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Sep 30
XPO Logistics Q3 2025 Earnings Report
XPO reported mixed Q3 2025 results with modest revenue growth, a decline in net income, and strong yield gains in its North American LTL segment.
Key Takeaways
XPO delivered higher revenue and adjusted EPS in Q3 2025 despite a decline in net income due to a legal charge. The North American LTL segment outperformed with margin expansion and yield improvement.
Revenue grew 2.8% YoY to $2.11 billion, led by the European segment
Net income declined 13.7% YoY due to a $35M legal charge
Adjusted EPS increased to $1.07 from $1.02 YoY
LTL adjusted operating ratio improved 150bps to 82.7%
XPO Logistics
XPO Logistics
XPO Logistics Revenue by Segment
XPO Logistics Revenue by Geographic Location
Revenue by Segment
North American LTL Revenue
CapyFin.comEuropean Transportation Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEurope Revenue
CapyFin.com Forward Guidance
XPO expects ongoing performance improvements in LTL with margin expansion and productivity gains as market conditions recover.
Positive Outlook
- LTL adjusted operating ratio improved 150bps YoY
- Yield excluding fuel rose 5.9%
- Sequential growth in revenue per shipment for 11th straight quarter
- Strong cash flow from operations: $371M
- Adjusted EBITDA up 2.7% YoY to $342M
Challenges Ahead
- Net income declined 13.7% YoY due to a legal charge
- European segment adjusted EBITDA fell 13.6% YoY
- LTL tonnage per day declined 6.1%
- Corporate segment posted larger operating loss YoY
- Slight decline in overall operating income despite higher revenue