XPO is operating as a focused, lean less-than-truckload (LTL) freight carrier after its extraordinary multi-year portfolio divestiture program transformed it from a complex logistics conglomerate into a pure-play North American LTL specialist. Under CEO Mario Harik, the freight carrier generated exactly $7.9 billion in revenue and maintains a $11.8 billion market cap with exactly 37000 employees. The financial narrative in 2026 is entirely defined by LTL network optimization and critical yield improvement; capitalizing on the permanent exit of Yellow Freight — its single largest LTL competitor — from the market, XPO extracts improving revenue per shipment by furiously claiming Yellow's most lucrative lane positions, investing in its revitalized service center network, and deploying its differentiated XPO Connect digital freight platform.