-- 摩根士丹利週四在一份報告中指出，XPO (XPO) 第一季度業績略微超出預期，但其估值已反映了大部分上漲空間。 這家投資公司表示，由於生產力和效率的提升，XPO 的息稅前利潤 (EBIT) 和息稅折舊攤提前利潤 (EBITDA) 均超出預期。同時，管理層預計，由於定價加速和成本控製到位，第二季度營運比率將出現高於季節性的改善。 摩根士丹利也指出，零擔貨運同行的整體情緒有所改善，需求也出現穩定跡象，但該公司表示，仍需更清晰的證據來證明工業持續復甦。 報告指出，產能過剩、競爭和市佔率轉移等結構性風險可能會限制其上漲空間，目前該股的估值倍數較高，難以合理支撐。 摩根士丹利維持對該股的「減持」評級，但將目標價從 95 美元上調至 105 美元。 XPO 股價在周五的交易中下跌了 2.2%。
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