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XPO Logistics Inc XPO Stock Quote

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NYSE:XPO

Morningstar‘s Stock Analysis XPO

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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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Key Statistics XPO

Company Profile XPO

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.

Contact
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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