XPO (MIC:XPO-RM) Tariff Resilience Score: 7/10 (As of Jul. 23, 2026)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

What is XPO Tariff Resilience Score?

XPO MIC:XPO-RM 75 Tariff Resilience Score is 7 as of Jul. 23, 2026. GuruFocus rates MIC:XPO-RM with a GF Score™ of 75/100. The stock has 6 warning signs investors should review. Among 1,052 Transportation companies, XPO ranks better than 97.81% on this metric.

XPO has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

XPO has XPO Inc has a diversified global supply chain and significant logistics capabilities, reducing tariff impact. Its operations are spread across multiple regions, allowing flexibility. Historical tariff impacts have been minimal due to strategic supplier relationships and pricing power.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes XPO might have Highly Resilient.

XPO  (MIC:XPO-RM) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

XPO Tariff Resilience Score Related Terms

MIC:XPO-RM vs KNX, SAIA, SNDR: Tariff Resilience Score Comparison

For the Trucking subindustry, XPO's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

XPO Tariff Resilience Score vs Transportation Industry

For the Transportation industry and Industrials sector, XPO's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where XPO's Tariff Resilience Score falls into.


What does a Tariff Resilience Score of 7 mean?
XPO (MIC:XPO-RM) has a Tariff Resilience Score of 7 as of Jul. 23, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, XPO ranks #23 out of 1052 companies in the Transportation industry, placing it in the top 2.2%.
Is XPO's Tariff Resilience Score too high?
XPO's current Tariff Resilience Score is 7. Based on the distribution chart, XPO ranks #23 out of 1052 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, XPO has a GF Score™ of 75/100, reflecting its overall financial health beyond just this single metric.
How does XPO's Tariff Resilience Score compare to KNX and SAIA?
According to the Transportation industry distribution chart, XPO ranks #23 out of 1052 companies for Tariff Resilience Score. This places XPO in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Transportation company?
A good Tariff Resilience Score depends on the Transportation industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. XPO's current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is XPO stock overvalued right now?
XPO (MIC:XPO-RM) has a current Tariff Resilience Score of 7. The current Tariff Resilience Score is 7. XPO's overall GF Score™ is 75/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For XPO (MIC:XPO-RM), the current Tariff Resilience Score is 7 as of Jul. 23, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

XPO Business Description

Address Five American Lane, Greenwich, CT, USA, 06831
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.