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XPO, Inc. XPO

XPO, Inc. scores weak on business quality (3.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$183.47Oct 10, 2026
Business qualityWeak
Next earningsOct 29, 2026
Insiders, 90 daysSelling

Why it matters

  1. What XPO, Inc. does

    XPO operates as a less-than-truckload freight transporter, moving palletized goods for business customers across North America. Shipments outpace peers as network efficiency drives volume gains.

  2. What it does best

    XPO excels at gross margin generation, printing 60.2% to top the vast majority of its sector. This top decile rank reflects pricing power in its less-than-truckload network that rivals struggle to replicate.

  3. The main risk

    Susquehanna notes valuation pressures with a neutral stance and a lowered target of $194, threatening multiple compression if shipment growth cools from current levels.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 9.8% while FCF margin reaches 6.9%, supported by a gross margin of 60.2%. Profitability softens under heavy debt servicing costs.

MoatFair

The network density sits in the sector's top decile for gross margin at 60.2%, locking in industrial shippers who rely on established terminals that take years to duplicate.

GrowthSlow

Revenue grew 1.1% to $8.6 billion, showing slow momentum compared to historical periods as the freight market works through muted demand.

Financial healthWeak

Total debt sits at $3.3 billion against $310 million in cash, leaving interest coverage at 4.0x where debt servicing eats a notable chunk of earnings. Free cash flow improved to $589 million.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $1.0M outside pre-planned sales.

Our sealed record on XPO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is XPO a good business?

XPO, Inc. scores weak on the Cluenex quality check (3.6 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health weak.

Are insiders buying XPO?

In the last 90 days of SEC Form 4 filings: 1 sold $1.0M outside pre-planned sales.

When does XPO report earnings?

Oct 29, 2026.

For members

See XPO today

  • Today's verdict on XPO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “XPO, Inc. (XPO)”, https://cluenex.com/stocks/xpo/, data as of Oct 10, 2026.