After the good run in the technology sector, more and more analysts are now talking about a tech correction. And sector rotation, the last few days and weeks have already shown that the pharma sector is picking up again. That's why I've already introduced you to some of my favorites here.
But in recent days, the transportation and logistics sector has been mentioned again and again.
Among others, stocks like
- UPS $UPS (+0,55 %)
- DHL $DHL (-0,43 %)
or a great value such as
- $ODFL (-1,69 %) Old Dominion
are often mentioned
However, some people know that I am not happy with single-digit profit growth. That's why I've just taken another dive into the engine room.
Or rather in the back of my head, in which I am still hiding
$XPO (-5,65 %)
XPO in the back of my mind.
And what did I find when I looked at it, double-digit earnings growth.
And even a tenbagger over the next 10 years, although it was in bear territory last year (consolidation).
Share price
Profit growth %
P/E RATIO
PEG
2026 2027 2026 2027
Old Domin +7.07 +13.34 31.05 27.00 +2.07
DHL +5.05 +14.57 12.36 11.12 +1.11
UPS +6.59 +11.80 14.15 12.58 +6.89
XPO +47,26 +26,28 33,61 26,14 +1,18
My dears, with such nice growth rates, investors should certainly wake the share from its bearish slumber soon.
What is your opinion here?
XPOInc. is a provider of freight transportation services. The company transports goods through its customers' supply chains in North America and Europe. The company operates in two segments: North American Less-Than-Truckload (LTL) and European Transportation. The North American LTL segment provides shippers with geographically dense and day-definite domestic and cross-border services to the United States, Mexico, Canada and the Caribbean. It also includes the manufacture of trailers. The European Transportation segment offers a range of services such as truckload, LTL, truck brokerage, managed transportation, last mile, freight forwarding and multimodal solutions, including road/rail and road/short sea combinations. The company serves a customer base in the consumer, commercial and industrial sectors. The company offers XPO Smart, a proprietary suite of intelligent tools and analytics that self-adapts from location to location to increase productivity across all LTL service centers.
XPO Logisitcs - Economic recovery ensures strong prospects for logistics service provider!
Business driver: XPO Logistics (XPO) has established a strong position in the LTL (Less than Truckload) Logistics segment in the transportation and logistics sector in the core US market and is also strongly positioned in Europe, particularly in France and the UK, but also in Belgium and Turkey. Thanks to its focus on the LTL segment, where smaller freight volumes are bundled, XPO Logisitcs is a sought-after logistics partner for retailers and corporate customers from various industries.
Market capitalization in EUR
13.76 billion
Total number of shares in million
117.38
Turnover (bn)
2022 7,72
2023 7,74
2024 8,07
2025 8,11
2026 8,43
Net profit (bn)
2022 0,67
2023 0,19
2024 0,39
2025 0,44
2026 0,53
P/E RATIO
2023 53
2024 39
2025 39
2026 32
