XPO, Inc.
XPOXPO, Inc. is a leading provider of transportation and logistics services, offering supply chain solutions including less-than-truckload (LTL) freight, truck brokerage, last mile, and global forwarding. Founded in 1989, XPO has grown through acquisitions to become a major player in freight transportation, emphasizing technology-driven efficiency and customer service. Its operations span across North America and Europe.
Company News
XPO delivered strong Q3 earnings, beating estimates and improving operating margins through AI-driven productivity enhancements, despite challenging macroeconomic conditions in the trucking and manufacturing sectors.
XPO reported Q3 2025 financial results with revenue of $2.11 billion, exceeding estimates. The North American Less-Than-Truckload segment showed improved performance, with adjusted operating ratio improving and yield increasing year-over-year.
The global perishable goods transportation market is experiencing rapid growth, driven by e-commerce expansion, technological advancements in cold chain logistics, and increasing demand for fresh protein and online grocery delivery. The market is expected to grow from $21.7 billion in 2024 to $39.3 billion by 2033.
Wall Street analysts highlight three trucking stocks - Saia, Old Dominion Freight Line, and XPO Logistics - as potentially undervalued, with significant upside potential due to current market discounts and potential benefits from trade tariffs.
The headline numbers for XPO (XPO) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
