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Dec 31, 2025
XPO Logistics Q4 2025 Earnings Report
XPO Logistics reported a decrease in net income and diluted EPS, despite an increase in revenue for the fourth quarter of 2025.
Key Takeaways
XPO reported fourth quarter 2025 revenue of $2.01 billion, a 4.7% increase year-over-year. However, net income decreased by 22.4% to $59 million, and diluted EPS fell by 20.6% to $0.50. Adjusted diluted EPS also saw a slight decrease to $0.88. The North American Less-Than-Truckload segment showed growth in adjusted operating income, while the European Transportation segment experienced an operating loss.
Revenue for Q4 2025 increased by 4.7% year-over-year to $2.01 billion.
Net income decreased by 22.4% to $59 million, and diluted EPS decreased by 20.6% to $0.50.
Adjusted diluted EPS was $0.88, a 1.1% decrease compared to the same period in 2024.
North American LTL segment's adjusted operating income grew by 13.8%, and its adjusted operating ratio improved by 180 basis points.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company expects to generate significant acceleration in free cash flow in the coming years, aiming for outsized share and margin gains in a recovery market.
Positive Outlook
- Significant acceleration in free cash flow expected in coming years.
- Positioning for outsized share gains in a recovery market.
- Positioning for margin gains in a recovery market.
- Continued focus on service excellence and continuous business improvement.
- Building durable earnings power through world-class service and proprietary technology.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Potential impacts from business, economic, political, legal, and regulatory factors.
- Supply chain disruptions and shortages, cost inflation, and labor/equipment shortages.
- Ability to align investments in capital assets with customer demands.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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