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Sep 30, 2025
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%
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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