XPO (XPO) Q2 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
Key numbers
- Adjusted EPS
- $1.70
- Estimate
- $1.47
- Surprise
- +15.5%
- Revenue (period 2026-06-30)
- $2.35B
- Score at report (before → after)
- 5.4 → 5.3/10
Revenue source: xbrl.
How the report landed
XPO (XPO) beat the $1.47 estimate with adjusted EPS of $1.70 — a large 15.5% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Hold at 5.3/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates XPO Sell at 5.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +15.5% surprise compares with a +12.7% four-quarter average. Next scheduled report: 2026-10-29.
What supports the rating
- Strong earnings beat streak (4/4)
- Strong growth profile
What argues against it
- Thin upside margin: 7.3%
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
- Sector modifier (Industrials): -0.7
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
- $188.83
- Price target
- $202.54
- Stop
- $178.01
- Upside to target
- +7.3%
- Reward-to-risk
- 0.8:1
The stock trades at 55.5× trailing but 28.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 71 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-16 — 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
- $22.11B
- P/E (fwd)
- 28.8
- P/E (ttm)
- 55.5
- 52-week range
- $121.48–$232.05
- Off 52-week high
- 18.6%
- RSI (14)
- 71
- Volume vs avg
- 1.04×
- Score today
- 5.4/10