Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-05-26	Reiterated	Wells Fargo	Overweight	$205 → $250
Jun-04-26	Reiterated	BMO Capital	Outperform	$230 → $245
Jun-02-26	Reiterated	Susquehanna	Neutral	$210 → $212
May-04-26	Reiterated	Oppenheimer	Outperform	$198 → $236
May-01-26	Reiterated	Morgan Stanley	Underweight	$95 → $105
May-01-26	Reiterated	Truist Financial		$200 → $240
May-01-26	Reiterated	Evercore ISI		$198 → $222
May-01-26	Reiterated	Raymond James	Outperform	$200 → $233
May-01-26	Reiterated	Stifel Nicolaus	Buy	$232 → $237
May-01-26	Reiterated	Barclays	Overweight	$195 → $250

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023
Total Revenue	8,298	8,157	8,072	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	7,287	7,178	7,157
Gross Profit	1,011	979	915
Selling, General and Administrative Excl. Other	166	167	134
Research and Development	0	0	0
Other Operating Expense	94	83	121
Operating Income	751	729	660
Interest Expense	216	219	223
Unusual Expense	—	—	—
Non-Operating Income (Expense)	65	73	-36
Net Income Before Taxes	470	437	473
Income Taxes	122	121	86
Consolidated Net Income	348	316	387
Net Income From Continuing Operations	348	316	387
Net Income	348	316	387
EPS (Recurring)	2.95	2.69	3.34
EPS (Basic, Before Extraordinaries)	2.95	2.69	3.34
EPS (Diluted)	2.92	2.64	3.23
EBITDA	1,215	1,177	1,186
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	68.32	51.48	—
Price To Sales Ratio	2.81	1.97	—
Gross Margin	12.18	12.00	11.34
Operating Margin	9.05	8.94	8.18
Net Margin	4.19	3.87	4.79
Shares Outstanding	117	118	116
Market Capitalization	23,342	16,037	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Landry Allison	Director	May 28 '26	Sale	215.61	2,400	517,472	4,849	May 29 12:00 AM
Brown Christopher Michael	Chief Accounting Officer	Mar 15 '26	Option Exercise	0.00	5,142	0	37,198	Mar 17 12:00 AM
Cassity Wendy	Chief Legal Officer	Mar 15 '26	Option Exercise	0.00	21,468	0	35,145	Mar 17 12:00 AM
Bates David J.	Chief Operating Officer	Mar 15 '26	Option Exercise	0.00	13,778	0	70,344	Mar 17 12:00 AM
Wismans Kyle	Chief Financial Officer	Mar 15 '26	Option Exercise	0.00	19,566	0	54,462	Mar 17 12:00 AM
Harik Mario A	Chief Executive Officer	Mar 15 '26	Option Exercise	0.00	49,562	0	514,788	Mar 17 12:00 AM
Brown Christopher Michael	Chief Accounting Officer	Mar 10 '26	Option Exercise	0.00	11,808	0	37,363	Mar 12 12:00 AM
Cassity Wendy	Chief Legal Officer	Mar 10 '26	Option Exercise	0.00	54,074	0	36,908	Mar 12 12:00 AM
Bates David J.	Chief Operating Officer	Mar 10 '26	Option Exercise	0.00	79,030	0	80,621	Mar 12 12:00 AM
Wismans Kyle	Chief Financial Officer	Mar 10 '26	Option Exercise	0.00	29,524	0	52,216	Mar 12 12:00 AM
Harik Mario A	Chief Executive Officer	Mar 10 '26	Option Exercise	0.00	590,404	0	632,738	Mar 12 12:00 AM
Wismans Kyle	Chief Financial Officer	Feb 15 '26	Option Exercise	0.00	7,944	0	39,510	Feb 17 12:00 AM
Taylor Johnny Clayton Jr.	Director	Jan 02 '26	Option Exercise	69.39	2,748	190,697	13,974	Jan 05 12:00 AM
Moshouris Irene	Director	Jan 02 '26	Option Exercise	69.39	2,748	190,697	9,916	Jan 05 12:00 AM
Landry Allison	Director	Jan 02 '26	Option Exercise	69.39	2,748	190,697	7,249	Jan 05 12:00 AM


Market Cap	23.69B	Forward P/E	33.12	EPS next Y	6.02	Insider Trans	0.76%	Shs Float	-	Perf Month	-1.38%


Enterprise Value	27.49B	PEG	-	EPS next Q	1.43	Inst Own	-	Short Float	-	Perf Quarter	6.47%


Income	348.27M	P/S	2.86	EPS this Y	68.66%	Inst Trans	-	Short Ratio	-	Perf Half Y	34.66%


Sales	8.30B	P/B	12.76	EPS next Y	22.31%	ROA	4.25%	Short Interest	-	Perf YTD	46.79%


Book/sh	15.77	P/C	23.01	EPS next 5Y	23.48%	ROE	19.04%	52W High	232.06 -14.03%	Perf Year	66.54%


Cash/sh	2.02	P/FCF	51.84	EPS past 3/5Y	-	ROIC	8.23%	52W Low	116.68 70.98%	Perf 3Y	-


Dividend Est.	-	EV/EBITDA	22.62	Sales past 3/5Y	1.86% 5.75%	Gross Margin	12.18%	Volatility	2.47% 3.42%	Perf 5Y	-


Dividend TTM	-	EV/Sales	3.31	EPS Y/Y TTM	24.15%	Oper. Margin	9.05%	ATR (14)	10.15	Perf 10Y	-


Dividend Ex-Date	-	Quick Ratio	0.99	Sales Y/Y TTM	2.80%	Profit Margin	4.19%	RSI (14)	39.13	Recom	2.47


Dividend Gr. 3/5Y	-	Current Ratio	0.99	EPS Q/Q	38.36%	SMA20	-7.52%	Beta	1.51	Target Price	220.00


Payout	0.00%	Debt/Eq	2.18	Sales Q/Q	7.27%	SMA50	-6.69%	Rel Volume	1.71	Prev Close	201.79


Employees	38,000	LT Debt/Eq	2.40	Earnings	Jul 30	SMA200	17.45%	Avg Volume	1.55M	Price	199.50


IPO Date	Oct 07, 2003	Option/Short	Yes / Yes	EPS/Sales Surpr.	14.90% 2.80%	Net Debt/EBITDA	3.12	Volume	2,652,500	Change	-1.13%

XPO