•
Sep 30, 2023

XPO Logistics Q3 2023 Earnings Report

XPO Logistics' Q3 2023 results demonstrated solid growth in revenue and profitability amidst a soft freight transportation environment.

Key Takeaways

XPO Logistics reported a 2% year-over-year increase in revenue and a 6% increase in adjusted EBITDA for Q3 2023. The company's North American LTL segment saw improvements in volume, pricing, and labor productivity, contributing to an adjusted operating ratio of 86.2%.

Revenue increased year-over-year by 2% due to higher tonnage per day and yield in the North American LTL segment.

Adjusted EBITDA grew by 6% compared to the same period in 2022.

The adjusted operating ratio for North American LTL improved sequentially by 140 basis points to 86.2%.

Damage claims ratio in North American LTL reached a company-best of 0.4%.

Total Revenue
$1.98B
Previous year: $3.04B
-34.9%
EPS
$0.88
Previous year: $1.45
-39.3%
NA LTL Revenue per CWT
$25.6
NA LTL Pounds per Day
24M
NA LTL Shipments per Day
44K
Gross Profit
$218M
Previous year: $517M
-57.8%
Cash and Equivalents
$355M
Previous year: $544M
-34.7%
Free Cash Flow
$94M
Previous year: $142M
-33.8%
Total Assets
$6.43B
Previous year: $8.5B
-24.4%

XPO Logistics

XPO Logistics

XPO Logistics Revenue by Segment

Forward Guidance

XPO expects to further accelerate yield growth in the fourth quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income