ODFL - Share Growth Demand Growth And Technology Opportunities Driving XPO Logistics

• Spurred in part by the pandemic, XPO has seen ongoing demand growth for outsourced logistics/fulfillment, as well as increased demand for freight brokerage services.
• On top of increased end-user demand, XPO has leveraged technology to improve its quoting process, vendor coordination, and service levels, driving share growth on top of demand growth.
• Technology is also driving productivity gains across the business, and LTL trucking in particular has more room to improve margins and returns through enhanced asset utilization and turnover.
• In a market where not many quality names look undervalued, XPO does at least offer double-digit upside and leverage to ongoing market, share and margin growth.

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