XPO Logistics Inc
NYSE:XPO

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XPO Logistics Inc Logo
XPO Logistics Inc
NYSE:XPO
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Price: 141.0375 USD 0.15%
Market Cap: 16.6B USD

XPO Logistics Inc
Investor Relations

XPO Logistics Inc. stands as a dynamic force in the transportation and logistics industry, orchestrating a symphony of services that underpins global trade and domestic commerce. Born out of strategic acquisitions and an entrepreneurial vision, XPO has carved out a niche by linking fragmented freight networks into cohesive supply chain solutions. With roots in North America and Europe, the company primarily operates in two segments: transportation and logistics. The transportation arm, particularly its less-than-truckload (LTL) service, is the crown jewel, designed to optimize shipment efficiency by consolidating goods from multiple clients into a single truck. This service benefits both businesses, by reducing their freight costs, and XPO, by maximizing vehicular capacity utilization.

The logistics segment, on the other hand, thrives on offering comprehensive supply chain solutions tailored to meet diverse client needs. By leveraging advanced technology and a massive network of distribution centers, XPO provides services such as warehouse management, order fulfillment, and returns processing. This tech-infused approach enables seamless real-time tracking, predictive analytics for inventory management, and an agile response to market demands. Through these operations, XPO Logistics not only generates revenue from transportation fees and logistics contracts but also locks in long-term relationships with clients, fostering a steady income stream while continuously expanding its footprint in the ever-evolving logistics landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Earnings Beat: XPO delivered adjusted EBITDA of $342 million and adjusted diluted EPS of $1.07, both exceeding expectations for the quarter.

Margins Up: LTL adjusted operating income rose 10% to $217 million, with adjusted operating ratio improving by 150 basis points to 82.7%, outperforming seasonality.

Record LTL EBITDA: LTL adjusted EBITDA reached $308 million, the highest of any quarter in company history.

Strong Pricing: Yield excluding fuel grew 5.9% year-over-year, with revenue per shipment (ex-fuel) increasing sequentially for the 11th straight quarter.

Cost Efficiency: AI-driven tools and network optimization led to a 2.5 point productivity gain and a 48% drop in purchase transportation expense.

CapEx Moderating: Capital expenditures are expected to decrease, boosting free cash flow conversion in 2025.

Positive Outlook: Management expects continued above-market yield growth, OR improvement, and strong earnings growth in 2026, even without a macro recovery.

Key Financials
Revenue
$2.1 billion
LTL Revenue
$1.3 billion
Adjusted EBITDA
$342 million
Adjusted Diluted EPS
$1.07
Diluted EPS
$0.68
LTL Adjusted EBITDA
$308 million
LTL Adjusted Operating Income
$217 million
LTL Adjusted EBITDA Margin
24.5%
Adjusted Operating Ratio (LTL)
82.7%
European Transportation Adjusted EBITDA
$38 million
Corporate Adjusted EBITDA
-$4 million
Operating Income
$164 million
Net Income
$82 million
Cash Flow from Operating Activities
$371 million
Net CapEx
$150 million
Cash on Hand
$335 million
Total Liquidity
$935 million
Net Leverage Ratio
2.4x
Earnings Call Recording
Other Earnings Calls

Management

Mr. Bradley S. Jacobs
Executive Chairman
No Bio Available
Mr. Mario A. Harik
CEO & Director
No Bio Available
Mr. Kyle Wismans
Chief Financial Officer
No Bio Available
Mr. Dave Bates
Chief Operating Officer
No Bio Available
Ms. Wendy Cassity J.D.
Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. Christopher Brown
Chief Accounting Officer
No Bio Available
Mr. Jay Silberkleit
Chief Information Officer
No Bio Available
Mr. Michael Abrahams
Chief Communications Officer
No Bio Available
Mr. Anthony Hoereth
Senior Vice President of Sales
No Bio Available
Ms. Carolyn Roach
Chief Human Resources Officer
No Bio Available

Contacts

Address
CONNECTICUT
Greenwich
Five American Lane
Contacts
+18559766951.0
www.xpo.com