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.
XPO (NYSE: XPO) delivered a beat on both earnings and revenue this morning, but the stock's strong 11.6% rally tells you something important: investors are watching execution and they like what they see.
XPO (XPO) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.02 per share a year ago.
XPO (XPO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The stock of XPO (XPO -1.25%) was one of the biggest winners of the last decade, and the less-than-truckload (LTL) carrier has continued in recent years, as the stock has quadrupled since early 2023.
XPO, Inc. (NYSE:XPO ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Executives Ali-Ahmad Faghri - Chief Strategy Officer Kyle Wismans - Chief Financial Officer Mario A. Harik - CEO & Director Analysts Ariel Luis Rosa - Citigroup Inc., Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Brian Patrick Ossenbeck - JPMorgan Chase & Co, Research Division Christian F.
While the top- and bottom-line numbers for XPO (XPO) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
XPO (XPO) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $1.12 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for XPO (XPO), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
XPO (XPO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.