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
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.
From XPO, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$8.16B
+1.1%
$2.64
-18.3%
3.9%
FY2024
$8.07B
+4.2%
$3.23
+101.9%
4.8%
FY2023
$7.74B
+0.3%
$1.60
-72.2%
2.4%
FY2022
$7.72B
+7.2%
$5.76
+96.6%
8.6%
FY2021
$7.20B
+16.8%
$2.93
+236.8%
4.7%
Frequently asked questions
When is XPO's next earnings date?
XPO has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did XPO earn last quarter?
For the quarter ended Sep 2026, XPO reported diluted EPS of $1.53 (+125.0% year over year) on revenue of $2.37B (+12.4%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.