XPO Logistics, Inc. (NYSE:XPO) Q1 2026 Earnings Call Transcript
Operator: Welcome to the XPO Q1 2026 Earnings Conference Call and Webcast. My name is Kevin, and I'll be your operator for today's call.
Xpo Inc. (XPO)
Market is closed
Sector: Transportation Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | MFN Partners Farhad Nanji And Michael Demichele | 11,425,369 | $2,222,805,539 | 46.55% | |
| 2. | Orbis Investment Management William B. Gray | 3,409,092 | $663,238,848 | -7% | 2.8% |
| 3. | Durable Capital Partners Henry Ellenbogen | 2,935,934 | $571,185,960 | -26% | 5.88% |
| 4. | D1 Capital Partners Daniel Sundheim | 1,287,630 | $250,508,417 | -37% | 2.23% |
| 5. | Holocene Advisors Brandon Haley | 1,249,431 | $243,076,801 | +3% | 0.59% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $106.16 | 1,880 | $199,580.42 | 21,106 | 2025-03-13 | Filing | |
| $79.71 | 1,500 | $119,565.00 | 3,000 | 2023-11-06 | Filing | |
| $35.74 | 1,500 | $53,610.00 | 1,500 | 2023-03-10 | Filing | |
| $67.13 | 1,500 | $100,695.00 | 1,500 | 2020-05-12 | Filing | |
| $75.42 | 1,375 | $103,702.50 | 13,875 | 2019-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $135.04 | 3,250 | $438,869.93 | 5,875 | 2025-09-11 | Filing | |
| $104.52 | 1,875 | $195,975.00 | 6,965 | 2024-05-23 | Filing | |
| $115.04 | 50,000 | $5,752,000.00 | 11,425,369 | 2024-05-15 | Filing | |
| $114.60 | 28,762 | $3,296,125.20 | 11,475,369 | 2024-05-15 | Filing | |
| $112.85 | 1,171,238 | $132,174,208.30 | 11,504,131 | 2024-05-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,167,246 | $2,367,137,636 | 0.04% | |
| 2. | 9,588,191 | $1,865,168,685 | 0.29% | |
| 3. | 5,778,228 | $1,124,100,479 | 0.15% | |
| 4. | 5,060,285 | $984,478,447 | 0.02% | |
| 5. | 4,831,614 | $939,990,493 | 0.14% |
News See All
XPO (XPO) Reported Strong Results in a Challenging Environment
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
XPO (XPO) Benefited from the Implementation of Improved Strategies
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
XPO Logistics, Inc. (NYSE:XPO) Q4 2025 Earnings Call Transcript
Operator: Welcome to the XPO Logistics, Inc. Fourth Quarter 2025 Earnings Conference Call and Webcast. My name is Shamali, and I will be your operator for today's call.
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Does XPO (XPO) Have an Idiosyncratic Growth Potential?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will XPO (XPO) be Able to Drive Better Pricing?
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XPO Logistics, Inc. (NYSE:XPO) Q3 2025 Earnings Call Transcript
Operator: Welcome to the XPO Q3 2025 Earnings Conference Call and Webcast. My name is Stacy, and I will be the operator for today's call.
Oppenheimer Reaffirms Buy Rating on XPO Despite Q2 Profit Drop and LTL Decline
The company’s net income was down by 29% compared to the previous year’s same quarter, reaching $106 million in Q2 2025.
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