XPO takes advantage of LTL market undercapacity with its strong pricing power that continues to drive revenue growth. Robust fundamentals and young trailer age ensure high sustainability of its operating capacity. Valuation is still high, which makes it hard for me and other interested investors to find an entry point.
XPO, Inc. ( XPO ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Mario Harik - CEO & Director Kyle Wismans - Chief Financial Officer Ali-Ahmad Faghri - Chief Strategy Officer Conference Call Participants Ken Hoexter - BofA Securities, Research Division Scott Group - Wolfe Research, LLC Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Fadi Chamoun - BMO Capital Markets Equity Research Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Richa Harnain Thomas Wadewitz - UBS Investment Bank, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Jason Seidl - TD Cowen, Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Christopher Kuhn - The Benchmark Company, LLC, Research Division Presentation Operator Welcome to the XPO Q3 2025 Earnings Conference Call and Webcast. My name is Stacy, and I will be the operator for today's call.
The headline numbers for XPO (XPO) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
| Air Freight & Logistics Industry | Industrials Sector | Mario A. Harik CEO | XFRA Exchange | US9837931008 ISIN |
| US Country | 38,000 Employees | - Last Dividend | 2 Sep 2011 Last Split | 7 Oct 2003 IPO Date |
XPO, Inc., formerly known as XPO Logistics, Inc., is a leading provider of freight transportation services, catering to a wide array of industries including industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. With operations spanning across the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally, XPO leverages its vast network to offer a comprehensive suite of solutions. The company operates through two main segments: North American LTL and European Transportation, each tailored to address the nuanced needs of its diverse client base. Established in 2000 and headquartered in Greenwich, Connecticut, XPO, Inc. is committed to offering reliable, efficient, and innovative transportation and logistics solutions, ensuring client satisfaction across the globe.
This service is designed for shipments that do not require the full space of a truck, providing a cost-effective and efficient means of transport for small to medium-sized freight. XPO's North American LTL segment covers geographic density and day-definite domestic services, as well as cross-border transportation across the U.S., Mexico, Canada, and the Caribbean. Additionally, this segment encompasses trailer manufacturing operations.
Offered primarily through its European Transportation segment, XPO provides dedicated truckload services, ensuring the transportation of larger shipments that require a full truck's space. This service caters to customers with specific needs for capacity, timing, and handling, providing a tailored logistics solution.
XPO offers comprehensive truck brokerage and managed transportation services, facilitating the efficient matching of shipments with carrier capacity. This solution allows for flexible, scalable, and efficient logistics planning, accommodating varying shipment sizes, timelines, and specifics.
Aimed at enhancing the delivery experience for oversized goods, XPO's last mile services ensure the careful handling and timely delivery of products directly to the end consumer's location. This service is especially vital in the retail and e-commerce sectors, where customer satisfaction is paramount.
XPO's European Transportation segment offers robust freight forwarding and multimodal solutions, including road-rail and road-short sea combinations. These services provide versatile and sustainable options for moving goods across Europe, optimizing routes and modes of transport for speed, cost, and environmental impact.