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XPO (XPO)
NYSE:XPO
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.88Last Year’s EPS
0.73Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial picture: management delivered clear EBITDA and EPS improvements, notable LTL margin expansion (590 bps since 2022), strong pricing and yield trends, meaningful productivity gains and a strategic AI rollout, plus improved liquidity and reduced outsourced miles. Key challenges remain around soft volumes and tonnage declines (partially improving in January), some one-time restructuring charges and continued capital deployment and wage/benefit inflation. Management believes it can generate substantial free cash flow and accelerate share repurchases and debt paydown as results progress.Company Guidance
Strong Adjusted Profitability
Fourth-quarter adjusted EBITDA of $312 million and adjusted diluted EPS of $0.88; excluding real estate gains, adjusted EBITDA increased 11% year-over-year and adjusted EPS increased 18% year-over-year.
LTL Segment Margin Expansion
North American LTL adjusted operating income of $181 million (up 14% YoY) and a 180 basis point improvement in LTL adjusted operating ratio for the quarter; LTL margin expanded 590 basis points since 2022.
Revenue and Yield Growth
Total company revenue rose 5% year-over-year to $2.0 billion; LTL revenue $1.2 billion (up 1% YoY). Full-year yield excluding fuel grew 6%; Q4 yield excluding fuel increased 5.2% YoY and revenue per shipment has improved sequentially for 12 consecutive quarters.
Productivity and Cost Efficiency Gains
Productivity improved roughly 1.5 points for the year with acceleration in H2; purchase transportation expense decreased 46% YoY (down $20 million) and outsourced miles ended the year at a company low of 5.1% of total miles.
AI and Technology Rollouts
Completed a pilot of AI-driven route optimization and expanded internal technology to nearly half of service centers this quarter; expected to reduce miles and improve stops/hour across a cost base of roughly $900 million.
Fleet and Capacity Strength
Average sector (fleet) age of 3.7 years (one of the youngest in the industry), reduced maintenance cost per mile to the lowest level in company history, and network built with >30% excess door capacity to support upcycle demand.
Cash Flow, Liquidity and Capital Allocation
Generated $226 million of operating cash flow in the quarter, ended with $310 million cash on hand, repurchased $65 million of common stock and paid down $65 million on term loan; total liquidity $910 million and net leverage of 2.4x TTM adjusted EBITDA (improved from 2.5x).
Encouraging 2026 Financial Outlook
Guidance and planning assumptions include 2026 gross CapEx of $500–$600 million, interest expense $205–$215 million, adjusted effective tax rate 24–25%, and expectation of meaningful acceleration in free cash flow (management expects FCF to increase materially, with FCF >50% YoY implied).
XPO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XPO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $179.54 | $185.62 | +3.39% |
Oct 30, 2025 | $124.75 | $135.97 | +8.99% |
Jul 31, 2025 | $132.29 | $120.29 | -9.07% |
Apr 30, 2025 | $97.43 | $106.12 | +8.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does XPO (XPO) report earnings?
XPO (XPO) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is XPO (XPO) earnings time?
XPO (XPO) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XPO EPS forecast?
XPO EPS forecast for the fiscal quarter 2026 (Q1) is 0.88.
