XPO, Inc. (XPO)

XPO's stock price experienced a decline of 13.52% over six months, but rose by 10.16% in the week leading up to November 21, 2025, and 11.47% in the prior month. The stock reached an all-time high of $161.00 USD on December 16, 2024. In September 2025, the stock jumped 3% following the release of August operating data. The company repurchased $50 million of shares in Q3 2025. S&P Global Ratings downgraded XPO's credit rating to 'BB' in July 2025, but shares traded higher after Q3 2025 financial results surpassed expectations.

The LTL market experiences seasonal demand spikes. XPO's North American LTL segment outperformed seasonality in Q3 2025. XPO Logistics prepares for increased demand during the peak holiday season by adding seasonal jobs, driven by e-commerce and omnichannel retail fulfillment.

XPO, Inc. is an American transportation company specializing in less-than-truckload (LTL) freight transportation in North America. It operates in the Consumer Discretionary sector, providing services like LTL shipping, truckload services, truck brokerage, managed transportation, last-mile logistics, and freight forwarding. XPO serves diverse markets, including manufacturing, retail, e-commerce, and government sectors.

XPO has a significant geographic presence in North America, Europe, and Asia. In North America, it is the second-largest LTL provider, covering 99% of U.S. postal codes and extending services to Mexico. The company's headquarters are in Greenwich, Connecticut, and it has 614 locations globally. In Europe, XPO offers various transportation services.

XPO received accolades such as being named one of "America's Most Reliable Companies" by Newsweek and one of "America's Most Innovative Companies" by Fortune. It was also recognized as a Top Military Friendly® Employer and a FreightTech 100 Company. In Europe, XPO Logistics secured a top 10 position in the Cibyl Sector Rankings 2025.

Institutional investors hold over 50% of XPO's stock. Major shareholders include Capital Research Global Investors, BlackRock, Inc., and Vanguard Group Inc. Jacobs Private Equity, LLC holds 10% of shares outstanding. Individual insiders hold approximately 1.65% of the company's shares.