XPO, Inc. (XPO)

From the record

XPO, Inc.'s filings since 2017 show 2 warning events: a debt default or acceleration notice (8-K item 2.04, 2 times, the latest 2022-04-11) (its current reports).

From the record

XPO, Inc.'s 10 filed years say what it did: revenue went from $15 billion in fiscal 2016 to $8.2 billion in fiscal 2025, down 6.3% a year; it rose in 7 of 9 years; the deepest fall was 64% from fiscal 2018 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, XPO, Inc.'s diluted share count grew about 0.9% a year, and dividends and buybacks returned about 5% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 20 sales (16 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, XPO, Inc. earned about 17 cents of profit for every dollar of shareholders' money. Leverage: it owed about 77 cents per dollar of assets, and net share issuance: its share count shrank 0.8% over the year (the filed statements).

From the record

XPO, Inc.'s standing among 15 graded names in its industry family: revenue of $8.2 billion in fiscal 2025 ranks in the top 27% by size; a net margin of 3.9% ranks in the bottom 43%; revenue growth of 1.9% a year over the last 3 filed years ranks in the bottom 10% (its annual reports).

From the record

XPO, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Harik, Mario A (Chief Executive Officer, as filed), filing under that title since 2022-11-03, 4 years (top 28% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 4 years (bottom 7%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 38%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

XPO, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $310 million against debt of $3.3 billion leaves -35.9% of its assets as net cash, bottom 21% of its family; cash from operations less capital spending is 4% of revenue (top 50%) (its annual report).

From the record

XPO, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 1.9% a year over the last three filed years against -6.3% over all 10, speeding up (top 46% of its family); the newest year grew 1.1% (bottom 10%); capital spending grew 8% a year (top 43%) (its annual reports). XPO, Inc. reported 2 lines of business in fiscal 2025: North American LTL at $4.8 billion, European Transportation at $3.3 billion. 1 of 2 grew in the latest filed year, and the largest line is 59% of revenue (its annual report).

From the record

XPO, Inc.'s newest year against its own record: revenue of $8.2 billion in fiscal 2025 came in 1.2% below the $8.3 billion its prior three years' pace pointed to (top 39% of its family); net income of $316 million against a prior three-year average of $414 million (bottom 25%); a net margin of 3.9% against 5.3% before (bottom 18%) (its annual reports).