
Congress trades
XPO Logistics, Inc. (XPO)
NYSE · Industrials · 13 congress trades · last filed 12 months ago
About XPO Logistics, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Trucking
- Chief executive
- Mario A. Harik
- Employees
- 38,000
- Listed since
- Oct 7, 2003
- Market value
- $21.6B
- Price to earnings
- 53.7
- Earnings per share
- $3.45
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $1.70 | $1.48 | $2.4B | $2.3B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 30, 2026 | $1.01 | $0.88 | $2.1B | $2.0B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 5, 2026 | $0.88 | $0.76 | $2.0B | $2.0B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $1.07 | $1.02 | $2.1B | $2.1B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $1.05 | $0.99 | $2.1B | $2.1B | EPS beatRevenue in line |
| Q1 FY2025reported Apr 30, 2025 | $0.73 | $0.65 | $2.0B | $2.1B | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 7, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Brad JacobsExecutive Chairman | $616K | $22.3M | $670K | $23.6M |
| Mario HarikChief Executive Officer | $872K | $9.9M | $1.3M | $12.0M |
| David BatesChief Operating Officer | $753K | $1.5M | $4.4M | $6.6M |
| Kyle WismansChief Financial Officer | $639K | $2.9M | $475K | $4.1M |
| Wendy CassityChief Legal Officer | $596K | $980K | $439K | $2.0M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $3.0B | 14,541,751 | +19.5% | 12.43% |
| MFN Partners Management, LP | $2.0B | 9,869,691 | -13.6% | 8.44% |
| Capital Research Global Investors | $1.7B | 8,271,824 | -13.7% | 7.07% |
| Capital World Investors | $1.2B | 5,834,627 | +1.0% | 4.99% |
| Vanguard Capital Management LLC | $1.0B | 5,110,681 | +1.0% | 4.37% |
| Vanguard Portfolio Management LLC | $990.4M | 4,824,387 | +1.6% | 4.12% |
| FMR LLC | $889.3M | 4,332,153 | +20.2% | 3.70% |
| State Street Corp | $871.8M | 4,246,740 | +18.5% | 3.63% |
| Orbis Allan Gray Ltd | $698.6M | 3,402,819 | -0.2% | 2.91% |
| Invesco Ltd. | $623.2M | 3,035,930 | -37.2% | 2.59% |
| Durable Capital Partners LP | $497.8M | 2,424,919 | -17.4% | 2.07% |
| Geode Capital Management, LLC | $486.9M | 2,378,074 | +8.9% | 2.03% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in XPO
13 disclosures of 13 on record · median 41d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +55.3%S&P +21.0% · vs S&P 500 +34.3% | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +39.4%S&P +21.5% · vs S&P 500 +18.0% | Jul 22, 2025 | Aug 13, 2025 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +486.1%S&P +85.0% · vs S&P 500 +401.0% | May 5, 2022 | Jun 10, 2022 | 36d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +286.3%S&P +73.9% · vs S&P 500 +212.4% | Jul 27, 2021 | Aug 13, 2021 | 17d |
| Susie LeeJointFiled late | Stock | Sale | $1,001 - $15,000 | +481.5%S&P +129.5% · vs S&P 500 +352.0% | Feb 5, 2020 | Apr 28, 2020 | 83d |
| Susie LeeJointFiled late | Stock | Purchase | $1,001 - $15,000 | +541.4%S&P +145.1% · vs S&P 500 +396.3% | Nov 15, 2019 | Jan 16, 2020 | 62d |
| Susie LeeJointFiled late | Stock | Purchase | $1,001 - $15,000 | +526.2%S&P +147.3% · vs S&P 500 +378.8% | Nov 12, 2019 | Jan 16, 2020 | 65d |
| Susie LeeJoint | Stock | Sale | $1,001 - $15,000 | +660.5%S&P +158.8% · vs S&P 500 +501.7% | Sep 27, 2019 | Oct 21, 2019 | 24d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +611.3%S&P +156.3% · vs S&P 500 +455.0% | Sep 10, 2019 | Oct 21, 2019 | 41d |
| Susie LeeJoint | Stock | Purchase | $1,001 - $15,000 | +643.1%S&P +156.4% · vs S&P 500 +486.7% | Sep 6, 2019 | Oct 21, 2019 | 45d |
| Ro Khanna | Stock | n/a | n/a | n/a | Sep 25, 2018 | Oct 10, 2018 | 15d |
| Gary J. PalmerJointFiled late | Stock | Purchase | $1,001 - $15,000 | +427.7%S&P +173.6% · vs S&P 500 +254.1% | Jul 12, 2018 | Sep 29, 2018 | 79d |
| Gary J. PalmerFiled late | Stock | Purchase | $1,001 - $15,000 | +416.6%S&P +168.3% · vs S&P 500 +248.3% | Aug 6, 2018 | Sep 29, 2018 | 54d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded XPO?
Lisa C. McClain, Ro Khanna, Susie Lee, Gary J. Palmer disclosed XPO transactions in the filings shown here.
How quickly are XPO trades disclosed?
Congressional disclosures took a median of 41 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
