Wall Street analyst estimates for XPO Logistics, Inc. (XPO): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
XPO Logistics, Inc. is a prominent provider of freight shipping solutions, operating extensively across the United States, wider North America, various European nations including France and the United Kingdom, and globally. The company's business activities are structured into two primary divisions.
Consensus price target
$229.86 (+25 % vs price $183.49)
between $115.00 and $270.00
Closing price, Oct 6
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Analyst Consensus
| Strong Buy | 0 |
| Buy | 22 |
| Hold | 9 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 32 |
| Avg rating (1-5) | 0.66 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-10-29 | $1.57 | ||
| 2026-07-30 | $1.70 | $1.48 | +14.9% |
| 2026-04-30 | $1.01 | $0.88 | +14.9% |
| 2026-02-05 | $0.88 | $0.76 | +15.2% |
| 2025-10-30 | $1.07 | $1.02 | +4.9% |
| 2025-07-31 | $1.05 | $0.99 | +6.1% |
| 2025-04-30 | $0.73 | $0.65 | +12.3% |
| 2025-02-06 | $0.89 | $0.68 | +30.9% |
Valuation Ratios
| P/E Ratio | 54.13 |
| Price / Book | 10.69 |
| EV / EBITDA | 19.49 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.62B | $15.38B | $17.28B | $10.68B | $6.17B | $7.20B | $7.72B | $7.74B | $8.07B | $8.16B |
| Cost of Revenue | $12.50B | $13.14B | $14.74B | $9.01B | $5.24B | $6.68B | $6.99B | $6.97B | $7.16B | $7.18B |
| Gross Profit | $2.12B | $2.24B | $2.54B | $1.67B | $932.0M | $525.0M | $730.0M | $770.0M | $915.0M | $979.0M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $1.65B | $1.66B | $1.84B | $1.07B | $746.0M | $174.0M | $183.0M | $167.0M | $134.0M | $167.0M |
| Operating Expenses | $1.65B | $1.66B | $1.84B | $1.11B | $835.0M | $213.0M | $353.0M | $332.0M | $255.0M | $250.0M |
| Operating Income | $464.0M | $582.0M | $704.0M | $561.0M | $97.0M | $312.0M | $377.0M | $438.0M | $660.0M | $729.0M |
| EBITDA | $1.11B | $1.20B | $1.50B | $1.04B | $522.0M | $703.0M | $785.0M | $860.0M | $1.19B | $1.18B |
| Interest Expense | $361.0M | $284.0M | $217.0M | $268.0M | $308.0M | $211.0M | $135.0M | $168.0M | $223.0M | $219.0M |
| Pre-tax Income | $107.0M | $261.0M | $566.0M | $301.0M | -$164.0M | $107.0M | $258.0M | $260.0M | $473.0M | $437.0M |
| Income Tax | $22.0M | -$99.0M | $122.0M | $60.0M | -$54.0M | $11.0M | $74.0M | $68.0M | $86.0M | $121.0M |
| Net Income | $69.0M | $340.0M | $422.0M | $419.0M | $110.0M | $336.0M | $666.0M | $189.0M | $387.0M | $316.0M |
| EPS | $0.57 | $2.72 | $3.17 | $3.95 | $0.87 | $3.00 | $5.79 | $1.63 | $3.34 | $2.69 |
| EPS (Diluted) | $0.53 | $2.45 | $2.88 | $3.57 | $0.78 | $2.95 | $5.76 | $1.60 | $3.23 | $2.64 |
| Shares Outstanding (Diluted) | $122.8M | $127.8M | $135.0M | $106.0M | $102.0M | $114.0M | $116.0M | $118.0M | $120.0M | $119.0M |
Price
| Price | $183.49 (closing price, October 6, 2026) |
| Market Cap | $21.5B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Industrials · Trucking
More sections of XPO: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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