XPO's third-quarter revenue grew 12% year over year—similar to last quarter—driven by surging fuel surcharges, favorable less-than-truckload core pricing trends, and solid LTL volume growth. LTL profitability once again posted impressive improvement.
Yellow's bankruptcy tightened up the LTL industry supply/demand equation, strengthening XPO's pricing power. XPO's investments targeting higher network service quality are contributing to pricing gains as well.
US tariffs or an oil price shock could prevent a cyclical uptick in retail sector restocking or slow industrial sector improvement this year.
|
Metric
|
XPO
|
SAIA
|
ODFL
|
|---|---|---|---|
Price/Earnings (Normalized) | 40.68 | 34.63 | 31.04 |
Price/Book Value | 11.24 | 3.26 | 7.66 |
Price/Sales | 2.52 | 2.61 | 6.23 |
Price/Cash Flow | 18.64 | 15.68 | 24.80 |
|
Metric
|
XPO
|
SAIA
|
ODFL
|
|---|---|---|---|
Quick Ratio | 0.85 | 1.69 | 1.71 |
Current Ratio | 0.99 | 1.83 | 1.89 |
Interest Coverage | 4.24 | 39.76 | 2,179.09 |
|
Metric
|
XPO
|
SAIA
|
ODFL
|
|---|---|---|---|
Return on Assets (Normalized) | 7.37% | 7.81% | 19.22% |
Return on Equity (Normalized) | 32.10% | 10.66% | 24.69% |
Return on Invested Capital (Normalized) | 12.89% | 9.82% | 24.19% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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ODFL
| LOCK|>KpXHts | LOCK|cJvn | $36B | |||
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KNX
| LOCK|Q#C>S^^ | LOCK|B! | $10B | |||
| Saia Inc
SAIA
| LOCK|P$P^H< | LOCK|RL | $9B | |||
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TFII
| — | LOCK|%>yKV | $8B | |||
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SNDR
| LOCK|XNn#W# | LOCK|vb | $5B | |||
| RXO Inc
RXO
| — | LOCK|?f | $5B | |||
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YATRY
| — | LOCK|nl | $4B | |||
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ARCB
| LOCK|><DFg%@ | LOCK|Z& | $3B | |||
| Mullen Group Ltd
MLLGF
| — | LOCK|@g | $2B |
United States