Stocks Consumer discretionary XPO
NYSE · Consumer discretionaryXPO, Inc. (XPO)
XPO, Inc. brought in $8.8B of revenue over the twelve months to September 30, 2026, up 9.5% from a year earlier. Net income was $503M, a net margin of 5.7%. Operating cash flow minus capital spending left $329M of free cash flow in fiscal 2025. At September 30, 2026 it held $260M in cash against $3.2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.
Key facts about XPO, Inc.
- Net worth
- XPO, Inc. has a market value (market cap) of $22B at the latest share price, and shareholders' equity of $2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $8.2B (+1.1% year on year), with net income of $316M. Over the 12 months to September 30, 2026: revenue $8.8B, net income $503M.
- Cash flow
- In fiscal 2025 operations brought in $986M of cash; after $657M of capital spending, free cash flow was $329M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- XPO, Inc.'s next report is expected around February 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What XPO, Inc. does
XPO, Inc. is registered with the SEC under industry code SIC 4700 (Transportation Services). Its shares trade on NYSE under the ticker XPO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $8.2B | $316M | $2.64 | $329M |
| 2024 | $8.1B | $387M | $3.23 | $19M |
| 2023 | $7.7B | $189M | $1.60 | -$839M |
| 2022 | $7.7B | $666M | $5.76 | $303M |
| 2021 | $7.2B | $336M | $2.93 | $387M |
| 2020 | $6.2B | $110M | $0.87 | $139M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where XPO ranks in Consumer discretionary
Dividends
It paid out $8M in cash dividends, 2% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2019 | n/a | $8M | 2% |
| 2018 | n/a | $8M | 2% |
| 2017 | n/a | $6.6M | 2% |
| 2016 | n/a | $5.4M | 8% |
| 2015 | n/a | $2.8M | n/a |
| 2014 | n/a | $2.9M | n/a |
Latest SEC filings
What XPO, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 29, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 12% to $2.4B versus the same quarter last year; diluted EPS $1.53 versus $0.68.
- October 29, 2026
- October 29, 2026
- September 3, 2026
- August 12, 2026Passive stake (5% or more) SCHEDULE 13G
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- July 30, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 13% to $2.4B versus the same quarter last year; diluted EPS $1.36 versus $0.89.
- July 30, 2026
- July 30, 2026
What is XPO worth? A DCF from its reported cash flow
Insider trades
What the people running XPO, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $1.9M worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 815 | $156.9K |
| November 2, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 400 | $77.3K |
| November 2, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 700 | $136.2K |
| November 2, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 500 | $97.8K |
| November 2, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 200 | $39.4K |
| November 2, 2026 | Wismans KyleChief Financial Officer | Soldpre-planned (10b5-1) | 750 | $143.7K |
| October 1, 2026 | Wismans KyleChief Financial Officer | Soldpre-planned (10b5-1) | 750 | $131.6K |
| October 1, 2026 | Bates David J.Chief Operating Officer | Soldpre-planned (10b5-1) | 700 | $123K |
Who owns XPO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| MFN Partners, LP13G, passive with 5 related filers | 8.4% | August 12, 2026 |
| Capital Research Global Investors13G, passive | 7% | August 12, 2026 |
| Vanguard Capital Management13G, passive | 5.08% | April 30, 2026 |
| Capital World Investors13G, passive | 5% | August 12, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 748 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 14,541,751 | +2,374,505 |
| MFN Partners Management, LP | 9,869,691 | -1,555,678 |
| Capital Research Global Investors | 8,271,824 | -1,316,367 |
| Capital World Investors | 5,834,627 | +56,399 |
| Vanguard Capital Management LLC | 5,110,681 | +50,396 |
| Vanguard Portfolio Management LLC | 4,824,387 | +77,916 |
| Fmr LLC | 4,332,153 | +727,155 |
| State Street Corp | 4,246,740 | +663,780 |
| Orbis Allan Gray Ltd | 3,402,819 | -6,273 |
| Invesco Ltd. | 3,035,930 | -1,795,684 |
| Durable Capital Partners LP | 2,424,919 | -511,015 |
| Geode Capital Management, LLC | 2,378,074 | +195,257 |
| Clearbridge Investments, LLC | 2,371,002 | -401,654 |
| Goldman Sachs Group Inc | 2,203,369 | +1,017,035 |
| Norges Bank | 1,564,973 | new |
| Hood River Capital Management LLC | 1,297,453 | +137,623 |
| Findlay Park Partners LLP | 1,150,100 | -38,900 |
| Dimensional Fund Advisors LP | 1,129,603 | +18,411 |
| Citadel Advisors LLC | 1,112,882 | -44,832 |
| Northern Trust Corp | 1,069,773 | +91,745 |
Insiders
11 insiders reported holding 961,568 shares in total, about $180.8M at the last price.
| Holder | Shares |
|---|---|
| Harik Mario AChief Executive Officer, Director | 681,380 |
| Jesselson Michael GDirector | 62,873 |
| Bates David J.Chief Operating Officer | 59,505 |
| Wismans KyleChief Financial Officer | 47,216 |
| Brown Christopher MichaelChief Accounting Officer | 31,005 |
| Cassity WendyChief Legal Officer | 29,953 |
| Taylor Johnny Clayton Jr.Director | 13,974 |
| Frye J WesDirector | 10,981 |
| Allaire Bella LoykhterDirector | 9,916 |
| Moshouris IreneDirector | 9,916 |
Questions about XPO
What does XPO, Inc. do?
XPO, Inc. is a company in the Consumer discretionary sector, listed on NYSE as XPO. Its shares trade on NYSE under the ticker XPO.
What is XPO, Inc.'s net worth?
XPO, Inc. has a market value (market cap) of $22B at the latest share price, and shareholders' equity of $2B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is XPO, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $503M on revenue of $8.8B, a net margin of 5.7%.
How much revenue does XPO, Inc. make?
Over the twelve months to September 30, 2026 XPO, Inc. reported revenue of $8.8B. That is 9.5% more than a year earlier.
When did XPO, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 3, 2026.
When is XPO, Inc.'s next earnings report?
XPO, Inc.'s next report is expected around February 4, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values XPO, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.