XPOXPO, Inc.
Transportation Services
- Revenue
- $8.2B
- 1.1% YoY
- Operating margin
- 8.0%
- 1.6% YoY
- EBITDA
- $1.1B
- 2.8% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.1×
- −$147M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear312% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear13% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $7.2B | $7.7B | $7.7B | $8.1B | $8.2B | 1.1% |
| Operating income | $312M | $377M | $438M | $660M | $656M | 0.6% |
| Net income | $336M | $666M | $189M | $387M | $316M | 18% |
| Operating cash flow | $656M | $824M | $694M | $808M | $986M | 22% |
| Capex | $269M | $521M | $1.5B | $789M | $657M | 17% |
| Stock-based comp | $31M | $77M | $78M | $87M | $77M | 11% |
| Buybacks | — | — | $0 | $0 | $125M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 10
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 317 | 136 |
| FY2024 | — | — | 306 | 128 |
| FY2023 | — | — | 204 | 122 |
| FY2022 | — | — | 78 | 97 |
| FY2021 | — | — | 114 | 134 |