XPO Provides North American LTL Operating Data for November 2025
Rhea-AI Summary
XPO (NYSE: XPO) reported preliminary North American less‑than‑truckload (LTL) operating metrics for November 2025 showing a decline in activity versus November 2024. LTL tonnage per day fell 5.4%, driven by a 2.2% drop in shipments per day and a 3.2% decline in weight per shipment. The company cautioned that actual results for November 2025 may vary from these preliminary figures.
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News Market Reaction
On the day this news was published, XPO gained 0.96%, reflecting a mild positive market reaction. Argus tracked a trough of -4.2% from its starting point during tracking. Our momentum scanner triggered 25 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $160M to the company's valuation, bringing the market cap to $16.84B at that time. Trading volume was elevated at 2.0x the daily average, suggesting notable buying interest.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
XPO gained 5.39%, while key LTL peers showed modest, mixed moves: ODFL +1.14%, KNX +1.43%, SNDR +1.56%, TFII +1.43%, and SAIA -1.19%. This points to a company-specific reaction rather than a broad trucking-sector shift.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Operating metrics update | Negative | +1.0% | Preliminary LTL tonnage and shipment metrics declined versus November 2024. |
| Nov 11 | Recognition/award | Positive | -0.8% | Named Military Friendly Gold Employer for 2026 with veterans near 10% of workforce. |
| Oct 30 | Quarterly earnings | Positive | +9.0% | Q3 2025 results with revenue growth and higher adjusted EPS and EBITDA. |
| Sep 24 | Recognition/award | Positive | -2.4% | Named to 2026 FreightTech 100 list for freight technology and AI deployment. |
| Sep 17 | Earnings call notice | Neutral | +1.5% | Scheduled Q3 2025 earnings call and provided access details for investors. |
Recent news has often seen price moves that diverge from the apparent tone of the announcements, especially for operational and recognition-related updates.
Over the past few months, XPO’s news flow has included operational updates, recognition awards, and quarterly earnings. The latest LTL metrics showed a 5.4% drop in tonnage per day for November 2025 versus a year earlier. This follows Q3 2025 earnings on Oct 30 with revenue of $2.11B and a strong +8.99% price reaction. Awards and recognition items in September and November drew mixed or negative moves, underscoring that the stock’s reactions have not always tracked headline sentiment.
Market Pulse Summary
This announcement highlighted softer monthly operating trends in XPO’s North American LTL business, with November 2025 tonnage per day down 5.4%, driven by a 2.2% decline in shipments per day and a 3.2% drop in weight per shipment. An earlier 8-K also flagged October declines. In contrast, Q3 2025 revenue of $2.11B grew year over year, so investors may watch whether these monthly figures signal a temporary fluctuation or a more sustained shift in LTL volumes.
Key Terms
LTL technical
AI-generated analysis. Not financial advice.
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
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
brian.scasserra@xpo.com
Media Contact
Cole Horton
+1-203-609-6004
cole.horton@xpo.com
FAQ
What did XPO report for November 2025 LTL tonnage per day (NYSE: XPO)?
What drove the November 2025 LTL tonnage decline at XPO (NYSE: XPO)?
Are XPO's November 2025 LTL metrics final (NYSE: XPO)?
How should investors interpret XPO's November 2025 LTL preliminary data (NYSE: XPO)?
Did XPO provide November 2025 revenue or earnings in the LTL update (NYSE: XPO)?
