XPO, Inc.
XPO Industrials Trucking
XPO, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $8.2 billion, up 1.05% from fiscal 2024.
- Revenue
- +12.4%
- EPS
- +124.6%
- Free cash flow
- +31.7%
- Total debt
- −6.66%
Quarter to September 2026, against a year earlier
Follow XPO
Alert me
XPO, Inc. 8-K filed Oct 29, 2026
7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
What it says
On October 29, 2026, XPO released an investor presentation. For the third quarter, it reported revenue of $2.37 billion, net income of $181 million and adjusted EBITDA of $433 million. North American LTL revenue was $1.47 billion, while European transportation revenue was $900 million.
-
XPO reported third-quarter adjusted diluted EPS of $1.70, up 59% YoY.
XPO revenue up 12% YoY XPO adjusted EBITDA up 27% YoY XPO adjusted diluted EPS up 59% YoY
-
North American LTL adjusted EBITDA was $389 million. Tonnage per day rose 5% YoY, and the adjusted operating ratio improved by 260 bps.
LTL adjusted operating ratio of 80.1%, improved YoY by 260 bps LTL adjusted EBITDA up 26% YoY LTL tonnage per day up 5% YoY
-
For 2021-2027, XPO targets North American LTL revenue CAGR of 6% to 8%, adjusted EBITDA CAGR of 11% to 13%, and adjusted operating ratio improvement of at least 600 bps.
Revenue CAGR of 6% to 8% Adjusted EBITDA CAGR of 11% to 13% Adjusted operating ratio improvement of at least 600 bps
-
For full year 2026, XPO expects gross capex of $500 million to $600 million and interest expense of $205 million to $215 million, among other planning assumptions.
Total company gross capex of $500 million to $600 million • Interest expense of $205 million to $215 million • Pension income of approximately $14 million • Adjusted effective tax rate of 23% to 24%