XPO, Inc. Announces Leadership Transition as Brad Jacobs Steps Down as Executive Chairman

XPO, Inc. announces Brad Jacobs' transition from Executive Chairman to Special Advisor, appointing Mario Harik as Chairman.

Quiver AI Summary

XPO, Inc. announced that Brad Jacobs will step down as Executive Chairman of the Board on December 31, 2025, transitioning to a Special Advisor role until June 30, 2026. Mario Harik, who has been CEO since 2022, will take on the additional responsibility of Chairman of the Board, reflecting the company's focus on strategic continuity and long-term value creation. Jacobs praised Harik for his exceptional contributions to the company, while Harik acknowledged Jacobs as a mentor and credited his vision for the company's strong foundation. XPO is a leading North American freight transportation provider, known for its customer-centric approach and proprietary technology.

Potential Positives

Brad Jacobs’ transition to Special Advisor allows for a smooth leadership transition while maintaining continuity in strategic direction.
Mario Harik's elevation to Chairman of the Board emphasizes a strong commitment to long-term value creation for customers, employees, and shareholders.
Harik's proven track record and deep understanding of the company positions XPO for ongoing success and stability during this leadership change.

Potential Negatives

The departure of Brad Jacobs as Executive Chairman may create uncertainty among investors and stakeholders regarding the future direction of the company.
Transitioning leadership roles may suggest potential instability or changes in company strategy, which could affect investor confidence.
The change in leadership could disrupt the continuity and momentum of current initiatives, especially if not managed effectively.

FAQ

Who is stepping down as Executive Chairman of XPO?

Brad Jacobs will step down as Executive Chairman of XPO, effective December 31, 2025.

What role will Brad Jacobs take after stepping down?

After stepping down, Brad Jacobs will become a Special Advisor to XPO until June 30, 2026.

Who will replace Brad Jacobs as Chairman of the Board?

Mario Harik will take over as Chairman of the Board while continuing as CEO.

What is Mario Harik's role at XPO?

Mario Harik has served as CEO since 2022 and will now also be the Chairman of the Board.

How does this transition affect XPO's long-term strategy?

This transition underscores XPO's commitment to continuity of strategy and long-term value creation for stakeholders.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$XPO Insider Trading Activity

$XPO insiders have traded $XPO stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $XPO stock by insiders over the last 6 months:

ALLISON LANDRY sold 3,250 shares for an estimated $438,869

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$XPO Revenue

$XPO had revenues of $2.1B in Q3 2025. This is an increase of 2.83% from the same period in the prior year.

You can track XPO financials on Quiver Quantitative's XPO stock page.

$XPO Congressional Stock Trading

Members of Congress have traded $XPO stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $XPO stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$XPO Hedge Fund Activity

We have seen 248 institutional investors add shares of $XPO stock to their portfolio, and 283 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 1,036,434 shares (+19.8%) to their portfolio in Q3 2025, for an estimated $133,979,823
DURABLE CAPITAL PARTNERS LP added 736,224 shares (+20.5%) to their portfolio in Q3 2025, for an estimated $95,171,676
CAPITAL WORLD INVESTORS added 735,450 shares (+7.3%) to their portfolio in Q3 2025, for an estimated $95,071,621
D1 CAPITAL PARTNERS L.P. removed 639,178 shares (-20.3%) from their portfolio in Q3 2025, for an estimated $82,626,540
HOLOCENE ADVISORS, LP removed 495,836 shares (-57.8%) from their portfolio in Q3 2025, for an estimated $64,096,719
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 444,627 shares (+17.7%) to their portfolio in Q3 2025, for an estimated $57,476,932
CANNELL & SPEARS LLC removed 394,503 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $49,821,783

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$XPO Analyst Ratings

Wall Street analysts have issued reports on $XPO in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 11/17/2025
Stifel issued a "Buy" rating on 10/31/2025
Citigroup issued a "Buy" rating on 10/31/2025
JP Morgan issued a "Overweight" rating on 10/31/2025
TD Cowen issued a "Buy" rating on 10/31/2025
Raymond James issued a "Outperform" rating on 10/14/2025
Benchmark issued a "Buy" rating on 10/01/2025

To track analyst ratings and price targets for $XPO, check out Quiver Quantitative's $XPO forecast page.

$XPO Price Targets

Multiple analysts have issued price targets for $XPO recently. We have seen 14 analysts offer price targets for $XPO in the last 6 months, with a median target of $150.0.

Here are some recent targets:

Ravi Shanker from Morgan Stanley set a target price of $90.0 on 12/08/2025
Brian Ossenbeck from JP Morgan set a target price of $163.0 on 12/08/2025
Ariel Rosa from Citigroup set a target price of $164.0 on 12/03/2025
Ken Hoexter from B of A Securities set a target price of $158.0 on 12/02/2025
Brandon Oglenski from Barclays set a target price of $160.0 on 11/17/2025
Jonathan Chappell from Evercore ISI Group set a target price of $151.0 on 10/31/2025
J. Bruce Chan from Stifel set a target price of $149.0 on 10/31/2025

Full Release

GREENWICH, Conn., Dec. 15, 2025 (GLOBE NEWSWIRE) -- XPO, Inc. (NYSE: XPO) announced today that Brad Jacobs will step down as Executive Chairman of the Board, effective December 31, 2025. Jacobs will transition to the role of Special Advisor to the Company through June 30, 2026. Mario Harik will serve as Chairman of the Board while continuing in his role as CEO, which he has held since 2022. Harik’s increased responsibility underscores the Company’s commitment to continuity of strategy and long-term value creation for customers, employees, and shareholders.

“Leading XPO since 2011 has been one of the greatest privileges of my career,” Jacobs said. “Mario was one of my very first hires at XPO, and he’s done an exceptional job in every role he’s had, including Chief Information Officer, Chief Customer Officer, President of LTL, and most consequentially as CEO. The company is in very capable hands, and I look forward to supporting its continued success as an advisor through June 2026.”

“Brad has been an exceptional partner and mentor,” Harik said. “His vision is the reason for the strong foundation we continue to build upon today. I’m honored to carry forward our shared mission as Chairman and CEO.”

About XPO
XPO, Inc. (NYSE: XPO) is a leader in asset-based less-than-truckload (LTL) freight transportation in North America. The company’s customer-focused organization efficiently moves 17 billion pounds of freight per year, enabled by its proprietary technology. XPO serves 55,000 customers with 605 locations and 38,000 employees in North America and Europe, and is headquartered in Greenwich, Conn., USA. Visit xpo.com for more information, and connect with XPO on LinkedIn , Facebook , X , Instagram and YouTube .

Investor Contact
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