U.S. Logistics Stocks Surge 10% on Upgraded Earnings and Price Targets, Adding Over 3 Trillion Won in Market Cap in a Day

Shares of U.S. logistics firm XPO Inc. (NYSE: XPO) jumped 9.78% on the New York Stock Exchange on the 6th, closing at $203.61. The rally lifted the company’s market capitalization to about $23.9 billion (roughly KRW 32 trillion), a one-day increase of some $2.6 billion (approximately KRW 3.5 trillion). Trading volume reached 2.68 million shares.

In its Q4 2025 results released the previous day, XPO reported revenue of $2.01 billion and adjusted EPS of $0.88, beating market expectations. Adjusted EBITDA rose 11% year-over-year, reflecting improvements in freight rates and productivity. At the same time, Wall Street firms including Wells Fargo kept “overweight” ratings and raised price targets to around $205, citing strong results and an anticipated margin improvement story in 2026—factors that have fueled the stock rally.

XPO is an asset-based North American logistics provider specializing in less-than-truckload (LTL) freight. Using proprietary technology, it moves about 17 billion pounds of cargo annually through a network of 605 service centers and 38,000 employees. CEO Mario Harik outlined plans to leverage AI-driven efficiencies and an improved freight mix to achieve margin expansion above industry averages during the economic recovery, and he identified a manufacturing rebound in the second half of 2026 as a key growth catalyst for XPO.