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XPO (XPO)
NYSE:XPO
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.01Last Year’s EPS
1.12Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 20.09%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong performance in the LTL segment, cost management, yield growth, and strategic investments in capacity and technology. However, the company faced challenges with revenue decline and a difficult freight market environment. Despite these challenges, the company demonstrated resilience with effective cost management and strategic initiatives aimed at long-term growth.Company Guidance
During the XPO First Quarter 2025 earnings call, the company provided guidance that highlights its robust financial performance despite a challenging freight market. The company reported a revenue of $2 billion and an adjusted EBITDA of $278 million, with adjusted diluted EPS of $0.73, exceeding expectations. Notably, the LTL segment showed a sequential margin improvement, outperforming typical seasonality. The adjusted operating ratio improved by 370 basis points over two years, showcasing enhanced operating efficiency. The company achieved a damage claims ratio of 0.3% and maintained a trend of year-over-year improvement in on-time performance for 12 consecutive quarters. XPO highlighted a 6.9% year-over-year yield growth excluding fuel and a 53% reduction in purchase transportation costs, with outsourced linehaul miles down to 8.8% of total miles. XPO's balance sheet reflected a net debt leverage ratio of 2.5 times trailing 12-month adjusted EBITDA, and the company announced a $750 million stock repurchase authorization. This strategic focus on operational improvements, cost efficiency, and technological advancements positions XPO for continued margin expansion and competitive advantage in the industry.Strong LTL Segment Performance
LTL segment maintained momentum with sequential margin improvement better than normal seasonality, 370 basis points improvement in adjusted operating ratio over two years.
Efficient Cost Management
Purchase transportation cost reduced by 53% year-over-year, and outsourced linehaul miles reduced to 8.8% of total miles, the best in company history.
Yield Growth Acceleration
Yield excluding fuel grew by 6.9% year-over-year, reflecting strong commercial strategy and value to customers.
Investment in Capacity and Technology
Continued investments in network and technology, including artificial intelligence, to enhance operational efficiency and customer service.
Liquidity and Debt Management
Ended the quarter with $811 million in liquidity and improved net debt leverage ratio to 2.5 times trailing 12 months adjusted EBITDA.
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 |
|---|---|---|---|
Apr 30, 2025 | $97.43 | $106.12 | +8.92% |
Feb 06, 2025 | $136.31 | $146.91 | +7.78% |
Oct 30, 2024 | $120.25 | $133.99 | +11.43% |
Aug 01, 2024 | $114.89 | $115.79 | +0.78% |
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 Jul 31, 2025, TBA Not Confirmed.
What is XPO (XPO) earnings time?
XPO (XPO) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 1.01.
