• BMO Capital sets a new price target for XPO, Inc. (NYSE:XPO) at $205, indicating a 10.44% potential increase.
• XPO's Q4 2025 earnings outperform with a 16.25% earnings surprise, showcasing strong execution and profitable growth.
• Strategic initiatives in mix and pricing contribute to twelve consecutive quarters of sequential growth, particularly in the North American LTL segment.

On February 5, 2026, BMO Capital set a new price target for XPO, Inc. (NYSE:XPO) at $205, a 10.44% increase from its current stock price of $185.62. XPO is a major player in the transportation and logistics industry, particularly in the Less-Than-Truckload (LTL) segment. The company competes with other logistics giants, focusing on efficient freight transportation and supply chain solutions.

XPO's recent Q4 2025 earnings call, as highlighted by Seeking Alpha, provided insights into its financial performance and strategic direction. The company reported impressive quarterly earnings of $0.88 per share, surpassing the Zacks Consensus Estimate of $0.76 per share, marking a 16.25% earnings surprise. This performance reflects XPO's strong execution and profitable growth, as noted by CEO Mario Harik.

Despite a slight decrease in diluted earnings per share from $0.63 in 2024 to $0.50 in 2025, XPO's adjusted diluted EPS showed an 18% year-over-year increase. The company's revenue for Q4 2025 was $2.01 billion, exceeding expectations by 3.47% and up from $1.92 billion the previous year. This consistent outperformance in earnings and revenue highlights XPO's robust financial health.

XPO's strategic initiatives in mix and pricing have led to twelve consecutive quarters of sequential growth. In North America, the LTL segment saw a 14% increase in adjusted operating income and an improvement in the adjusted operating ratio by 180 basis points to 84.4%. These results demonstrate XPO's ability to surpass seasonal expectations and maintain a competitive edge in the industry.

The stock's current price of $185.62 reflects a 3.39% rise, with a trading range today between $184.48 and $200.13, the latter being its highest price over the past year. XPO's market capitalization is approximately $21.79 billion, with a trading volume of 7,490,078 shares, indicating strong investor interest and confidence in the company's future prospects.