XPO Logistics delivered strong results in the second quarter of 2025, with adjusted EBITDA of $340 million and adjusted diluted EPS of $1.05, both surpassing expectations. The North American Less-Than-Truckload (LTL) business achieved an adjusted operating ratio of 82.9%, showing a year-over-year improvement, driven by above-market pricing growth and share gains despite a soft freight environment. Revenue remained stable year-over-year at $2.08 billion, while net income and diluted EPS saw declines compared to the prior year, partly due to a one-time tax benefit in the European business in 2024.
Adjusted EBITDA reached $340 million, exceeding expectations.
Adjusted diluted EPS was $1.05, also surpassing expectations.
North American LTL segment achieved an adjusted operating ratio of 82.9%, a 30 basis point improvement year-over-year.
The company generated $247 million in cash flow from operating activities.
The report does not contain explicit forward-looking guidance with specific numerical targets for future quarters or the full year. However, the CEO's statements imply a positive outlook based on current performance and strategy.