XPO Inc
XPO
Company Profile
Business description
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. On a pro forma basis for the RXO spinoff, We estimate LTL shipping now makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
Contact
Five American Lane
GreenwichCT06831
USAT: +1 855 976-6951
Sector
Industrials
Stock type
Sensitive
Industry
Trucking
Fiscal Year End
31 December 2025
Employees
38,000
Morningstar Investment Ideas
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