XNYS · Industrials · Integrated Freight & Logistics
Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. We estimate LTL shipping makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | Q1 2026 | 0.88 | 1.01 | +14.77% | $2.10B | ✅ Beat | +1.06% | -6.02% | -2.67% |
| 2026-02-05 | Q4 2025 | 0.76 | 0.88 | +15.79% | $2.01B | ✅ Beat | -1.41% | +2.26% | +1.63% |
| 2025-10-30 |
| Q3 2025 |
| 1.02 |
| 1.07 |
| +4.90% |
| $2.11B |
| ✅ Beat |
| — |
| — |
| — |
| 2025-07-31 | Q2 2025 | 0.99 | 1.05 | +6.06% | $2.08B | ✅ Beat | — | — | — |
| 2025-04-30 | Q1 2025 | 0.65 | 0.73 | — | $1.95B | ✅ Beat | — | — | — |
| 2025-02-06 | Q4 2024 | 0.63 | 0.89 | +41.27% | $1.92B | ✅ Beat | — | — | — |
| 2024-10-30 | Q3 2024 | 0.91 | 1.02 | +12.09% | $2.05B | ✅ Beat | — | — | — |
| 2024-08-01 | Q2 2024 | 1.01 | 1.12 | +10.89% | $2.08B | ✅ Beat | — | — | — |
Showing last 8 quarters.