Compare XPO & OWL Stocks: Price Trends, ML Decisions, Charts, Trends, Technical Analysis and more.
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. On a pro forma basis for the RXO spinoff, We estimate LTL shipping now 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.
Blue Owl Capital Inc is an alternative asset management firm. The Company deploys private capital across Credit, GP Strategic Capital, and Real Estate platforms on behalf of institutional and private wealth clients. The Company conducts its operations through Blue Owl Capital Holdings LP ("Blue Owl Holdings") and Blue Owl Capital Carry LP ("Blue Owl Carry"). Its investor base includes a diversified mix of institutional investors, including public and private pension funds, endowments, foundations, family offices, private banks, high-net-worth individuals, asset managers, and insurance companies. The Company generates substantially all of its revenues in the United states.