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XPO Outpaces Rivals on Shipment Growth as Pricing Momentum Accelerates

FW Desk News

FreightWatch.News

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Friday, October 30, 2026

XPO Logistics expanded shipments nearly 6% in the third quarter, outperforming competitors Old Dominion and FedEx Freight, which both posted volume declines. The carrier maintained margin strength despite seasonal headwinds. Price growth moderated to 3% during the quarter, attributed to heavier, shorter-haul freight diverted from a constrained truckload market. Management reported October rates climbed 5%. Wall Street remains split on the carrier's trajectory, with analysts debating whether the stock's premium valuation can sustain a volume-led growth strategy.

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