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Jun 30, 2025
XPO Logistics Q2 2025 Earnings Report
XPO Logistics reported its second quarter 2025 financial results, with adjusted EBITDA and adjusted diluted EPS exceeding expectations.
Key Takeaways
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.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
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.
Positive Outlook
- Strategy positions the company for long-term margin expansion.
- Strategy positions the company for long-term earnings growth.
- Continued execution at a high level, outperforming the industry.
- Ability to deliver pricing growth driven by service quality.
- Anticipated benefit from a freight market recovery.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Potential for continued soft freight environment.
- Fluctuations in currency exchange rates and fuel prices.
- Impact of potential cyber-attacks and information technology or data security breaches or failures.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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