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

XPO Q3 2026 diluted EPS rises to $1.53 from $0.68; revenue up 12.4%

Positive Impact 3 of 5 earnings

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.

Key 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

The filing

CompanyXPO (XPO)
Form8-K, current report
Filed with the SECOct 29, 2026, 6:45 AM ET
Accession number0001104659-26-119828

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.