XP

XPO Inc.

XPO · XPO Inc. · Consumer Discretionary

Up next day
5/12
42%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±2.9%
typical swing on earnings
Price when beating
+0.2%
avg over 12 beats
Biggest single move
+9.7%
'25.12 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 5 of 12 beats (42%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 83% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+0.2%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
7xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 29Before open
'26.9 expectedEst. EPS $1.58
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
+0.9%
After 5 days -1.5%
vs Consensus$1.47$1.70+15.5% beat
EPS
$1.70
YoY +62%
Revenue
$2.4B
YoY +13%
Next-Q guidance
N/A
Price around earnings

Earnings trend · last 12 quarters

EPS$1.70YoY +62%
'23.9'26.6
Revenue$2.4BYoY +13%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
4x33%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 4 of 12q (33%)

Community · XPO

What do you think of this stock's earnings pattern?

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