AI brief of an SEC Form 8-K · XPO (XPO)

XPO Q3 revenue up 2.8% to $2.11 billion; GAAP EPS falls to $0.68 on $35 million charge

Mixed Impact 3 of 5 earnings Written later

XPO reported third quarter 2025 results on October 30, 2025. Revenue rose to $2.11 billion and adjusted diluted EPS rose to $1.07, but GAAP diluted EPS fell to $0.68 and net income fell to $82 million, mainly due to a $35 million charge for environmental and product liability claims tied to a former Con-way subsidiary.

Key points

  • Revenue was $2.11 billion, up from $2.05 billion a year earlier.
  • Diluted EPS was $0.68, down from $0.79; adjusted diluted EPS was $1.07, up from $1.02.
  • Adjusted EBITDA was $342 million, up from $333 million; North American LTL adjusted operating ratio improved 150 basis points to 82.7%.
  • The $35 million charge reduced third quarter diluted EPS by $0.23.

The filing

CompanyXPO (XPO)
Form8-K, current report
Filed with the SECOct 30, 2025, 6:45 AM ET
Accession number0001104659-25-103981

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 30, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.