US Logistics Stocks Surge 10% in a Day as Earnings Approach

XPO Inc. (NYSE: XPO) closed at $163.09 on February 2, up 10.11%. In a single day, its market capitalization rose by about $2.1 billion (roughly ₩2.8 trillion), bringing the total market cap to approximately $19.1 billion (about ₩25 trillion).

The U.S. manufacturing PMI returned to expansion for the first time in a year, driving buying interest across less-than-truckload (LTL) carriers. On the same day, peer transportation stocks jumped 7–10%, leading a sector-wide rally. With XPO’s fourth-quarter 2025 earnings report scheduled before the market open on February 5, short-term inflows were also fueled by expectations of strong results momentum.

XPO is a logistics company specializing in asset-based LTL freight transportation in North America, moving roughly 17 billion pounds of freight annually via its proprietary technology platform. Recently, the company has boosted margins through AI-driven operational efficiencies and premium pricing strategies, earning a spot on Fortune’s 2026 “World’s Most Admired Companies” list and drawing attention for its strong brand and reputation.