La catena delle opzioni mostra i dati chiave delle opzioni azionarie di XPO a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per XPO..

XPO (NYSE:XPO) Azioni, Catena delle Opzioni

XPO INC

Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.

XPO Logistics

XPO Inc

Xponential Fitness, Inc. Class A Common Stock

Xponential Fitness Inc

Expion360 Inc

All the 13F filings are in this week.
The media and internet have dissected all the information and written volumes about the same small handful of investors that they have written about every quarter for the past five years.
Michael Burry of Scion Asset Management continues to be one of the most covered investors.
The media and internet geniuses report on his buys and sells every quarter like they are important.
For the record, Michael Burry is a brilliant investor and trader.
He made so much money during the financial crisis they made a movie about him.
Everything he does is based on value, and he is very good at what he does.
However, his time frame has changed over the years. Looking at his last several years of filings and his average holding period, it&#8217;s less than a quarter.
Unless you are sitting in the office with him copying his trades, you cannot clone his moves.
Knowing what he owned 45 days ago is useless information.
Unless you are a 94-year-old billionaire running one of the largest corporations in the world, knowing what Buffett and Berkshire are doing is of very little value as well.
Knowing what Bill Ackman is doing is interesting, but odds are he bought his stocks during steep pullbacks at lower prices, and once he bought his shares, he likely printed up a 130-page PowerPoint about why it is a great stock and sent it to everyone he ever met.
Knowing something everyone else knows is not an actionable edge most of the time.
I have been tracking institutional buying for over three decades now.
You can make a lot of money by engaging in idea piracy.
However, just as attacking a vessel that had already been plundered multiple times, or one that offloaded its cargo a month ago, was unlikely to result in much swag, stealing from the same investors as everyone else will result in average profits at best.
We need to dig deep and find those vulture investors, deep value specialists, special situation types, growth fanatics, agitators, and buyout artists who are not on everyone&#8217;s radar screen (yet) and are putting up big numbers for their investors.
Most investors have never heard of Spruce House Investment Management in spite of the firm&#8217;s strong track record of high performance.
The firm is named after the dorm at University of Pennsylvania where the two founders, Benjamin Stein and Zachary Sternberg, first met.
They both come from well-connected families, and early investors in their firm included billionaire real estate investor Barry Sternlicht and famed value investor Seth Klarman.
The firm has evolved since day one to include some high-growth companies with potential to be game changers, but that evolution was not pain-free.
The firm overinvested in highflyers in 2021 and 2022 and had terrible performance.
However, they had the courage of their convictions, and Spruce House had a massive bounce back in 2023 and 2024.
Today the portfolio is partially old-school value and partially high growth, and the blend appears to be working nicely.
While Carvana (Ticker: CVNA), Wayfair (Ticker: W), and DraftKings (Ticker: DKNG) are still large positions for Spruce House, the firm&#8217;s latest purchases have more of a Buffettesque feel to them.
The firm was a buyer of shares of (Ticker: QXO) the roofing and building supplies rollup founded by serial acquirer Brad Jacobs.
Jacobs is a serial builder with one of the most impressive track records in modern American business. He&#8217;s taken five companies public, creating billions in shareholder value along the way. From United Rentals (Ticker: URI) to XPO Logistics (Ticker: XPO) Jacobs has a proven formula: identify a fragmented industry, build scale through aggressive but strategic acquisitions, layer in technology, and drive operational efficiency.
Spruce House is also buying shares of a spin-off from Jacobs-driven XPO Logistics from a few years ago.
GXO Logistics (Ticker: GXO) is the largest pure-play contract logistics provider in the world, operating over 900 warehouses across more than 30 countries. Spun off from XPO in 2021, GXO focuses on high-efficiency, tech-enabled warehousing and supply chain solutions for blue-chip clients in sectors like e-commerce, aerospace, and healthcare. The company leans heavily on automation, robotics, and data analytics to streamline operations, cut costs, and drive performance, making it a critical player in the global push for smarter, more resilient supply chains.
The final purchase this quarter is another spin-off and roll-up that does not involve Jacobs.
Core &amp; Main Inc. (Ticker: CNM) might not be a household name, but it plays a critical role in keeping America&#8217;s water and wastewater systems flowing. Based in St. Louis, Missouri, the company is one of the largest distributors of water, wastewater, storm drainage, and fire protection products in the United States.
With over 320 branches across the country, Core &amp; Main serves a wide customer base that includes municipalities, private water companies, contractors, and engineers involved in infrastructure development and repair.
The company&#8217;s business is built around distributing essential products like pipes, valves, fittings, hydrants, and meters—the unseen backbone of modern civil infrastructure. While it may sound basic, the business is deeply entrenched and difficult to disrupt due to the logistical complexity, technical knowledge, and local relationships required in this industry. Much of Core &amp; Main&#8217;s value proposition lies in its ability to deliver the right products quickly and accurately, often under tight construction or emergency timelines.
A key part of the firm&#8217;s growth strategy has been the aggressive acquisition of smaller regional distributors, allowing it to scale operations, expand its customer base, and deepen its national footprint. Since becoming a standalone company in 2017 following its spinoff from HD Supply (and before that, Home Depot), Core &amp; Main has executed dozens of acquisitions, consolidating what remains a fragmented market.
The company benefits from secular trends in infrastructure investment, especially as federal and state governments ramp up spending on water system upgrades, stormwater management, and fire protection improvements. With recurring repair-and-replace demand from aging infrastructure and growing urbanization, Core &amp; Main occupies a stable niche with long-term tailwinds. Its business, while not flashy, is resilient and supported by both public and private sector infrastructure priorities. Investors looking for a way to play the long-term U.S. infrastructure renewal story might want to keep Core &amp; Main on their radar.
Spruce House is not a name you are likely to hear on CNBC today.
Neither the firm nor the two founders appear to be on social media.
The only folks happy with them are their investors after several years of outstanding returns.
Add these three stocks to your watch list to buy on pullbacks or based on your favorite setup, and I suspect you will be quite pleased with them as well.

Opinion

CVNA

DKNG

Alpha Buying: These Overlooked Stocks Just Got a Hedge Fund Stamp of Approval

B of A Securities analyst Ken Hoexter maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Buy and raises the price target from $119 to $139.

News

Price Target

Analyst Ratings

B of A Securities Maintains Buy on XPO, Raises Price Target to $139

U.S. stocks were higher, with the Dow Jones index gaining around 950 points on Monday.
Shares of NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) rose sharply during Monday's session after the company reported <a href="https://www.benzinga.com/quote/NRG/earnings">better-than-expected first-quarter financial results.</a>
NRG Energy posted adjusted earnings of $2.62 per share, beating market estimates of $1.49 per share. The company's quarterly sales came in at $8.59 billion versus expectations of $7.83 billion.
NRG Energy shares jumped 21.5% to $145.05 on Monday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Fluence Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>) shares jumped 32% to $6.06.</li>
<li>Helen of Troy Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HELE#NASDAQ">HELE</a>) gained 22.1% to $33.31.</li>
<li>WeRide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) shares jumped 21.4% to $9.72. WeRide will release its first quarter financial results before the opening bell on May 21.</li>
<li>Wayfair Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) shares rose 21.2% to $39.76 after Argus Research upgraded the stock from Hold to Buy and announced a $40 price target.</li>
<li>Sally Beauty Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBH#NYSE">SBH</a>) gained 21.1% to $9.90 following upbeat quarterly earnings.</li>
<li>Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) shares jumped 20.1% to $102.34.</li>
<li>VNET Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>) rose 20.1% to $7.16.</li>
<li>RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>) gained 18.3% to $230.01.</li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) gained 17.3% to $10.53.</li>
<li>Matson, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MATX#NYSE">MATX</a>) shares rose 16.4% to $111.95.</li>
<li>Stanley Black &amp; Decker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) surged 15.2% to $72.22.</li>
<li>Academy Sports and Outdoors, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASO#NASDAQ">ASO</a>) gained 15.1% to $45.15.</li>
<li>V.F. Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) gained 13% to $15.00.</li>
<li>XPO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) rose 12.9% to $125.38.</li>
<li>Zebra Technologies Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>) jumped 12.7% to $300.64.</li>
<li>Pinterest, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) gained 12.3% to $32.81.</li>
<li>DICK&#8217;S Sporting Goods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) shares rose 11% to $212.02. Barclays analyst Adrienne Yih maintained Dick&#8217;s Sporting Goods with an Overweight rating and lowered the price target from $254 to $223.</li>
<li>Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) gained 10.5% to $51.30. Barclays analyst Ramsey El-Assal maintained Affirm with an Overweight rating and raised the price target from $45 to $53.</li>
<li>Masco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>) rose 10.3% to $68.49. Masco declared a quarterly dividend of 31 cents per common share.</li>
<li>ON Semiconductor Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) gained 9.6% to $44.93.</li>
<li>Williams-Sonoma, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>) rose 8.8% to $174.35.</li>
<li>Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) gained 8.1% to $92.85.</li>
<li>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) rose 7.8% to $208.19.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rose 7% to $319.24. Tesla has touted the company&#8217;s FSD (Full Self-Driving) technology ahead of next month&#8217;s Robotaxi launch in Austin, Texas.</li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) rose 5.8% to $209.92. Apple is reportedly contemplating raising the prices for its forthcoming fall iPhone models, while also planning to introduce new features and design changes.</li>
</ul>
Now Read This:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/05/45347009/top-2-tech-stocks-that-may-crash-in-q2"> Top 2 Tech Stocks That May Crash In Q2</a> </li>
</ul>
Photo via Shutterstock

AAPL

AFRM

AMZN

FIVE

FLNC

HELE

MATX

PINS

SOUN

TSLA

VNET

ZBRA

NRG Energy Posts Upbeat Earnings, Joins Tesla, Apple, Amazon And Other Big Stocks Moving Higher On Monday

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Duolingo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) shares rose 27.39% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/45149547" target="_blank" rel="noreferrer noopener">its FY25 sales guidance</a>. Several analysts <a href="https://www.benzinga.com/quote/duol/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares increased 24.15%.</li>
<li>Tenet Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>) stock escalated 21.24% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/45061907" target="_blank" rel="noreferrer noopener">its FY25 adjusted EPS guidance</a>. Many analysts <a href="https://www.benzinga.com/quote/thc/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>Carrier Global Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) stock upped 19.10% after it reported better-than-expected first-quarter financial results<a href="https://www.benzinga.com//node/45135625" target="_blank" rel="noreferrer noopener"> and raised its FY25 guidance</a>.</li>
<li>Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) stock upped 18.90%. Akeso, Inc. announced the Chinese Health Authorities, the National Medical Products Administration (NMPA) approved ivonescimab for a second indication based on the results of the Phase 3 <a href="https://www.benzinga.com//node/45046531" target="_blank" rel="noreferrer noopener">trial, HARMONi-2 or AK112-303</a>.</li>
<li>Aurora Innovation, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) stock upped 18.31% last week after the company announced it launched its commercial self-driving <a href="https://www.benzinga.com//node/45128218" target="_blank" rel="noreferrer noopener">trucking service in Texas</a>.</li>
<li>Arista Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) shares were up 16.83% after Rosenblatt upgraded the stock from Sell to Neutral and raised its <a href="https://www.benzinga.com/quote/anet/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $55 to $85</a>.</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) stock grew 14.83% after the company reported better-than-expected financial results and raised its FY25 GAAP EPS and <a href="https://www.benzinga.com//node/45108290" target="_blank" rel="noreferrer noopener">sales guidance above estimates</a>. Many analysts <a href="https://www.benzinga.com/quote/tt/analyst-ratings" target="_blank" rel="noreferrer noopener">boosted the price forecast</a>.</li>
<li>DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) shares escalated 13.90% f<a href="https://www.benzinga.com//node/45149628" target="_blank" rel="noreferrer noopener">ollowing strong quarterly sales</a>. Many analysts <a href="https://www.benzinga.com/quote/dxcm/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>XPO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) shares increased 13.81%  after the company reported better-than-expected <a href="https://www.benzinga.com//node/45099967" target="_blank" rel="noreferrer noopener">first-quarter EPS results</a>. Many analysts <a href="https://www.benzinga.com/quote/xpo/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
</ol>
Photo by DANIEL CONSTANTE via Shutterstock

Equities

Large Cap

Movers

Trading Ideas

ANET

CARR

CRWV

DUOL

DXCM

EXAS

SMMT

Duolingo, CoreWeave And DexCom Are Among Top 10 Large-Cap Gainers Last Week (Apr 28-May 2): Are The Others In Your Portfolio?

JP Morgan analyst Brian Ossenbeck maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Overweight and lowers the price target from $132 to $121.

JP Morgan Maintains Overweight on XPO, Lowers Price Target to $121

Wells Fargo analyst Christian Wetherbee maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Overweight and lowers the price target from $130 to $116.

Wells Fargo Maintains Overweight on XPO, Lowers Price Target to $116

Oppenheimer analyst Scott Schneeberger maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Outperform and lowers the price target from $142 to $126.

Oppenheimer Maintains Outperform on XPO, Lowers Price Target to $126

UBS analyst Thomas Wadewitz maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Buy and raises the price target from $108 to $123.

UBS Maintains Buy on XPO, Raises Price Target to $123

Evercore ISI Group analyst Jonathan Chappell maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Outperform and raises the price target from $115 to $116.

Evercore ISI Group Maintains Outperform on XPO, Raises Price Target to $116

Barclays analyst Brandon Oglenski maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Overweight and lowers the price target from $135 to $125.

Barclays Maintains Overweight on XPO, Lowers Price Target to $125

U.S. stocks were lower, with the Dow Jones index falling around 200 points on Wednesday.
Shares of Western Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>) rose sharply during Wednesday's session after the company reported better-than-expected third-quarter adjusted EPS results and issued fourth-quarter adjusted EPS guidance <a href="https://www.benzinga.com/quote/WDC/earnings">above estimates.</a>
Western Digital reported quarterly earnings of $1.36 per share which beat the analyst consensus estimate of $1.13 per share. The company reported quarterly sales of $2.29 billion which missed the analyst consensus estimate of $2.36 billion.
Additionally, the company declared a quarterly dividend of $0.10 per share.
Western Digital jumped 6.5% to $43.24 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) jumped 59% to $50.14.</li>
<li>Oddity Tech Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODD#NASDAQ">ODD</a>) gained 18.8% to $55.99 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>Concord Medical Services Holdings Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCM#NYSE">CCM</a>) gained 16.6% to $9.15.</li>
<li>Cantor Equity Partners, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEP#NASDAQ">CEP</a>) jumped 15.5% to $37.81.</li>
<li>Silicon Motion Technology Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIMO#NASDAQ">SIMO</a>) jumped 14.6% to $51.78 after the company reported better-than-expected quarterly financial results.</li>
<li>Global Industrial Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIC#NYSE">GIC</a>) gained 14.1% to $25.31 after the company reported better-than-expected quarterly financial results.</li>
<li>Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) jumped 10.7% to $255.26 following upbeat quarterly earnings.</li>
<li>Qorvo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) gained 10.6% to $69.33 after the company reported better-than-expected fourth-quarter financial results and issued first-quarter guidance with its midpoint above estimates.</li>
<li>Seagate Technology Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>) gained 9.2% to $89.21 following third-quarter results.</li>
<li>Trane Technologies plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) gained 7.6% to $380.43 after the company reported better-than-expected first-quarter financial results and raised its FY25 GAAP EPS and sales guidance above estimates.</li>
<li>XPO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) jumped 7.5% to $104.78 after the company reported better-than-expected quarterly EPS results.</li>
<li>The Chefs&#8217; Warehouse, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHEF#NASDAQ">CHEF</a>) gained 7% to $57.00 following upbeat earnings.</li>
<li>Gildan Activewear Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIL#NYSE">GIL</a>) rose 6.2% to $45.56 following strong quarterly earnings.</li>
<li>PPG Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>) gained 3.7% to $107.68 after the company reported better-than-expected quarterly financial results.</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/25/04/45064976/top-3-industrials-stocks-which-could-rescue-your-portfolio-in-q2">Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q2</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

Markets

CHEF

QRVO

SIMO

WING

Western Digital Posts Better-Than-Expected Earnings, Joins Wingstop, Qorvo, Seagate And Other Big Stocks Moving Higher On Wednesday

WIIM

XPO shares are trading higher after the company reported better-than-expected Q1 EPS results.

XPO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) reported first-quarter financial results before the market open on Wednesday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/04/g45095387/xpo-reports-first-quarter-2025-results">from the quarter</a>.
<ul>
<li>Q1 Revenue: $1.95 billion, versus <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $1.98 billion</li>
</ul>
<ul>
<li>Q1 Adjusted EPS: 73 cents, versus estimates of 65 cents</li>
</ul>
Total revenue was down from $2.02 billion in the prior year&#8217;s quarter, primarily due to lower fuel surcharge revenue in the North American Less-Than-Truckload (LTL) segment. 
XPO generated $142 million in cash flow from operations and ended the quarter with $212 million of cash and cash equivalents on hand.
&#8220;We carried our momentum into 2025 and delivered&nbsp;first quarter&nbsp;financial results that outperformed the industry. Companywide, we reported adjusted EBITDA of&nbsp;$278 million&nbsp;and adjusted diluted EPS of&nbsp;$0.73, while operating more efficiently,&#8221; said Mario Harik, CEO of XPO.
&#8220;Our plan is driving results, with a long runway for margin expansion, supported by superior service and high-return investments in our network. We&#8217;re executing to achieve years of outperformance, regardless of the freight market environment.&#8221;
XPO executives are currently discussing the quarter on a conference call that kicked off at 8:30 a.m. ET.
XPO Price Action: <a href="http://benzinga.com/quote/xpo">XPO shares</a> were up 6.74% at $104.00 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45098912/caterpillar-faces-lower-q1-results-but-projects-flat-sales-in-2025-or-slight-decline-with-tariff-headwinds">Caterpillar Warns Of $250 Million To $350 Million Tariff Hit After Q1 Profit Miss</a></li>
</ul>
Photo: <a href="https://www.shutterstock.com/g/Perfectti">Miguel Perfectti</a>/Shutterstock.

Earnings

Guidance

XPO Reports Q1 Earnings, Shares Move Higher: 'Our Plan Is Driving Results'

XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) reported quarterly earnings of $0.73 per share which beat the analyst consensus estimate of $0.65 by 12.31 percent. This is a 9.88 percent decrease over earnings of $0.81 per share from the same period last year. The company reported quarterly sales of $1.95 billion which missed the analyst consensus estimate of $1.98 billion by 1.15 percent. This is a 3.17 percent decrease over sales of $2.02 billion the same period last year.

Earnings Beats

Earnings Misses

XPO Q1 Adj. EPS $0.73 Beats $0.65 Estimate, Sales $1.95B Miss $1.98B Estimate

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Earnings Scheduled For April 30, 2025

President Donald Trump signed an executive order Monday requiring commercial truck drivers to demonstrate English language proficiency, a move that could significantly impact the logistics and transportation sectors.
What Happened: The order, announced by The White House&#8217;s official Rapid Response account, directs the Department of Transportation to enforce existing regulations under 49 C.F.R. 391.11(b)(2) that mandate drivers must &#8220;read and speak the English language sufficiently&#8221; to operate commercial vehicles safely.
&#8220;Drivers need to provide feedback to their employers and customers and receive related directions in English. This is common sense,&#8221; The White House said. 
&#8220;Within 60 days, the Secretary of Transportation shall rescind the 2016 guidance document on English language proficiency and issue new enforcement procedures,&#8221; the executive order states. The order also requires that violations result in drivers being placed &#8220;out-of-service,&#8221; effectively grounding them until compliance is achieved.
This directive follows Trump&#8217;s March 1 executive order designating English as the <a href="https://www.benzinga.com/markets/25/03/44066047/trump-to-declare-english-official-language-of-us-what-does-executive-mean?utm_source=chatgpt.com">official national language</a> of the United States, continuing his administration&#8217;s focus on language policy.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">NEW: <a href="https://twitter.com/POTUS?ref_src=twsrc%5Etfw">@POTUS</a> just signed an executive order to mandate that commercial truck drivers are proficient in English. Here is the text of the order: By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered:…
&mdash; Rapid Response 47 (@RapidResponse47) <a href="https://twitter.com/RapidResponse47/status/1916976810639724997?ref_src=twsrc%5Etfw">April 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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See Also: <a href="https://www.benzinga.com/25/04/45059922/uber-orders-employees-back-to-office-three-days-a-week-good-is-not-going-to-be-good-enough-ceo-says">Uber Orders Employees Back To Office 3 Days A Week: Good &#8216;Is Not Going To Be Good Enough,&#8217; Says CEO Dara Khosrowshahi</a>
Why it matters: According to the U.S. Census Bureau, <a href="https://www.benzinga.com/markets/25/03/44066047/trump-to-declare-english-official-language-of-us-what-does-executive-mean?utm_source=chatgpt.com">nearly 68 million U.S. residents speak a language other than English</a>, representing a significant portion of the workforce. 
The order also directs the Federal Motor Carrier Safety Administration to review &#8220;non-domiciled commercial driver&#8217;s licenses&#8221; for irregularities and improve verification protocols for both domestic and international driving credentials. Transportation Secretary Sean Duffy, who recently announced regulatory changes <a href="https://www.benzinga.com/politics/25/04/45022642/trump-change-of-heart-or-musk-influence-president-once-said-hed-keep-autonomous-vehicles-from-operating-on-american-roads">simplifying autonomous driving regulations, will oversee the</a> implementation of the new directive. This comes despite Trump&#8217;s previous statements opposing autonomous vehicles during his campaign. Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/04/45060051/chamath-palihapitiya-says-stablecoins-are-cryptos-second-killer-app-after-bitcoin-as-volumes-surpass-visa">Chamath Palihapitiya Says Stablecoins Are Crypto&#8217;s &#8216;Second Killer App&#8217; After Bitcoin, As Volumes Surpass Visa</a></li>
</ul>
Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Government

Regulations

Politics

JBHT

Trump Orders English-Only Rule For Truck Drivers: 'This Is Common Sense,' Says White House, With Enforcement And Penalties Set Within 60 Days

Saia Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAI#NASDAQ">SAI</a>) reported results that "shocked even the bears," with significantly worse-than-expected yields, according to JPMorgan.
The Saia Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58502bcfee7bf6000190795f/brian-ossenbeck">Analyst Brian Ossenbeck</a> maintained an Overweight rating, while slashing the price target from $436 to $299.
The Saia Thesis: Faced with pricing pressure due to intensifying competition, the higher weight per shipment did little to support margins and adversely impacted headline revenue," Ossenbeck said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Contract renewals decelerated, with "customers shifting to other options," the analysts stated. Peers like TFI International rebuilt its network with small and medium businesses or scaled into larger network from scratch, like Knight-Swift Transportation Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>), he added.
Rival XPO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) may announce its second-quarter guidance closer to consensus expectations, given the "combination of self-help initiatives in cost savings and less net new door capacity additions compared to Saia," Ossenbeck further wrote.
SAI Price Action: Shares of Saia had declined by 2.91% to $238.47 at the time of publication on Monday.
Read More: • <a href="https://www.google.com/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=newssearch&amp;cd=&amp;cad=rja&amp;uact=8&amp;ved=2ahUKEwj2hvfI_fqMAxXER2wGHWLEOIsQxfQBKAB6BAgJEAE&amp;url=https%3A%2F%2Fwww.benzinga.com%2Fnews%2Fearnings%2F25%2F04%2F44937938%2Fcapital-one-reports-mixed-q1-results-eps-beat-revenue-misses&amp;usg=AOvVaw3g8PTc3dpKR3V3BTnwdyaP&amp;opi=89978449">J.B. Hunt Transport Overcorrects Into a Buying Opportunity</a>
Photo: Shutterstock

Analyst Color

Reiteration

Saia's Q1 'Shocked Even The Bears': Analyst Slashes Price Target, Compares Fundamentals With Peers

Truist Securities analyst Lucas Servera maintains XPO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPO#NYSE">XPO</a>) with a Buy and lowers the price target from $130 to $125.

Truist Securities Maintains Buy on XPO, Lowers Price Target to $125

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Embraer-Empresa Brasileira De Aeronautica

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Shares of companies in the broader industrial sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

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SHLS

Shares of companies in the broader industrial sector are trading higher following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China.

Press Releases

XPO Recognizes 246 Drivers for Reaching One Million or More Accident-Free Miles Over the Past 12 Months

XPO Reports Fourth Quarter and Full Year 2024 Results

XPO Provides North American LTL Operating Data for February 2025

Three XPO Leaders Named 2025 "Pros to Know" by Supply & Demand Chain Executive Magazine

XPO Named One of America's Most Innovative Companies by Fortune

XPO Announces $750 Million Share Repurchase Authorization

Two XPO Leaders Named 2025 Top Women to Watch in Transportation

XPO Schedules First Quarter 2025 Earnings Conference Call for Wednesday, April 30, 2025

XPO Reports First Quarter 2025 Results

XPO Recognized as a 2025 VETS Indexes 4 Star Employer for the Third Year in a Row

ArcBest

Armlogi Holding

Covenant Logistics Group, Inc. Class A Common Stock

Covenant Logistics Gr

Heartland Express

Haoxin Holdings Limited - Class A Ordinary Shares

Haoxin Holdings

J.B. Hunt Transport Services, Inc. - Common Stock

JB Hunt Transport Servs

Knight-Swift Transportation Holdings Inc.

Knight-Swift

Landstar System

Marten Transport

Old Dominion Freight Line, Inc. - Common Stock

Old Dominion Freight Line

Proficient Auto Logistics, Inc. - Common Stock

Proficient Auto Logistics

PAMT

Ryder System

Saia

Schneider National

Toppoint Holdings

U-Haul Holding

U-Haul Holding Company Series N Non-Voting Common Stock

Universal Logistics Holdings, Inc. - Common Stock

Universal Logistics Hldgs

Werner Enterprises

MingZhu Logistics Holdings Limited - Ordinary Shares

MingZhu Logistics Hldgs

Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares)

Full Truck Alliance Co

Primega Group Holdings Limited - Ordinary Shares

Primega Group Holdings

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