XPO
Q4 2026 EPS Estimate
$1.56
Oct 29, 2026 · Reports before open
Revenue Estimate
$2.36B
FY2026E EPS$5.48
FY2027E EPS$6.48

Analyst Sentiment

Wall St. Consensus
Buy
21 analysts·High coverage
68
Score
16 Buy (76%)4 Hold (19%)1 Sell (5%)
Rating Breakdown
Strong Buy
00%
Buy
1676%
Hold
419%
Sell
15%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$115.00
-40.5%
Consensus
$241.00
+24.7%
Bull
$270.00
+39.8%
12-Month Target Range21 analysts
$115.00$241.00$270.00
Current $193.20Consensus
Current Price
$193.20
Upside to Consensus
$47.80

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+5.18%
EPS+18.22%
FY2028
Rev+6.71%
EPS+20.95%
FY2029
Rev+5.70%
EPS+24.90%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$9.03B$9.50B$10.14B$10.71B$11.56B
Low$8.94B$9.35B$9.90B$10.38B$11.19B
High$9.10B$9.78B$10.66B$10.98B$11.85B
EBITDA Avg$1.89B$1.99B$2.12B$2.24B$2.42B
Low$1.87B$1.96B$2.07B$2.17B$2.34B
High$1.90B$2.05B$2.23B$2.30B$2.48B
EBIT Avg$1.19B$1.25B$1.34B$1.41B$1.52B
Low$1.18B$1.23B$1.31B$1.37B$1.48B
High$1.20B$1.29B$1.41B$1.45B$1.56B
Net Income Avg$644M$752M$926M$1.17B$1.44B
Low$630M$704M$888M$1.12B$1.38B
High$669M$823M$963M$1.20B$1.49B
EPS Avg$5.48$6.48$7.84$9.79$12.13
Low$5.29$5.92$7.46$9.39$11.63
High$5.62$6.92$8.09$10.11$12.53
Analysts (Rev / EPS)16 / 1516 / 1510 / 35 / 15 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$2.36B$2.22B$2.25B$2.43B$2.45B$2.32B$2.37B$2.54B
Low$2.33B$2.20B$2.20B$2.36B$2.39B$2.26B$2.31B$2.48B
High$2.38B$2.26B$2.29B$2.46B$2.49B$2.35B$2.41B$2.58B
EBITDA Avg$493M$465M$472M$508M$512M$485M$497M$532M
Low$487M$460M$459M$495M$499M$472M$484M$519M
High$497M$473M$479M$516M$520M$492M$504M$540M
EBIT Avg$311M$293M$297M$320M$323M$305M$313M$336M
Low$307M$290M$290M$312M$315M$298M$305M$327M
High$314M$298M$302M$325M$328M$310M$318M$341M
Net Income Avg$185M$143M$154M$217M$216M$180M$200M$256M
Low$179M$133M$148M$210M$208M$173M$194M$248M
High$201M$153M$157M$221M$220M$183M$204M$261M
EPS Avg$1.56$1.20$1.29$1.82$1.81$1.51$1.68$2.15
Low$1.51$1.11$1.25$1.76$1.75$1.46$1.63$2.08
High$1.69$1.28$1.32$1.86$1.85$1.54$1.72$2.20
Analysts (Rev / EPS)12 / 1511 / 145 / 85 / 68 / 65 / 124 / 135 / 7

Earnings Surprises

Recent Analyst Actions

Jul 31, 2026Oppenheimer
XPO price target raised to $238 from $236 at Oppenheimer
Target:$238.00
+18.7%from $200.52
Jul 31, 2026Stephens
XPO price target raised to $270 from $255 at Stephens
Target:$270.00
+35.5%from $199.26
Jul 30, 2026Goldman Sachs
XPO price target raised to $247 from $233 at Goldman Sachs
Target:$247.00
+24.0%from $199.26
Jul 21, 2026Stifel Nicolaus
XPO price target raised to $241 from $237 at Stifel
Target:$241.00
+14.4%from $210.61
Jul 14, 2026Susquehanna
XPO price target raised to $214 from $212 at Susquehanna
Target:$214.00
+2.5%from $208.83
Jul 13, 2026Raymond James
XPO price target lowered to $225 from $233 at Raymond James
Target:$225.00
+7.5%from $209.33
Jul 7, 2026UBS
XPO price target raised to $257 from $236 at UBS
Target:$257.00
+25.6%from $204.64
Jul 6, 2026Morgan Stanley
XPO price target raised to $115 from $105 at Morgan Stanley
Target:$115.00
-45.0%from $209.00
Jun 5, 2026Wells Fargo
XPO price target raised to $250 from $235 at Wells Fargo
Target:$250.00
+14.0%from $219.26
Jun 4, 2026BMO Capital
XPO price target raised to $245 from $240 at BMO Capital
Target:$245.00
+12.0%from $218.69
Jun 2, 2026Susquehanna
XPO price target raised to $212 from $210 at Susquehanna
Target:$212.00
-2.1%from $216.62
May 4, 2026Oppenheimer
XPO price target raised to $236 from $228 at Oppenheimer
Target:$236.00
+9.6%from $215.28
May 1, 2026Morgan Stanley
XPO price target raised to $105 from $95 at Morgan Stanley
Target:$105.00
-51.8%from $217.67
May 1, 2026Truist Financial
XPO price target raised to $240 from $200 at Truist
Target:$240.00
+12.0%from $214.24
May 1, 2026Evercore ISI
XPO price target raised to $222 from $198 at Evercore ISI
Target:$222.00
+2.0%from $217.68
May 1, 2026Raymond James
XPO price target raised to $233 from $200 at Raymond James
Target:$233.00
+6.6%from $218.50
May 1, 2026Stifel Nicolaus
XPO price target raised to $237 from $232 at Stifel
Target:$237.00
+7.7%from $220.13
May 1, 2026Barclays
XPO price target raised to $250 from $195 at Barclays
Target:$250.00
+13.6%from $220.13
Apr 30, 2026Goldman Sachs
XPO price target raised to $220 from $192 at Goldman Sachs
Target:$220.00
-0.1%from $220.13
Apr 16, 2026Stifel Nicolaus
XPO price target raised to $232 from $206 at Stifel
Target:$232.00
+10.3%from $210.33
Mar 26, 2026Evercore ISI
XPO price target lowered to $198 from $200 at Evercore ISI
Target:$198.00
+3.5%from $191.39
Feb 19, 2026BMO Capital
XPO price target raised to $230 from $205 at BMO Capital
Target:$230.00
+13.3%from $202.96
Feb 11, 2026Susquehanna
XPO downgraded to Neutral from Positive at Susquehanna
Target:$210.00
+4.9%from $200.10
Feb 6, 2026Truist Financial
XPO price target raised to $200 from $160 at Truist
Target:$200.00
+2.4%from $195.41
Feb 6, 2026UBS
XPO (XPO) PT Raised to $210 at Benchmark
Target:$210.00
+4.2%from $201.61
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.