XPO Speeds Past the Competition Again. AI Could Give It Another Leg Up

2025-11-02 03:05:00 ET

As with much of the industrial sector, it's been a challenging year for trucking companies. Uncertainty around tariffs and ongoing weakness in manufacturing and the industrial economy have led to most sector stocks falling this year.

XPO (NYSE: XPO) is an exception to that rule. The stock is now up 13% year to date. As you can see from the chart below, it's the only one of those five major trucking stocks to have gained, and it's significantly outpaced its two closest rivals, Old Dominion Freight Line (NASDAQ: ODFL) and Saia (NASDAQ: SAIA) , this year.

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