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

178.43 1.95 +1.10%
Market cap
$20.6B
P/E
41.2×
Fwd P/E
37.4×
Dividend yield
—
F-score
4/9
Altman Z
2.94
Beneish M
−2.80
Dividend safety
n/a

XPO, Inc. 8-K filed Oct 29, 2026

Period ended Oct 29, 2026 · Filed · accepted 6:47 AM ET · Document on sec.gov · Filing index

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 — the exhibit filed with it
  • 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 — the exhibit filed with it
  • 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 — the exhibit filed with it
  • 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% — the exhibit filed with it