Vanguard Group Inc. Has $1.38 Billion Stock Holdings in XPO, Inc. $XPO
Vanguard Group Inc. decreased its stake in XPO, Inc. by 0.6% in the third quarter, but still holds over 10.6 million shares valued at $1.38 billion. Other hedge funds have either increased or initiated positions in XPO. Analyst ratings for XPO are generally positive, with a consensus of "Moderate Buy" and a target price of $178.32, as the company reported strong earnings, beating analyst expectations.
Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes Stocks Trade Up, What You Need To Know
The U.S. Supreme Court's decision to strike down Trump-era tariffs caused a jump in several manufacturing and logistics stocks, including Richardson Electronics, Hub Group, XPO, Corning, and Champion Homes. This ruling is expected to lower costs for manufacturers and could lead to reduced inflation concerns and accelerated interest rate cuts. Specifically, Corning saw a 6.5% increase, reaching a new 52-week high, with the company’s shares having gained significantly over the past five years.
232,053 Shares in XPO, Inc. $XPO Purchased by Compass Wealth Management LLC
Compass Wealth Management LLC has acquired a new stake of 232,053 shares in XPO, Inc. (NYSE:XPO) during the 3rd quarter, valued at approximately $29.997 million. This makes XPO its third-largest holding, accounting for 3.5% of its portfolio and 0.20% of XPO's total shares. The report notes that XPO recently surpassed quarterly earnings and revenue estimates, is trading near its 12-month high, and has received multiple analyst upgrades, with a consensus "Moderate Buy" rating and a target price of $178.32.
XPO (NYSE:XPO) Hits New High in Russell 1000 Indices
XPO (NYSE:XPO) has achieved a new high in the Russell 1000 Indices, reflecting significant trading levels, strong operational performance, and noteworthy institutional activity. The company, a constituent of the Russell 1000, provides various logistics services including less-than-truckload shipping, freight brokerage, and contract logistics. This milestone is attributed to robust quarterly results and sustained demand in its core freight segments.
XPO (NYSE:XPO) Hits New 1-Year High - Should You Buy?
XPO (NYSE:XPO) recently hit a new 52-week high of $207.77, trading 1.9% higher and well above its moving averages. The company reported strong Q4 earnings, beating estimates with EPS of $0.88 and revenue of $2.01 billion, and analysts have a consensus "Moderate Buy" rating with an average price target of $177.18. Institutional investors hold a significant portion of the shares, with several funds increasing their stakes.
XPO stock hits all-time high at 207.25 USD
XPO Inc. stock has reached an all-time high of $207.25, surpassing its 52-week high of $207.04, reflecting significant investor confidence with a 1-year return of 40.08% and a 6-month gain of 58.07%. Despite being potentially overvalued according to InvestingPro's Fair Value assessment, the company's strong fourth-quarter 2025 earnings have led several analyst firms to raise their price targets, indicating positive sentiment regarding XPO's financial health and strategic direction.
Envestnet Asset Management Inc. Purchases 8,547 Shares of XPO, Inc. $XPO
Envestnet Asset Management Inc. increased its stake in XPO, Inc. by 9.6% during the 3rd quarter, purchasing an additional 8,547 shares to hold a total of 97,631 shares, valued at approximately $12.62 million. Analysts have a "Moderate Buy" consensus rating for XPO, with an average target price of $177.18. The company recently reported strong quarterly earnings, beating analyst estimates with $0.88 EPS on $2.01 billion in revenue.
XPO Schedules Fourth Quarter 2024 Earnings Conference Call for Thursday, February 6, 2025
XPO (NYSE: XPO) has scheduled its fourth quarter 2024 earnings conference call and webcast for Thursday, February 6, 2025, at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and will be available on www.xpo.com. Access information for the call and webcast replay is provided for investors and the media.
XPO’s AI Gains Face Test As Freight Softness Tempers Growth Expectations
XPO reported stronger-than-expected Q4 revenue and efficiency gains, driven by AI and improved customer service, even as freight volumes have softened. Despite a stock rally reflecting investor confidence in the company's progress, analysts are now cautious about sustained growth if freight conditions remain soft. The company's focus on productivity and margin improvement will be crucial in balancing operational gains with a challenging market, while concerns about debt levels and capital allocation persist.
Rhumbline Advisers Trims Stake in XPO, Inc. $XPO
Rhumbline Advisers reduced its stake in XPO, Inc. by 2.1% in Q3, selling 6,515 shares and now holding 309,651 shares valued at $40.03 million. Despite this, analysts generally maintain a "Moderate Buy" rating with an average target price of $178.17, with some firms raising targets up to $205. XPO reported strong quarterly results, beating EPS and revenue estimates, but is trading at a high valuation and near its 52-week high.
Federal Court Rules Against XPO in Driver Misclassification Case
A federal district court has ruled against XPO Cartage in a driver misclassification lawsuit, ordering the company to pay nearly $1 million to five port and rail truck drivers. The drivers were previously misclassified as independent contractors by the California Labor Commission, which XPO appealed. The ruling highlights the ongoing issue of driver misclassification in the port trucking industry.
XPO (NYSE:XPO) Sheds 4.1% This Week, as Yearly Returns Fall More in Line With Earnings Growth
XPO, Inc. (NYSE:XPO) experienced a 4.1% share price drop this week, though its three-year return remains impressive at 424%. The company's earnings per share have grown 19% annually over three years, while its share price surged 74% per year, indicating increased market confidence. Insiders have also made significant purchases in the past year, suggesting positive internal outlook.
XPO (NYSE:XPO) Rating Increased to Hold at Zacks Research
Zacks Research has upgraded XPO's rating from "strong sell" to "hold" following the company's recent earnings beat. XPO reported earnings per share of $0.88, exceeding analyst estimates of $0.76, and revenue of $2.01 billion, higher than the $1.95 billion consensus. The stock currently has a "Moderate Buy" consensus rating from analysts, with an average target price of $178.17.
XPO Inc (XPO) Trading Down 6.04% on Feb 12
Shares of XPO Inc (XPO) were down 6.04% on February 12, trading at $189.63. The stock is 8.41% below its 52-week high but 122.94% above its 52-week low. Wall Street analysts have an average target price of $193.63, suggesting a 2.11% upside, while GuruFocus estimates a GF Value of $122.75, indicating a potential 35.27% downside.
Why XPO (XPO) Shares Are Getting Obliterated Today
Shares of freight delivery company XPO (NYSE:XPO) fell 6% after Susquehanna downgraded its stock to Neutral from a previous Positive rating, setting a price target of $210.00. This downgrade reflects a more cautious near-term outlook from the analyst, impacting investor sentiment. The company also faced a significant drop in profitability and weakening freight environment previously, despite a 35.8% increase in stock value since the beginning of the year.
The 5 Most Interesting Analyst Questions From XPO’s Q4 Earnings Call
XPO's Q4 CY2025 results surpassed analyst expectations, driven by improved customer service, network capacity investments, and AI-driven cost efficiencies. CEO Mario Harik highlighted reduced damages and better service leading to higher pricing and market share. Analysts questioned the sustainability of performance, potential for local customer penetration, AI's impact on productivity, and industry capacity trends influencing future pricing.
XPO Logistics Earnings Miss Expectations
XPO Logistics reported third-quarter earnings that fell short of analysts' expectations, despite "robust organic growth" driven by e-commerce and freight brokerage. The company lowered its earnings forecast due to the collapse of a major UK customer, House of Fraser, which resulted in a 7-cent per-share charge. XPO's revenue increased by 11.5% year-over-year to $4.34 billion, and net income rose to $100.8 million.
XPO, Inc. (XPO): A Deep-Dive into the North American LTL Powerhouse (2026)
XPO, Inc. (XPO) has transformed into a leading North American Less-Than-Truckload (LTL) carrier after strategic spin-offs and aggressive acquisitions. The company's stock has surged over 40% year-to-date in 2026, reaching all-time highs due to successful integration of Yellow Corp. terminals and margin improvements. Under CEO Mario Harik, XPO is focusing on operational excellence and technology to further expand margins and capture market share, aiming to challenge industry leaders like Old Dominion Freight Line.
XPO’s administrative restructuring leads to Q4 operating income dip
XPO's Q4 operating income decreased by 3.4% year-over-year to $143 million, primarily due to $23 million in restructuring expenses related to board leadership changes, including Brad Jacobs' departure. Despite this dip, the company saw a 4.7% rise in revenue to $2 billion, propelled by an adjusted operating income increase of 13.8% in its LTL North America segment. CEO Mario Harik highlighted the role of AI in cost control and productivity, emphasizing XPO's readiness for market recovery with significant excess door capacity.
XPO Focuses on Improvements After Mixed Q4 Results
XPO Inc. reported mixed Q4 2025 results, with net income of $59 million on revenues of $2.01 billion, up 4.7% year-over-year. CEO Mario Harik emphasized the company's focus on operational improvements, customer service, and strategic investments in its network and AI-driven route optimization tools to prepare for future freight market rebounds and drive earnings growth. The company aims to leverage its excess capacity and improved cost efficiency, underpinned by enhanced productivity and reduced reliance on purchase transportation, to capitalize on increased demand.
Citigroup Increases XPO (NYSE:XPO) Price Target to $205.00
Citigroup has raised its price target for XPO (NYSE:XPO) to $205.00 from $167.00, maintaining a "neutral" rating, which suggests a modest upside of 1.42% from its current price. This follows XPO's strong quarterly earnings, where it surpassed analyst estimates for both EPS and revenue. Despite the increased target and positive analyst sentiment from various firms, the stock is trading near its 52-week high with a high P/E ratio, indicating elevated market expectations.
XPO, Inc. (NYSE:XPO) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
XPO, Inc. (NYSE:XPO) has received a consensus "Moderate Buy" rating from 25 brokerage firms, with an average 12-month price target of $174.52. The company recently beat Q4 earnings estimates with adjusted EPS of $0.88 and revenue of $2.01 billion, driven by early industrial demand recovery and plans for significant AI-driven capital expenditures in 2026. Institutional ownership is high at 97.7%, and the stock is trading near its 52-week high, reflecting positive investor sentiment despite a high P/E ratio.
XPO Earnings Call Highlights Margin Gains, Cash Upside
XPO, Inc. emphasized stronger profitability and expanding margins in its latest earnings call, despite lingering volume softness. The company highlighted significant improvements in adjusted profitability and LTL margin expansion, driven by disciplined pricing, technology investments, and cost efficiencies. XPO also detailed its strong cash flow, liquidity, and capital allocation strategies, while acknowledging headwinds from soft volume and tonnage trends and outlining its forward-looking guidance based on limited macro improvement.
XPO Logistics Cuts 190 Jobs From its LTL Business
XPO Logistics has eliminated approximately 190 non-sales positions from its less-than-truckload (LTL) business following its acquisition of Con-way Inc. last year. These cuts, primarily in administrative, management, and back-office functions, affect less than 1% of its North American LTL workforce and were made to optimize efficiency and profitability. XPO also stated that it has achieved $50 million in annualized savings since the acquisition.
Analysts Offer Insights on Industrial Goods Companies: XPO (XPO) and Construction Partners (ROAD)
Analysts have provided new ratings for industrial goods companies XPO and Construction Partners. Morgan Stanley maintained a Sell rating on XPO with a $95.00 price target, while D.A. Davidson maintained a Hold rating on Construction Partners. TipRanks – DeepSeek also downgraded Construction Partners to Hold with a $126.00 price target.
XPO Bringing More Over-the-Road In-House
XPO, a less-than-truckload carrier, is expanding its in-house over-the-road operations through a new "Road Flex" program. This initiative involves recruiting driver teams for dedicated long-haul routes between XPO facilities, aiming to reduce costs, improve service, and minimize freight re-handling. The program is currently active in Dallas and Phoenix, with plans for further expansion in 2024, and offers benefits like paid holidays, medical coverage, and 401k with company match to drivers.
Analysts’ Top Industrial Goods Picks: XPO (XPO), ITT (ITT)
Three analysts have issued bullish sentiments on Industrial Goods sector stocks: XPO, ITT, and Transdigm Group. Stifel Nicolaus analysts reiterated Buy ratings for XPO and ITT, setting price targets of $206.00 and $228.00 respectively. Transdigm Group also received a reiterated Buy rating with a $1650.00 price target, leading to a Moderate Buy consensus for XPO and Transdigm, and a Strong Buy for ITT.
XPO Q4 Deep Dive: Productivity Gains and Pricing Drive Outperformance in Freight Market
XPO Inc. reported strong Q4 CY2025 results, outperforming revenue and profit expectations due to improved customer service, network capacity investments, and AI-driven cost efficiencies. The company's focus on expanding local customer bases and premium services, coupled with technology adoption like AI-enabled route optimization, led to margin expansion despite softness in the industrial sector. XPO aims for continued productivity gains and pricing power, with strategic plans to accelerate share repurchases and strengthen its balance sheet.
XPO (NYSE:XPO) Upgraded to Buy at Wall Street Zen
Wall Street Zen has upgraded XPO (NYSE:XPO) from a "hold" to a "buy" rating. This upgrade comes as XPO reported strong fourth-quarter earnings, beating revenue and EPS estimates, and plans significant capital expenditures in 2026 for AI-driven productivity. The company's stock is currently rated as a "Moderate Buy" among analysts, with an average target price of $174.52.
XPO Logistics, Inc. (NYSE:XPO) Q4 2025 Earnings Call Transcript
XPO Logistics, Inc. (NYSE: XPO) discussed its Q4 2025 earnings, reporting adjusted EBITDA of $312 million and adjusted diluted EPS of $0.88, which missed expectations. The company highlighted strong execution in North American LTL, with significant margin expansion and outperformance against seasonality, driven by improved customer service, pricing strategies, and cost efficiencies from AI-powered technology. XPO anticipates continued strong margin improvement and earnings growth in 2026, even without a significant macro recovery, and expects to increase free cash flow for share repurchases and debt reduction.
6,400 Shares in XPO, Inc. $XPO Purchased by AGF Management Ltd.
AGF Management Ltd. recently acquired 6,400 shares of XPO, Inc. for approximately $827,000, contributing to institutional investors owning nearly 97.73% of the company. XPO positively surpassed Q4 adjusted EPS and revenue expectations and announced a substantial 2026 capital expenditure plan focused on AI-driven margin improvements, despite a dip in GAAP diluted EPS and concerns about soft freight demand. Analysts generally rate XPO a "Moderate Buy" with an average price target below its current trading price, highlighting potential valuation and execution risks.
XPO's LTL Volumes Likely To Remain Subdued Into First-Half 2026 but Execution Solid
XPO's Less-Than-Truckload (LTL) volumes are expected to stay subdued into the first half of 2026. Despite the slow demand, the company is demonstrating solid execution. The article, written by Matthew Young on February 5, 2026, also touches upon XPO's business strategy and history of acquisitions in the trucking and logistics industry.
Here's What Key Metrics Tell Us About XPO (XPO) Q4 Earnings
XPO (XPO) reported Q4 2025 revenue of $2.01 billion, a 4.7% increase year-over-year, surpassing the Zacks Consensus Estimate. EPS was $0.88, which beat the consensus estimate of $0.76. Key metrics like shipments per day and adjusted operating ratio also offered a more accurate picture of the company's financial health, with most meeting or exceeding analyst expectations.
XPO INC (NYSE:XPO) Beats Q4 2025 Earnings Estimates Despite Muted Market Reaction
XPO INC (NYSE:XPO) reported strong Q4 2025 financial results, surpassing analyst estimates for both revenue and adjusted EPS, with revenue reaching $2.01 billion and adjusted EPS at $0.88. Despite the beat, the market reaction was subdued, with shares slightly down in pre-market trading, partly due to a decline in GAAP net income attributed to reduced real estate gains and increased restructuring expenses. The company's North American LTL segment showed significant improvement, while the European Transportation segment faced widened operating losses.
XPO, Inc. Q4 Profit Falls
XPO, Inc. reported a decrease in profit for the fourth quarter, with earnings falling to $59 million ($0.50 per share) from $76 million ($0.63 per share) in the prior year. Despite the profit decline, the company's revenue increased by 4.7% to $2.011 billion for the period. Adjusted earnings for the quarter were $105 million or $0.88 per share.
XPO: Q4 Earnings Snapshot
XPO, Inc. reported strong fourth-quarter results, with net income of $59 million and adjusted earnings of 88 cents per share, surpassing Wall Street expectations of 76 cents per share. The freight management company also exceeded revenue forecasts, posting $2.01 billion against an expected $1.94 billion. For the full year, XPO achieved a profit of $316 million on revenue of $8.16 billion.
XPO Reports Fourth Quarter 2025 Results
XPO (NYSE: XPO) announced its financial results for the fourth quarter of 2025, reporting diluted earnings per share of $0.50 and adjusted diluted EPS of $0.88. CEO Mario Harik highlighted profitable growth, with an 18% increase in adjusted diluted EPS and an 11% rise in adjusted EBITDA year-over-year, excluding real estate gains. The North American Less-Than-Truckload (LTL) segment saw a 14% increase in adjusted operating income and an improved adjusted operating ratio of 84.4%, driven by strong execution, service excellence, and AI-powered efficiency improvements.
XPO Scores Spot on Fortune List of Firms Poised for Long-Term Growth
XPO Logistics Inc. has been recognized on Fortune's Future 50 list for its strong prospects for long-term growth, marking its first appearance on this list. Fortune highlighted XPO's success through both strategic acquisitions and organic growth, such as the launch of XPO Direct. CEO Bradley Jacobs emphasized the company's clear vision, agility, and technology investments as key drivers of its rapid expansion in the logistics market.
XPO Logistics Loss Widens
XPO Logistics Inc. reported a widening net loss in the third quarter of the year, reaching $11.7 million, despite a significant revenue increase of over 200% to $662.5 million, largely due to recent acquisitions. The company's CEO, Bradley Jacobs, highlighted strong organic growth in freight brokerage and improved operating income, indicating a path towards profitability following strategic capital raises and major acquisitions like New Breed Logistics and Pacer International.
XPO Logistics Posts Smaller Loss, Purchases New Breed Logistics
XPO Logistics reported a reduced net loss of $13.8 million in Q2, compared to $17.4 million a year ago, with total gross revenue significantly increasing by 323.8% to $581 million. The company also announced a definitive agreement to acquire New Breed Holding Co. for $615 million, a move expected to enhance its contract logistics capabilities and provide integrated logistics solutions. Additionally, XPO completed the acquisition of Atlantic Central Logistics for $36.5 million, expanding its presence in the e-commerce last-mile delivery sector.
XPO (XPO) Reports Q4: Everything You Need To Know Ahead Of Earnings
XPO (NYSE:XPO) is set to announce its Q4 earnings results. Analysts expect revenue to grow 1.8% year-on-year to $1.95 billion and adjusted earnings of $0.76 per share, with recent estimates suggesting stability. The company has a strong track record of beating revenue estimates and has seen positive investor sentiment in the ground transportation sector.
XPO driver honored on three million miles driven without accident
Jerry Wade of Salem, an XPO driver for 31 years, was honored for achieving three million accident-free miles, a rare feat recognized by the company for only the third time in its Salem facility's 25-year history. Wade, who was surprised with a new truck, is one of only 68 XPO drivers nationwide to reach this milestone. Despite his eligibility for retirement, he plans to continue driving but notes significant negative changes in the trucking industry due to technology use and disrespect for laws.
Two XPO Drivers Selected for America’s Road Team
XPO announced that two of its drivers, Selvin Ramirez and Omar Stebbins, have been selected as Captains for the 2026-2027 America’s Road Team. This elite group of professional truck drivers promotes safe driving and highlights the trucking industry's essential role. Both drivers have extensive experience and a strong commitment to safety and community involvement.
XPO’s Strategic Maneuvers Elicit Bullish Forecasts Amid Industry Optimism
XPO Inc.'s stock has risen by 9.23% due to positive market sentiment and strategic moves, leading to bullish forecasts from multiple analysts. BofA, TD Cowen, Stephens, and Deutsche Bank have all raised their price targets for XPO, citing AI advancements, infrastructure growth, and expected industrial demand. The company's resilience, strategic adaptability, and recognition as a "Fortune Admired Company" further strengthen its market position, attracting investor interest.
XPO stock hits 52-week high at 156.08 USD
XPO Inc's stock has reached a new 52-week high of $156.08, surpassing its previous high and reflecting robust performance with a 19.56% increase over the past year. The company maintains a "GOOD" financial health rating according to InvestingPro, despite operating with moderate debt. This achievement comes amidst varied analyst evaluations, with some raising price targets while others downgraded the stock due to volume concerns in the LTL shipping sector, and news of Brad Jacobs stepping down from chairman roles by end of 2025.
XPO Inc (XPO) Shares Up 5.53% on Feb 2
Shares of XPO Inc (XPO) rose by 5.53% on February 2nd, trading at $156.30, close to its 52-week high. Analysts have an average target price of $155.41 for XPO, with a consensus "Outperform" recommendation. However, GuruFocus estimates a GF Value of $114.38, suggesting a potential downside of 26.82% from the current price.
XPO stock: logistics rally tests investor nerves as Wall Street raises the bar
XPO stock has seen a significant rally, reaching near 52-week highs, prompting both cautious investor sentiment and increased Wall Street optimism. The company's focus on asset-light logistics, operational efficiencies, and technology adoption has contributed to its strong performance, with analysts largely issuing "Buy" or "Overweight" ratings and raising price targets. However, future performance depends on macroeconomic conditions, competitive dynamics, and XPO's ability to manage costs, leading to a "cautiously optimistic" outlook.
Is Options Activity and LTL Resilience Altering The Investment Case For XPO (XPO)?
XPO, Inc. has garnered attention due to institutional investors selling deeply out-of-the-money put options before its Q4 2025 earnings and its North American Less-Than-Truckload (LTL) business gaining market share with firm pricing. While this options activity suggests near-term confidence, the core investment case for XPO continues to rely on its LTL segment's ability to maintain yield, grow share, and manage its debt with a high valuation. The article notes that XPO's elevated valuation leaves little room for error if freight demand or margins decline.
Earnings Preview: XPO (XPO) Q4 Earnings Expected to Decline
XPO (XPO) is projected to report a year-over-year decline in earnings for Q4 2025, despite an expected increase in revenues. The Zacks Consensus Estimate forecasts quarterly earnings of $0.76 per share and revenues of $1.94 billion. The company currently has a Zacks Rank #5 and a negative Earnings ESP, making a conclusive prediction for an earnings beat difficult, even though XPO has a history of surpassing EPS estimates.
Federated Hermes Inc. Sells 8,915 Shares of XPO, Inc. $XPO
Federated Hermes Inc. reduced its stake in XPO, Inc. by 3.1%, selling 8,915 shares, leaving it with 276,404 shares valued at approximately $35.73 million. XPO recently surpassed Q3 earnings estimates with $1.07 EPS on revenues of $2.11 billion and has a "Moderate Buy" consensus rating from analysts, with an average target price of $153.29. The company's stock opened at $150.68 and institutional investors hold a significant 97.73% of its shares.
