XPO, Inc.
124.75+1.09 (+0.88%)
Oct 29, 4:00:02 PM EDT · NYSE · XPO · USD
Key Stats
Market Cap
14.69BP/E (TTM)
43.17Basic EPS (TTM)
2.89Dividend Yield
0%Recent Filings
8-K
XPO books $35M litigation charge
XPO faces a $35 million charge in Q3 2025 from a long-running insurance litigation tied to its 2015 Con-way acquisition, stemming from 1981 environmental and product liability claims at a sold truck manufacturing unit. The dispute, unrelated to XPO's current LTL operations, allocates defense and indemnity costs among policies, with the trial wrapping in early October. Actual costs may vary from estimates. Legacy burdens linger.
8-K
XPO LTL volumes decline
XPO disclosed preliminary North American LTL metrics showing tonnage per day down 4.7% in August 2025 versus August 2024, driven by a 3.4% drop in shipments per day and 1.3% lighter weight per shipment. Final July 2025 figures revealed an 8.7% decline in weight per day, from 5.6% fewer shipments and 3.3% less weight each. Volumes softened. Actual August results may differ amid economic pressures and supply chain risks.
8-K
XPO Q2 results show LTL gains
XPO released its Q2 2025 investor presentation, highlighting resilient performance amid a soft freight market. North American LTL revenue hit $1.24 billion, with adjusted EBITDA at $300 million—up 1% year-over-year—and adjusted operating ratio improving 30 basis points to 82.9% through insourcing linehaul and yield gains of 6.1%. Targets include 6-8% LTL revenue CAGR and 11-13% adjusted EBITDA CAGR through 2027. Execution sharpens margins, yet economic headwinds persist.
8-K
XPO Q2 revenue flat, EBITDA resilient
XPO reported Q2 2025 revenue steady at $2.08 billion, with adjusted EBITDA dipping to $340 million from $343 million last year, yet adjusted diluted EPS held at $1.05, beating expectations. North American LTL revenue fell 2.5% to $1.24 billion amid 6.7% tonnage decline, but yield excluding fuel rose 6.1% and adjusted operating ratio improved to 82.9%. European transportation grew revenue 4.1% to $841 million. Insourcing linehaul slashed purchased transportation 53%; soft freight weighs on volumes.
10-Q
Q2 FY2025 results
XPO held revenue steady at $2.1B for Q2 ended June 30, 2025, flat y/y but down 1.5% YTD to $4.0B amid softer North American LTL volumes, offset by 6.1% yield gains and European growth. Operating income edged up 0.5% y/y to $198M (9.5% margin), while net income dipped to $106M or $0.89 diluted EPS from $150M or $1.25, reflecting a prior $41M tax benefit; YTD net fell 19.4% to $175M or $1.47 EPS, reconciled to 119M shares. Cash from operations rose 9.6% YTD to $389M, yielding $0M free cash flow after $395M capex, with $225M cash and $599M revolver availability against $3.4B long-term debt at 6.08% average rate. North American LTL drove 60% revenue with $300M adjusted EBITDA, up 1.0% y/y, fueled by insourcing linehaul. Solid liquidity supports $740M buyback capacity. Yet regulatory shifts in international taxes could alter cash flows.
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