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Dec 31, 2024

XPO Logistics Q4 2024 Earnings Report

XPO Logistics reported a strong fourth quarter, capping a year of above-market earnings growth.

Key Takeaways

XPO Logistics reported Q4 2024 revenue of $1.92 billion, with diluted EPS of $0.63 and adjusted diluted EPS of $0.89. The company's North American LTL business outperformed expectations, delivering adjusted operating income growth and improved operating ratio.

Delivered full-year increases of 27% in adjusted EBITDA and 31% in adjusted diluted EPS, compared with the prior year.

North American LTL business outperformed full-year expectations, with adjusted operating income growth of 27% and adjusted operating ratio improvement of 260 basis points.

Delivered record service levels, driving a 7.8% increase in yield, excluding fuel, and a 6.8% increase in revenue per shipment.

Continued to leverage proprietary technology to improve labor productivity, and reduced outsourced linehaul miles to the best level in company history.

Total Revenue
$1.92B
Previous year: $1.94B
-1.0%
EPS
$0.89
Previous year: $0.77
+15.6%
Gross Profit
$187M
Previous year: $199M
-6.0%
Cash and Equivalents
$246M
Previous year: $412M
-40.3%
Free Cash Flow
$24M
Previous year: -$789M
-103.0%
Total Assets
$7.71B
Previous year: $7.49B
+2.9%

XPO Logistics

XPO Logistics

Forward Guidance

The company has entered 2025 with strong momentum, following landmark network investments that strengthen their competitive position in a freight market recovery and for the long-term.