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XPO (XPO)
NYSE:XPO
Earnings Data
Report Date
Feb 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.85Last Year’s EPS
0.89Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with record adjusted EBITDA and earnings per share, driven by strategic improvements in pricing, AI-driven efficiencies, and operational execution in the North American LTL business. However, challenges persist with declines in tonnage and shipments, alongside a legal charge impacting net income.Company Guidance
Record Adjusted EBITDA and EPS
The company reported adjusted EBITDA of $342 million and adjusted diluted EPS of $1.07, both exceeding expectations. Adjusted EBITDA grew by 6% and adjusted diluted EPS by 11% year-over-year.
North American LTL Business Performance
Adjusted operating income in the North American LTL business grew 10% year-over-year to $217 million. The adjusted operating ratio improved by 150 basis points to 82.7%, and LTL adjusted EBITDA reached a record $308 million.
AI and Technology Enhancements
The company reported significant efficiency improvements due to AI-driven tools, contributing to a year-over-year productivity improvement of 2.5 points.
Pricing and Yield Growth
The company achieved above-market yield growth with a 5.9% increase year-over-year and a sequential revenue per shipment increase for the 11th consecutive quarter.
Free Cash Flow and Liquidity
Generated $371 million of cash flow from operating activities and ended the quarter with $935 million of total liquidity, including $335 million of cash on hand.
XPO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XPO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $124.75 | $135.97 | +8.99% |
Jul 31, 2025 | $132.29 | $120.29 | -9.07% |
Apr 30, 2025 | $97.43 | $106.12 | +8.92% |
Feb 06, 2025 | $136.31 | $146.91 | +7.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does XPO (XPO) report earnings?
XPO (XPO) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
What is XPO (XPO) earnings time?
XPO (XPO) earnings time is at Feb 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XPO EPS forecast?
XPO EPS forecast for the fiscal quarter 2025 (Q4) is 0.85.
