Oct 29, 6:47 AM ET
XPO furnished an investor presentation dated October 29, 2026, under Regulation FD, which summarizes its third quarter 2026 results and its 2026 planning assumptions. The filing shows higher revenue, profit and adjusted EPS year over year, and it reaffirms the company's full year 2026 expectations and its 2021-2027 North American LTL targets.
- Q3 2026 revenue was $2.37 billion, up 12% year over year; net income was $181 million versus $82 million in Q3 2025
- Diluted EPS was $1.53; adjusted diluted EPS was $1.70 versus $1.07 a year earlier, up 59%
- Adjusted EBITDA was $433 million, up 26.6% from $342 million; North American LTL adjusted operating ratio was 80.1%, improved 260 basis points year over year
- For full year 2026, the company expects gross capex of $500 million to $600 million and interest expense of $205 million to $215 million
Read the filing on SEC.gov ↗
Oct 29, 6:45 AM ET
XPO reported third quarter 2026 revenue of $2.37 billion, up 12.4% from $2.11 billion a year earlier, and diluted EPS of $1.53 versus $0.68. Net income rose to $181 million from $82 million, and adjusted diluted EPS reached $1.70 versus $1.07. Year-over-year gains were driven by North American LTL, where adjusted operating income rose 35% and the adjusted operating ratio improved 260 basis points.
- Q3 2026 revenue $2.37 billion vs. $2.11 billion; operating income $288 million vs. $164 million
- Diluted EPS $1.53 vs. $0.68; adjusted diluted EPS $1.70 vs. $1.07
- North American LTL adjusted operating ratio 80.1%, a 260 basis point improvement
- Q3 cash flow from operations $415 million; $150 million of common stock repurchases in the quarter
Read the filing on SEC.gov ↗
Jul 30, 6:45 AM ET
XPO reported second quarter 2026 results with revenue of $2.36 billion, up 13.2% from a year earlier, and net income of $162 million, or $1.36 per diluted share, versus $0.89 a year earlier. Adjusted diluted EPS rose to $1.70 from $1.05, and the North American LTL segment posted a record 79.9% adjusted operating ratio, though the filing contains no updated full-year guidance. Shareholders benefit from stronger profit growth, but European Transportation swung to an operating loss due to restructuring costs.
- Revenue of $2.36 billion versus $2.08 billion in Q2 2025; net income of $162 million versus $106 million
- Diluted EPS $1.36 (GAAP) versus $0.89; adjusted diluted EPS $1.70 versus $1.05
- North American LTL adjusted operating income rose 36% to $287 million; European Transportation operating loss of $6 million versus $11 million income, mainly due to restructuring
- Q2 cash flow from operations $308 million; $70 million of common stock repurchases and $70 million of term loan repayments
Read the filing on SEC.gov ↗
Jul 27, 7:00 AM ET
XPO, Inc. appointed Michael Kneeland to its board of directors effective July 27, 2026, expanding the board to eight members, seven of whom are independent. Kneeland is non-executive chairman of United Rentals and previously served as its chief executive from 2007 to 2019. The filing reports no financial results or changes to operations, so the appointment is a board governance change.
- Kneeland was appointed by the board on July 24, 2026, effective July 27, 2026, and will serve until the 2027 annual meeting of stockholders.
- As a non-employee director, he receives an annual cash retainer of $80,000 and an annual RSU grant currently valued at $190,000.
- On July 27, 2026, he received a prorated grant of 388 RSUs that vest on January 4, 2027.
- The filing states there are no related party transactions with Kneeland reportable under Item 404(a) of Regulation S-K.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.