +52.8% • Adjusted Diluted EPS: $1.70 (Q2 2026) vs $ | 2026-07-30 |
| Board / officer change · Q3 2026 XPO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 24, 2026 (filed July 27, 2026) • Company: XPO, Inc. (NYSE: XPO), Delaware corporati | 2026-07-27 |
| Quarterly report · Q1 2026 XPO, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $2,096 million (up 7.3% vs. $1,954 million in Q1 2025) • Q1 2026 Net Income: $1 | 2026-04-30 |
| Proxy statement · Q2 2026 XPO, INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Seven Directors — Vote FOR each of | 2026-04-07 |
| Annual report FY2025 XPO, INC. – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market capitalization: $14.4 billion as of June 30, 2025 • Shares outstanding: 117,147,357 | 2026-02-05 |
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Google PlayApp StoreData updated 2026-09-18.