Inferra AI / Company / XPO
XPO
XPO · Industrials
Last earnings Oct 29, 2026
Key results
EPSquarter
$0.68
The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
diluted EPS of $1.07, both up year-over-year in a soft freight environment.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted operating incomequarter
10%
“In North American LTL, we grew adjusted operating income by 10% to $217 million and improved our adjusted operating ratio by 150 basis points to 82.7%, significantly outperforming seasonality.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Revenuequarter
$2.11 billion
” 1 Third Quarter Highlights For the third quarter 2025, the company generated revenue of $2.11 billion, compared with $2.05 billion for the same period in 2024.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Operating incomequarter
$164 million
Operating income was $164 million for the third quarter, compared with $176 million for the same period in 2024.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Net incomequarter
$82 million
Net income was $82 million for the third quarter, compared with $95 million for the same period in 2024.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The year-over-year decrease in operating income and net income reflects a $35 million charge in the Corporate segment for a legal matter related to a subsidiary owned by Con-way pre-acquisition.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
This is reflected in diluted earnings per share of $0.68 for the third quarter, compared with $0.79 for the same period in 2024.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q3 2025 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Oct 30, 2025 EPS values as stated in the release.
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| EPS | $0.68 | $0.89 | $0.79 |
| Adjusted operating income | 10% | $198 million | — |
| Revenue | $2.11 billion | — | $2.05 billion |
| Operating income | $164 million | $198 million | $176 million |
| Net income | $82 million | $106 million | $95 million |
Guidance · company-stated
No guidance located in the held release
Capital allocation
The company generated $371 million of cash flow from operating activities in the third quarter and ended the quarter with $335 million of cash and cash equivalents on hand, after $150 million of net capital expenditures.
Event summary
XPO Reports Third Quarter 2025 Results
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The company generated $371 million of cash flow from operating activities in the third quarter and ended the quarter with $335 million of cash and cash equivalents on hand, after $150 million of net capital expenditures.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The company repurchased $50 million of common stock and repaid $50 million of term loan financing in the third quarter.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The detail by line item is as follows: Debt extinguishment loss $ - $ - $ 1 $ - Amortization of acquisition-related intangible assets 2 3 7 10 Pre-Con-way acquisition environmental matter 8 - 8 - Transaction and integration costs - 1 2 4 Restructuring costs 1 1 3 4 $ 12 $ 5 $ 21 $ 18 Amounts may not add due to rounding.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Strategy & priorities
” Harik continued, “Our intense execution is resulting in record service quality and margin expansion at the trough of the cycle.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We’re in the early innings of realizing our long-term margin opportunity, and we expect performance to accelerate as our strategy continues to gain traction.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Restructuring costs primarily relate to severance costs associated with business optimization initiatives.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Risks & headwinds
These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by such forward-looking statements.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
What changed vs prior quarter
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Operating income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗XPO — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Earnings deck slides
0 decks with slide viewXPO — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
XPO — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
XPO — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
XPO — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
XPO — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KXPO
Oct 29, 2026
- 8-KXPO
Oct 29, 2026
- Q2 2026
- 8-KXPO
Sep 3, 2026
- 10-QXPO
Jul 30, 2026
- 8-KXPO
Jul 30, 2026
- 8-KXPO
Jul 30, 2026
- 8-KXPO
Jul 27, 2026
- Q1 2026
- 8-KXPO
Jun 3, 2026
- 8-KXPO
Jun 1, 2026
- 8-KXPO
May 26, 2026
- 8-KXPO
May 19, 2026
- 10-QXPO
Apr 30, 2026
- 8-KXPO
Apr 30, 2026
- 8-KXPO
Apr 30, 2026
- Q4 2025
- 8-KXPO
Mar 2, 2026
- EX-99XPO
Mar 2, 2026
- 10-KXPO
Feb 5, 2026
- 8-KXPO
Feb 5, 2026
- 8-KXPO
Feb 5, 2026
- Q3 2025
- 8-KXPO
Dec 15, 2025
- 8-KXPO
Dec 1, 2025
- EX-99XPO
Dec 1, 2025
- 10-QXPO
Oct 30, 2025
- 8-KXPO
Oct 30, 2025
- 8-KXPO
Oct 30, 2025
- 8-KXPO
Oct 23, 2025
- Q2 2025
- 8-KXPO
Sep 3, 2025
- EX-99XPO
Sep 3, 2025
- 10-QXPO
Jul 31, 2025
- 8-KXPO
Jul 31, 2025
- 8-KXPO
Jul 31, 2025
- Q1 2025
- 8-KXPO
Jun 4, 2025
- 8-KXPO
May 16, 2025
- 10-QXPO
Apr 30, 2025
- 8-KXPO
Apr 30, 2025
Earnings releases
10 documentsPresentations
5 documents
Transcripts
0 documentsNo transcripts for XPO are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention XPO by name or ticker. A mention is counted once per document, from the document text the library holds.
“eight demand strengthens.” Second Quarter Highlights For the second quarter… …XPO) today announced its financial results for the second quarter 2026. The company reported diluted earnings per share of $1.36, compared with $0.89 for the sa”
“ver-year growth, with a robust cash flow from operations of $1.69 billion • Announced the XPO MSA, designed to reduce networking racks by up… …Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, da”
See also the earnings calendar for every tracked company’s next earnings date.