Stock

XPO Logistics

XPO

Trucking · Industrials

Also trades as: 0M1O.L GBP 1.82 (-3.49%)

Price

$183.21

-5.54 (-2.94%)

Market Cap

$21.45B

Winston Score

Winston is curious

Mixed quality — meaningful strengths and weaknesses.

Data as of Oct 24, 2026 · filings through Jun 30, 2026

§How the score breaks down

Quality

Mixed

12/30

Growth

Good

12/20

Cash Flow

Strong

8/10

Stability

Mixed

3/10

Valuation

Good

5/10

Ownership

Good

10/15

Dividends

Not counted

n/a

50 of 95 counted points = Winston Score 53. Pillars marked n/a do not apply to this company and are left out of the total.

Track this stock — start free trial

Share count rising — dilution

+4.4% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 114.0M (2021) → 119.0M (2025)

§Winston Score History

The full picture

XPO is a trucking and freight company based in the United States. It specializes in less-than-truckload (LTL) shipping, which means it combines packages from many different customers into one truck instead of giving each customer their own truck. Its main customers are retailers, manufacturers, and e-commerce companies that need to move goods across the country.

XPO makes money by charging businesses to pick up, sort, and deliver freight through its network of over 600 service centers across North America. After selling off several other divisions in recent years, XPO is now focused almost entirely on its LTL business, which gives it a simpler but more concentrated operation. Its large network of terminals and trucks is expensive to copy, which creates a barrier for new competitors, but the business is sensitive to economic slowdowns because companies ship less freight when the economy weakens.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+13.2% YoY

YoY Growth Rate

Steady revenue growth

Reported EPS Growth

+53.3% YoY

Quarterly reporting periods ended:

30 Jun 2025: $0.90

30 Jun 2026: $1.38

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS increased year over year

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

11.9%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$298M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

XPO Logistics is a rare growth stock that's already generating positive cash flow while growing at 13%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

14.9%

Thin — 14.9% gross margin

Profit after running costs

Operating Margin

12.3%

Healthy — 12.3% operating margin

Return on the money invested

ROCE

14.2%

Good — 14.2% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales growth

Sales YoY

+7.0%

Steady sales growth (+7.0% YoY)

Profit growth

EPS YoY

+15.9%

Earnings growing fast (+15.9% YoY)

Healthy double-digit earnings growth — what compounders look like.

How steady the profit is

EPS Consistency

5/8 quarters

Mixed — about half the quarters showed growth

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash

Cash Conversion

269%

Turns 269% of profit into real cash

Spare cash per sale

FCF Margin

6.9%

Modest free cash flow (6.9%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns

Debt / Equity

2.03

Heavy debt load (2.03)

Covers its interest

Interest Cover

4.00x

Tight — interest eats into profit (4.0x)

Interest coverage between 3 and 8. Profits cover interest several times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit

P/E Ratio (TTM)

53.4x

Expensive — P/E 53.4

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year

P/E vs Forward

+31.4

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (53.4 → 22.0)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Not applicable for this business.

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial