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XPO Logistics Inc XPO Stock Quote

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XPO Completes Spinoff of Truck Brokerage Operations

Matthew Young, CFA Senior Equity Analyst

Analyst Note

| Matthew Young, CFA |

Following the Nov. 1 truck brokerage (RXO) segment spinoff, we are adjusting our DCF-derived fair value estimate for XPO Logistics to $42 per share (from $70) to reflect our initial take on the stand-alone prospects of the firm's remaining North American less-than-truckload and European trucking operations.

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Business Description

Following the spinoff of its contract logistics division (GXO) in 2021 and its freight brokerage operations (RXO) in 2022, XPO Logistics is moving closer to becoming a pure play asset-based less-than-truckload carrier. On a pro forma basis for the Nov. 1 RXO spinoff, we estimate LTL shipping now makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. Note that XPO's LTL segment EBITDA mix is much higher than 60%. The firm intends to divest its European trucking division in the year ahead.

Five American Lane
Greenwich, CT, 06831
T +1 855 976-6951
Industry Integrated Freight & Logistics
Most Recent Earnings Sep 30, 2022
Fiscal Year End Dec 31, 2022
Employees 44,000

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