XPO (XPO) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.70
- Estimate
- $1.57
- Surprise
- +8.0%
- Revenue (period 2026-09-30)
- $2.37B
- Score at report (before → after)
- 5.6 → 5.6/10
Revenue source: xbrl.
How the report landed
XPO (XPO) beat the $1.57 estimate with adjusted EPS of $1.70 — a clear 8.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.6/10) to Sell at 5.6/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates XPO Sell at 5.6/10.
4 of the last 4 quarters beat the estimate; this quarter's +8.0% surprise compares with a +13.3% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Strong growth profile
What argues against it
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
- Sector modifier (Industrials): -0.7
- Leverage penalty (D/E 2.1): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $183.01
- Price target
- $202.54
- Stop
- $170.20
- Upside to target
- +10.7%
- Reward-to-risk
- 1.4:1
The stock trades at 53.8× trailing but 27.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 2.9× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
XPO at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Trucking
- Market cap
- $21.43B
- P/E (fwd)
- 27.9
- P/E (ttm)
- 53.8
- 52-week range
- $124.82–$232.05
- Off 52-week high
- 21.1%
- RSI (14)
- 49
- Volume vs avg
- 2.93×
- Score today
- 5.6/10