XPO Logistics vs Manhattan Associates
Side-by-side comparison of AI visibility scores, market position, and capabilities
Greenwich CT second-largest North American LTL carrier (NYSE: XPO) at $8.07B 2024 revenue; acquired 28 Yellow Corp terminals ($870M), LTL 2.0 AI optimization, Q3 2025 EPS beat competing with Old Dominion for LTL freight.
About
XPO, Inc. is a Greenwich, Connecticut-based less-than-truckload (LTL) transportation company — publicly traded on the New York Stock Exchange (NYSE: XPO) — operating as the second-largest North American LTL carrier with 38,000 employees, 614 service locations operating in 99% of US postal codes, and annual revenue of $8.07 billion as of fiscal year 2024. Originally founded in 1989 as Express-1 Expedited Solutions and transformed by Brad Jacobs starting in 2011 through 17+ acquisitions (including Norbert Dentressangle for $3.56 billion and Con-way for $3 billion in 2015), XPO underwent a strategic refocusing beginning in 2021 by spinning off its logistics business as GXO Logistics and truck brokerage as RXO — leaving XPO as a pure-play LTL carrier. In 2022, Mario Harik (former Chief Information Officer) became CEO, implementing the LTL 2.0 optimization program with AI-driven route optimization and load-building. In 2024, XPO acquired 28 service centers from bankrupt Yellow Corp for $870 million, expanding capacity at below-market cost. In Q3 2025, XPO reported adjusted EPS of $1.07 (beating estimates of $1.02) and revenue of $2.11 billion despite a historically soft freight market.
NASDAQ-listed (MANH) cloud supply chain execution at $1B revenue with WMS, TMS, and OMS for 1,200+ enterprise retailers; competing with Blue Yonder and Oracle for omnichannel fulfillment orchestration.
About
Manhattan Associates is an Atlanta-based supply chain and omnichannel commerce technology company providing cloud-native warehouse management (WMS), transportation management (TMS), order management (OMS), and supply chain planning software for retailers, manufacturers, distributors, and 3PLs managing complex fulfillment operations. Listed on NASDAQ (NASDAQ: MANH), Manhattan Associates was founded in 1990 by Deepak Raghavan and generated $1.0 billion in revenue in fiscal year 2024 at 12% growth, serving 1,200+ enterprise customers including American Eagle Outfitters, Levi Strauss, and US Foods across 75+ countries.
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