Nama Insights

XPO (XPO)

Industrials · Trucking · NYSE

XPO (XPO) is a Industrials company in the Trucking industry. It has a market capitalization of $20.62B, a trailing price-to-earnings ratio of 33.5 and a free-cash-flow yield of 1.6%. Over the most recent reported fiscal year, revenue grew 1.1% and free cash flow per share grew 1646.1%. Nama's AI scorecard rates it Buy, 6.2 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.2/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +32.4% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-23.7%
How far the last close sits under the highest price of the past five years.
Market cap$20.62B
Trailing P/E33.5
Price / book10.5
Price / sales2.3
FCF yield1.6%
Dividend yield—
Gross margin13.3%
Operating margin10.6%
Net margin5.7%
Revenue growth (YoY)+1.1%
Revenue growth (3-yr annual)+1.9%
EPS growth (YoY)-2.9%
FCF/share growth (YoY)+1646.1%
Beta1.7
ExchangeNYSE
SectorIndustrials
IndustryTrucking

XPO earnings

Next report: Feb 4, 2027 (Q4 2026, EPS estimate $1.42). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $1.70 $1.57 +8.3% $2.37B
Q2 2026 Jul 30, 2026 $1.70 $1.47 +15.7% $2.35B
Q1 2026 Apr 30, 2026 $1.01 $0.88 +14.8% $2.10B
Q4 2025 Feb 5, 2026 $0.88 $0.76 +15.8% $2.01B

XPO analyst price target

Median target $230.00 from 23 analysts, ranging $115.00 – $275.00.

Trucking peers

TickerCompanyMarket capP/E
ODFL Old Dominion Freight Line $33.98B 29.7
KNX Knight-Swift Transportation $9.51B 31.4
SAIA Saia $8.86B 31.5
TFII TFI International $7.80B 17.9
SNDR Schneider National $4.88B 33.1
RXO RXO $4.55B —
ARCB ArcBest $2.82B 22.5
WERN Werner Enterprises $1.62B 59.9
Explore live XPO data on Nama Insights →

Recent Congressional trades

XPO trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
James M Inhofe Senate Sell $15,001 - $50,000 —
James M Inhofe Senate Buy $50,001 - $100,000 —
James M Inhofe Senate Sell $50,001 - $100,000 —
James M Inhofe Senate Buy $50,001 - $100,000 —

XPO FAQ

Is XPO a buy?
Nama's AI scorecard currently rates XPO Buy (6.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is XPO's P/E ratio?
XPO trades at a trailing price-to-earnings ratio of 33.5.
When does XPO report earnings?
XPO's next scheduled report is on Feb 4, 2027. Analysts expect EPS of $1.42.
What is the XPO price target?
The median analyst price target from 23 analysts is $230.00, with a range of $115.00 – $275.00.
Is XPO Shariah compliant?
Nama's AAOIFI-style screen reads XPO as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.