US · Industrials · Trucking
EPS came in at 1.70 against a street estimate of 1.56 — a beat of 9.0%.
Analysts rate XPO Logistics Inc a buy (20 buy, 3 hold, 2 sell out of 25) with an average price target of $224.39.
CONFIDENT XPO reported record Q2 results with adjusted EBITDA up 25% YoY and operating ratio at 79.9%, a new company record. Management raised FY26 margin guidance to 200+ bps improvement and expects continued outperformance driven by pricing, volume recovery, and AI-driven productivity. Q2 2026 LTL dominates earnings power. Europe showing momentum but smaller contributor. Regional capacity investments in South, Southeast, Southwest, Texas, Midwest completed. Analysts pressed on demand durability, competitive dynamics, productivity persistence, and margin ceiling. Management emphasized idiosyncratic market share gains (SMB, premium services) as primary driver, not macro recovery alone; stressed AI runway remains 'massive' and productivity above 1.5 pt base case in higher-volume environments; and quantified 5-year 200-300 bps annual pricing outperformance path to low-70s OR. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 12.48% |
| MFN Partners Management, LP | 8.47% |
| Capital Research Global Investors | 7.10% |
| Capital World Investors | 5.01% |
| Vanguard Capital Management, LLC | 4.39% |
| Vanguard Portfolio Management, LLC | 4.14% |
| FMR Inc | 3.72% |
| State Street Corp | 3.65% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $2,373 million, up from $2,111 million in Q3 2025. • Q3 operating income was $288 million, compared with $164 | 2026-10-29 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • XPO, Inc. filed a Form 8-K dated October 29, 2026. • The filing announces the release of an investor presentation dated October 2 | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $2,373 million, up 12.4% from $2,111 million. • Operating income was $288 million, up 75.6% from $164 million | 2026-10-29 |
| Reg FD disclosure · Q3 2026 XPO, INC. DOCUMENT SUMMARY HEADLINE NUMBERS • July 2026 tonnage per day: increased 5.8% year-over-year in North American Less-Than-Truckload segment | 2026-09-03 |
| Quarterly report · Q2 2026 XPO, INC. - Q2 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue (H1 2026): $4,451 million vs. $4,034 million (H1 2025) — up 1 | 2026-07-30 |
| Reg FD disclosure · Q3 2026 XPO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Document Type: Form 8-K (Current Report) filed July 30, 2026 • Company: XPO, Inc., Delaware corporat | 2026-07-30 |
| Results announced · Q3 2026 XPO Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Diluted EPS: $1.36 (Q2 2026) vs $0.89 (Q2 2025) — +52.8% • Adjusted Diluted EPS: $1.70 (Q2 2026) vs $ | 2026-07-30 |
| Board / officer change · Q3 2026 XPO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 24, 2026 (filed July 27, 2026) • Company: XPO, Inc. (NYSE: XPO), Delaware corporati | 2026-07-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.