
XPO Logistics (XPO) Stock Forecast & Price Target
XPO Logistics (XPO) Analyst Ratings
Bulls say
XPO's LTL segment demonstrated strong performance with an adjusted EBITDA of $246 million, reflecting a year-over-year increase of 5.6%, alongside a revenue per shipment ex-fuel increase of 5.8% to $325.62. The LTL yield also saw a notable rise of 6.3% year-over-year, reaching $24.84 ex-fuel, contributing to an improved adjusted operating ratio of 86.2%, which marked a 30 basis points enhancement year-over-year, distinguishing XPO as the only public LTL carrier to achieve such improvement in 2024. Furthermore, high-margin premium services currently represent 11% of revenue, with a strategic plan to increase this figure to 15% over the coming years, suggesting a sustainable path for revenue growth and enhanced profitability.
Bears say
The financial analysis reveals a negative outlook for XPO, primarily due to a significant decline in tonnage and shipments. Specifically, January's tonnage was down 8.5% year-over-year, with February reflecting a continued downward trend of 6.2% in shipments per day, suggesting ongoing weakness in demand. Additionally, decreased revenue from fuel surcharges, which fell 22.6% year-over-year, further indicates challenges in sustaining growth, raising concerns about the company’s ability to meet high growth expectations critical to its valuation.
This aggregate rating is based on analysts' research of XPO Logistics and is not a guaranteed prediction by Public.com or investment advice.
XPO Logistics (XPO) Analyst Forecast & Price Prediction
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