XPO (XPO)

• Market cap: $25.3B
• 1 day: -2.2%
• 5 days: -3.62%
• 1 month: 8.49%
• 3 months: 32.03%
• 6 months: 55.67%
• Year to date: 55.11%
• 1 year: 107.12%
• 5 years: 341.42%
• 10 years: 1,906.34%
• Sector: Industrials
• Industry: Trucking

About: 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. We estimate LTL shipping 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.

Employees: 37,000