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

XPO Q4 revenue rises 4.7% to $2.01 billion, but diluted EPS falls to $0.50

Mixed Impact 3 of 5 earnings Written later

XPO reported fourth quarter 2025 revenue of $2.01 billion, up 4.7% from a year earlier, while diluted EPS fell to $0.50 from $0.63 and net income fell to $59 million from $76 million. The company cited a $23 million rise in restructuring expense tied to previously granted equity awards from the board leadership transition, and a $21 million drop in real estate gains; adjusted diluted EPS was $0.88 versus $0.89.

Key points

  • Q4 2025 revenue was $2.01 billion versus $1.92 billion; operating income was $143 million versus $148 million.
  • Diluted EPS was $0.50 versus $0.63; adjusted diluted EPS was $0.88 versus $0.89.
  • Full-year 2025 revenue was $8.16 billion versus $8.07 billion; full-year net income was $316 million versus $387 million and diluted EPS was $2.64 versus $3.23.
  • North American LTL adjusted operating ratio improved 180 basis points to 84.4%; the company reported $310 million of cash at year end.

The filing

CompanyXPO (XPO)
Form8-K, current report
Filed with the SECFeb 5, 2026, 6:45 AM ET
Accession number0001104659-26-010608

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits 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 February 05, 2026.

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.