XPO (XPO) Reported Strong Results in a Challenging Environment

XPO (XPO) Reported Strong Results in a Challenging Environment Soumya Eswaran Tue, April 21, 2026 at 9:41 AM EDT 3 min read XPO Carillon Tower Advisers , an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here . Mid-cap stocks delivered mixed results in the first quarter, and value notably outperformed growth. The Russell Midcap® Growth Index (down 6.35%) lagged behind the Russell Midcap® Value Index (up 3.69%). The notable contributing sector was energy, returning 45.23%, outperforming other sectors in the growth index and its value peers. The first quarter was volatile for equity markets, but investors were optimistic. However, military strikes on Iran caused energy prices to rise, shifting investor sentiment to uncertainty. Despite this turbulence, with improved valuations and potential positive developments from de-escalation in the Middle East, the firm is optimistic that the current market fluctuations will be short-lived. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted XPO, Inc. (NYSE: XPO ) as a notable contributor. XPO, Inc. (NYSE:XPO) is a US based transportation and logistics company that provides freight transportation services. On April 20, 2026, XPO, Inc. (NYSE:XPO) closed at $228.37 per share. One-month return of XPO, In…