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XPO Reports Mixed February LTL Tonnage and Shipment Trends

Tipranks - Tue Mar 3, 4:06PM CST

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An announcement from XPO ( (XPO) ) is now available.

On March 2, 2026, XPO reported preliminary operating metrics for its North American less-than-truckload segment for February 2026, showing LTL tonnage per day up 0.2% year over year. The modest tonnage gain reflected a 3.0% increase in shipments per day offset by a 2.8% decline in weight per shipment, indicating lighter average loads but growing shipment activity.

The company also released final operating data for January 2026, when tonnage per day was flat versus January 2025, as a 1.2% rise in daily shipments was fully offset by a 1.2% reduction in weight per shipment. Together, the January and February figures suggest that XPO is seeing higher shipment counts but lighter freight in its North American LTL business, a mix shift that can influence revenue yield and network efficiency for the company and its customers.

The most recent analyst rating on (XPO) stock is a Buy with a $250.00 price target. To see the full list of analyst forecasts on XPO stock, see the XPO Stock Forecast page.

Spark’s Take on XPO Stock

According to Spark, TipRanks’ AI Analyst, XPO is a Neutral.

The score is driven primarily by improving operating performance and cash flow trajectory, supported by a generally positive earnings outlook and margin improvement targets. These positives are tempered by elevated leverage and an overextended technical setup, while the high P/E reduces valuation support.

To see Spark’s full report on XPO stock, click here.

More about XPO

XPO, Inc. is a leading asset-based less-than-truckload freight transportation provider in North America, using proprietary technology to move about 16 billion pounds of freight annually. The company serves roughly 55,000 customers through 592 locations with a workforce of 37,000 employees across North America and Europe, headquartered in Greenwich, Conn., USA.

XPO’s network scale and technology-driven operations position it as a major player in the LTL market. Its focus on service quality and operating efficiency underpins its competitive standing in freight transportation and supports ongoing efforts to optimize volume, mix and profitability across its customer base.

Average Trading Volume: 1,768,722

Technical Sentiment Signal: Buy

Current Market Cap: $24.66B

For an in-depth examination of XPO stock, go to TipRanks’ Overview page.

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