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Mar 31, 2025
XPO Logistics Q1 2025 Earnings Report
XPO reported solid first-quarter results with improved operating efficiency and sequential yield growth in its LTL segment.
Key Takeaways
XPO delivered stable financial results for Q1 2025 despite a decline in revenue. The company enhanced its operational performance, maintained strong adjusted EPS, and achieved continued productivity gains within its North American LTL segment.
Adjusted EPS reached $0.73 despite a 3.2% decline in revenue.
Net income increased slightly to $69 million from $67 million year-over-year.
North American LTL segment delivered a 6.9% increase in yield (excluding fuel) and improved sequential revenue per shipment.
Adjusted EBITDA totaled $278 million, supported by improved cost efficiency and service quality.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
XPO expects continued margin expansion through operational efficiencies and strong service quality, while remaining cautious about the freight market conditions.
Positive Outlook
- Sequential improvement in adjusted operating ratio.
- Strong cost reduction in purchased transportation (down 53% YoY).
- Consistent yield growth supported by pricing discipline.
- Record service quality enhancing customer retention.
- Technology-driven productivity gains improving network efficiency.
Challenges Ahead
- Overall revenue declined year-over-year.
- Lower fuel surcharge revenue impacted top-line results.
- Decreases in tonnage and shipments per day in LTL segment.
- Adjusted EPS fell compared to Q1 2024.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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