XPO (XPO) to Release Quarterly Earnings on Thursday

XPO (NYSE:XPO) is projected to post its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect the company to announce earnings of $0.80 per share and revenue of $1.9530 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 8:30 AM ET.

XPO (NYSE:XPO) last announced its quarterly earnings data on Thursday, October 30th. The transportation company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.01 by $0.06. The firm had revenue of $2.11 billion for the quarter, compared to analyst estimates of $2.08 billion. XPO had a return on equity of 26.14% and a net margin of 4.13%.The company’s revenue was up 2.8% on a year-over-year basis. During the same period in the prior year, the company earned $1.02 EPS. On average, analysts expect XPO to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

XPO Stock Performance

Shares of NYSE XPO opened at $148.02 on Thursday. The stock’s 50-day moving average is $143.40 and its 200 day moving average is $135.13. The stock has a market cap of $17.38 billion, a price-to-earnings ratio of 53.25, a P/E/G ratio of 2.71 and a beta of 2.02. XPO has a 1-year low of $85.06 and a 1-year high of $155.95. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.77.

Hedge Funds Weigh In On XPO

A number of hedge funds and other institutional investors have recently made changes to their positions in XPO. Amundi boosted its holdings in XPO by 50.7% in the first quarter. Amundi now owns 5,412 shares of the transportation company’s stock valued at $582,000 after acquiring an additional 1,820 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of XPO by 7.6% during the 1st quarter. AQR Capital Management LLC now owns 17,654 shares of the transportation company’s stock valued at $1,856,000 after purchasing an additional 1,243 shares in the last quarter. NewEdge Advisors LLC increased its position in shares of XPO by 3.2% during the first quarter. NewEdge Advisors LLC now owns 11,416 shares of the transportation company’s stock valued at $1,228,000 after buying an additional 355 shares during the period. EverSource Wealth Advisors LLC raised its stake in XPO by 35.8% in the second quarter. EverSource Wealth Advisors LLC now owns 334 shares of the transportation company’s stock worth $42,000 after buying an additional 88 shares in the last quarter. Finally, Marshall Wace LLP purchased a new stake in XPO in the second quarter worth about $611,000. Institutional investors own 97.73% of the company’s stock.

Analysts Set New Price Targets

XPO has been the subject of a number of recent research reports. Barclays boosted their price objective on shares of XPO from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Monday, November 17th. Stephens restated an “overweight” rating and set a $170.00 price target on shares of XPO in a research report on Tuesday, January 6th. Bank of America lifted their price objective on XPO from $151.00 to $158.00 and gave the stock a “buy” rating in a report on Tuesday, December 2nd. Redburn Partners set a $156.00 target price on XPO in a report on Wednesday, November 26th. Finally, Wolfe Research cut XPO from an “outperform” rating to a “peer perform” rating in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, XPO has an average rating of “Moderate Buy” and a consensus price target of $153.29.

About XPO

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.