XPO (XPO) Set to Release Quarterly Earnings on Thursday

Key Points

• XPO is expected to report third-quarter 2026 results before the market opens on October 29. Analysts forecast earnings of $1.58 per share on revenue of $2.38 billion, with the earnings call scheduled for 8:30 a.m. ET.
• XPO’s previous quarter exceeded expectations, with EPS of $1.70 versus the $1.48 consensus and revenue of $2.35 billion, up 13.2% year over year.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $222.64 versus the stock’s reported price of $188.51. Recent insider activity, however, has been characterized by stock sales.

XPO (NYSE:XPO - Get Free Report) is expected to be announcing its Q3 2026 results before the market opens on Thursday, October 29th. Analysts expect XPO to announce earnings of $1.58 per share and revenue of $2.38 billion for the quarter. Investors can check the company's upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Thursday, October 29, 2026 at 8:30 AM ET.

XPO (NYSE:XPO - Get Free Report) last released its earnings results on Thursday, July 30th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.48 by $0.22. XPO had a return on equity of 29.64% and a net margin of 4.71%. The business had revenue of $2.35 billion for the quarter, compared to analyst estimates of $2.28 billion. During the same quarter in the previous year, the company posted $1.05 earnings per share. The company's revenue for the quarter was up 13.2% compared to the same quarter last year. On average, analysts expect XPO to post $5.47 EPS for the current fiscal year and $6.46 EPS for the next fiscal year.

XPO Stock Performance

NYSE:XPO opened at $188.51 on Thursday. The firm has a market cap of $22.07 billion, a price-to-earnings ratio of 55.61, a price-to-earnings-growth ratio of 1.87 and a beta of 1.85. The firm's fifty day moving average price is $186.40 and its 200 day moving average price is $201.59. The company has a debt-to-equity ratio of 1.55, a current ratio of 1.01 and a quick ratio of 1.01. XPO has a 1-year low of $121.48 and a 1-year high of $232.05.

Insiders Place Their Bets

In other news, COO David J. Bates sold 2,615 shares of the business's stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $177.93, for a total transaction of $465,286.95. Following the completion of the sale, the chief operating officer directly owned 62,120 shares of the company's stock, valued at $11,053,011.60. The trade was a 4.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Brown sold 3,750 shares of the business's stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $201.94, for a total transaction of $757,275.00. Following the sale, the chief accounting officer directly owned 31,005 shares of the company's stock, valued at $6,261,149.70. This represents a 10.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 11,730 shares of company stock valued at $2,208,974. Insiders own 0.87% of the company's stock.

Analyst Upgrades and Downgrades

XPO has been the subject of several recent analyst reports. BMO Capital Markets reissued an "outperform" rating on shares of XPO in a report on Wednesday, October 7th. Citigroup raised shares of XPO from a "neutral" rating to a "buy" rating and increased their target price for the company from $220.00 to $224.00 in a report on Wednesday, October 7th. JPMorgan Chase & Co. reduced their price target on shares of XPO from $214.00 to $205.00 and set an "overweight" rating for the company in a research report on Monday, October 5th. Stephens lifted their price target on shares of XPO from $255.00 to $270.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Finally, Citizens Jmp started coverage on XPO in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $222.64.

XPO Company Profile

XPO, Inc is a transportation and logistics company that provides freight-moving services to businesses across North America and Europe. Its operations are centered on less-than-truckload (LTL) transportation, which involves consolidating shipments from multiple customers onto a single truck and is commonly used for freight that does not require a full trailer.

In North America, XPO provides regional, interregional and national LTL services, along with related offerings such as freight pickup and delivery, shipment visibility and technology-enabled transportation management.

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