SeekingAlpha · Oct 14, 2026
XPO: The Margin Gap Is Closing, The Valuation Gap Already Has
XPO (XPO) is the leading LTL trucking turnaround, with record Q2 operating ratio of 79.9% and management guiding to further margin gains.
XP
NYSE · XPO
XPO Logistics, Inc.
Industrials · Integrated Freight & Logistics
$185.35
Down-$1.32 (-0.71%)
Updated Oct 20, 2026, 2:58 AM
SID Score
5.5/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 17.65B
- P/E ratio
- 53.38
- Dividend yield
- 0.00%
- 52-week range
- $121.48 – $232.05
- Volume
- 554.87K
- Avg. volume
- 1.32M
Price performance · XPO
XPO price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 19, 2026
XPO closed at $185.35 after 21 trading sessions, up 6.32% for the selected period.
- Last close
- $185.35
- Period change
- +6.32%
- Period low
- $173.17
- Period high
- $188.83
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 19, 2026 | $186.66 | $187.30 | $183.82 | $185.35 | 554.87K |
| Oct 16, 2026 | $188.85 | $191.12 | $185.385 | $186.67 | 1.38M |
| Oct 15, 2026 | $184.27 | $188.84 | $182.695 | $188.83 | 1.18M |
| Oct 14, 2026 | $179.29 | $185.25 | $179.055 | $185.10 | 1.4M |
| Oct 13, 2026 | $180.83 | $182.685 | $176.93 | $181.15 | 664.07K |
| Oct 12, 2026 | $183.29 | $184.735 | $180.35 | $180.52 | 830.34K |
| Oct 9, 2026 | $182.02 | $184.03 | $179.65 | $183.47 | 886.27K |
| Oct 8, 2026 | $180.61 | $184.26 | $180.51 | $181.95 | 897.78K |
| Oct 7, 2026 | $182.66 | $183.93 | $179.82 | $180.36 | 1.43M |
| Oct 6, 2026 | $184.58 | $185.90 | $182.405 | $183.49 | 1.09M |
| Oct 5, 2026 | $185.15 | $186.80 | $179.81 | $182.86 | 1.38M |
| Oct 2, 2026 | $182.63 | $189.315 | $182.63 | $186.09 | 1.36M |
| Oct 1, 2026 | $173.78 | $180.065 | $173.465 | $179.73 | 1.01M |
| Sep 30, 2026 | $177.50 | $178.32 | $174.38 | $175.98 | 849.17K |
| Sep 29, 2026 | $176.87 | $179.52 | $176.69 | $177.37 | 792.41K |
| Sep 28, 2026 | $172.94 | $178.815 | $171.3901 | $176.66 | 1.4M |
| Sep 25, 2026 | $175.63 | $176.97 | $172.18 | $173.17 | 1.38M |
| Sep 24, 2026 | $179.11 | $182.08 | $175.6825 | $176.12 | 1.09M |
| Sep 23, 2026 | $180.51 | $183.97 | $176.305 | $179.92 | 1.25M |
| Sep 22, 2026 | $176.06 | $180.86 | $175.74 | $177.67 | 947.86K |
| Sep 21, 2026 | $174.90 | $176.27 | $170.45 | $174.34 | 978.23K |
Latest XPO news
The latest Smart Investors Daily articles mentioning XPO.
Stock researchCompany · Overview
Company
Market Activity
Research & News
XPO research
Overview
Company profile and research snapshot.
Company profile
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $146.56
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 8, 2026 | Stifel | Buy | — |
| Oct 7, 2026 | Truist Securities | Buy | — |
| Oct 7, 2026 | Citigroup | Buy | — |
| Oct 5, 2026 | JP Morgan | Overweight | — |
| Oct 2, 2026 | Susquehanna | Neutral | — |
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Benzinga · Oct 12, 2026
If You Invested $1000 In XPO Stock 5 Years Ago, You Would Have This Much Today
XPO (NYSE:XPO) has outperformed the market over the past 5 years by 18.74% on an annualized basis producing an average annual return of 30.52%. Currently, XPO has a market capitalization of $21.48 billion. Buying $1000
Yahoo · Oct 10, 2026
The Bull Case For XPO (XPO) Could Change Following Network Expansion To 300 LTL Service Centers
XPO recently opened two new less-than-truckload service centers in Mesa, Arizona, and Cameron, Missouri, expanding its network to 300 locations that now provide direct coverage to 99% of U.S. ZIP codes and cross-border service with Canada and Mexico. By adding 118 dock doors and more than 130 employees in high-demand corridors, XPO has increased its dock door capacity by 15% since 2021, reinforcing its ability to handle more freight and support customer growth. Now, we’ll examine how this...
Yahoo · Oct 10, 2026
XPO (XPO) Could Be 26% Undervalued As New Freight Centers Open
XPO (XPO) just opened new freight service centers in Mesa, Arizona and Cameron, Missouri, expanding its less than truckload footprint in the Phoenix and Kansas City regions and drawing fresh attention to the stock. Recent trading tells a mixed story. The share price has eased over the past quarter, with a 90 day share price return of 11.74% in the red. However, the year to date share price return of 32.19% and a 1 year total shareholder return of 41.81% indicate momentum for XPO has been...
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