XPO, Inc. (XPO)
Industrials · Less-Than-Truckload (LTL) freight transportation and logistics
XPO is a major North American LTL carrier with ~9% U.S. market share leveraging proprietary AI technology to optimize freight routing and network efficiency while building excess capacity for a market rebound.
What XPO, Inc. does
XPO, Inc. is a leading freight transportation provider operating two main segments: North American Less-Than-Truckload (LTL) services, which commands approximately 9% of the U.S. market (~$53 billion), and European Transportation with positions in full truckload brokerage, LTL, warehousing, and multimodal solutions. The company serves approximately 55,000 customers across North America and Europe through 37,000 employees and 592 locations, leveraging proprietary AI-driven technology to optimize pricing, routing, linehaul, and dock operations across its network.
Themes: ["LTL freight transportation","Last-mile delivery logistics","Full truckload brokerage","Warehousing and distribution","AI-driven supply chain optimization","European transportation and pallet networks","Multimodal logistics"]
Fundamentals
- Price$207.79 as of 2026-07-09 close
- Market cap$23.3B as of 2026-07-09
- 1-year return+54.7% as of 2026-07-09 close
- P/E66.86 as of 2026-07-09
- Net margin+4.2% as of 2026-07-09
- Gross margin+60.4% as of 2026-07-09
- ROE+19.0% as of 2026-07-09
- Debt / equity1.77 as of 2026-07-09
- Revenue growth (YoY)+3.6% as of 2026-07-09
- Revenue CAGR (3y)+1.9% SEC XBRL
- Beta1.92 as of 2026-07-09
Key risks (from latest filing)
["Freight recession conditions and constrained LTL industry capacity below pre-pandemic levels, limiting near-term demand recovery and pricing power","Dependence on proprietary technology and AI initiatives for competitive advantage; execution risk if technology investments fail to deliver expected profitability enhancements","Divestiture authorization for European Transportation segment remains uncertain with no assurance of timing or transaction terms, creating strategic and operational uncertainty"]
Competitors & peers
- YRC Worldwide (YRCW)
- Old Dominion Freight Line (ODFL)
- Saia Inc. (SAIA)
- ArcBest Corporation (ARCB)
- Estes Express Lines
- Knight-Swift Transportation (KNX)
- Werner Enterprises (WERN)
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.