XPO Logistics | Investor Day Presentation Deck | 70 slides

XPO · 2022-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Slide inventory

70
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Standard corporate financial disclosure slide.other
04
introduce_nominees
Open slide detailBeat · Team
05
summarize
06
The slide uses a comparison frame to justify the corporate spin-off strategy.present_solution
07
front_matter
08
The slide uses a numbered list for qualitative pillars and a pyramid-style graphic for quantitative targets.summarize
09
plan_implementation
10
analyze_data
Open slide detailLoop · So What Cascade
11
The slide uses a grid layout to present 12 distinct KPIs across three rows.summarize
12
transition
13
The slide uses a high-quality photo of XPO operations to ground the industry definition.establish_context
Open slide detailBeat · Market Size
14
The slide uses a two-column layout to contrast capital intensity with operational performance requirements.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
15
The checkmarks indicate that 9 out of the top 10 carriers were also in the top 10 a decade ago, emphasizing market stability.compare_peers
16
The slide uses a bar chart to illustrate supply-side stagnation in the LTL industry.quantify_opportunity
17
The chart includes a three-year trailing average line and notes that data includes specific industry peers (ARCB, FDX, ODFL, SAIA, XPO, YELL).analyze_data
18
The slide uses a four-column visual layout to categorize growth drivers.establish_context
19
transition
20
The slide uses a 2x2 grid layout to present core value propositions.present_framework
Open slide detailBeat · SolutionLoop · Zoom In
21
The map uses a choropleth layer for population density and point markers for facility types.present_framework
Open slide detailBeat · SolutionLoop · Zoom In
22
establish_context
Open slide detailBeat · SolutionLoop · Zoom In
23
The slide uses a 'problem-solution' framing where the self-reliance addresses industry-wide constraints.present_framework
Open slide detailBeat · SolutionLoop · Zoom In
24
summarize
Open slide detailBeat · SolutionLoop · Zoom In
25
The slide uses a structured table/matrix format to demonstrate how XPO's solutions drive specific outcomes across five key operational areas.present_solution
Open slide detailBeat · SolutionLoop · Zoom In
26
summarize
27
The slide uses a grid layout to associate a theme, a photo, and a descriptive outcome for each pillar.summarize
28
The slide highlights alignment with TCFD, SASB, and GRI reporting standards.summarize
29
The slide uses a hierarchical layout to highlight the CEO Elect at the top, followed by other executives.introduce_nominees
30
The slide uses a full-bleed background image of a worker at a terminal to set the context for operational growth.transition
31
present_solution
32
The slide highlights a significant increase in capital expenditure for 2022 compared to previous years.analyze_data
33
The slide uses a split layout with a thematic image on the left and structured bullet points on the right.present_solution
34
The slide uses a three-column layout to describe the 'Gladiator' program, recognition schemes, and a mobile app interface for quality control.present_solution
35
present_solution
36
The slide emphasizes the stability and scale of the customer base.analyze_data
37
The slide uses a logo grid to establish credibility through brand association.establish_context
38
The slide uses a before-after-bridge style logic to connect customer needs to XPO's specific operational solutions.illustrate_case
39
The slide uses a before-after-bridge structure to show how XPO's solutions addressed customer requirements to achieve superior results.illustrate_case
40
Uses a before-after-bridge structure to frame the customer's problem, XPO's solution, and the resulting business impact.illustrate_case
41
Uses a before-after-bridge style structure to show how XPO met client needs.illustrate_case
42
The slide links financial performance (yield) to specific operational capabilities (Decision science, Decision support, Process support, Data).analyze_data
43
present_solution
44
present_solution
45
present_solution
46
present_solution
47
The slide uses a table structure to map operational improvements to financial benefits.quantify_opportunity
48
present_solution
49
size_opportunity
50
The chart shows a downward trend in outsourced linehaul percentage from 2017 to 2027E.propose_solution
51
The slide uses a causal mapping structure (Capability -> Impact).present_solution
52
The central circular diagram represents a flywheel or closed-loop system for data processing.present_solution
53
summarize
54
transition
Open slide detailBeat · Financials
55
The slide uses a numbered list format to present key financial KPIs.summarize
Open slide detailBeat · Financials
56
The slide tracks the company's operating efficiency over time.analyze_data
Open slide detailBeat · Financials
57
The chart illustrates a bridge from 2021 (84%) to PF 2021 (88%) with a 4% adjustment, then to PF 2027E (82%).quantify_opportunity
Open slide detailBeat · Financials
58
The chart uses a combination of bar (capex) and line (percentage of revenue) to show investment intensity.analyze_data
Open slide detailBeat · Financials
59
The slide highlights strong capital efficiency with ROIC figures ranging from 33% to 38%.analyze_data
Open slide detailBeat · Financials
60
The chart uses a dashed line to separate historical data from the pro-forma projection.analyze_data
Open slide detailBeat · Financials
61
The framework is a classic capital allocation strategy presentation.present_framework
Open slide detailBeat · Financials
62
The slide uses a numbered list for investment pillars and a red triangle graphic to highlight financial targets.summarize
64
introduce_nominees
65
introduce_nominees
67
Contains extensive footnotes explaining non-GAAP financial measures and specific accounting adjustments.analyze_data
68
Contains three distinct financial tables: Reconciliation of Net Debt, Reconciliation of Net Leverage, and Reconciliation of Net Income to Adjusted EBITDA.analyze_data
69
Includes detailed breakdown of NOPAT and Invested Capital components.analyze_data
70
Includes detailed footnotes explaining the adjustments and the scope of the remaining company.analyze_data