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XPO, Inc.

XPO · NYSE

XPO has an annual revenue baseline of $8.2B, latest revenue marker of $2.1B Q1 2026, annual net income of $316M and cash of $237M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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Latest ReportMay 20, 2026XPO: less-than-truckload execution has to turn freight scale into cleaner cash flowView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

XPO: less-than-truckload execution has to turn freight scale into cleaner cash flow

XPO has an annual revenue baseline of $8.2B, latest revenue marker of $2.1B Q1 2026, annual net income of $316M and cash of $237M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

May 20, 2026Research reportSlides available
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XPO, Inc.less-than-truckload execution has to turn freight scale into cleMay 20, 2026
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XPO: less-than-truckload execution has to turn freight scale into cleaner cash flowXPO has an annual revenue baseline of $8.2B, latest revenue marker of $2.1B Q1 2026, annual net income of $316M and cash of $237M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NYSEMay 20, 2026Research reportReadSlides