XPO reports a 5.4% decrease in November's LTL tonnage per day compared to November 2024, amid shipment declines.
Quiver AI Summary
XPO, a major freight transportation provider in North America, announced preliminary operating metrics for its less-than-truckload (LTL) segment for November 2025, noting a 5.4% decrease in LTL tonnage per day compared to November 2024. This decline is linked to a 2.2% drop in shipments per day and a 3.2% reduction in weight per shipment. The company, headquartered in Greenwich, Connecticut, serves 55,000 customers and operates across North America and Europe. XPO cautioned that the final results may differ from these preliminary metrics, citing various risks and uncertainties that could affect future performance.
Potential Positives
- XPO reported significant scale in its operations, moving 17 billion pounds of freight annually, which highlights the company's strength in the freight transportation sector.
- The company serves a broad customer base of 55,000, indicating strong market presence and demand for its services.
- XPO continues to maintain a large workforce of 38,000 employees, which suggests stability and a commitment to creating jobs in the freight transportation industry.
- The press release indicates XPO's focus on proprietary technology, which could enhance operational efficiency and customer service.
Potential Negatives
- Decrease in LTL tonnage per day by 5.4% compared to the previous year, indicating a potential decline in demand and efficiency.
- Year-over-year decrease in both shipments per day (2.2%) and weight per shipment (3.2%), suggesting challenges in operational performance.
- Preliminary results may change, indicating uncertainty about the stability and predictability of the company's performance.
FAQ
What were XPO's LTL tonnage trends for November 2025?
XPO reported a 5.4% decrease in LTL tonnage per day compared to November 2024.
What factors contributed to the decline in LTL tonnage?
The decline was due to a 2.2% decrease in shipments per day and a 3.2% reduction in weight per shipment.
How many customers and employees does XPO have?
XPO serves 55,000 customers and employs 38,000 people across North America and Europe.
Where is XPO headquartered?
XPO is headquartered in Greenwich, Connecticut, USA.
What can we expect from XPO's forward-looking statements?
Forward-looking statements are subject to risks and uncertainties that may affect actual results in the future.
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 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 247 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 13 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
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Citigroup issued a "Buy" 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 17 analysts offer price targets for $XPO in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Brandon Oglenski from Barclays set a target price of $160.0 on 11/17/2025
- J. Bruce Chan from Stifel set a target price of $149.0 on 10/31/2025
- Ariel Rosa from Citigroup set a target price of $159.0 on 10/31/2025
- Jonathan Chappell from Evercore ISI Group set a target price of $151.0 on 10/31/2025
- Christopher Kuhn from Benchmark set a target price of $150.0 on 10/31/2025
- Brian Ossenbeck from JP Morgan set a target price of $166.0 on 10/31/2025
- Jason Seidl from TD Cowen set a target price of $141.0 on 10/31/2025
Full Release
GREENWICH, Conn., Dec. 01, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for November 2025. LTL tonnage per day decreased 5.4%, as compared with November 2024, attributable to a year-over-year decrease of 2.2% in shipments per day and a decrease of 3.2% in weight per shipment. Actual results for November 2025 may vary from the preliminary results reported above.
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 .
Forward-looking Statements
This release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terms such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “should,” “will,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target,” “trajectory” or the negative of these terms or other comparable terms. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate in the circumstances.
These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements. Factors that might cause or contribute to a material difference include the risks discussed in our filings with the SEC, and the following: the effects of business, economic, political, legal, and regulatory impacts or conflicts upon our operations; supply chain disruptions and shortages, strains on production or extraction of raw materials, cost inflation and labor and equipment shortages; our ability to align our investments in capital assets, including equipment, service centers, and warehouses to our customers’ demands; our ability to implement our cost and revenue initiatives and realize growth and expansion as a result of those initiatives; the effectiveness of our action plan, and other management actions, to improve our North American LTL business; our ability to continue insourcing linehaul in ways that enhance our network efficiency and productivity; the anticipated impact of a freight market recovery on our business; our ability to benefit from a sale, spin-off or other divestiture of one or more business units or to successfully integrate and realize anticipated synergies, cost savings and profit opportunities from acquired companies; goodwill impairment; issues related to compliance with data protection laws, competition laws, and intellectual property laws; fluctuations in currency exchange rates, fuel prices and fuel surcharges; the expected benefits of the spin-offs of GXO Logistics, Inc. and RXO, Inc.; our ability to develop and implement proprietary technology and suitable information technology systems; the impact of potential cyber-attacks and information technology or data security breaches or failures; our ability to repurchase shares on favorable terms; our indebtedness; our ability to raise debt and equity capital; fluctuations in interest rates; seasonal fluctuations; our ability to maintain positive relationships with our network of third-party transportation providers; our ability to attract and retain management talent and key employees including qualified drivers; labor matters; litigation; competition; and our ability to deliver pricing growth driven by service quality. We caution that our operating results for November 2025 are not necessarily indicative of the results that may be expected for future periods.
All forward-looking statements set forth in this release are qualified by these cautionary statements and there can be no assurance that the actual results or developments anticipated by us will be realized or, even if substantially realized, that they will have the expected consequences to or effects on us or our business or operations. Forward-looking statements set forth in this release speak only as of the date hereof, and we do not undertake any obligation to update forward-looking statements except to the extent required by law.
Investor Contact
Brian Scasserra
+1-617-607-6429
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Media Contact
Cole Horton
+1-203-609-6004
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