XPO XPO, Inc. Common Stock
NYSE · Road & Rail · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$186.09
· of 52w range
· above low
· to high
$121.4852w low
$232.0552w high
Market Cap (MRQ)
$21.77B
P/E (TTM)
55.1
EPS (TTM)
$3.38
Revenue (TTM)
$8.57B
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52W Range
$121–$232
Analyst Rating
BUY
Price Target
$231
P/E
55.1
ROE
21.6%
Net Profit Margin
4.7%
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XPO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$186.09
Market Cap (MRQ)
$21.77B
P/E (TTM)
55.1
EPS (TTM)
$3.38
Revenue (TTM)
$8.57B
ROE (TTM)
21.6%
Debt/Equity (MRQ)
1.6
52W Range
$121–$232
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Nov. 1, 2022 | 1683-for-1000 | Forward |
| Aug. 2, 2021 | 859-for-500 | Forward |
| Sept. 2, 2011 | 1-for-4 | Reverse |
About XPO, Inc. Common Stock Company overview from Wikipedia
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping, or "LTL" in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of LTL services in North America, operating in 99 percent of all U.S. postal codes.
In Europe, XPO provides dedicated truckload, LTL, truck brokerage, managed transportation, last mile, and freight forwarding services. The company also manages multimodal solutions, such as road-rail and road-short sea combinations.
History
2011–2021
The company was initially called Express-1 Expedited Solutions and listed on American Stock Exchange under the ticker symbol XPO. It was acquired by Brad Jacobs and renamed to XPO Logistics in September 2011. In June 2012, XPO listed its shares on the New York Stock Exchange.
XPO has acquired a number of logistics businesses in North America and overseas. Some notable acquisitions include: 3PD, Inc. (August 2013), Pacer International, Inc. (March 2014), Norbert Dentressangle SA (April 2015) and Con-way Inc. (October 2015). XPO paid US$3.56 billion, which included acquired debt, for European transport company Norbert Dentressangle and $3 billion for Con-way. In 2016, XPO sold its truckload division (acquired from Con-Way) to TransForce for $558 million in cash.
In June 2016, XPO was included in the Fortune 500 list of the largest US corporations based on revenue.
Beginning in 2021, XPO Logistics broke into three separate publicly traded companies, making XPO solely a less-than-truckload (LTL) provider.
GXO Logistics
In August 2021, the company spun off its contract logistics business into a separate company named GXO Logistics, with facilities located primarily throughout North America and Europe. GXO stands for "game-changing opportunities". Patrick Kelleher is the CEO of the company.
RXO
XPO spun off its brokerage and other services—managed transportation, global forwarding and last-mile logistics—to a separate company named RXO, Inc. in November 2022. RXO is headquartered in Charlotte, North Carolina. Drew Wilkerson is CEO of the company.
2022–present
XPO dropped "Logistics" from its name in December 2022 and remains solely an LTL carrier, which allows multiple customers to transport goods in the same truck. In August 2022, Brad Jacobs announced he was stepping down as CEO and would serve as executive chairman. Mario Harik, XPO's former chief information officer, who also serves as the company's president, was appointed as CEO. In March 2022, XPO sold its North American intermodal business to Illinois-based STG Logistics for $710 million. In March 2023, XPO appointed J. Wes Frye, a retired industry veteran, to its board of directors. In April 2023, XPO announced the hire of Dave Bates as chief operating officer of North American LTL. In December 2023, XPO received approval from a Delaware bankruptcy court to acquire 28 service centers of Yellow Corporation for $870 million as a part of Chapter 11 bankruptcy. The acquisition was finalized in January 2024.
In 2025, XPO was listed by DriveBigTrucks.com as one of the best trucking companies for women, based on factors such as safety practices, benefits, and career support. Also in 2025, Fortune magazine included XPO on its list of America's Most Innovative Companies. XPO was the only pure play LTL carrier included in the 300-company list.
In December 2025, XPO announced that Brad Jacobs would step down as executive chairman at the end of the year. Mario Harik was appointed chairman of the board while continuing to serve as CEO.
Operations
North America
XPO is the second largest provider of less-than-truckload services in North America. LTL is a freight model which involves shipping smaller quantities of goods for multiple customers at a time. In 2022, XPO's CEO stated that the company operates in 99% of U.S. zip codes. As of March 2022, XPO also produced new and re-manufactured trailers at a factory in Searcy, Arkansas.
Europe
XPO provides dedicated truckload, LTL, truck brokerage, managed transportation, last mile and freight forwarding in Europe. The company also manages multimodal solutions, such as road-rail and road-short sea combinations. 1,000 new drivers were hired in the U.K. and Ireland in 2022.
Controversy
A 2018 article by The New York Times profiled the experiences of several employees working at a Memphis, Tennessee, warehouse operated by XPO. The warehouse had no windows or air conditioning, and sometimes temperatures there surpassed 100 °F (38 °C). The article described several cases of warehouse workers miscarrying, which were attributed to management's refusal to allow pregnant workers to avoid strenuous jobs. According to the article and XPO employees, a worker died of cardiac arrest on the warehouse floor in 2017 and employees said they were told by managers to continue working. A spokesperson for XPO called the allegations in the article "unsubstantiated, filled with inaccuracies", and claimed they were "fueled by the Teamsters".
In October 2021, XPO agreed to pay $30 million to 784 drivers who said the company paid them less than minimum wage.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryRoad & Rail
employees38,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$8.16B2016-12-31 → 2025-12-31
EPS$2.642016-12-31 → 2025-12-31
Free Cash Flow$329M2016-12-31 → 2025-12-31
Net margin4.7%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | XPO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 55.15Y avg ≈33.7 | ≈33.7 | 47.9 | Overvalued | |
| P/S (TTM) | 2.55Y avg ≈1.3 | ≈1.3 | 1.6 | Overvalued | |
| P/B (MRQ) | 11.15Y avg ≈6.9 | ≈6.9 | 4.1 | Overvalued | |
| EV / EBITDA | 22.05Y avg ≈13.3 | ≈13.3 | · | · | |
| Price / FCF (TTM) | 37.05Y avg ≈174.4 | ≈174.4 | · | · | |
| Price / Cash Flow (TTM) | 20.05Y avg ≈12.5 | ≈12.5 | 14.6 | Overvalued | |
| EV / Revenue | 3.05Y avg ≈1.6 | ≈1.6 | · | · | |
| EV / FCF | 75.15Y avg ≈211.1 | ≈211.1 | · | · | |
| Price / Tangible Book (MRQ) | 12.9 | · | · | · | |
| PEG Ratio | ≈2.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | XPO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 8.8%5Y avg ≈6.3% | ≈6.3% | 7.4% | Top tier | |
| EBITDA Margin | 13.8%5Y avg ≈11.0% | ≈11.0% | 9.5% | Top tier | |
| Pretax Margin (TTM) | 6.4%5Y avg ≈4.2% | ≈4.2% | 6.2% | Top tier | |
| Net Profit Margin (TTM) | 4.7%5Y avg ≈4.5% | ≈4.5% | 4.6% | Top tier | |
| ROA (TTM) | 4.9%5Y avg ≈4.7% | ≈4.7% | 3.5% | In line | |
| ROE (TTM) | 21.6%5Y avg ≈24.2% | ≈24.2% | 11.6% | Top tier | |
| ROIC | 9.3%5Y avg ≈9.1% | ≈9.1% | 9.3% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | XPO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.65Y avg ≈2.4 | ≈2.4 | 0.2 | High debt | |
| Current Ratio (MRQ) | 1.05Y avg ≈1.0 | ≈1.0 | 1.3 | Low liquidity | |
| Quick Ratio | 0.95Y avg ≈0.9 | ≈0.9 | 1.2 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.65Y avg ≈2.4 | ≈2.4 | 0.2 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | XPO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 1.1%5Y avg ≈5.9% | ≈5.9% | · | · | |
| Revenue CAGR 3Y | 1.9%5Y avg ≈4.5% | ≈4.5% | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | |
| EPS YoY | -18.3%5Y avg ≈69.0% | ≈69.0% | · | · | |
| Net Income YoY | -18.4%5Y avg ≈63.7% | ≈63.7% | · | · | |
| EPS CAGR 3Y | -22.9%5Y avg ≈0.97% | ≈0.97% | · | · | |
| EPS CAGR 5Y | 24.9% | · | · | · | |
| Net Income CAGR 3Y | -22.0%5Y avg ≈0.86% | ≈0.86% | · | · | |
| Net Income CAGR 5Y | 23.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | XPO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.05Y avg ≈1.1 | ≈1.1 | 1.0 | In line | |
| Receivables Turnover | 8.15Y avg ≈7.9 | ≈7.9 | 9.6 | Weak | |
| Revenue / Employee | ≈$214.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
10.3%
Next Report
Oct 29, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $1.70 | $1.49 | 14.2% |
| March 31, 2026 | $1.01 | $0.88 | 14.6% | |
| Dec. 31, 2025 | $0.88 | $0.78 | 13.4% | |
| Sept. 30, 2025 | $1.07 | $1.03 | 4.1% | |
| June 30, 2025 | $1.05 | $1.00 | 4.9% | |
| March 31, 2025 | $0.73 | $0.66 | 10.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.16B | $8.07B | $7.74B | $7.72B | $7.20B | $6.17B | $10.68B | $17.28B | $15.38B | $14.62B | $7.62B | $2.36B | |
| Cost of Revenue | · | · | · | · | · | $7.85B | $8.30B | $9.01B | $8.13B | $7.89B | · | · | |
| SG&A Expense | · | · | · | $678M | $756M | $746M | $1.07B | $1.84B | $1.66B | $1.65B | $1.11B | $422M | |
| Operating Expenses | · | · | · | · | · | · | $15.83B | $16.57B | $14.80B | $14.15B | $7.65B | $2.40B | |
| Operating Income | $656M | $660M | $438M | $377M | $312M | $97M | $561M | $704M | $582M | $464M | $-29M | $-41M | |
| Interest Expense | · | · | $168M | $135M | $211M | $308M | $268M | $217M | $284M | $361M | $217M | $48M | |
| Other Non-op | $6M | $37M | $15M | $55M | $60M | $47M | $23M | $109M | $57M | $34M | $8M | $-400.0K | |
| Pretax Income | $437M | $473M | $260M | $258M | $107M | $-164M | $301M | $566M | $261M | $107M | $-282M | $-90M | |
| Income Tax | $121M | $86M | $68M | $74M | $11M | $-54M | $60M | $122M | $-99M | $22M | $-91M | $-26M | |
| Net Income | $316M | $387M | $189M | $666M | $336M | $110M | $419M | $422M | $340M | $69M | $-191M | $-64M | |
| EPS (Basic) | $2.69 | $3.33 | $1.64 | $5.79 | $2.99 | $0.87 | $3.95 | $3.17 | $2.72 | $0.57 | $-2.65 | $-2.00 | |
| EPS (Diluted) | $2.64 | $3.23 | $1.60 | $5.76 | $2.93 | $0.87 | $3.57 | $2.88 | $2.45 | $0.53 | $-2.65 | $-2.00 | |
| Shares (Basic) | 118,000,000 | 116,000,000 | 116,000,000 | 115,000,000 | 112,000,000 | 92,000,000 | 96,000,000 | 123,000,000 | 115,000,000 | 110,000,000 | 92,800,000 | 53,600,000 | |
| Shares (Diluted) | 119,000,000 | 120,000,000 | 118,000,000 | 116,000,000 | 114,000,000 | 92,000,000 | 106,000,000 | 135,000,000 | 128,000,000 | 123,000,000 | 92,800,000 | 53,600,000 | |
| EBITDA | $1.12B | $1.09B | $814M | $713M | $1.00B | $1.01B | $1.40B | $1.25B | $1.11B | $954M | $174M | $-5M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $310M | $246M | $412M | $460M | $228M | $1.73B | $377M | $502M | $397M | $373M | $290M | $644M | |
| Receivables | $1.03B | $977M | $973M | $954M | $908M | $1.68B | $2.50B | $2.60B | $2.73B | $2.31B | $2.27B | $544M | |
| Inventory | · | · | · | · | · | · | · | · | · | · | $49M | $1M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | $110M | $142M | $13M | |
| Other Current Assets | $285M | $283M | $208M | $199M | $219M | $303M | $465M | $590M | $466M | $387M | $401M | $36M | |
| Current Assets | $1.63B | $1.50B | $1.59B | $1.63B | $2.69B | $5.38B | $3.34B | $3.69B | $3.59B | $3.07B | $2.96B | $1.22B | |
| PP&E (Net) | $3.66B | $3.40B | $3.08B | $1.83B | $1.68B | $1.89B | $2.70B | $2.60B | $2.66B | $2.54B | $2.85B | $222M | |
| PP&E (Gross) | $6.02B | $5.42B | $4.93B | $3.51B | $3.20B | $3.54B | $4.76B | $4.19B | $3.77B | $3.13B | $3.06B | $269M | |
| Accum. Depreciation | $2.36B | $2.02B | $1.85B | $1.68B | $1.53B | $1.65B | $2.05B | $1.58B | $1.11B | $590M | $209M | $47M | |
| Goodwill | $1.55B | $1.46B | $1.50B | $1.47B | $1.59B | $1.65B | $2.47B | $4.47B | $4.56B | $4.33B | $4.61B | $929M | |
| Intangibles | $311M | $361M | $422M | $407M | $470M | $675M | $1.09B | $1.25B | $1.44B | $1.53B | $1.88B | $342M | |
| Other Non-current Assets | $265M | $254M | $196M | $209M | $231M | $187M | $295M | $257M | $351M | $227M | $233M | $24M | |
| Total Assets | $8.19B | $7.71B | $7.49B | $6.27B | $8.72B | $16.18B | $14.13B | $12.27B | $12.60B | $11.70B | $12.64B | $2.75B | |
| Accounts Payable | $455M | $477M | $532M | $521M | $519M | $854M | $1.16B | $1.26B | $1.25B | $1.06B | $1.06B | $253M | |
| Current Liabilities | $1.55B | $1.42B | $1.59B | $1.51B | $2.55B | $5.16B | $3.26B | $3.31B | $3.00B | $2.73B | $2.69B | $381M | |
| Capital Leases | $611M | $603M | $588M | $606M | $596M | $696M | $1.78B | · | · | · | · | · | |
| Deferred Tax | $482M | $393M | $337M | $319M | $247M | $286M | $495M | $444M | $419M | $572M | $933M | $74M | |
| Other Non-current Liabilities | $345M | $283M | $285M | $259M | $272M | $384M | $364M | $488M | $596M | $374M | $370M | $58M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $4.68B | $5.04B | $5.60B | $609M | |
| Total Debt | $3.25B | $3.33B | $3.33B | $2.47B | $3.51B | $5.37B | $5.18B | $3.90B | $4.52B | $4.87B | $5.41B | $594M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $100.0K | $100.0K | $100.0K | |
| Paid-in Capital | $1.16B | $1.27B | $1.30B | $1.24B | $1.18B | $2.00B | $2.06B | $3.31B | $3.59B | $3.24B | $3.21B | $1.83B | |
| Retained Earnings | $888M | $572M | $185M | $-4M | $43M | $868M | $786M | $377M | $-43M | $-393M | $-465M | $-219M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| AOCI | $-187M | $-246M | $-217M | $-222M | $-84M | $-158M | $-145M | $-154M | $16M | $-194M | $-72M | $0 | |
| Stockholders' Equity | $1.86B | $1.60B | $1.27B | $1.01B | $1.14B | $2.85B | $2.74B | $3.58B | $3.60B | $2.70B | $2.72B | $1.66B | |
| Liabilities + Equity | $8.19B | $7.71B | $7.49B | $6.27B | $8.72B | $16.18B | $14.13B | $12.27B | $12.60B | $11.70B | $12.64B | $2.75B | |
| Shares Outstanding | 117,000,000 | 117,000,000 | 116,000,000 | 115,000,000 | 115,000,000 | 102,000,000 | 92,000,000 | 116,000,000 | 120,000,000 | 111,100,000 | 109,523,493 | 77,421,683 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $467M | $432M | $376M | $336M | $327M | $321M | $370M | $546M | $488M | $466M | $203M | $36M | |
| Stock-based Comp | $77M | $87M | $78M | $77M | $31M | $37M | $56M | $49M | $79M | $55M | $28M | $8M | |
| Deferred Tax | $99M | $57M | $31M | $80M | $7M | $-63M | $40M | $45M | $-157M | $-21M | $-92M | $-30M | |
| Amort. of Intangibles | $58M | $57M | $54M | $54M | $56M | $55M | $96M | $159M | $164M | $174M | $161M | $62M | |
| Restructuring | · | · | $38M | $50M | $19M | $31M | $49M | $21M | $34M | $28M | $57M | $11M | |
| Other Non-cash | $27M | $-155M | $20M | $-335M | $-110M | $181M | $-318M | $40M | $49M | $57M | $143M | $29M | |
| Operating Cash Flow | $986M | $808M | $694M | $824M | $490M | $296M | $629M | $1.10B | $785M | $622M | $91M | $-21M | |
| CapEx | $657M | $789M | $1.53B | $521M | $269M | $249M | $379M | $551M | $504M | $483M | $249M | $45M | |
| Investing Cash Flow | · | · | · | · | $-184M | $-116M | $-67M | $-400M | $-386M | $142M | $-4.09B | $-858M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-1.22B | · | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | $288M | $0 | $1.26B | $1.13B | |
| Stock Repurchased | $125M | $0 | $0 | · | · | $114M | $1.35B | $536M | $0 | $0 | · | · | |
| Net Stock Activity | $-125M | · | · | · | · | $-114M | $-1.35B | $-536M | · | $0 | $1.26B | $734M | |
| Dividends Paid | · | · | · | · | · | · | $8M | $8M | $7M | $5M | · | · | |
| Financing Cash Flow | · | · | · | · | $-1.93B | $1.15B | $-201M | $-620M | $-366M | $-681M | · | · | |
| Net Change in Cash | $31M | $-120M | $-51M | $197M | $-1.79B | $1.68B | $-127M | $65M | $49M | $79M | $-354M | $623M | |
| Taxes Paid | $-4M | $90M | $34M | $87M | $78M | $37M | $82M | $70M | $79M | $41M | $14M | $2M | |
| Free Cash Flow | $329M | $19M | $-839M | $303M | $343M | $359M | $190M | $551M | $295M | $142M | $-158M | $-66M | |
| Levered FCF | · | · | $-963M | $207M | $177M | $102M | $-36M | $381M | $-98M | $-144M | $-305M | $-100M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.0% | 8.2% | 5.7% | 4.9% | 4.8% | 2.4% | 4.9% | 4.1% | 4.0% | 3.3% | -0.38% | -1.7% | |
| Net Margin | 3.9% | 4.8% | 2.4% | 8.6% | 2.6% | 0.68% | 2.5% | 2.4% | 2.2% | 0.47% | -2.5% | -2.7% | |
| Pretax Margin | 5.4% | 5.9% | 3.4% | 3.3% | 3.2% | 0.91% | 3.4% | 3.3% | 1.7% | 0.73% | -3.7% | -3.8% | |
| EBITDA Margin | 13.8% | 13.5% | 10.5% | 9.2% | 7.8% | 6.2% | 8.4% | 7.2% | 7.2% | 6.5% | 2.3% | -0.22% | |
| ROA | 4.0% | 5.1% | 2.8% | 8.9% | 2.7% | 0.73% | 3.2% | 3.4% | 2.8% | 0.57% | -2.5% | -3.6% | |
| ROE | 17.3% | 23.9% | 15.3% | 47.6% | 16.9% | 4.0% | 13.3% | 11.8% | 10.8% | 2.5% | -8.1% | -6.0% | |
| ROIC | 9.3% | 11.0% | 7.0% | 7.7% | 10.4% | 3.8% | 8.0% | 7.4% | 10.6% | 5.1% | -0.23% | -1.3% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 1.1 | 1.2 | 1.1 | 1.1 | 3.2 | |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 1.0 | 0.9 | 0.9 | 1.0 | 1.0 | 0.9 | 3.1 | |
| Debt / Equity | 1.7 | 2.1 | 2.6 | 2.4 | 3.1 | 2.0 | 1.9 | 1.1 | 1.3 | 1.8 | 1.8 | 0.4 | |
| LT Debt / Equity | 1.7 | 2.1 | 2.6 | 2.4 | 3.1 | 2.0 | 1.9 | 1.1 | 1.2 | 1.8 | 1.7 | 0.4 | |
| Interest Coverage | · | · | 2.6 | 2.8 | 2.9 | 1.2 | 2.8 | 3.2 | 2.2 | 1.4 | -0.1 | -0.9 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | 1.1 | 1.3 | 1.4 | 1.3 | 1.2 | 1.0 | 1.3 | |
| Receivables Turnover | 8.1 | 8.3 | 8.0 | 8.3 | 6.8 | 6.0 | 6.5 | 6.5 | 6.1 | 6.4 | 5.4 | 7.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $15.91 | $13.68 | $10.91 | $8.80 | $9.90 | $26.56 | $29.82 | $30.82 | $30.06 | $24.31 | $27.95 | $21.38 | |
| Revenue / Share | $68.55 | $67.27 | $65.63 | $66.53 | $112.33 | $159.33 | $157.06 | $127.99 | $120.35 | $119.05 | $82.15 | $43.97 | |
| Cash Flow / Share | $8.29 | $6.73 | $5.88 | $7.10 | $5.75 | $8.68 | $7.46 | $8.16 | $6.25 | $5.09 | $0.98 | $-0.40 | |
| Cash / Share | $2.65 | $2.10 | $3.55 | $4.00 | $2.26 | $20.14 | $4.10 | $4.33 | $3.31 | $3.36 | $2.65 | $8.32 | |
| EPS (TTM) | $2.64 | $3.23 | $1.60 | $5.76 | $2.93 | $0.87 | $3.57 | $2.88 | $2.45 | $0.53 | $-2.65 | $-2.00 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.1% | 4.2% | 0.34% | 7.2% | 16.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.9% | 3.9% | 7.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -18.3% | 101.9% | -72.2% | 96.6% | 236.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -22.9% | 3.3% | 22.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.4% | 104.8% | -71.6% | 98.2% | 205.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -22.0% | 4.8% | 19.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.16B | $8.07B | $7.74B | $7.72B | $7.20B | $6.17B | $10.68B | $17.28B | $15.38B | $14.62B | $7.62B | $2.36B | |
| Net Income TTM | $316M | $387M | $189M | $666M | $336M | $110M | $419M | $422M | $340M | $69M | $-191M | $-64M | |
| Market Cap | $15.90B | $15.34B | $10.16B | $3.83B | $5.29B | $4.21B | $2.54B | $2.29B | $3.80B | $1.66B | $1.03B | $1.09B | |
| Enterprise Value | $18.84B | $18.42B | $13.08B | $5.84B | $8.54B | $7.52B | $7.34B | $5.69B | $7.92B | $6.15B | $6.15B | $1.04B | |
| P/E | 51.5 | 40.6 | 54.7 | 5.8 | 15.7 | 47.4 | 7.7 | 6.8 | 12.9 | 28.2 | -3.6 | -7.1 | |
| P/S | 1.9 | 1.9 | 1.3 | 0.5 | 0.7 | 0.7 | 0.2 | 0.1 | 0.2 | 0.1 | 0.1 | 0.5 | |
| P/B | 8.5 | 9.6 | 8.0 | 3.8 | 4.6 | 1.6 | 0.9 | 0.6 | 1.1 | 0.6 | 0.3 | 0.7 | |
| P / Tangible Book | 5300.5 | · | · | · | · | 8.0 | · | · | · | · | · | · | |
| P / Cash Flow | 16.1 | 19.0 | 14.6 | 4.6 | 8.1 | 4.8 | 3.2 | 2.1 | 4.8 | 2.7 | 11.4 | -51.4 | |
| P / FCF | 48.3 | 807.6 | -12.1 | 12.6 | 15.4 | 11.7 | 13.3 | 4.2 | 12.9 | 11.7 | -6.5 | -16.6 | |
| EV / EBITDA | 16.8 | 16.9 | 16.1 | 8.2 | 8.5 | 7.5 | 5.3 | 4.6 | 7.1 | 6.4 | 35.3 | -204.8 | |
| EV / FCF | 57.3 | 969.7 | -15.6 | 19.3 | 24.9 | 20.9 | 38.6 | 10.3 | 26.9 | 43.3 | -38.9 | -15.8 | |
| EV / Revenue | 2.3 | 2.3 | 1.7 | 0.8 | 1.2 | 1.2 | 0.7 | 0.3 | 0.5 | 0.4 | 0.8 | 0.4 | |
| Dividend Yield | · | · | · | · | · | · | 0.32% | 0.35% | 0.18% | 0.30% | · | · | |
| Earnings Yield | 1.9% | 2.5% | 1.8% | 17.3% | 6.4% | 2.1% | 13.0% | 14.6% | 7.7% | 3.5% | -28.1% | -14.1% | |
| Payout Ratio | · | · | · | · | · | · | 1.9% | 1.9% | · | · | · | · | |
| Annual Payout | · | · | · | · | · | · | $8M | $8M | $7M | $5M | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.35B | $2.10B | $2.01B | $2.11B | $2.08B | $1.95B | $1.92B | $2.05B | $2.08B | $2.02B | $1.94B | $1.98B | $1.92B | $1.91B | $1.83B | $1.95B | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $298M | |
| Operating Income | $271M | $174M | $143M | $164M | $198M | $151M | $149M | $176M | $197M | $138M | $119M | $154M | $107M | $58M | $4M | $139M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $58M | · | $41M | $43M | $42M | · | $35M | |
| Other Non-op | $4M | $3M | $1M | $2M | $2M | $1M | $6M | $15M | $6M | $10M | $3M | $4M | $3M | $5M | $13M | $15M | |
| Pretax Income | $218M | $124M | $91M | $112M | $143M | $91M | $101M | $135M | $147M | $90M | $78M | $117M | $44M | $21M | $-28M | $119M | |
| Income Tax | $56M | $23M | $32M | $30M | $37M | $22M | $26M | $40M | $-3M | $23M | $20M | $31M | $13M | $4M | $8M | $27M | |
| Net Income | $162M | $101M | $59M | $82M | $106M | $69M | $75M | $95M | $150M | $67M | $58M | $84M | $33M | $14M | $-94M | $131M | |
| EPS (Basic) | $1.38 | $0.87 | $0.51 | $0.69 | $0.90 | $0.59 | $0.65 | $0.81 | $1.29 | $0.58 | $0.50 | $0.73 | $0.28 | $0.13 | $-0.83 | $1.14 | |
| EPS (Diluted) | $1.36 | $0.85 | $0.49 | $0.68 | $0.89 | $0.58 | $0.63 | $0.79 | $1.25 | $0.56 | $0.48 | $0.71 | $0.28 | $0.13 | $-0.81 | $1.13 | |
| Shares (Basic) | 117,000,000 | 117,000,000 | · | 118,000,000 | 118,000,000 | 117,000,000 | · | 116,000,000 | 116,000,000 | 116,000,000 | · | 116,000,000 | 116,000,000 | 116,000,000 | · | 115,000,000 | |
| Shares (Diluted) | 118,000,000 | 119,000,000 | · | 120,000,000 | 119,000,000 | 120,000,000 | · | 120,000,000 | 120,000,000 | 120,000,000 | · | 119,000,000 | 118,000,000 | 116,000,000 | · | 116,000,000 | |
| EBITDA | $271M | $174M | · | $164M | $198M | $151M | · | $176M | $197M | $138M | · | $154M | $107M | $58M | · | $185M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $298M | $237M | $310M | $335M | $225M | $212M | $246M | $378M | $250M | $229M | · | $355M | $290M | $309M | · | $544M | |
| Receivables | $1.27B | $1.16B | $1.03B | $1.10B | $1.13B | $1.08B | $977M | $1.06B | $1.09B | $1.08B | · | $1.06B | $1.01B | $1.02B | · | $2.01B | |
| Other Current Assets | $249M | $275M | $285M | $262M | $265M | $286M | $283M | $212M | $210M | $222M | · | $199M | $224M | $221M | · | $257M | |
| Current Assets | $1.81B | $1.68B | $1.63B | $1.70B | $1.62B | $1.58B | $1.50B | $1.65B | $1.55B | $1.53B | · | $1.61B | $1.52B | $1.56B | · | $2.83B | |
| PP&E (Net) | $3.66B | $3.65B | $3.66B | $3.64B | $3.65B | $3.54B | $3.40B | $3.36B | $3.31B | $3.26B | · | $2.07B | $2.04B | $1.98B | · | $1.83B | |
| PP&E (Gross) | · | · | $6.02B | · | · | · | $5.42B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $2.43B | $2.41B | $2.36B | $2.29B | $2.22B | $2.11B | $2.02B | $1.99B | $1.95B | $1.89B | · | $1.77B | $1.79B | $1.74B | · | $1.85B | |
| Goodwill | $1.53B | $1.53B | $1.55B | $1.55B | $1.55B | $1.49B | $1.46B | $1.52B | $1.48B | $1.48B | $1.50B | $1.47B | $1.49B | $1.48B | $1.47B | $2.23B | |
| Intangibles | $280M | $295M | $311M | $325M | $340M | $350M | $361M | $381M | $392M | $406M | · | $366M | $383M | $396M | · | $496M | |
| Other Non-current Assets | $270M | $270M | $265M | $214M | $214M | $210M | $254M | $266M | $262M | $201M | · | $217M | $213M | $209M | · | $303M | |
| Total Assets | $8.33B | $8.18B | $8.19B | $8.19B | $8.13B | $7.88B | $7.71B | $7.92B | $7.73B | $7.60B | · | $6.43B | $6.35B | $6.35B | · | $8.50B | |
| Accounts Payable | $486M | $462M | $455M | $465M | $498M | $501M | $477M | $445M | $477M | $570M | · | $473M | $464M | $505M | · | $1.02B | |
| Current Liabilities | $1.79B | $1.69B | $1.55B | $1.67B | $1.60B | $1.55B | $1.42B | $1.56B | $1.54B | $1.62B | · | $1.52B | $1.53B | $1.55B | · | $2.44B | |
| Capital Leases | $612M | $591M | $611M | $611M | $612M | $583M | $603M | $614M | $613M | $598M | · | $584M | $592M | $606M | · | $671M | |
| Deferred Tax | $508M | $494M | $482M | $449M | $383M | $392M | $393M | $371M | $364M | $342M | · | $326M | $301M | $307M | · | $334M | |
| Other Non-current Liabilities | $328M | $300M | $345M | $338M | $329M | $292M | $283M | $303M | $294M | $297M | · | $262M | $264M | $264M | · | $306M | |
| Total Debt | $3.05B | $3.17B | · | $3.22B | $3.34B | $3.34B | · | $3.34B | $3.33B | $3.32B | · | $2.45B | $2.45B | $2.48B | · | $2.85B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $1.00B | $1.05B | $1.16B | $1.20B | $1.23B | $1.23B | $1.27B | $1.34B | $1.32B | $1.30B | · | $1.28B | $1.27B | $1.25B | · | $1.20B | |
| Retained Earnings | $1.15B | $989M | $888M | $829M | $747M | $641M | $572M | $496M | $402M | $252M | · | $127M | $43M | $10M | · | $803M | |
| AOCI | $-194M | $-194M | $-187M | $-208M | $-199M | $-228M | $-246M | $-195M | $-225M | $-222M | · | $-214M | $-192M | $-207M | · | $-212M | |
| Stockholders' Equity | $1.96B | $1.85B | $1.86B | $1.82B | $1.78B | $1.64B | $1.60B | $1.64B | $1.50B | $1.33B | $1.27B | $1.20B | $1.12B | $1.05B | $1.01B | $1.79B | |
| Liabilities + Equity | $8.33B | $8.18B | $8.19B | $8.19B | $8.13B | $7.88B | $7.71B | $7.92B | $7.73B | $7.60B | · | $6.43B | $6.35B | $6.35B | · | $8.50B | |
| Shares Outstanding | 117,000,000 | 117,000,000 | 117,000,000 | 117,000,000 | 118,000,000 | 118,000,000 | 117,000,000 | 116,000,000 | 116,000,000 | 116,000,000 | · | 116,000,000 | 116,000,000 | 116,000,000 | · | 115,000,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $134M | $131M | $133M | $134M | $131M | $123M | $125M | $126M | $122M | $117M | $114M | $110M | $107M | $101M | $103M | $99M | |
| Stock-based Comp | $17M | $13M | $31M | $15M | $16M | $15M | $23M | $22M | $23M | $19M | $20M | $17M | $19M | $22M | $56M | $3M | |
| Deferred Tax | $12M | $9M | $27M | $66M | $2M | $4M | $18M | $14M | $17M | $8M | $15M | $22M | $-4M | $-2M | $50M | $24M | |
| Restructuring | · | $6M | · | $4M | $8M | $10M | · | $3M | $3M | $8M | · | $1M | $10M | $18M | · | $9M | |
| Operating Cash Flow | $308M | $183M | $226M | $371M | $247M | $142M | $189M | $264M | $210M | $145M | $251M | $236M | $131M | $76M | $196M | $229M | |
| CapEx | $127M | $111M | $106M | $156M | $196M | $199M | $166M | $127M | $190M | $306M | $1.04B | $139M | $131M | $224M | $167M | $87M | |
| Investing Cash Flow | $-101M | $-107M | · | $-150M | $-191M | $-191M | · | $-115M | $-184M | $-299M | · | · | · | · | · | · | |
| Stock Repurchased | $70M | $30M | $68M | $47M | $10M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-30M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-153M | $-147M | · | $-111M | $-44M | $-30M | · | $-24M | $-6M | $-29M | · | $-36M | $-26M | $-10M | · | $-33M | |
| Net Change in Cash | $56M | $-72M | $-11M | $107M | $13M | $-78M | $-87M | $129M | $21M | $-183M | $58M | $64M | $-18M | $-155M | $-84M | $108M | |
| Taxes Paid | $5M | $4M | $7M | $-42M | $33M | $-2M | $19M | $39M | $29M | $3M | $-2M | $18M | $15M | $3M | $23M | $-10M | |
| Free Cash Flow | · | $72M | · | · | · | $-57M | · | · | · | $-161M | · | · | · | $-148M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-204M | · | · | · | $-182M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.5% | 8.3% | · | 7.8% | 9.5% | 7.7% | · | 8.6% | 9.5% | 6.8% | · | 7.8% | 5.6% | 3.0% | · | 6.1% | |
| Net Margin | 6.9% | 4.8% | · | 3.9% | 5.1% | 3.5% | · | 4.6% | 7.2% | 3.3% | · | 4.2% | 1.7% | 0.73% | · | 4.3% | |
| Pretax Margin | 9.3% | 5.9% | · | 5.3% | 6.9% | 4.7% | · | 6.6% | 7.1% | 4.5% | · | 5.9% | 2.3% | 1.1% | · | 5.4% | |
| EBITDA Margin | 11.5% | 8.3% | · | 7.8% | 9.5% | 7.7% | · | 8.6% | 9.5% | 6.8% | · | 7.8% | 5.6% | 3.0% | · | 6.1% | |
| ROA | 2.0% | 1.3% | · | 1.0% | 1.3% | 0.89% | · | 1.3% | 2.1% | 0.96% | · | 1.1% | 0.44% | 0.18% | · | 1.5% | |
| ROE | 8.7% | 5.8% | · | 4.7% | 6.5% | 4.6% | · | 6.7% | 11.5% | 5.6% | · | 5.6% | 2.3% | 1.1% | · | 9.3% | |
| ROIC | 4.0% | 2.8% | · | 2.4% | 2.9% | 2.3% | · | 2.5% | 4.2% | 2.2% | · | 3.1% | 2.1% | 1.3% | · | 3.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.0 | 0.9 | · | 1.1 | 1.0 | 1.0 | · | 1.2 | |
| Quick Ratio | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.9 | · | 1.0 | |
| Debt / Equity | 1.6 | 1.7 | · | 1.8 | 1.9 | 2.0 | · | 2.0 | 2.2 | 2.5 | · | 2.0 | 2.2 | 2.3 | · | 1.6 | |
| LT Debt / Equity | 1.6 | 1.7 | · | 1.8 | 1.9 | 2.0 | · | 2.0 | 2.2 | 2.5 | · | 2.0 | 2.2 | 2.3 | · | 1.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 2.4 | · | 3.8 | 2.5 | 1.4 | · | 5.3 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.4 | |
| Receivables Turnover | 2.0 | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.9 | 2.0 | 1.9 | · | 1.3 | 1.2 | 1.2 | · | 1.5 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.77 | $15.82 | · | $15.53 | $15.09 | $13.90 | · | $14.15 | $12.92 | $11.48 | · | $10.32 | $9.65 | $9.09 | · | $15.53 | |
| Revenue / Share | $19.96 | $17.61 | · | $17.59 | $17.48 | $16.28 | · | $17.11 | $17.32 | $16.82 | · | $16.64 | $16.25 | $16.44 | · | $26.22 | |
| Cash Flow / Share | · | $1.54 | · | · | · | $1.18 | · | · | · | $1.21 | · | · | · | $0.66 | · | · | |
| Cash / Share | $2.55 | $2.03 | · | $2.86 | $1.91 | $1.80 | · | $3.26 | $2.16 | $1.97 | · | $3.06 | $2.50 | $2.66 | · | $4.73 | |
| EPS (TTM) | $3.38 | $2.91 | · | $2.78 | $2.89 | $3.25 | · | $3.08 | $3.00 | $2.03 | · | $0.31 | $0.73 | $1.67 | · | $7.59 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $8.57B | $8.30B | · | $8.07B | $8.01B | $8.01B | · | $8.09B | $8.02B | $7.86B | · | $7.63B | $7.60B | $7.73B | · | $3.64B | |
| Net Income TTM | $404M | $348M | · | $332M | $345M | $389M | · | $370M | $359M | $242M | · | $37M | $84M | $192M | · | $882M | |
| Market Cap | $24.02B | $22.76B | · | $15.12B | $14.90B | $12.69B | · | $12.47B | $12.31B | $14.16B | · | $8.66B | $6.84B | $3.70B | · | $3.04B | |
| Enterprise Value | $26.77B | $25.70B | · | $18.01B | $18.02B | $15.82B | · | $15.44B | $15.39B | $17.25B | · | $10.75B | $9.01B | $5.87B | · | $5.35B | |
| P/E | 60.7 | 66.9 | · | 46.5 | 43.7 | 33.1 | · | 34.9 | 35.4 | 60.1 | · | 240.8 | 80.8 | 19.1 | · | 3.5 | |
| P/S | 2.8 | 2.7 | · | 1.9 | 1.9 | 1.6 | · | 1.5 | 1.5 | 1.8 | · | 1.1 | 0.9 | 0.5 | · | 0.8 | |
| P/B | 12.2 | 12.3 | · | 8.3 | 8.4 | 7.7 | · | 7.6 | 8.2 | 10.6 | · | 7.2 | 6.1 | 3.5 | · | 1.7 | |
| P / Tangible Book | 156.0 | 948.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 124.4 | · | · | · | 89.4 | · | · | · | 97.6 | · | · | · | 48.7 | · | · | |
| EV / Revenue | 3.1 | 3.1 | · | 2.2 | 2.3 | 2.0 | · | 1.9 | 1.9 | 2.2 | · | 1.4 | 1.2 | 0.8 | · | 1.5 | |
| Earnings Yield | 1.7% | 1.5% | · | 2.1% | 2.3% | 3.0% | · | 2.9% | 2.8% | 1.7% | · | 0.42% | 1.2% | 5.2% | · | 28.7% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $8.16B | $8.07B | $7.74B | $7.72B | $7.20B |
| Operating Margin % | 8.0% | 8.2% | 5.7% | 4.9% | 4.8% |
| Net Income | $316M | $387M | $189M | $666M | $336M |
| Diluted EPS | $2.64 | $3.23 | $1.60 | $5.76 | $2.93 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 1.7 | 2.1 | 2.6 | 2.4 | 3.1 |
| Current Ratio | 1.0 | 1.1 | 1.0 | 1.1 | 1.1 |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $329M | $19M | $-839M | $303M | $343M |
Institutional owners (13F) 806 filers · $24.9B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
806
Value held
$24.9B
New positions
153
Exited positions
74
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 153 (-5 vs prior Q) | 74 (+36 vs prior Q) | 270 (+49 vs prior Q) | 225 (+8 vs prior Q) | +7.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $2,985,276,010 | 14,541,751 | 11.98% | Shares |
| MFN Partners Management, LP | $2,026,148,865 | 9,869,691 | 8.13% | Shares |
| Capital Research Global Investors | $1,698,138,659 | 8,271,824 | 6.81% | Shares |
| VANGUARD GROUP INC | $1,430,487,815 | 10,525,258 | 5.74% | Shares |
| Capital World Investors | $1,197,796,826 | 5,834,627 | 4.81% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,049,171,703 | 5,110,681 | 4.21% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $990,398,407 | 4,824,387 | 3.97% | Shares |
| FMR LLC | $889,347,589 | 4,332,153 | 3.57% | Shares |
| STATE STREET CORP | $871,813,255 | 4,246,740 | 3.50% | Shares |
| Orbis Allan Gray Ltd | $698,564,713 | 3,402,819 | 2.80% | Shares |
| Invesco Ltd. | $623,246,148 | 3,035,930 | 2.50% | Shares |
| Durable Capital Partners LP | $497,811,622 | 2,424,919 | 2.00% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $486,947,680 | 2,378,074 | 1.95% | Shares |
| Clearbridge Investments, LLC | $486,742,943 | 2,371,002 | 1.95% | Shares |
| GOLDMAN SACHS GROUP INC | $452,329,543 | 2,203,369 | 1.82% | Shares |
| NORGES BANK | $321,273,307 | 1,564,973 | 1.29% | Shares |
| Hood River Capital Management LLC | $266,354,126 | 1,297,453 | 1.07% | Shares |
| Findlay Park Partners LLP | $236,104,029 | 1,150,100 | 0.95% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $231,910,993 | 1,129,603 | 0.93% | Shares |
| CITADEL ADVISORS LLC | $228,463,546 | 1,112,882 | 0.92% | Shares |
| NORTHERN TRUST CORP | $219,613,698 | 1,069,773 | 0.88% | Shares |
| MORGAN STANLEY | $209,396,145 | 1,019,999 | 0.84% | Shares |
| Holocene Advisors, LP | $185,721,347 | 904,678 | 0.75% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $185,340,739 | 902,824 | 0.74% | Shares |
| TWO SIGMA INVESTMENTS, LP | $175,771,146 | 856,209 | 0.71% | Shares |
| FIL Ltd | $160,670,629 | 782,652 | 0.64% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $154,642,493 | 753,288 | 0.62% | Shares |
| Bank of New York Mellon Corp | $151,797,792 | 739,431 | 0.61% | Shares |
| GROUPAMA ASSET MANAGMENT | $139,283,984 | 676,282 | 0.56% | Shares |
| ALLIANCEBERNSTEIN L.P. | $129,464,854 | 665,458 | 0.52% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $129,129,668 | 629,011 | 0.52% | Shares |
| AGF MANAGEMENT LTD | $127,002,864 | 618,651 | 0.51% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $116,673,287 | 568,334 | 0.47% | Shares |
| JANE STREET GROUP, LLC | $110,595,471 | 538,728 | 0.44% | Shares |
| AMERICAN CENTURY COMPANIES INC | $109,681,930 | 534,278 | 0.44% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $102,563,111 | 499,601 | 0.41% | Shares |
| Allspring Global Investments Holdings, LLC | $101,308,867 | 489,273 | 0.41% | Shares |
| RAYMOND JAMES FINANCIAL INC | $101,303,634 | 493,466 | 0.41% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $93,128,085 | 426,782 | 0.37% | Shares |
| Nuveen, LLC | $93,088,135 | 453,447 | 0.37% | Shares |
| JPMORGAN CHASE & CO | $92,603,860 | 443,743 | 0.37% | Shares |
| Balyasny Asset Management L.P. | $92,027,401 | 448,280 | 0.37% | Shares |
| AMERIPRISE FINANCIAL INC | $88,466,144 | 430,835 | 0.35% | Shares |
| BANK OF AMERICA CORP /DE/ | $81,858,668 | 398,747 | 0.33% | Shares |
| WELLS FARGO & COMPANY/MN | $79,764,956 | 388,548 | 0.32% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $77,852,743 | 379,233 | 0.31% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $75,166,728 | 366,149 | 0.30% | Shares |
| UBS Group AG | $73,903,579 | 359,996 | 0.30% | Shares |
| Maple Rock Capital Partners Inc. | $72,406,194 | 352,702 | 0.29% | Shares |
| Legal & General Group Plc | $72,284,253 | 352,108 | 0.29% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Jacobs Private Equity, LLC, Bradley S. Jacobs ×8 filings | Aug. 12, 2022 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 15, 2008 | · | Initial filing | · | SEC |
| BARRON PARTNERS LP TAX ID #: 431981699 ×8 filings | Jan. 16, 2007 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 57 insiders · 23 officers · 24 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mario A Harik | Chief Executive Officer | Aug. 7, 2026 M | 681,380 | 0 | 0 | $0 |
| Kyle Wismans | Chief Financial Officer | Oct. 1, 2026 S | 47,966 | 0 | 2 | $-265,492 |
| Carl Douglas Anderson II | Chief Financial Officer | March 6, 2023 A | · | 0 | 0 | $0 |
| Ravi Tulsyan | Chief Financial Officer | Nov. 1, 2022 A | 58,623 | 0 | 0 | $0 |
| David B Wyshner | Chief Financial Officer | March 2, 2021 M | 6,193 | 0 | 0 | $0 |
| Sarah Js Glickman | Acting Chief Financial Officer | June 10, 2019 M | 1,951 | 0 | 0 | $0 |
| John Hardig | Chief Financial Officer | Feb. 19, 2018 F | 115,598 | 0 | 0 | $0 |
| John D. Welch | Chief Financial Officer | July 22, 2011 A | · | 0 | 0 | $0 |
| Andrew James Norstrud | CFO | Feb. 10, 2005 P | 38,000 | 0 | 0 | $0 |
| Troy A. Cooper | President | Feb. 19, 2021 S | 139,315 | 0 | 0 | $0 |
| Herve Montjotin | President | Sept. 8, 2015 A | 8,371 | 0 | 0 | $0 |
| Jeffrey A Curry | President | Jan. 15, 2008 A | · | 0 | 0 | $0 |
| David J. Bates | Chief Operating Officer | Oct. 1, 2026 S | 62,120 | 0 | 8 | $-934,440 |
| Kenneth R Wagers III | Chief Operating Officer | March 11, 2019 D | 7,006 | 0 | 0 | $0 |
| Sean M Fernandez | Chief Operating Officer | Sept. 2, 2013 M | 44,735 | 0 | 0 | $0 |
| Wendy Cassity | Chief Legal Officer | March 15, 2026 M | 29,953 | 0 | 0 | $0 |
| Jacobs S Bradley | Executive Chairman | March 15, 2025 M | 1,318,999 | 0 | 0 | $0 |
| Lance A Robinson | Chief Accounting Officer | Jan. 15, 2022 M | 72,213 | 0 | 0 | $0 |
| Kurt Rogers | Chief Legal Officer | Feb. 3, 2020 A | · | 0 | 0 | $0 |
| Scott Malat | Chief Strategy Officer | Feb. 19, 2018 F | 110,775 | 0 | 0 | $0 |
| Gordon E Devens | Chief Legal Officer | Feb. 15, 2017 M | 34,979 | 0 | 0 | $0 |
| Kent R Renner | SVP, Chief Accounting Officer | Sept. 2, 2015 M | 46,530 | 0 | 0 | $0 |
| Greg Ritter | SVP, Strategic Accounts | Sept. 2, 2013 M | 15,398 | 0 | 0 | $0 |
| Michael Kneeland | Director | July 27, 2026 A | · | 0 | 0 | $0 |
| Allison Landry | Director | May 28, 2026 S | 4,849 | 0 | 1 | $-517,464 |
| Irene Moshouris | Director | Jan. 2, 2026 A | 9,916 | 0 | 0 | $0 |
| Johnny Clayton Taylor Jr. | Director | Jan. 2, 2026 A | 13,974 | 0 | 0 | $0 |
| Bella Loykhter Allaire | Director | Jan. 2, 2026 A | 9,916 | 0 | 0 | $0 |
| Wes J Frye | Director | Jan. 2, 2026 A | 10,981 | 0 | 0 | $0 |
| Michael G Jesselson | Director | Jan. 2, 2026 A | 62,873 | 0 | 0 | $0 |
| Jason W Aiken | Director | Jan. 2, 2024 A | 6,400 | 0 | 0 | $0 |
| Mary E. Kissel | Director | Jan. 3, 2022 A | 920 | 0 | 0 | $0 |
| Annamaria Desalva | Director | Jan. 3, 2022 A | 2,881 | 0 | 0 | $0 |
| Adrian Kingshott | Director | Jan. 3, 2022 A | 73,742 | 0 | 0 | $0 |
| Oren Shaffer | Director | Feb. 19, 2021 S | 31,136 | 0 | 0 | $0 |
| Jason D Papastavrou | Director | Feb. 17, 2021 S | 0 | 0 | 0 | $0 |
| Marlene M Colucci | Director | Jan. 4, 2021 A | 2,637 | 0 | 0 | $0 |
| Gena L Ashe | Director | Jan. 4, 2021 A | · | 0 | 0 | $0 |
| Aris Kekedjian | Director | Jan. 2, 2020 M | 570 | 0 | 0 | $0 |
| Louis Dejoy | Director | Jan. 2, 2018 A | 458,260 | 0 | 0 | $0 |
| Chris G Andersen | Director | Jan. 4, 2016 A | 5,000 | 0 | 0 | $0 |
| James J Martell | Director | Jan. 2, 2016 M | 105,396 | 0 | 0 | $0 |
| Jay N Taylor | Director | Aug. 29, 2011 S | 138,800 | 0 | 0 | $0 |
| Daniel Para | Director | July 22, 2011 A | 3,001,901 | 0 | 0 | $0 |
| Robert Gries JR | Director | July 1, 2005 A | · | 0 | 0 | $0 |
| Jacobs Private Equity, LLC | 10% owner | April 13, 2022 S | 6,468,201 | 0 | 0 | $0 |
| Daniel Para Investments LLC | 10% owner | Feb. 28, 2011 S | 3,001,901 | 0 | 0 | $0 |
| Concert Group Logistics, LLC | 10% owner | Jan. 31, 2008 J | 0 | 0 | 0 | $0 |
| BARRON PARTNERS LP | 10% owner | Jan. 8, 2007 S | 70,923 | 0 | 0 | $0 |
| Christopher Michael Brown | · | Aug. 11, 2026 S | 31,005 | 0 | 3 | $-1,009,024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | · | July 13, 2016 S | 9,637,746 | 0 | 0 | $0 |
| Mike Welch | · | July 22, 2011 A | 855,200 | 0 | 0 | $0 |
| Calvin R Whitehead | · | March 21, 2011 S | 25,000 | 0 | 0 | $0 |
| Jennifer F Dorris | · | July 1, 2010 A | 5,000 | 0 | 0 | $0 |
| John Affleck-Graves | · | Dec. 19, 2008 A | 10,000 | 0 | 0 | $0 |
| Mark Patterson | · | Dec. 12, 2008 A | · | 0 | 0 | $0 |
| Allan Marshall | · | Feb. 24, 2006 S | 2,596,217 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 84 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IYT · iShares Trust | 2.83% | 313,339 SH | Sept. 11, 2026 | Daily |
| NUMG · Nushares ETF Trust | 2.20% | 38,225 NS | July 31, 2026 | N-PORT |
| TPOR · Direxion Shares ETF Trust | 1.33% | 1,165 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 1.26% | 115,851 SH | Aug. 19, 2026 | Daily |
| SHPP · Pacer Funds Trust | 1.22% | 126 NS | July 31, 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 1.22% | 6,818 NS | July 31, 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0.92% | 17,353 SH | Oct. 1, 2026 | Daily |
| SMDX · Tidal Trust III | 0.88% | 5,669 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.78% | 57,826 NS | July 31, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.76% | 50,080 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.71% | 16,460 SH | Oct. 1, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.66% | 12,909 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.66% | 189,636 SH | Aug. 19, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.66% | 24,290 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.63% | 1,477,754 SH | Aug. 19, 2026 | Daily |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.63% | 5,633 NS | July 31, 2026 | N-PORT |
| NULG · Nushares ETF Trust | 0.61% | 81,247 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.61% | 642,349 SH | Sept. 11, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.51% | 51,671 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.50% | 1,724 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.38% | 10,886 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.34% | 24,344 SH | Oct. 1, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.33% | 37,476 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.31% | 138,937 SH | Aug. 19, 2026 | Daily |
| IMCG · iShares Trust | 0.30% | 65,146 SH | Sept. 11, 2026 | Daily |
| EGUS · iShares Trust | 0.28% | 417 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.27% | 1,347,388 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.27% | 2,558,241 SH | Aug. 19, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.26% | 20,592 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.26% | 27,103 SH | Sept. 11, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.23% | 22,443 SH | Aug. 19, 2026 | Daily |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 28,269 NS | July 31, 2026 | N-PORT |
| EUSA · iShares, Inc. | 0.19% | 19,765 SH | Sept. 11, 2026 | Daily |
| DUHP · Dimensional ETF Trust | 0.18% | 110,335 NS | July 31, 2026 | N-PORT |
| SIZE · iShares Trust | 0.17% | 4,064 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.15% | 466,285 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.15% | 13,753 SH | Sept. 11, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.14% | 3,643 NS | July 31, 2026 | N-PORT |
| MTUM · iShares Trust | 0.10% | 133,827 SH | Sept. 11, 2026 | Daily |
| ESGU · iShares Trust | 0.10% | 95,638 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.10% | 2,642 NS | July 31, 2026 | N-PORT |
| SUSA · iShares Trust | 0.09% | 20,790 SH | Sept. 11, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.09% | 29,572 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.08% | 6,788 SH | Sept. 11, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.08% | 682 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.08% | 180,039 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.07% | 12,170 NS | July 31, 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.07% | 180,367 SH | Aug. 19, 2026 | Daily |
| ILCG · iShares Trust | 0.07% | 11,370 SH | Sept. 10, 2026 | Daily |
| IWF · iShares Trust | 0.06% | 428,236 SH | Sept. 11, 2026 | Daily |
| SUSL · iShares Trust | 0.06% | 4,062 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.06% | 17,564 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.06% | 103,636 SH | Sept. 11, 2026 | Daily |
| ESG · FlexShares Trust | 0.05% | 330 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 1,924 SH | Oct. 1, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.04% | 4,782 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.04% | 25,647 NS | July 31, 2026 | N-PORT |
| GARP · iShares Trust | 0.04% | 6,879 SH | Sept. 11, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.04% | 25,751 SH | Aug. 19, 2026 | Daily |
| BKLC · BNY Mellon ETF Trust | 0.04% | 9,961 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 1,991 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.03% | 35,705 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.03% | 2,278 SH | Sept. 11, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.03% | 19,808 SH | Oct. 1, 2026 | Daily |
| IYY · iShares Trust | 0.03% | 5,013 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.03% | 3,542,305 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 18,826 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.03% | 9,595 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.03% | 437 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.03% | 4,596 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.03% | 78,815 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.03% | 152,402 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.03% | 31,041 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 2,844 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 320 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 9,922 SH | Sept. 10, 2026 | Daily |
| ACWI · iShares Trust | 0.02% | 37,322 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 96,652 SH | Aug. 19, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 6,342 SH | Sept. 29, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 1,601 SH | Oct. 1, 2026 | Daily |
| IJH · iShares Trust | · | 4,119,903 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 680,330 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 16,039 SH | Sept. 8, 2026 | Daily |
| SMLF · iShares Trust | · | 50,393 SH | Sept. 11, 2026 | Daily |
XPO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 30 analysts
BUY
Median target
$240.00
+29.0%
7 23.3%
Strong Buy
15 50.0%
Buy
7 23.3%
Hold
1 3.3%
Sell
0 0.0%
Strong Sell
12-Month Price Target
23 analysts · 2026-10-03Mean target $230.57 +23.9%
Now
Current price $186.09
Low$115.00
Mean$230.57
High$275.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | · |
| ODFL | $32.70B | 32.4 | -5.5% | 18.6% | 24.0% | · |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | · |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | · |
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | · |
| UHAL | · | · | 3.6% | 1.4% | 1.1% | · |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | · |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | · |
| LSTR | · | 44.1 | -1.6% | 2.4% | 13.0% | · |
| SNDR | · | 45.0 | 7.2% | 1.8% | 3.4% | · |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 30, 2026