XPO

XPO

Market cap $16.7B

Earns Gold Designation by Viqtory for Continued Commitment to Veterans and Military Hiring Earns Gold Designation by Viqtory for Continued Commitment to Veterans and Military Hiring

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 beat estimates on the top and bottom lines in its third-quarter earnings report. The company lowered its operating ratio by 150 basis points, even as tonnage fell.

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.

Worldwide Exchange Anchor Frank Hollan speaks with XPO CEO Mario Harik about the company's quarter and the impact that AI is having on operations.

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.

GREENWICH, Conn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) today announced its financial results for the third quarter 2025. The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024.

The U.S. housing market is a 'coiled spring' with pent-up demand, poised for explosive growth if mortgage rates and regulations ease. Even small drops in mortgage rates have triggered surges in refinancing and buyer activity, confirming high sensitivity and sidelined demand. Top investment opportunities include housing-related suppliers and distributors like Carlisle, TopBuild, Builders FirstSource, and others.