XPO IncXPO
Price$175.98Intrinsic value$121.4631% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
28.1%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
23analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$9Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$5.44next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release29 Oct 2026
Monitoring Framework
Key Performance Indicators
North American LTL Adjusted Operating Ratio Quarterly8,390.0%Target: Sub-80% range by end of 2027
North American LTL Daily Shipments Growth Monthly300.0%Target: 6-8% revenue CAGR through 2027
Damage Claims Ratio Quarterly20.0%Target: Maintain record lows below 0.2%
Watch Items
  • LTL Tonnage DecelerationTrigger: Tonnage per day growth falling below 0% sequentially or year-over-year (e.g., April 2026 down 1.5%)Action: Re-evaluate pricing elasticity algorithms and adjust local account sales mix to protect yield.
  • European Transportation Operating LossesTrigger: Operating loss exceeding $10 million in a single quarter (Q1 2026 posted a $6 million operating loss)Action: Implement stricter variable cost controls and optimize cross-border lane density.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.